Increase your knowledge of client relationships 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: Articulating your value
Mastering the art of articulating your value is integral to your success. This section will guide you through communicating the true value of your advice and quantifying it for clients, forging loyal, long-term relationships.
Section 2: Winning new clients
Client acquisition is essential for financial advisers, sustaining practice growth and guaranteeing a dynamic and thriving advisory career. Explore strategies to expand your reach and enhance your acquisition methods; there’s always value in skill refinement, regardless of your experience.
Section 3: Building loyalty
Building client loyalty is a cornerstone of financial advisory success. Explore strategies to cultivate trust, enhance service quality, understand and meet your clients’ needs, gain important feedback and establish enduring client relationships.
Other Vanguard 365 pillars
Practice management
Tailored content to help you build your practice, market your services effectively and cultivate a thriving professional network.
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.
