Increase your financial planning knowledge 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.
Financial wellbeing
Providing sound investment advice is a significant element of a financial adviser’s role. It’s equally essential to secure clients’ financial positions for lasting wellbeing and prosperity. Read our guides on how to help steer your clients towards a secure future.
Intergenerational wealth transfer
In the next few decades, the largest intergenerational transfer of wealth in history is expected to occur. The “great wealth transfer”, as it has been dubbed, will see a significant movement of assets to younger generations and is anticipated to have a profound impact on the financial services sector, particularly within financial advice.
Other Vanguard 365 pillars
Client relationships
CPD content crafted to empower you to service your clients' needs effectively, build relationships, create loyalty and achieve new business growth.
Practice management
CPD content designed to help you build your practice, market your services effectively and cultivate a thriving professional network.
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.
