Elston CPD Redefining Adviser Value - Page 2

Foreword The BirthStar® Research Series is a set of publications exploring behavioural and investment science. It forms part of the broader BirthStar® Project launched in 2012 to simplify investment without compromising on expertise. The BirthStar® Research Series can be used to provide assigned readings as part of an accredited Continuous Professional Development (CPD) programme. To this purpose the aims and objectives for each CPD module are clearly articulated. Learning Outcome Statements related to the assigned reading are also provided to help structure an evaluation process. We hope you find the research innovative and informative. Henry Cobbe, CFA Head of Research, BirthStar® Contents Foreword .................................................................................................................................. 2 Abstract .................................................................................................................................... 3 Introduction............................................................................................................................... 4 The adviser struggle to retain value ......................................................................................... 5 The gateway to better client-engagement................................................................................ 7 A fresh look at adviser value add........................................................................................... 10 Conclusion.............................................................................................................................. 12 References ............................................................................................................................. 13 Structured Learning for CPD evaluation ................................................................................ 14 Biographies ............................................................................................................................ 16 Notice ..................................................................................................................................... 16 2