What is Adviser Edge?
- An award-winning, free online resource for UK advice professionals
- Offers professional support and technical training
- Designed to provide practical value to your business and clients
Dedicated strategic and technical team
Supporting you to grow your business
- Experienced and highly qualified
- Backgrounds in training and development
Opinions on latest news
- FCA publications and guidance
- Regulatory changes and implications
- Taxation rates and allowances
On the road
Face-to-face training and networking
-
Accredited structured
CPD - In-depth technical education and training
We have the size and capabilities to innovate and compete globally, while continuing our local focus in core markets.
Bespoke training
Available on request for your individual business
- Wide variety of topics offered
- Tailored to specific business needs
- Online or face-to-face
Example topics:
- Inheritance tax
- Pensions and divorce
- Soft skills such as presenting
- Responsible/ESG
- Trust taxation
Website
Enhance your knowledge, access professional support and gain CPD
- Three zones of professional support and learning
- Insights from Columbia Threadneedle, plus external experts
- Log learning on your personal CPD dashboard
3 learning zones:
1. Practice management
- Running a financial advice business and dealing with regulatory change
- Marketing ideas and learning resources to find, win and manage clients
2. Financial planning
- Sparking and supporting client conversations around retirement, pensions and estate and trust planning
3. Investment
- Expanding your knowledge on investment and technical principles
- Guides, toolkits and technical factsheets
Webinar programme
Convenient online learning
- Regular, high quality in-depth educational sessions
- Wide variety of financial planning and investment topics
- Interactive - have your questions answered
- View live, or later on-demand
Example topics:
Register for Adviser Edge
Benefits of registering
- Access structured CPD learning
- A personal CPD dashboard
- Notifications when new content is added
- Receive invitations to events and webinars