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Citywire CPD programme

Citywire Wealth Manager has launched a new programme of CPD modules. Each module is worth a full hour of structured CPD and has been endorsed by the CISI.

The programme is designed to supplement your CPD activities and includes topics that will aid your research commitments, help build robust portfolios for your clients, and fit around your working day. Read for forty-five minutes at your leisure and take the online test, via the links below when you have the time. If you pass with 70% or more, you will be accredited with the full hour of structured time.

These modules are free to receive, all you need to do is sign up.

To sign up for the Citywire CPD programme, please fill in your details via this link. It is free to receive upon registering and modules will be released throughout the year.

Currently in the CPD library we have Fixed Income, Absolute Returns, ETFs and Investment Trusts with new modules on UK Equities being added shortly. New modules will be released throughout the year to cover key learning outcomes.

The following modules will become available once you have completed our short registration form.

 


UK Equities: This guide will provide an overview on how to analyse and select UK Equity funds with client suitability and key indicators in mind.


Investment Trusts: How investment trusts should form a key part of a fund selector's toolkit and how they compare to the larger open ended market.


ETFs: How the passive industry has developed and how to analyse and select products in a fairly uniform industry.


Absolute Returns: What the concept means in practice and how to analyse and select from funds all nominally seeking the same thing.


Corporate Bonds: How the bond market functions and how to invest to achieve the best risk/reward trade off.

 

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