Earn CPD Points
CPD: Private credit – a key sub-sector in private market investingPrivate markets offer the potential to outperform public markets over the mid to long-term with the potential for lower volatility. Within this, private credit offers investors an attractive opportunity to [...]
CPD: Private markets and alternatives – consumer protection challengesIntroduction Interest in alternative assets – including private markets and infrastructure – has surged in recent years, a strong growth trajectory that is expected to continue well into the future. [...]
CPD: The adviser’s fiduciary duty in an ethical practiceIt is both a legal and ethical requirement for financial advisers to fulfil their fiduciary duty to their clients. This article, proudly sponsored by GSFM, explores the importance of the [...]
Ethics CPD
CPD: The adviser’s fiduciary duty in an ethical practiceIt is both a legal and ethical requirement for financial advisers to fulfil their fiduciary duty to their clients. This article, proudly sponsored by GSFM, explores the importance of the [...]
CPD: Trust and ethics in financial adviceIn 2024, trust in financial advisers reached an all-time high. This article, proudly sponsored by GSFM, explores the inseparable links between trust and ethical practice when providing financial advice. Defined [...]
Regulatory Compliance CPD
CPD: Private markets and alternatives – consumer protection challengesIntroduction Interest in alternative assets – including private markets and infrastructure – has surged in recent years, a strong growth trajectory that is expected to continue well into the future. [...]
CPD: Record-keeping in financial advice – the key to compliance and consumer protectionIntroduction The financial services regulatory framework is a key pillar of financial consumer protection. Regulatory compliance is therefore not merely about avoiding penalties, but is a critical step in building [...]
