Akademia
  • 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
  • Business Protection

    Tutor:

    • Richard Kateley, Legal & General

    Learning outcomes:

    1. The changing dynamics of the SME market
    2. The reasons for the lack of take up in business protection
    3. The potential growth opportunities available to advisers
    More
  • Key Persons

    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
  • Multi-Asset Absolute Return Investing

    Tutor:

    • Ian Rees, Premier Asset Management

    Learning outcomes:

    1. How asset prices have been affected by monetary policy
    2. The range of absolute return style funds available to investors
    3. How absolute return fund managers look for assets that are not correlated to mainstream markets
    4. More
  • Absolute Return Investing

    Tutor

    • Chris Childs, BMO Global Asset Management

    Learning outcomes:

    1. How absolute return investing differs from real return, alternative or multi-asset investing
    2. The different techniques managers use to try and generate and absolute return
    3. How to go about researching absolute return funds
    More
  • Diversifying Bond Portfolios

    Tutor:

    • Nicolas Trindade, AXA Investment Managers

    Learning outcomes:

    1. How changes in inflation and economic growth rates impact on bonds
    2. How the bond market is becoming increasingly international
    More
  • Multi-Asset portfolios

    Tutor:

    • Andy Brown, Prudential Portfolio Management Group

    Learning outcomes:

    1. How due diligence and fund manager selection operate in a multi-asset portfolio
    2. How fund groups look to provide ongoing monitoring and assessment of mandates
    3. The importance of meeting client objectives
    More
  • The danger of not taking enough risk

    Tutors:

    • Simon Evan-Cook, Premier Multi-Asset Team
    • Mike Hammond, Premier Asset Management

    Learning outcomes:

    1. How to invest for the long-term, despite short-term volatility and uncertainty
    2. The factors that can give active managers a long-term advantage
    More
  • Investment Trusts for client portfolios

    Tutors:

    • Simon Moore, Seven Investment Management
    • Neil Mumford, Milestone Wealth Management

    Learning outcomes

    1. How investment trusts can fit in with a client's capacity for loss and attitude to risk
    2. The role of closed end funds as providers of long-term income
    More
  • Cyber Security

    Tutors:

    • Rob Walton, Intelliflo
    • Stephen Bailey, NCC Group

    Learning outcomes:

    1. The challenges facing cyber security
    2. The common types of cyber-attacks and how to spot them
    3. How best to avoid becoming a victim of a cyber attack
    More
  • Working With Vulnerable Clients

    Tutor:

    • Jan Holt, Just

    Learning outcomes:

    1. FCA research and publications about vulnerable consumers
    2. The issues that arise when consumers find themselves in vulnerable circumstances
    More
  • Early Retirement

    Tutor:

    • Jan Holt, Just

    Learning outcomes:

    1. The role of guaranteed income for life provided by an annuity
    2. How to identify when equity release can support a client's financial plans
    3. How to review proposition and process to ensure both clients and firms are properly protected
    More