Our Connect events are designed to create a network for paraplanners and provide support for those of you working towards chartered status. Our webinar session will cover topical and relevant educational material including a market update and the latest from AJ Bell. We will be joined by industry experts who will deliver a variety of sessions, including the latest policy updates, an investment focus and market overview, and our most sought-after content – technical support. Detailed case studies will also be used to help aid learning and put information into practice. The sessions in this webinar will include:
- What’s new at AJ Bell?
- Modern Portfolio Theory for Discretionary Investing – to support J10 exam revision.
- Staying ahead of ISA changes.
- How do you solve a problem like decumulation?
- Trusts and tax planning to support J02 and AF1 exam revision.
This is a recording of broadcast content; it therefore carries no CPD time credits. The value of investments can go down as well as up and your client may not get back their original investment. For professional advisers’ use only. Tax and pension rules apply.
Financial adviser verification
This area of the website is intended for financial advisers and other financial professionals only. If you are a customer of AJ Bell Investcentre, please click ‘Go to the customer area’ below.
We will remember your preference, so you should only be asked to select the appropriate website once per device.