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What is BMO Adviser Edge?

  • An award-winning, free online resource for UK advice professionals
  • Offers professional support and technical training
  • Designed to provide practical value to your business and clients
Dedicated strategic and technical team On the road Bespoke training Website
Webinar programme

Dedicated strategic and technical team

Dedicated strategic and technical team

Supporting you to grow your business

Experienced and highly qualified
Backgrounds in training and development

Opinions on latest news

FCA publications and guidance
Regulatory changes and implications
Taxation rates and allowances
Contact the team

On the road

On the road

Face-to-face training and networking

Twice-yearly seminars (nationwide events)
Accredited structured CPD
In-depth technical education and training

Both parts of the session were informative, well delivered and thoroughly worthwhile. Two accomplished presenters covering some very pertinent topics

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Bespoke training

Bespoke training

Available on request for your individual business

Wide variety of topics offered
Tailored to specific business needs
Online or face-to-face

Example topics:

Inheritance tax

Pensions and divorce

Soft skills such as presenting

Responsible/ESG

Trust taxation

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Webiste

Website

Enhance your knowledge, access professional support and gain CPD

Three zones of professional support and learning
Insights from BMO, plus external experts
Log learning on your personal CPD dashboard

3 learning zones:

1. Practice management

  • Running a financial advice business and dealing with regulatory change
  • Marketing ideas and learning resources to find, win and manage clients

2. Financial planning

  • Sparking and supporting client conversations around retirement, pensions and estate and trust planning

3. Investment

  • Expanding your knowledge on investment and technical principles
  • Guides, toolkits and technical factsheets
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Webinar programme

Webinar programme

Convenient online learning

Regular, high quality
in-depth educational sessions
Wide variety of financial planning and investment topics
Interactive - have your questions answered
View live, or later
on-demand

Example topics:

Expert guide to income tax planning What are transaction costs The basics of investment trusts
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Benefits of registering

Access structured CPD learning
A personal CPD dashboard
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