Invesco Intelligence Plus
Your complete learning platform, combining investment, business and soft-skill training. Let’s rethink possibility. Let’s rethink CPD.
Intelligence Plus
Practice Intelligence
We recognise that a significant part of becoming a successful adviser requires the knowledge to grow your business.
Under Practice Intelligence we bring to you the work of Invesco Global Consulting, the industry's largest communication and consulting firm, who share the secrets behind maintaining a healthy, growing advisory business, backed by the research of Maslansky + Partners.
Explore the modules below and earn structured CPD, accredited by CISI.
Preferrals
Client referrals are the greatest source of new business for financial advice firms, but it can feel like an awkward thing to ask for. This module will give you practical, low-risk methods to gain more referrals.
- Featured expert: Gary DeMoss
- Duration: 30 minutes
Golden hour
While many financial advice firms focus on client acquisition, it’s important not to let client retention take a back seat. This module discusses how to avoid client loss by identifying those most valuable and attending to them in their hour of need: the ‘golden hour’.
- Featured expert: Brett Van Bortel
- Duration: 30 minutes
More from Invesco
Investment Intelligence
Access our Investment Intelligence CPD programme, which provides financial advisers with timely, accessible and engaging market updates.
Emotional Intelligence
Emotional Intelligence encompasses a series of CPD-accredited training modules covering soft skills, such as listening, connection and problem solving.
