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.
Upcoming Webinar
Webinar
Date
Time
Registraion
Financial Adviser Investment Outlook 2025
Wednesday 4th December, 2024
12:00 - 1:00 pm GMT
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 the tax changes from this year’s budget and what they mean for advisers.
  • Understand the implications these changes may have on pensions and retirement planning, and how this may affect your clients’ financial planning strategies.
  • Understand the implications for investment wrapper choices, including Funds, Managed Portfolios, UK and offshore Bonds.
Total hours of CPD Credit: 1 hour
Learning Objectives:

  • Recognise the impact of common behaviours on adviser-client relationships.
  • Understand the emotional and practical impacts of adviser missteps on client trust and engagement.
  • Develop communication techniques to avoid jargon and consider client values effectively.
  • Utilise findings from behavioural research to improve adviser-client interactions.
Total hours of CPD Credit: 0.75 hour
Learning Objectives:

  • Understand the latest cybersecurity threats impacting advisory practices.
  • Learn best practices to fortify your digital defences and secure client data.
  • Gain confidence in your practice's cybersecurity protocols.
Total hours of CPD Credit: 1 hour
Learning Objectives:

  • Outline the constellation of reasons people keep their financial adviser.
  • Understand clients motivations and reasons in their own words.
  • Learn why being happy with returns doesn’t dominate the results.
  • Explore how to build relationships around the most common "retain" motivators.
Total hours of CPD Credit: 0.75 hour
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: 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: 0.5 hour
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