Your learning modules

Helping you prepare your business for the future

Choosing the right modules

Each of the following modules is CII accredited and counts towards your CPD.  We suggest you work your way through them from the beginning, however, you can dip in and out of them as you like.  You don’t have to complete them all at once either – each time you come back to this hub you can pick up where you left off.

The summaries explain how much accredited time you will earn for each module. Once you submit your completed questionnaire at the end of each module we’ll email you your certificate.

Download your workbook

Before you start, please print out your Adviser Edge workbook. You will need this to complete the self-assessment section at the end of each module.

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Managing your business risk

Managing your business risk

The recent changes in the pensions industry have created new opportunities for adviser firms, but where there is opportunity there is also risk. This module makes sure you are well-equipped to identify these new risks to your business, assess how important they are, and make a plan to mitigate them. It also explains how adopting a Centralised Retirement Proposition can help with this.

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Client segmentation and defining your proposition

Client segmentation and defining your proposition

Before you can create a proposition for your clients, you first have to understand them. This is particularly true for your retirement clients, who now have many more options to choose from when taking an income. This module will help you to define and categorise your client base based on their needs, before helping you decide what services you will offer each group.

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The cost of service delivery

The cost of service delivery

The new pension freedoms have significantly increased the demand for advice from clients in retirement. The challenge for advisers is to make the most of this opportunity without overcommitting. This module will help you work out how much capacity your business has, before looking at how you can set your charges at a level your clients will accept whilst remaining profitable for your business.

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Additional learning

Additional learning

While the first three modules were created specifically for the decision maker, the next set of modules can be completed by anyone who gives financial advice. These cover a few of the key considerations around giving advice to retirement clients, including articulating the value of advice and completing the fact find; as well as looking at the benefits of a CRP and the key steps to using the three policies with clients.

These will complement the modules you’ve just completed, so we’d recommend you work through them yourself then encourage others in your business to do so too. Again, each module will give you a minimum of 30 minutes towards your CPD.

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