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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.

CPD Courses and Workshops Available

  • COPIA CPD: Introduction to ETFs

    Workshop | Novia Financial

    Novia Financial

    This training workshop provides an introductory overview to Exchange Traded Funds (ETFs) and their application in a portfolio context. For structured CPD there is an Assessment Test that relates to the paper.

  • COPIA CPD: Retirement Investing

    Workshop | Novia Financial

    Novia Financial

    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.

  • COPIA CPD: Retirement Investing

    Workshop | Novia Financial

    Novia Financial

    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.

  • COPIA CPD: Asset Allocation - theory and practice

    Workshop | Novia Financial

    Novia Financial

    This paper provides an introductory overview to asset allocation; specifically relating to its importance in a portfolio construction context and an understanding of the merits/limitations of different strategies.. For structured CPD there is an Assessment Test that relates to the paper.

  • COPIA CPD PROD & Productivity

    Seminar | Novia Financial

    Novia Financial

    This paper provides an introductory overview to the evolving governance framework around centralised investment propositions following the introduction of product governance guidelines in the FCA Handbook “PROD”. For structured CPD there is an Assessment Test that relates to the paper.

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