PIMCO launches new CPD platform

PIMCO financial advisers education financial planning fixed income

22 November 2017
| By Staff |
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PIMCO has launched its new digital education platform, Market Intelligence, to help financial advisers expand their knowledge of fixed income solutions and global markets.

The platform consists of a six-part continuing professional development (CPD) accredited curriculum, covering topics such as ‘bond basics,’ ‘investing for retirement’ and ‘asset allocation.’

Each learning module is supported by client tools and resources, case studies, video tuition and clear topic papers. They have also each been designed to address specific financial adviser needs and are formatted to be used in client conversations.

PIMCO Australia and New Zealand head, Adrian Stewart said that education was vital to planners developing long-term relationships with clients.

“In today’s Future of Financial Advice environment, the pathway to longer term and deeper relationships is through education and PIMCO is uniquely able to provide financial advisers with a premium CPD-accredited curriculum,” he said.

Market Intelligence will continue to develop and evolve following its launch.

“This education platform… will continue to evolve over the next year as we build on the education tools and resources that we offer our clients,” Stewart said.

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