Increase your knowledge of client relationships and earn CPD with these sections
Our CPD sections consist of expertly curated modules containing articles and videos on subjects that matter to you and to your clients.
Section 1: Articulating your value
Being able to explain the full value you provide is critical to growing and maintaining your client book. The modules in this section aim to help you identify, quantify and communicate the benefits of professional financial advice, and how advice can make a meaningful difference to your clients’ financial outcomes and overall wellbeing.
Section 2: Winning new clients
Client acquisition is essential for financial advisers, sustaining practice growth and guaranteeing a dynamic and thriving advisory career. Explore strategies to expand your reach and enhance your acquisition methods; there’s always value in skill refinement, regardless of your experience.
Section 3: Building loyalty
Building client loyalty is a cornerstone of financial advisory success. Explore strategies to cultivate trust, enhance service quality, understand and meet your clients’ needs, gain important feedback and establish enduring client relationships.
Section 4: Soft Skills
Gain practical insights on the key soft skills advisers need to connect and communicate effectively with clients, from Vanguard's top behavioural economist and senior wealth advisers.
Other Vanguard 365 pillars
Practice management
Tailored content to help you build your practice, market your services effectively and cultivate a thriving professional network.
Financial planning
CPD content structured to give you access to useful tools, guides and multimedia resources covering diverse topics from risk profiling to retirement planning.
Investment knowledge
CPD content formulated for you to explore in-depth insights on investment principles, portfolio construction and comprehensive product education to expand your technical knowledge.
