Akademia
  • Venture Capital Trusts

    Tutors:

    • Sally Boyle, Octopus Investments
    • Will Gibbs, Titan VCT
    • Samantha Ling, Titan VCT
    • George Whitehead, Venture Capital Trust Association

    Learning outcomes:

    1. What is needed for a successful VCT
    2. What kind of companies fit the VCT model?
    3. How to know when to exit investments
    More
  • Using technology to drive revenue growth | January

    Tutor:

    • Nick Eatock, Intelliflo

    Learning outcomes:

    1. Main benefits of implementing technology for advisers
    2. How technology is helping advice firms meet regulatory challenges
    3. Why technology implementation might fail and how to avoid this

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  • The impact of technology on financial advice

    Tutors:

    • Mark Loosmore, Executive General Manager, Wealth, IRESS
    • Mike Barrett, Consulting Director, The Lang Cat
    • Matt Noble, Head of Business Development, Origo
    • Tessa Lee, Managing Director, moneyinfo

    Learning outcomes:

    1. What the tech providers are doing to facilitate data flows between platforms
    More
  • Regulatory Round-Up | December 2018

    Tutors:

    • Marc McCarthy, AutoRek
    • Andrew Henderson, Eversheds Sutherland

    Learning outcomes:

    1. An overview of regulatory changes in 2018
    2. The role of technology in regulation and compliance
    3. What to expect and how to be best prepared for new regulation in 2019
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  • Mitigating Risk & the Benefits of Outsourcing

    Tutor:

    • Davydd Wyne, Cazenove Capital

    Learning outcomes:

    1. How can a DFM help you explain value versus price in light of MIFID II disclosure changes
    2. Can using a DFM help increase the value of your business
    3. How does a DFM improve diversification & access to a broader range of investments
    More
  • The Future of Advice

    Tutors:

    • Kevin Silvester, Brewin Dolphin
    • Pamela Murphy, Taylor Made Financial Planning
    • Liz Campbell-Warner, Gabriel Research & Management Ltd

    Learning outcomes:

    1. Why IFAs turn to investment managers
    2. The pros and cons of outsourcing
    3. The cost of regulation
    More
  • Business Protection

    Tutors:

    • Richard Kateley, Legal & General
    • David Turvey, Avon House Wealth Management
    • Lee Thomas, Portmore Life

    Learning outcomes:

    1. Understanding the core protection needs of business in the UK
    2. How to work with 3rd parties such as lawyers and accountants
    3. How to engage with business owners on business protection
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  • Group Protection

    Tutors:

    • Colin Fitzgerald, Legal & General Group Protection
    • Andrew Shiner, The Health Insurance Group

    Learning outcomes:

    1. The size and opportunity of the group protection market
    2. Why IFAs should delve into the group protection market
    3. How to approach the group protection market
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  • Protecting wealth and diversifying risk using a DFM

    Tutor:

    • Laurence Forrester, Cazenove Capital

    Learning outcomes:

    1. How an adviser can partner effectively with a DFM
    2. The investment implications of pension freedoms
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  • Responsible Investing

    Tutors:

    • Alice Evans, BMO Global Asset Management
    • Claudia Wearmouth, BMO Global Asset Management

    Learning outcomes:

    1. Whether ESG is a fad or here to stay
    2. How investors can make a difference as 'active owners' of the companies they invest in through engagement on ESG issues by their fund managers
    More
  • Regulatory Round Up | July 2018

    Tutors:

    • Gillian Boston, AutoRek
    • Michael Ruck, Pinsent Masons

    Learning outcomes:

    1. The continued speed of change of regulation and how to be prepared
    2. How much need is there for automation and how are regulators themselves embracing technology
    3. What new regulation is coming in 2019
    More
  • Delivering long-term sustainable income

    Tutor:

    • Mark Rimmer, Premier Multi-Asset Income Funds

    Learning outcomes:

    1. How to achieve long-term sustainable income
    2. Potential issues of investing in equities for income
    3. Using fixed income as a source of income
    More