We can help you meet your structured CPD goals.
Watch webinars from investment updates to the latest thinking around financial wellbeing, complete the questions and collect your CPD certificate. You need to complete a minimum 35 hours of CPD for retail investment activities each year, of which at least 21 hours must be structured.
In this session, Dr Thomas Mathar, Head of Money:Mindshift, reflects on what it means to be human centric in your advice approach as opposed to client or product centric and how that translates to your client meetings.
Discover how to transform your client conversations with a human-centric approach to financial advice. This session explores the art of building trust, listening deeply, and structuring the perfect initial meeting - moving beyond products and transactions to connect with your clients’ real lives, values, and emotional needs.
In this webinar Dr Tom introduces a human-centric approach to financial planning meetings, focusing on understanding clients’ values, emotions, and life goals - not just their finances. Discover practical ways advisers to build trust, ask meaningful questions, and help clients balance present needs with future aspirations.
Dr Tom explores how moving beyond product‑centric and traditional client‑centric models can transform review meetings into deeper, more meaningful conversations. Discover practical ways to build trust through curiosity, ask more insightful questions, and listen reflectively.
In this webinar, Dr Tom covers how to make long-term client review meetings more meaningful - by deepening trust, listening actively, and using the hopes and fears approach to connect financial planning with your client’s evolving goals.
The 6 April 2024 saw the removal of the lifetime allowance from pensions tax legislation. Uncover the changes in our articles, covering topics including the three new allowances, transitional arrangements and the abolition of the lifetime allowance.
