-
The use of structured products in portfolio construction Tutor:
- Davydd Wynne, Cazenove Capital
Learning outcomes:
- The main risks in structured products: credit, investment and liquidity
- How a structured product is typically constructed
- The importance of understanding the small print in a structured product
...
More -
Key Person Tutors:
- Stuart Halliwell, Legal & General
- Robert Betts, Legal & General
Learning outcomes:
- The need for key person cover
- How to set up key person cover for different types of business
- The treatment of premiums and policy proceeds for taxation purposes More
-
Share Protection Tutors:
- Richard Kateley, Legal & General
- Stuart Halliwell, Legal & General
Learning outcomes:
- The different types of business structure available in the UK
- How to set up different types of share protection arrangements
- The supporting agreements for share protection and how these differ More
-
Understanding centralised retirement propositions Tutors:
- John R Porteous, Charles Stanley
- Mike Barrett, Langcat Financial
Learning outcomes:
- How a centralised retirement proposition can improve customer outcomes
- Understand the risks and consideration for advisers who run centralised propositions
- Satisfying income requirements and intergenerational wealth conflicts
-
Managing Risk in Multi-Asset Portfolios Tutors:
- Pablo Balan, Head of Multi-Asset Investment Risk, M&G Prudential
Learning outcomes:
- Understanding the different types of risk within a multi-asset portfolio
- How you can monitor and manage risk in a multi-asset portfolio
- The importance of having a clear and independent risk framework
-
Mortgage Protection Market | CeMAP TV Tutors:
- Andy Philo, Vitality
- Michelle Brook, Mortgage Advice Bureau
Learning outcomes:
- The need for mortgage protection and the main barriers to getting it
- How to keep a client engaged in discussing mortgage protection having gone through a lengthy mortgage conversation
- If the rewards and benefits are a worthwhile incentive for taking out a protection policy
-
Selecting a DFM Tutors:
- Simon Cooper, Cazenove Capital
- Nick Georgiadis, Cazenove Capital
Learning outcomes:
- The main different types of outsourced solutions available to advisers
- The core components of an outsourced solution, from investment philosophy through to back office compatibility
- How to identify and manage potential conflicts of interest
-
Mortgage Advice Market | CeMAP TV Tutors:
- Michael Nicholls, The London Institute of Banking & Finance
- Andy Philo, Vitality
- Andrew Montlake, Coreco
Learning outcomes:
- How the mortgage market has developed in 2019
- How the mortgage protection market stands today
- When mortgage advisers should hand over the role of adviser
-
Challenges of today’s mortgage adviser: how to keep up in the market | CeMAP TV Tutors:
- Michael Nicholls, The London Institute of Banking & Finance
- Simon Broadley, TenetLime
Learning outcomes:
- How today’s mortgage market stands and what is expected of mortgage advisers
- Why CeMAP Professional is needed in today’s mortgage market
-
Regulatory Round-up | March 2019 Tutors:
- Hamish Purdey, Intelliflo
- Hannah Doherty, HD Legal & Compliance
Learning outcomes:
- With Brexit looming will it impact regulation in the UK
- Advantages of technology for advisers
- What to expect and how to be best prepared for new regulation in 2019
-
Strategic vs Tactical Asset Allocation Tutors:
- Iain Barnes, Netwealth
- Phillip Butler, PPMG
- Parit Jakhria, PPMG
Learning outcomes:
- What a good strategic asset allocation and tactical asset allocation process look like
- How they work in tandem to generate performance and manage risk
-
Venture Capital Trusts Tutors:
- Sally Boyle, Octopus Investments
- Will Gibbs, Titan VCT
- Samantha Ling, Titan VCT
- George Whitehead, Venture Capital Trust Association
Learning outcomes:
- What is needed for a successful VCT
- What kind of companies fit the VCT model?
- How to know when to exit investments
-
Using technology to drive revenue growth | January 2019 Tutor:
- Nick Eatock, Intelliflo
Learning outcomes:
- Main benefits of implementing technology for advisers
- How technology is helping advice firms meet regulatory challenges
- Why technology implementation might fail and how to avoid this
-
The impact of technology on financial advice Tutors:
- Mark Loosmore, IRESS
- Mike Barrett, The Lang Cat
- Matt Noble, Origo
- Tessa Lee, moneyinfo
Learning outcomes:
- What the tech providers are doing to facilitate data flows between platforms
-
Regulatory Round-Up | December 2018 Tutors:
- Marc McCarthy, AutoRek
- Andrew Henderson, Eversheds Sutherland
Learning outcomes:
- An overview of regulatory changes in 2018
- The role of technology in regulation and compliance
- What to expect and how to be best prepared for new regulation in 2019
-
Mitigating Risk & the Benefits of Outsourcing Tutor:
- Davydd Wyne, Cazenove Capital
Learning outcomes:
- How can a DFM help you explain value versus price in light of MIFID II disclosure changes
- Can using a DFM help increase the value of your business
- How does a DFM improve diversification & access to a broader range of investments
-
The Future of Advice Tutors:
- Kevin Silvester, Brewin Dolphin
- Pamela Murphy, Taylor Made Financial Planning
- Liz Campbell-Warner, Gabriel Research & Management Ltd
Learning outcomes:
- Why IFAs turn to investment managers
- The pros and cons of outsourcing
- The cost of regulation
-
Retirement | Masterclass with Robert Peston It's been a turbulent few years for pensions and retirement with the secular fall in interest rates which did enormous damage to the DB pension sector. We've also had a massive regulatory change affecting how much we can take out of pensions in terms of lump sums. This Masterclass discusses these topics and also takes a look at auto-enrolment and reliability on new technology helping us to save for retirement. On the panel to discuss are:...
More -
Global Outlook | Masterclass with Robert Peston 10 years on from the big crash, the global economy has been getting back to the growth rates that we didn't see before. There are signs of a slow down and crisis in emerging markets such as Turkey and Argentina, and with Brexit still looming, how do we leave the EU without doing damage to the economy? Joining the panel to discuss are:
- Salman Ahmed, Chief Investment Strategist, Lombard Odier Investment Managers
- ...
-
Fixed Income | Masterclass Considering the current investment environment we find ourselves in, what sort of role does fixed income play in the portfolio, and where are the opportunities? Discussing on the panel are:
- David Newman, Head of Global High Yield, Allianz Global Investors
- Mohammed Kazmi, Portfolio Manager / Macro-Strategist Global and Absolute Return Fixed Income, UBP
- Mike Kushma, Chief Investment Officer, Global Fixed Income...
-
Business Protection Tutors:
- Richard Kateley, Legal & General
- David Turvey, Avon House Wealth Management
- Lee Thomas, Portmore Life
Learning outcomes:
- Understanding the core protection needs of business in the UK
- How to work with 3rd parties such as lawyers and accountants
- How to engage with business owners on business protection
-
Group Protection Tutors:
- Colin Fitzgerald, Legal & General Group Protection
- Andrew Shiner, The Health Insurance Group
Learning outcomes:
- The size and opportunity of the group protection market
- Why IFAs should delve into the group protection market
- How to approach the group protection market
-
Protecting wealth and diversifying risk using a DFM Tutor:
- Laurence Forrester, Cazenove Capital
Learning outcomes:
- How an adviser can partner effectively with a DFM
- The investment implications of pension freedoms
Sign in with social media.
By signing in with social media you are agreeing to our terms and conditions.