Increase your investment 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: Principles of investing
Use our library of resources designed to empower you to make informed decisions, aligning your approach with your clients’ goals. Sound decision-making and ongoing assessment form the backbone of successful investment strategies, fostering long-term trust and engagement.
Section 2: Portfolio construction
Craft tailored solutions, optimise risk management and align portfolios with clients’ unique financial goals by using our comprehensive library of investment resources. Guide your clients towards their financial goals with confidence and expertise.
Section 3: ETF knowledge
Explore Exchange-Traded Funds (ETFs) with informative articles on how to use them, their associated costs and comparisons with mutual funds. Stay ahead with the latest knowledge from Vanguard 365 for a balanced and comprehensive perspective.
Section 4: Regulation
Learn about changes to regulations that impact investments and requirements for your clients.
Other Vanguard 365 pillars
Practice management
CPD content designed to help you build your practice, market your services effectively and cultivate a thriving professional network.
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.
