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Source highlights importance of continuing professional development post RDR


Source is holding its next series of webinar courses to help investors continue and complete their required hours for Continuing Professional Development (CPD).

As a fully CISI accredited provider, over the last year Source has run CPD accredited courses on a wide array of topics surrounding the ETP industry, coinciding with the introduction of the Retail Distribution Review in January.
The next series of Source ETF webinars, available to institutional investors, includes:
· Man GLG 2013 update: insight into alpha capture from broker recommendations in European and Asian equities
· PIMCO’s market insight: views on emerging market debt and discussion on GDP weighted indices
· Private equity industry update: overview and insight into the global buyout fund universe. Exploring liquid exposure to PE trends without direct investment in PE funds.
Source regularly holds webinars and content events on ETFs alongside its partners, PIMCO, Man GLG, BofAML, Goldman Sachs, JP Morgan, Morgan Stanley and Nomura.
Since the implementation of RDR, impacted advisors require 35 CPD hours, of which 21 hours must be structured learning. Through its many courses, Source has to date in 2013 provided more than 10 hours of structured learning to over 350 professional investors.
Content which has been well received includes the US shale energy revolution, opportunities in emerging market debt and interest in alpha capture strategies for European and Asian equity exposure.
Michael John Lytle, chief development officer of Source, says: “The attendees continue show interest in learning more about differentiated content and the widening spectrum of asset classes available to UK investors. Not surprisingly, the majority of the take up for our courses has come from private wealth and discretionary managers as they move to a value added asset allocation model.”

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