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Learning Gateway Supporting your long-term training and CPD needs This communication is for investment professionals only and should not be distributed to or relied upon by retail clients. Accredited by CII, CISI and IFP

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Page 1: Learning Gateway - Panacea Adviserof information, support and insight to the adviser community. We have a successful track record in delivering training to advisers and intermediaries

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Learning Gateway Supporting your long-term training and CPD needs

This communication is for investment professionals only and should not be distributed to or relied upon by retail clients.

Accredited by CII, CISI and IFP

INVBSA_11_0310_Gateway_Sales_Aid_TCM 20 February 2013 12:07 PM

Page 2: Learning Gateway - Panacea Adviserof information, support and insight to the adviser community. We have a successful track record in delivering training to advisers and intermediaries

Standard Life Investments takes pride in being a trusted source of information, support and insight to the adviser community. We have a successful track record in delivering training to advisers and intermediaries through our educational offerings, including Learning Gateway.

In partnership with Intuition, a leading provider of learning services, our solutions-based educational portal is specifically designed around the evolving training needs of the adviser community.

It is our aim that by supporting your ongoing training needs both you and your clients can look to the future with confidence.

Page 3: Learning Gateway - Panacea Adviserof information, support and insight to the adviser community. We have a successful track record in delivering training to advisers and intermediaries

Raising professional standards

Learning Gateway is suitable for continuing personal development (CPD) and allows you to:

¬ expand and maintain your knowledge of the industry and the ever-changing regulatory environment

¬ address any gaps in your technical knowledge

¬ work towards formal learning objectives and outcomes

¬ measure time spent on training and your assessment scores

¬ complete courses that are independently veri!ed as relevant and suitable for CPD purposes

¬ provide evidence of achievements with printable certi!cates and online records.

Introducing Learning Gateway

Nick CannChief ExecutiveInstitute of Financial Planning (IFP)

“It is particularly encouraging for us at the IFP and Financial Planners and Paraplanners to see developments like this from Standard Life Investments. There is a shortage of relevant content to meet specific regulatory requirements and Standard Life Investments has managed this in a particularly innovative and helpful way. I am sure that this service will be very popular and the IFP is delighted to be able to accredit this learning for the benefit of the Financial Planning community.”

Learning Gateway is a portal of wide-ranging educational resources that have been designed to complement your ongoing training and CPD requirements, throughout your career as an adviser. Offering you free access to a comprehensive range of investment, business and regulatory-related online courses, Learning Gateway is an essential knowledge source containing over 100 tutorials.

What is on the Learning Gateway?*

* This is a sample of what is available

¬ Introduction to !nancial markets

¬ Equities

¬ Fixed income

¬ Derivatives

¬ In"ation-linked instruments

¬ Securitisation

¬ Value at risk (VAR)

¬ Custody

¬ Macroeconomics

¬ Portfolio theory

¬ Asset allocation

¬ Private equity

¬ Hedge #nds

¬ Real estate

¬ Socially responsible investing (SRI)

¬ Regulation

¬ MiFID

Page 4: Learning Gateway - Panacea Adviserof information, support and insight to the adviser community. We have a successful track record in delivering training to advisers and intermediaries

Fulfilling your training requirements Learning Gateway provides a wide range of online tutorials designed to help you #l!l the required 21 hours per year of structured CPD.

Accessible Learning Gateway is a free and convenient way to access up-to-date training that is relevant to your role. It is designed to be simple to use and "exible enough to !t round your busy schedule for all your ongoing training needs.

Relevant Learning Gateway provides comprehensive tutorials on core investment topics such as introductions to equities and !xed income, to more advanced economic and technical analysis, risk management and asset allocation. It also o$ers business-skills tutorials such as e$ective management and sales techniques, as well as regulatory-related courses. CPD Learning Gateway’s tutorials are provided by Intuition, our education partner, and are recognised as suitable for CPD by a number of professional bodies. Accreditation of training is essential for advisers to attain their annual SPS, and Learning Gateway is an ideal facility for this. Tutorials are accredited for CPD by a number of professional bodies including:

¬ Chartered Institute for Securities & Investment (CISI)

¬ Chartered Insurance Institute (CII)*

¬ Institute of Financial Planning (IFP).

Tutorials are also deemed suitable for CPD by:

¬ Chartered Financial Analyst (CFA) Institute

¬ Association of Chartered Certi!ed Accountants (ACCA)

¬ Chartered Institute of Management Accountants (CIMA)

¬ Chartered Institute of Public Finance & Accountancy (CIPFA)

¬ Solicitors Regulation Authority (SRA).

Intuition is a leader in the professional education sector. The company is vastly experienced and has a broad range of international clients including central banks, the FSA and major investment consultants.

The e-learning tutorials !t the guidelines provided by the FSA on what structured professional development activities are deemed to be.

From time to time, details of upcoming events such as training workshops and educational sessions with some of Standard Life Investments’ experts will also be provided. These events can count as ‘structured training’ and, where appropriate, we may issue invitations for you to attend.

*Delegates participating in Learning Gateway can claim 20 CPD credits towards the CII member CPD scheme for each training programme.

Measurable Every adviser must provide evidence of structured professional development activities. One of the key bene!ts of Learning Gateway is that it provides a record of your achievements, including courses undertaken, time spent in training and the results of your assessments. Individual CPD records are stored digitally and certi!cates can also be printed at any time. This provides a transparent audit trail of your training, without you having to worry about record keeping.

How Learning Gateway Can Help You

We designed Learning Gateway to address the specific training requirements of advisers as stipulated by the FSA.

Accredited by CII, CISI and IFP

Page 5: Learning Gateway - Panacea Adviserof information, support and insight to the adviser community. We have a successful track record in delivering training to advisers and intermediaries

How Learning Gateway Works

You can choose as many tutorials as you like from our ‘Catalogue’ section. You can also select the level you deem most appropriate to your needs, from introductory or intermediate to advanced.

Simply log on to www.standardlifeinvestments.com/training and select from the comprehensive catalogue of tutorials.

Page 6: Learning Gateway - Panacea Adviserof information, support and insight to the adviser community. We have a successful track record in delivering training to advisers and intermediaries

Your selected tutorials move into the ‘My learning’ section of Learning Gateway, which is a personalised page that re"ects your speci!c learning interests and requirements.

Page 7: Learning Gateway - Panacea Adviserof information, support and insight to the adviser community. We have a successful track record in delivering training to advisers and intermediaries

When you are ready, launch any of your tutorials to begin learning. You can stop and save at any point, and all training time accrued will be recorded.

Page 8: Learning Gateway - Panacea Adviserof information, support and insight to the adviser community. We have a successful track record in delivering training to advisers and intermediaries

On completion of each tutorial, there is a short assessment, which allows you to measure and record your learning outcomes. Your assessment score and status is shown in the ‘My Progress’ section.

Page 9: Learning Gateway - Panacea Adviserof information, support and insight to the adviser community. We have a successful track record in delivering training to advisers and intermediaries

CPD certi!cates are stored on Learning Gateway and can be printed o$ for each tutorial that you complete so that you can maintain your own records.

These records of achievement provide essential evidence of training, and advisers also receive a personal and #lly-accredited CPD record, all of which contribute to the FSA’s ‘structured learning’ requirement.

A reminder – key bene!ts of Learning Gateway

¬ A free and convenient resource

¬ A long-term support for CPD requirements

¬ Fully accredited content

¬ Relevant training for your role

¬ Measurable

¬ Outcome-focused

¬ Accessible

How to access Learning Gateway Access Learning Gateway at www.standardlifeinvestments.com/training

If you would like to discuss how we can continue to support you and your clients, please get in touch. Contact your sales manager or call us on 0800 027 4828.

To discuss training workshops and other events, contact Michael Beveridge, Head of Intermediary Sales, on +44 (0) 7712 485 431 or [email protected].

Page 10: Learning Gateway - Panacea Adviserof information, support and insight to the adviser community. We have a successful track record in delivering training to advisers and intermediaries
Page 11: Learning Gateway - Panacea Adviserof information, support and insight to the adviser community. We have a successful track record in delivering training to advisers and intermediaries
Page 12: Learning Gateway - Panacea Adviserof information, support and insight to the adviser community. We have a successful track record in delivering training to advisers and intermediaries

standardlifeinvestments.co.uk

INVBSA_11_0310_Gateway_Sales_Aid_TCM 1212

Standard Life Investments Limited is registered in Scotland (SC123321) at 1 George Street, Edinburgh EH2 2LL. The Standard Life Investments group

includes Standard Life Investments (Mutual Funds) Limited, SLTM Limited, Standard Life Investments (Corporate Funds) Limited, SL Capital Partners LLP

and Aida Capital Limited. Standard Life Investments Limited is authorised and regulated by the Financial Services Authority. Calls may be monitored and/or

recorded to protect both you and us and help with our training. www.standardlifeinvestments.com © 2012 Standard Life, images reproduced under licence