CPD

All CPD content

Your Industry

What non-court options are there for divorcing couples?

  • To be able to identify different options available for divorcing couples
  • To identify which type of action may be useful
  • To describe when arbitration is helpful to a divorcing couple
Approx.30min

Protection

How to decide if family income benefit is right for your client

  • Describe key features of family income benefit
  • Identify reasons to set up a Fib
  • Explain the benefits of children’s critical illness cover
Approx.30min

Mortgages

How to be a 'nosy broker' and spot the signs of fraud

  • Explain ways in which clients might try to game the system
  • Outline different problems this could cause for clients and companies
  • List ways to protect yourself and your company
Approx.30min

Protection

How deferred payment agreements can work in social care

  • To be able to describe how deferred payment agreements occur in social care
  • To identify the different types of DPA
  • To describe valuation procedures when a DPA is secured against a property
Approx.30min

Investments

What do we know about Labour’s vision for financial services?

  • To be able to explain how the Labour government wants to address the advice gap
  • To be able to explain what less prescriptive rules could mean for the industry
  • To be able to identify where Labour's ambitions could be in conflict with financial services firms' growth ambitions
Approx.30min

Economy

What Rachel Reeves’ speech tells us about the UK’s economic fortunes

  • Identify challenges to private investment
  • Identify challenges to growth
  • Identify opportunities for growth
Approx.30min

Investigation: future of mortgages

Lenders call for review of decade-old regulation on high LTI lending

  • Describe the restrictions of banks' loan to income ratios
  • Explain the challenges that banks face
  • Identify factors that affect LTI policy
Approx.30min

Investigation: future of mortgages

High interest rates push mortgage stress tests above 10 per cent

  • Describe lenders' liquidity issues
  • Explain Nationwide's lending policy
  • Identify the purpose of SVR
Approx.30min

Investigation: future of mortgages

How could the lending limit be changed to support first-time buyers?

  • Explain the impact of tough LTI flow limits on the housing market
  • Identify some critics' view of raising the high LTI flow
  • Describe the impact of raising high LTI flow on the housing market
Approx.30min

Mortgages

Tailoring support for different types of buyer in the UK property market

  • Explain the importance of offering bespoke guidance
  • Identify ways a broker can help first-time buy-to-let landlords
  • Explain the types of lenders that suit commercial landlords
Approx.30min

Better Business

How to stop your podcasts becoming 'a graveyard for forgotten and neglected dreams'

  • Summarise a strategy for producing and recording podcasts
  • List various ways to improve your output
  • Explain how podcasts - done well - can enhance your business proposition
Approx.30min

Commercial

Common lending challenges facing international HNW clients

  • Identify challenges HNW and UHNW individuals face when it comes to lending
  • Describe what HNW and UHNW clients misunderstand about complex lending
  • Explain how advisers and wealth managers can help HNW and UHNW clients solve lending problems
Approx.30min

Property

Handling property when a non-marital relationship breaks down

  • Describe the challenges of splitting property when a non-married couple break up
  • Explain the different implications when it is tenants in common and sole ownership
  • Identify what happens when there is no cohabitation agreement
Approx.30min

Protection

How can we close the protection gap?

  • Describe the changes to insurance purchase over the past 150 years
  • Explain the change to regulation and its impact on insurance
  • Identify the requirement or otherwise for people to buy life insurance when they take out a mortgage
Approx.30min

Protection

What insurance specialists can learn from Nasa about AI

  • To be able to explain how AI can change businesses
  • To summarise how insurance companies are using AI
  • To list ways in which real-world opportunities for customers can be created by AI
Approx.30min

Work and wellbeing

How to help clients align visions and values

  • To be able to explain what impact means to different clients
  • To be able to list ways in which a client's vision and values might be matched by financial solutions
  • To be able to summarise environmental and financial understandings of stewardship
Approx.30min

International advice

How protection for expats works

  • Explain the impact on the policy depending on how long the client has lived outside the UK
  • Explain the difference between a UK or international insurer when applying for cover
  • Explain what can cause a delay to processing a claim
Approx.30min

Protection

How can I protect my client's family finances?

  • Describe the process of reviewing protection policies for clients
  • Explain how to protect family finances
  • Identify the importance of having a will in place
Approx.30min

In Focus: Preparing for the year ahead

What does 2024 have in store for mortgage advisers?

  • Explain how the current economic environment affects the property market
  • Describe where demand for properties may come from this year
  • Identify what brokers should do to prepare for 2024
Approx.30min

Mortgages

Guide to the buy-to-let market

  • Explain some of the challenges of the buy-to-let market
  • Identify the mortgages available to investors right now
  • Describe some of the tax liabilities
Approx.30min
Load more…