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Adviser Edge​

Technical training & support for advisers

Professional support to
enhance your client outcomes

Adviser Edge offers technical training and support, providing practical value to your business and clients. Create an account to access and log structured CPD, accredited by the London Institute of Banking and Finance. In a competitive market, our aim is to help you stay ahead of change and maintain your edge.
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Acredited CPD programme

Content is accredited by The London Institute of Banking & Finance Limited, as meeting requirements for effective CPD

Gain an edge and earn structured CPD

Practice management

Practice management

Innovative marketing techniques, technology and outsourcing can enhance your business. Access our guidance to help enrich your client relationships.
Finalcial planning

Financial planning

Your clients’ priorities vary. Our technical notes, guides and case studies can support your client conversations and help shape their investment goals.
Investment

Investment

We support your analysis with sector reviews and market digests and refresh your knowledge with in-depth explorations of investment concepts.
Accelerator Pathways

Accelerator pathways

Designed to help you develop and hone the soft skills that are crucial to growing and maintaining your business.

Events & webinars

Discover the latest Adviser Edge face-to-face events, access event literature and watch the latest online webinar programmes delivered by the Adviser Edge technical team.

Latest news

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Set up your account in less than 2 minutes to access structured CPD and your personal dashboard.

Latest courses from Adviser Edge

Important information: This content is directed only to persons having professional experience in matters relating to personal investment (investment professionals and should not be distributed to anybody else. It has been prepared for general information purposes only. It does not constitute advice (whether investment, legal, regulatory, tax or otherwise) provided by Columbia Threadneedle Management Limited. Certain content on this website and materials is based on our own reading of legislation, regulation, or guidance issued by a government or regulatory authority, as at the date of publication, which is subject to ongoing change. Tax treatment is based upon individual circumstances. Columbia Threadneedle Management Limited gives no warranty or representation, whether express or implied, that such content is up to date, complete, or accurate.

Investment professionals using this website and its materials should not rely on any of its content. They remain solely responsible for advising their underlying clients in accordance with their own legal and/or regulatory obligations and for taking their own independent advice as they determine is necessary.

To the extent lawful, Columbia Threadneedle Management Limited excludes all responsibility and associated liability for any loss or damage suffered by any recipient of this website and materials who chooses to rely on its content, whether occurring in contract, tort (including negligence), breach of statutory duty, or otherwise, even if foreseeable.

Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.