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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The value of advice

The value of advice

Advice is an intangible service, and as such communicating the value of this service to clients has always been a challenge. However, the new retirement choices are complex and many clients will need help choosing the best option for them. This module will show you how a Centralised Retirement Proposition can help you to demonstrate the value of your advice to your clients.

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Completing your fact find

Completing your fact find

The fact find phase is one of the most important phases of the advice process, particularly for retirement clients. This module will help you to amend your existing fact find process to ensure you capture the information you need to give these clients the right advice, whilst helping you emphasise to them the importance of providing you with accurate information.

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Making your recommendations – Investments

Making your recommendations – Investments

There are significant differences between investing for savings versus retirement. This module looks at these differences in more detail, before considering the different investment strategies you might decide to adopt for your retirement clients. It also looks at the benefits of an investment policy and provides you with the tools to implement one for your own business.

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Making your recommendations – Withdrawals

Making your recommendations – Withdrawals

Sustainability is the number one concern for clients in retirement. They want to be able to withdraw enough money to live comfortably and enjoy their retirement, without risking their pot running out before they die. Yet many clients don’t know where to begin. This is where a withdrawal policy can help. This module will help you to understand what a withdrawal policy is, what it should include and how you can set your own one up.

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Making your recommendations – Tax

Making your recommendations – Tax

Tax planning is not a new concept, yet the pension freedoms have changed the ways in which retirement clients can access their money. This has in turn changed their advice needs. This module looks at the key considerations around tax planning for these clients, before outlining the key steps you should follow to create your own tax policy. It also provides you with tools to help you articulate the benefits of this to your clients.

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