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Personal Finance Society
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This section provides you with some useful CPD resources covering the various topics around Investment and risk to assist you in meeting your professional development needs.

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Investment and Risk

From absolute returns to platforms this section provides CPD resources focused around investment planning.

Overview of SRI

An introduction to Socially Responsible Investing from Ecclesiastical Investment Management, leaders in this field. Senior SRI Analys...

Engagement

An overview of how fund managers engage with the companies held in the funds they manage. Using real life examples, Senior SRI Analys...

Corporate Governance

An overview for advisers to help them answer client concerns of poor governance practises in companies held in their funds. Senior SR...

Investment Suitability post RDR

What exactly is the scope for a fair and comprehensive analysis of the market? Commentators are suggesting that some firms, who inten...

Platforms

This one-day conference from the PFS, in association with Skandia, considered the key aspects to platforms that all advisers should u...

Its cautious managed - but not as you know it

Steve Waddington, Fund Manager, Multi-Asset Strategy Group, BNY Mellon, looks at major asset classes, the possible solutions for long...

Risk is back on the table

Since 2008, investors have experienced a rollercoaster ride on the stockmarket and it is no wonder that risk appetite has plummeted.

Cash flow modelling

Bruce Moss, Director, eValue FE, looks at Cash Flow Modelling and it's place within financial planning and how to communiate value...

Researching and running different investment solutions

The Personal Finance Society held two one day conferences exclusively for paraplanners in Yorkshire, 25th June and London, 2 July.&nb...

Absolute return fund strategies. The good, the bad and the ugly

An absolute return approach to both bond and equity allocations can help investors generate positive returns for their portfolios in ...

Commercial property, is it now time to re-enter the premises?

Historically property has been a key component of most investment portfolios and the main issue has been where to buy - and the watch...

Harnessing risk in asset allocation

Low interest rates, high market volatility and increasing event risk have made it even harder to achieve success through traditional ...

Helping clients through volatile investment markets

With macro developments driving investment outcomes more than ever before, financial advisers are finding themselves on the front lin...

How to use behavioural finance to be a better investor and adviser "

Truly rational financial decision making requires us to embrace our human fallibility.

Suitability: The risk of getting it wrong

Many firms have publicly failed to navigate the route to providing suitable investment advice to clients.

Understanding the realities of indices and index-investing

As more and more investment advisers recommend index-tracking investments and passive strategies, it becomes essential for them to ha...

Using platforms under the adviser charging rules – tax and other issues

Platforms provide very effective vehicles for adviser charging. However, there have been a number of problems with the taxation of se...

Vanquishing the myths surrounding investment companies

This session considers the most common issues advisers have with investment companies and aims to conquer some of the myths.

The role of derivatives in the fund manager's toolkit

Derivitives: Why you should be interested? This session looks at the pros and cons of derivitaives and where/when they are used.

Economic challenges and investment opportunities

This session covers the following 3 key questions: Economics - is the recovery durable? Bonds - do rising yields create opportunities...

Smart beta, truly active alpha

This presentation offers you a balanced view of smarter beta and active investments. James Crossley will look at the benefits of pass...

Key Drivers of the US Recovery

This session helps you to understand the importance of the US equities as a major component of UK clients' portfolios, especially in ...

Stand out from the crowd

This session will look at the different types of products, their structure and costs and the potential of portfolio diversification.

Fixed Interest in or out of Fashion?

Post financial crisis we saw significant flight to 'safer assets'. Partly driven by client demand and partly driven by regulatory con...

A review of risk outlook 2014

This session will provide a summary of environmental developments identified within the FCA's 2014 Risk Outlook document which plays ...

A road to better portfolios and managing the risk

Many advisory firms have chosen to control their investment processes in-house, providing a more direct and accountable link to their c...

How to pick an index manager

Index funds offer investors a cost effective and straightforward way to access core asset classes. Their investment strategy makes th...

Outsourcing and the Investment process

Outsourcing has become increasing popular so this session will look at how outsourcing can help Advisory firms, the options available...

Q&A - a discussion with Vanguard and Old Mutual Global Investors

Q&A - a discussion with Vanguard and Old Mutual Global Investors