Industry news and views from Panacea and our partners.
CPD_
Wizard Learning: CPD system receives accreditation
The focus of the FCA is on advisers taking their Continuous Professional Development (CPD) more seriously, and not just treating the requirement to keep their knowledge up to date as a tick-box exercise.
How to find the right fixed income mix and Newton Global Dynamic Bond Fund Update
Paul Brain, lead manager of the Newton Global Dynamic Bond Fund will explore how long-term bond investors can meet the challenges associated with a new financial world order and give an update on the Fund.
Canada Life: Flexible Estate Planning for your clients an alternative approach to discounted gift schemes
Canada Life International Limited (CLI) offers an estate planning solution you may not have come across before - the innovative Wealth Preservation Account. Sign up for our webinar to learn more.
Canada Life: Planning for the tax year
As one tax year draws to a close and another one gets underway, tax planning is very much on the agenda for financial advisers and their clients. At Canada Life, our award winning ican technical services team are running a number of webinar events over the next month, aimed at assisting you to make the most of tax planning opportunities.
Power of 3 roadshow
Join BlackRock, J.P. Morgan Asset Management and Schroders for the 2014 Power of 3 Roadshow.
RSMR: There is one EU Directive on the sale of cabbages that contains 26,911 words.
The RSMR research and CPD library might well run to many more words but it contains a wealth of useful information
BNY Mellon: Teleconference
Sonja Uys, lead manager of the fund will provide an update on the fund's recent performance and explain what has enabled her to generate returns independent of market conditions
Wizard Learning: R06 Expected solution now available and updated training directory
The Expected Solution is now available for immediate download. There are 35 pages of expert analysis for case study 1 and also 35 pages for case study 2, as well as 14 pages of generic information on questions that may be asked.
Standard Life Investment Learning Gateway
On 8th January Standard Life Investments presented on their Learning Gateway at the Panacea & NMBA event, 'Safeguarding the future of your business life after trail'.
Wizard Learning: Enhancements to our CPD system
These new enhancements have recently been added to our CPD System
Wizard Learning: Discount and an easy way to record ALL your CPD
Were ending the year having created an easy way to record all your non Wizard Learning CPD which adds to the existing way your Wizard Learning CPD is automatically recorded.
Wizard Learning: December News
Welcome to our monthly newsletter, keeping you up to date with industry news and developments, and reminding you about the latest products and facilities you have available to you on the Wizard Learning website.
Scottish Widows: Modelling pension investments towards retirement
Robert Cochran, Scottish Widows Pensions Development Manager, will be hosting a CPD webcast on Thursday, 5 December
Wizard Learning: Our wide range of online training products, services and facilities
Our wide range of online training products, services and facilities has proved incredibly successful - we have over 15,000 registered users and that number is growing as more and more satisfied customers recommend us to their friends and colleagues.
Wizard Learning: November News
Welcome to our new-style monthly newsletter, keeping you up to date with industry news and developments, and reminding you about the latest products and facilities you have available to you on the Wizard Learning website.
Scottish Provident: Pegasus Whole of Life opportunities for you
A whole of life protection plan gives your clients peace of mind and is designed to make a payment whenever they die. But why do they need this type of cover? It could be for inheritance tax planning or simply to leave a legacy for their grandchildren.
Wizard Learning: Keeping your diploma knowledge up to date
To ensure that all our users who purchased our R0 online courses or subscribe to our CPD system are fully prepared we carried out extensive updates across all of our online materials during August. The update schedule follows the CIIs examination year, which examines the new tax year from 1 September.
NMBA: Business Evolution Forums Autumn 2013
Back by popular demand, commencing on the 22nd October and taking place at 5 exclusive venues, NMBA are pleased to announce another new series of our highly regarded Business Evolution Forums, available for you to book now.
Scottish Life sponsor the pension section of Asset TV's new CPD Centre
Our Business Development Managers, Jamie Clark and Fiona Tait, recently took part in filming four videos for Akademia.
Akademia: Building and using passive portfolios - BlackRock
Akademia videos are accredited for structured learning CPD and linked to your CPD profile.
Akademia - Auto Enrolment - Scottish Life looks at the rules
The videos have been created by industry experts with accredited content and last a minimum of 30 minutes
NMBA's Business Evolution Forums are back! Book your FREE place today
Back by popular demand, commencing on the 22nd October and taking place at 5 exclusive venues
Wizard Learning: Is a free CPD system trial worthwhile? and Best In Business events
As you may know Wizard Learning currently offers a 30 day free trial of their CPD system. So is it worth your time evaluating this?
Multi-Manager Forum Academy Oct 2013 : Register now
Join F&C Investments, Henderson Global Investors, Jupiter, Old Mutal Global Investors and Schroders for the Multi-Manager Forum 'Academy' events.
Money Marketing's Business Model Update - Identifying new opportunities for growth
The Money Marketing Business Model Update at One Great George Street in Westminster, London on Tuesday 15th October 2013 at 9am.
Wizard Learning: Enhanced CPD system, Paraplanner Award, LinkedIn Coaching
Expanded CPD system Our CPD system is your one-stop-shop that can help you to fulfil your ongoing CPD needs.
Wizard Learning: Enhanced CPD system, Paraplanner Award, LinkedIn Coaching
Our CPD system is your one-stop-shop that can help you to fulfil your ongoing CPD needs
Schroders and Cazenove Capital Q&A Roadshow: 2-5 September
We hope you'll join us for an informative and engaging Q&A session the very first since Schroders and Cazenove Capital have joined forces.
Prudential: Keeping on Track with RDR
We have created this section to help you understand the key regulatory requirements which were introduced following the RDR.
Structured CPD material now available on IncomeIntelligence
Incomeintelligence now offers Structured CPD, accredited by the CII.
New eMarket CPD solutions from the Money Marketing CPD Centre
Using the eMarket you can pick up structured CPD hours! All activities in the eMarket are pre-completed with all the necessary details to record your structured CPD including learning outcomes, provider and duration.
Wizard Learning: AF3 requirements, R06 exam, Panacea survey, free CPD trial
In this update we have items on the AF3 exam, R06 exam, Panacea Adviser survey, discounts and our structured CPD system (with 30 day free trial).
Wizard Learning: Discounts & offers plus online course on complaints
In this update we cover our current offers and our complaints procedures online course.
Wizard Learning: CPD must be more than just ticking the CPD boxes
The financial news element of our CPD SYSTEM provides advisers with concise and unbiased reporting of financial services related news and regulatory developments.
New eMarket CPD solutions from the Money Marketing CPD Centre
Using the eMarket you can pick up structured CPD hours! All activities in the eMarket are pre-completed with all the necessary details to record your structured CPD including learning outcomes, provider and duration.
Money Marketing CPD Centre - join us in London - 11 June 2013
The Money Marketing CPD Centre has joined forces with our technical division Taxbriefs to deliver the Taxbriefs Offshore Conference 2013 at The CBI Conference Centre, London, WC1A 1DU - Tuesday 11 June 2013.
Find out why over 4,000 advisers are using our MM CPD Centre
Advisers have used the Money Marketing CPD Centre to complete and log 5,270 CPD hours so far this year.
Monthly regulatory CPD update from Money Marketing CPD Centre
The February edition of NEWSBRIEF counts as 1 hour structured CPD
Wizard Learning: Structured products online course and CPD System
The Wizard Financial Awareness information website will give consumers a greater understanding of money and financial issues and enhance their awareness of the products they may already have, or that may be recommended to them by a financial adviser.