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Organisation Description

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

    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

    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

    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

    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.