CPD Courses

COPIA CPD: Retirement Investing

Workshop Novia Financial

About the CPD course

This paper provides an overview of retirement investing; specifically relating to the differences between the accumulation and decumlation phase of the investment lifecycle; together with the key risk involved. For structured CPD there is an Assessment Test that relates to the paper.

CPD Provider

Novia Financial

Novia Financial

Novia Financial

The Novia platform offers real benefits to Advisers and their Clients - we provide an efficient, online offering which delivers transparency, flexibility and value for a high quality service. Efficiently manage your Clients' wealth with a wide choice of product wrappers, one of the broadest investment universes available, innovative and integrated planning and research tools and a transparent, flexible charging structure.

Want to learn more?

Contact us

More CPD courses by Novia Financial

Finance

COPIA CPD: Introduction to ETFs

Novia Financial

This training workshop provides an introductory overview to Exchange Traded Funds (ETFs) and their a...
Workshop
Finance

COPIA CPD: Retirement Investing

Novia Financial

This paper provides an overview of retirement investing; specifically relating to the differences be...
Workshop
Finance

COPIA CPD: Asset Allocation - theory and practice

Novia Financial

This paper provides an introductory overview to asset allocation; specifically relating to its impor...
Workshop
Finance

COPIA CPD PROD & Productivity

Novia Financial

This paper provides an introductory overview to the evolving governance framework around centralised...
Seminar

Get industry-related content straight to your inbox

By signing up to our site you are agreeing to our privacy policy