Skip to contentSkip to Main Navigation

Bonds CPD Academy

Preview our resources to support your continued professional development

Bonds CPD Academy

For financial advisers only, we have created unique content to support your continued professional development in the Onshore Investment Bond market. Please provide your details to access these resources. After you have completed each module, you can request your personalised CPD Certificate.

  • The Power of the Onshore Bond

    Length: 38mins
    CPD Qualifying

    In this session, Tony Wickendon Managing Director of Technical Connection, talks through the smart, rapid choices that need to be made when making investment decisions. He gives many top tips on achieving tax efficiencies and the strategies and options.

  • Long term care

    Length: 44mins
    CPD Qualifying

    Here Marcia Banner, a senior trust and tax consultant at Technical Connection sets out why and how to support clients when navigating long term care funding.

  • Wills and Deeds
of Variation

    Length: 45mins
    CPD Qualifying

    Here, Marcia Banner, a senior trust and tax consultant at Technical Connection sets out many of the Inheritance Tax planning options available and how to support clients when navigating that journey with them.

Access CPD Academy

Please provide your details:

Please complete the CPD request form to access resources.