Educational Web site now gives guidance on managing the entire advice process ..
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Neil Cowell, Head of Retail Sales at Vanguard Asset Management
Interactive and straightforward modules earn credits towards CPD accreditation
Vanguard Asset Management today announced an extension to its popular Vanguardlearning.co.uk website, launching six modules focused on understanding, planning for and monitoring the client advice process. These new modules include video tutorials, topical guides and a quiz to help advisers:
– Thrive in a fee based world, by building business value and managing business risk
– Know their clients, by understanding clients’ life goals, not just financial goals
– Develop the plan, by evaluating client data to write an effective investment plan
– Construct a portfolio, by developing a successful approach to portfolio construction, based on a five-step approach
– Implement the plan, by navigating the outsourcing versus in-house investment decision
– Monitor and review, by measuring client progress against goals and required rate of return
The site offers a range of interactive educational material, as well as informative and useful tools to aid adviser learning. Each module features an online test, which will qualify the adviser for a CPD certificate. Vanguard reports strong interest by advisers, with more than 16,000 visits to the site since its launch in October 2012. In addition to the new modules, the site currently offers advisers materials focused on using ETFs within client portfolios.
Neil Cowell, Head of Retail Sales at Vanguard Asset Management, said: “The end of commission is transforming how advisers give investment advice. We’ve developed Vanguardlearning.co.uk to provide practical guidance and showcase how successful fee-based advisers, both here and abroad, deliver advice that adds real value to their clients. Our initial modules received such positive feedback that we have responded to adviser requests to give practical guidance covering the entire advice process.
“At Vanguard, we believe that today’s adviser should be a financial coach, helping clients establish and achieve their life goals. The modules released today will help advisers build a world-class investment advice process. Our aim is to equip advisers with the knowledge and tools that will enable them to thrive, not just survive, in a fee-based world.”
Source: ETFWorld.co.uk – Vanguard Asset Management
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