Glossary

  • 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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  • Managing Risk in Multi-Asset Portfolios

    Tutors:

    • Pablo Balan, Head of Multi-Asset Investment Risk, M&G Prudential

    Learning outcomes:

    1. Understanding the different types of risk within a multi-asset portfolio
    2. How you can monitor and manage risk in a multi-asset portfolio
    3. The importance of having a clear and independent risk framework
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  • Mortgage Protection Market | CeMAP TV

    Tutors:

    • Andy Philo, Vitality
    • Michelle Brook, Mortgage Advice Bureau

    Learning outcomes:

    1. The need for mortgage protection and the main barriers to getting it
    2. How to keep a client engaged in discussing mortgage protection having gone through a lengthy mortgage conversation
    3. If the rewards and benefits are a worthwhile incentive for taking out a protection policy
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  • Selecting a DFM

    Tutors:

    • Simon Cooper, Cazenove Capital
    • Nick Georgiadis, Cazenove Capital

    Learning outcomes:

    1. The main different types of outsourced solutions available to advisers
    2. The core components of an outsourced solution, from investment philosophy through to back office compatibility
    3. How to identify and manage potential conflicts of interest
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  • Mortgage Advice Market | CeMAP TV

    Tutors:

    • Michael Nicholls, The London Institute of Banking & Finance
    • Andy Philo, Vitality
    • Andrew Montlake, Coreco

    Learning outcomes:

    1. How the mortgage market has developed in 2019
    2. How the mortgage protection market stands today
    3. When mortgage advisers should hand over the role of adviser
    More
  • 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:

    1. How today’s mortgage market stands and what is expected of mortgage advisers
    2. Why CeMAP Professional is needed in today’s mortgage market
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  • Regulatory Round-up | March 2019

    Tutors:

    • Hamish Purdey, Intelliflo
    • Hannah Doherty, HD Legal & Compliance

    Learning outcomes:

    1. With Brexit looming will it impact regulation in the UK
    2. Advantages of technology for advisers
    3. What to expect and how to be best prepared for new regulation in 2019
    More
  • Strategic vs Tactical Asset Allocation

    Tutors:

    • Iain Barnes, Netwealth
    • Phillip Butler, PPMG
    • Parit Jakhria, PPMG

    Learning outcomes:

    1. What a good strategic asset allocation and tactical asset allocation process look like
    2. How they work in tandem to generate performance and manage risk
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  • 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 2019

    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, IRESS
    • Mike Barrett, The Lang Cat
    • Matt Noble, Origo
    • Tessa Lee, moneyinfo

    Learning outcomes:

    1. What the tech providers are doing to facilitate data flows between platforms
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  • 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
    More
  • 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
  • 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:...

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  • 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
    • ...
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  • 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...
    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
    More
  • 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
    More
  • 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
  • Regulatory Round Up | May 2018

    Tutors:

    • Gillian Boston, AutoRek
    • Kevin Silvester, Brewin Dolphin

    Learning outcomes:

    1. Since implementation how MiFID II has been received
    2. How agents as clients can work in a post MiFID II world
    3. How technology can be used to achieve smarter regulatory reporting
    More