Masterclass

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Established over twenty years ago, Masterclass brings together senior investment professionals to examine current market themes in depth. Each programme delivers rigorous, research led discussion designed to support informed investment decision making and to meet Structured Learning CPD standards.

View our upcoming Masterclass calendar → 

Accessing this channel requires consent to share your details and viewing activity with sponsors.

Established over twenty years ago, Masterclass brings together senior investment professionals to examine current market themes in depth. Each programme delivers rigorous, research led discussion designed to support informed investment decision making and to meet Structured Learning CPD standards.

View our upcoming Masterclass calendar → 

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Vanguard Masterclass: the true value of financial advice

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Learning: Structured

Investors demand more than just returns. This masterclass reveals why peace of mind, time savings, and emotional reassurance are now core to client value. Discover how 86% of advised clients feel more at ease and save over 100 hours annually. 

Speakers: 

  • Paulo Costa, Senior Behavioural Economist, Vanguard
  • Doug Brodie, Founder & CEO, Chancery Lane Income Planners
  • Toby Barklem, Chartered Financial Planner & Principal, Minos Wealth 

Learning outcomes:

  1. How clients value financial advisers and their advice beyond
  2. The role of financial planning in a world of decumulation
  3. Robo-advice: threats and opportunities for financial planners

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Chancery Lane Income Planners
Minos Wealth
Vanguard
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