Meeting the needs of financial advisers is at the heart of everything we do here at Intelligent Partnership.
With that in mind, last year we formed a dedicated steering committee of financial advisers and wealth managers to ensure we do just that. An insightful bunch, the steering committee members kindly give up their time to guide the development of the research, education and insights we offer them and 14,000 other advisers on alternative investments.
By taking on board the pearls of wisdom from the committee and listening to the advisers who attend our events and who read our reports, we discovered that they were missing out on something. They wanted a structured learning programme to help evidence their knowledge, understanding and competence on areas of investment they were generally less comfortable with.
Therefore, I’m delighted to confirm the appointment of Beata Chan, our new Learning and Development Manager, who will be expanding our education programme for advisers through a series of CPD accredited e-learning modules on a range of alternative investments.
Beata joins after an impressive 11 year stint at Thomson Reuters, most recently as Senior Learning Consultant. Beata was responsible for managing a variety of Thomson Reuters’ learning initiatives, including designing and developing their e-learning solutions.
So what prompted all of this? Advisers tell us that most investment providers do a great job at supporting them in the field with particular cases or clients. But when it comes to education, quite rightly advisers need something different. The content must be independent, balanced and impartial, with no product bias, and carefully created with them in mind.
Our aim is to enhance advisers’ technical knowledge and understanding in a product-neutral learning environment, giving them the confidence to discuss a broader range of investments with their clients.
We’re kicking things off with Tax-Efficient Investments, and our first modules will be available this Summer. Through our new e-learning platform, advisers will be able to select from a range of interactive modules, track their progress online and test their knowledge. All of this will help them evidence their commitment to continuing professional development.
The learning and development programme will initially be rolled out out through our national accounts, via networks of financial advisers and through our professional service partners.
Look out for more updates as we get closer to launch, and if you are interested in featuring in or enrolling in the e-learning programme then contact me: guy@intelligent-partnship.com or Beata: beata@intelligent-partnership.com
We would love to hear your thoughts.
Guy