Menu
Menu
Welcome to Adviser Edge
Already have an account?
Please log in
New to Adviser Edge?
Set-up an account in less than 2 minutes to access structured CPD and a personal dashboard.
Professional support to enhance your client outcomes
Adviser Edge offers technical training and support, providing practical value to your business and clients. Create an account to access structured CPD, accredited by the LIBF, and log your hours. In a competitive market, it’s vital you’re staying ahead of change and maintaining your edge.
Events & webinars
Discover the latest Adviser Edge face-to-face events, access event literature and watch the latest online webinar programmes delivered by the Adviser Edge technical team.
Events & webinars
Discover the latest Adviser Edge face-to-face events, access event literature and watch the latest online webinar programmes delivered by the Adviser Edge technical team.
My CPD
Practice management
Innovative marketing techniques, technology and outsourcing can enhance your business. Access our guidance to help enrich your client relationships.
Financial planning
Your clients’ priorities vary. Our technical notes, guides and case studies can support your client conversations and help shape their investment goals.
Investment
We support your analysis with sector reviews and market digests and refresh your knowledge with in-depth explorations of investment concepts.
Our latest insights
Practice management
12 April 2024
Practice management
15 mins
structured CPD
Understand and adapt to different client types
Advisers need to adapt their approach to be relevant with all client types.
12 April 2024
Practice management
30 mins
structured CPD
Recognise different client types
As you encounter prospects, you should recognise different personality types to understand what drives their decision-making.
20 September 2023
Business development
Practice management
15 mins read
structured CPD
Consumer Duty – adviser charging and risk premium
Justifying price and value on adviser charges to comply with Consumer Duty requirements
Financial planning
17 November 2023
Estate and trust planning
Financial planning
25 minutes
structured CPD
Understanding Discretionary Trusts
Learn what a discretionary trust is, its most common uses and tax treatment
17 November 2023
Estate and trust planning
Financial planning
20 minutes
structured CPD
Understanding Interest in Possession trusts
Gain a comprehensive understanding of posssession trusts and how they are used
17 November 2023
Estate and trust planning
Financial planning
20 minutes
structured CPD
Understanding bare trusts
Explore bare trusts: when they are used and their tax treatment
Investment
3 January 2024
Responsible investment
Investment
unstructured CPD
Greater clarity and a focus on financial outcomes
What’s in store for responsible investing from here? We explain why environmental, social and governance factors matter, highlight the importance of meeting defined client needs and discuss our active ownership efforts in 2024.
3 January 2024
Investment
unstructured CPD
The coming year could be an inflection point
2024 could be a challenging period, but could be a good time to invest in Alternatives.
18 October 2023
Investment and tax
Investment
10 mins read
structured CPD
The yield curve
The yield curve and its use for assessing the economic outlook