Akademia
  • Financial adviser: how to deal with US clients

    Tutors:

    • Richard Gould, Business Development, Cazenove Capital
    • Martin Heale, Director, Schroders US Wealth Management

    Learning outcomes:

    1. How to establish if your client counts as an American when it comes to tax
    2. The responsibilities of a financial adviser to establish if a client counts as an American
    3. How US tax authorities treat...
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  • Introduction to Group Income Protection

    Tutor:

    • Colin Fitzgerald, Distribution Director, Legal & General Group Protection

    Learning outcomes:

    1. How to provide an effective absence management service should absence occur
    2. How group income protection compares to state benefits
    3. What group income protection consists of
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  • How can you connect with your next generation of clients?

    Tutors:

    • Clive Worlock, Director of Private Clients, Charles Stanley
    • Katie Tasker, Investment Manager, Charles Stanley
    • Danby Bloch, Head of Editorial Strategy, Platforum

    Learning outcomes:

    1. Five things that make the next generation of clients different.
    2. Best practice advice on how to connect with your next generation of clients....
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  • The role of UK property in client portfolios

    Tutors:

    • Guy Glover, Manager, BMO UK Property Fund, BMO Global Asset Management
    • Matthew Howard, Director, Property Funds, BMO Global Asset Management

    Learning outcomes:

    1. The characteristics of UK property as a portfolio diversifier
    2. The pros and cons of open ended and closed ended real estate funds
    3. How fund managers look to ensure...
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  • Advising on income protection

    Tutors:

    • Robert Harvey, Head of Insurance, Drewberry
    • Jennifer Gilchrist, Protection Specialist, Royal London

    Learning outcomes:

    1. Advisers and consumers’ views on the protection market and income protection
    2. The role advisers play in income protection
    3. How to dispel the myth that protection and income protection are complex and a...
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  • What’s reshaping the mortgage market? | CeMAP TV

    Tutors:

    • John Somerville, Relationship Director, The London Institute of Banking...
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  • Minimising a client's IHT bill

    Tutor:

    • James Rae, Investment Manager, Charles Stanley AIM IHT portfolio service
    • Lynne Rowland, Head of Personal Tax at Moore Kingston Smith

    Learning outcomes:

    1. The key points to consider when it comes to considering a client’s IHT bill
    2. The AIM market and the options it provides to mitigate IHT
    3. How professionals can better...
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  • An introduction to Structured Products

    Tutor:

    • Davydd Wynne, Cazenove

    Learning outcomes:

    1. The main risks in structured products: credit, investment and liquidity
    2. How a structured product is typically constructed
    3. The importance of understanding the small print in a structured product
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  • SME Business Protection Market Update

    Tutors:

    • Richard Kateley, Head of Specialist Protection, Legal...
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  • Key Person

    Tutors:

    • Stuart Halliwell, Legal & General
    • Robert Betts, Legal & General

    Learning outcomes:

    1. The need for key person cover
    2. How to set up key person cover for different types of business
    3. The treatment of premiums and policy proceeds for taxation purposes
    4. More
  • Share Protection

    Tutors:

    • Richard Kateley, Legal & General
    • Stuart Halliwell, Legal & General

    Learning outcomes:

    1. The different types of business structure available in the UK
    2. How to set up different types of share protection arrangements
    3. The supporting agreements for share protection and how these differ
    4. More
  • Understanding centralised retirement propositions

    Tutors:

    • John R Porteous, Charles Stanley
    • Mike Barrett, Langcat Financial

    Learning outcomes:

    1. How a centralised retirement proposition can improve customer outcomes
    2. Understand the risks and consideration for advisers who run centralised propositions
    3. Satisfying income requirements and intergenerational wealth conflicts
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