10th November 2016

Prudential: Supporting your professional development

Prudential understands how important it is for you to constantly develop your knowledge, have more effective conversations with your clients, and for your businesses to thrive commercially. That’s why Prudential offers a variety of materials that you can pick and choose from to suit your personal development needs. This includes Oracle publications, which are packed with technical content, industry updates and business development opportunities, our monthly WebEx programme Oracle Live, and Knowledge TV, which is our on-demand library of videos.

Find out more at www.pruadviser.co.uk/cpd

Business Development, Investments

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Fidelity Adviser Solutions: Helping clients with their financial wellness

If you’ve ever felt that clients’ money worries run deeper than the numbers, this five part video series from Fidelity Adviser Solutions is for you. Each short session shares practical, real-world ideas you can use straight away to spark better conversations, boost confidence, and make planning feel clearer and more human for you and your clients. Watch now

Client Centred Advisers: Why money is never just about money

Perhaps one of the most important things to understand about money is that people don’t experience it rationally. They experience it psychologically.

Client Centred Advisers: Helping clients stop living in life’s waiting room

One of the most common assumptions people make is this: “I’ll be happy when…” I’ll be happy when I can retire. I’ll be happy when the mortgage is paid off. I’ll be happy when I have enough money. I’ll be happy when I can work less. I’ll be happy when I’ve achieved financial freedom. At first glance, these seem like perfectly reasonable goals. In fact, many of them are exactly the kinds of goals financial planners help clients work towards every day.

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