CPD Webinar Series

We believe that good financial advice is key to empowering investors and helping them achieve great financial outcomes. Supporting advisers to keep their clients engaged with the quality financial plans you’ve created for them is key to our service proposition.

Session recordings will be made available in the week after the webinar was presented.
On-Demand Webinars

We’ve made our monthly webinar series available on demand so you can watch at a time that’s convenient to you. No longer do you need to miss out on the content or the CPD points if you can’t make the live session.

Learning Objectives:

  • Understand how Morningstar Wealth’s Investment Team consider politics when investing.
  • Develop an understanding as to why you shouldn't base investment strategies on specific political scenarios.
  • Understand how a change in government could affect key drivers of market returns.
  • Learn how to keep clients focused on what really matters to their goals.
Total hours of CPD Credit: 0.5 hour
Learning Objectives:

  • Understand what was delivered as part of the spring budget.
  • Understand the key choices and their tax implications in relation to Accumulation, Decumulation and wealth transfer on an “all asset “ basis.
  • Understand the implications of tax allowances, exemptions and thresholds on tax planning.
Total hours of CPD Credit: 1.0 hour
Learning Objectives:

  • Understand where we believe the key investment opportunities for 2024 can be found.
  • Learn how our investment team identifies pockets of value in the market.
  • Understand how our investment team offsets risk to create robust portfolios for your clients.  
Total hours of CPD Credit:: 0.5 hour
Learning Objectives:

  • Understand the investment landscape as we head into 2024
  • Learn about the risks as we head into 2024
  • Learn about the opportunities in the investment markets
Total hours of CPD Credit:t: 1.0 hour
Learning Objectives:

  • Understand the role cash can play in an investor’s portfolio  
  • Understand where we expect returns to come from
  • Understand different ways of managing the risks of recession and high inflation
Total hours of CPD Credit:t: 0.5 hour
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