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CPD Centre

Welcome to New Model Adviser®'s structured CPD centre, a one-stop shop for all your professional development needs.

Individual modules will cover the biggest financial planning issues, investment themes and asset classes.

We've tried to keep things simple. Each module is designed to be read in 45 minutes, followed by a 15 minute online test.

If you get 70% or higher on the test you can log an hour of CPD with the Personal Finance Society or the CISI. There is no limit on the number of times you can take the tests.

 


In association with


Exchande-traded funds: This module will focus on exchange-traded funds (ETFs). Why has the ETF industry grown at such a high rate? How do you pick an ETF? And how are your peers investing in ETFs?

Take the test now or download the digital version



In association with


Retirement Income: This module looks at the post-retirement income challenge, following the introduction of pension freedom from April 2015. We explain the reforms and describe how these impact on clients’ retirement choices. With no-one now required to purchase an annuity, we examine all the product options available and the benefits of a diversified investment portfolio at this stage of life, as opposed to the traditional wholesale shift to bonds. Finally, we look at how IFAs are using these changes to benefit clients and discuss the risks to adviser businesses resulting from the new freedoms.

Take the test now or download the digital version



In association with


Fixed Income: This module looks at the world of fixed income, covering how bonds work and the case for including them in portfolios. We will then delve deeper to explore how investors can use bonds in practice, and will finally hear how some professional investors are approaching fixed income in current market conditions.

Take the test now or download the digital version



In association with


Multi-asset: This module looks at the world of multi-asset investing, analysing how the sector has developed and the importance of asset allocation and diversification. We also compare the growing range of approaches in the multi-asset space and ask a selection of advisers how they have incorporated these products into their propositions.

Take the test now or download the digital version



In association with


Alternative Investments: This module looks at two alternative asset classes – infrastructure and property – covering the basic qualities of each, and their similarities and differences from other asset classes. We consider the trends and the risks associated with infrastructure and commercial property, and describe the different ways of accessing both asset classes. Finally, we observe how advisers are allocating to alternatives in their client portfolios.

Take the test now or download the digital version


CII and PFS CPD accredited

  • Demonstrates the quality of the training provider's course and confirms that it meets PFS member CPD scheme requirements.

  • Confirms an individual's technical knowledge, experience and ability to provide training to intermediate/advanced level to the quality standards of the CII and IFP.