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
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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

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
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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
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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

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

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

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

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

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

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

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