Welcome to

BMO Adviser Edge

Professional support and structured CPD to enhance your client outcomes

In a competitive market, it’s vital you’re staying ahead of change and maintaining your edge. BMO Adviser Edge is award-winning and free, offering professional support and technical training designed to provide practical value to your business and clients.
Learn about the multiple strands of Adviser Edge

On this site, create an account to access structured CPD content, accredited by the LIBF, and log your hours.

What is BMO Adviser Edge?
What is BMO Adviser Edge

Practice management

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

Financial planning

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


As geo-political tensions and late
business cycle volatility continue to
shape the outlook, we support your
analysis with sector reviews and
market digests.

Our latest insights

Practice management

Financial planning


Our upcoming events

BMO Adviser Edge: On the Road

We’re currently planning our event programme for 2022 and will post details as soon as dates and locations are confirmed.

Award win!

We’re delighted that BMO Adviser Edge has been recognised as the ‘clear winner’ in this year’s prestigious Investment Marketing and Innovation Awards, a testament to our belief in the importance of adding value to advisers beyond investment management.