Increase your practice management 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.
Section 1: Building your practice
Equip yourself with the skills to expand your client base, enhance your service offerings and grow your advisory practice, or the practice for which you work. Develop successful and sustainable methods to provide value to your clients whilst delivering exceptional service.
Section 2: Marketing
Understand the strategies and activities you can use to promote your advisory practice’s services, attract potential clients and build brand awareness. Marketing plays a crucial role in growing and sustaining your business.
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.
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.
