• Adviser professional development

    Transform your investment advice with our adviser development programme.

    Our programme consists of free learning and development webinars, podcasts, and face-to-face events delivered by investment and products and advice experts. Gain essential CPD and keep abreast of product and market changes, whilst learning new ways of adapting in a constantly shifting environment.


Grow and develop your skills with our on-demand webinars 

How to harness the estate planning opportunity 

Are you hungry to grow your practices and deliver great customer outcomes? Estate planning is a perfect opportunity to do just that. Join us as we cover the opportunity that estate planning represents for your business.


Catch-up on our latest podcasts with a range of experts on a variety of topics 

The low down on estate planning, wealth transfer and intergenerational planning 

Julie Greenwood, Key Partnership Manager at Octopus Investments, talks to us about the importance of estate planning, wealth transfers, inheritance tax planning, and some top adviser tips.