It’s available to all financial adviser and investment professionals. All our modules and webinars are free, as is creating an account.
What is Vanguard 365?
It’s an all-in-one learning platform for financial advisers. It offers accredited CPD through:
- 30-minute modules of videos and short articles
- events and on-demand webinars
- expert insights and market commentary
Create an account to keep track of the CPD points you’ve earned and download certificates for tasks you’ve completed.
You’ll also get access to tools and client-facing co-brandable resources designed to bring extra value to your clients.
Extensive and ever-growing collection of CPD-certified modules.
Built for (and with) financial advisers and based on research.
New webinars and co-brandable client resources regularly added.
Explore our learning content for free
Discover articles, videos, events and webinars spread across 4 topics.
Practice management
- How to build your client base.
- Enhance your service offering.
- Understand marketing strategies.
- Build brand awareness.
Client relationships
- How to communicate the benefits of your services to clients.
- Building trust in your client relationships.
- Explore how emotional value underpins client retention.
Financial planning
- Understand the complexities of managing wealth across generations.
- How to prepare your clients for retirement.
- Learn about managing household liquidity and cost averaging.
Investment knowledge
- Understand the principles of investing.
- Learn portfolio construction and how to optimise risk management.
- Develop your knowledge of ETFs and how to use them.
Tools and services
Portfolio services
We can help you build low-cost, goal-driven portfolios, so you can spend more time building relationships with your clients.
Risk assessment tool
Help your clients discover their risk profile and a guide them to their optimal asset mix.
Adviser documents
A range of co-brandable, ready-to-use resources, including behavioural coaching tools, commentary and education.
“Through Vanguard 365, we aim to not only act as a helping hand for advisers in supporting their clients and their professional development, but also to help explain and advocate for the value of advice itself. It’s our long-term commitment to deliver value to you, and your clients, too.”
Head of UK Client Group, Vanguard
How to learn and earn CPD
1. Choose a module or webinar
- Each module is made up of short articles and videos about a specific topic.
- Or you can watch an on-demand webinar.
2. Test your knowledge
- Each module is followed by a short multiple-choice assessment. Pass the assessment to earn your CPD points.
- For webinars, we’ll send you a certificate for each one you watch.
3. Track your CPD points
- We’ll automatically track your CPD points in your account for each module you pass.
Vanguard 365 has been created in compliance with the requirements of the CISI. We recommend you review your own professional CPD requirements to make sure our educational content meets your needs. The information contained in our modules and assessments is for educational purposes only.
Frequently asked questions
CPD (Continuing Professional Development) modules help you maintain and improve your skills and knowledge as a financial adviser. Most modules offered on Vanguard 365 are accredited. This means they meet industry standards and count toward your professional development requirements.
You can access a range of downloadable materials, including:
- brochures
- guides
- tools
They’re all designed to help you explain financial concepts to clients clearly and effectively.
They’re both live and on-demand. Watch live for interactive question and answer sessions or catch up later with on-demand recordings.
Once you’ve registered you can log in to your account on our website, from any device at any time.