J.P. Morgan Asset Management (JPMAM) is offering structured continuing professional development (CPD) to advisers through bespoke meetings with its sales managers.
The provider said it plans to use its quarterly Guide to the Markets publication, written to help advisers explain market behaviour to clients, as the basis for issuing CPD in meetings. To qualify, JPMAM sales managers establish learning objectives and outcomes with advisers prior to their meeting. Utilising slides from the Guide to the Markets pack to provide a market update, advisers can self-confirm that objectives were met before completing a structured CPD certificate. JPMAM said that, because the meeting is not product related and educational, individualised Guide to the Markets...
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