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Latest courses from Adviser Edge
Fulfilling your content needs
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An overview of Sustainability Disclosure Requirements (SDR)
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Engaging with different client types
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Capital Gains Tax Course
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94
Tax-efficient investment planning
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An introduction to tax wrappers
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Individual Savings Accounts – a guide to ISA investing
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Concentrating on concentration risk
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Greater clarity and a focus on financial outcomes
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Marketing on social media
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Content creation for lead generation
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Turning clients into advocates
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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.