The information in this site is intended for financial advisers only. 

The information contained in these pages must not be used or relied upon by private investors. We recommend that you read our 'Terms & Conditions' before browsing the site.

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Learning matters

An introduction to Learning Matters

Welcome to Learning Matters, an educational service provided by M&G, specifically designed to build upon your existing investment knowledge and to help develop the potential of you and your business. 

There are two strands to the Learning Matters service; Business Matters and Investment Matters. Both services are Chartered Insurance Institute (CII) Continuing Professional Development (CPD) accredited.


Investment Matters

Investment Matters currently offers 24 CII CPD accredited training modules covering an array of investment topics. These range from areas such as portfolio construction, macroeconomics and behavioural finance, to understanding the use of derivatives within fund management.

Investment Matters is delivered face to face by the Learning Matters team and equates to 41 hours of material.

The Investment Matters training menu provides a full list of the training modules, including details of what will be covered, and the relating CPD points that will be accrued by attending the individual sessions.


Business Matters

The following videos are presented to you by the Learning Matters team as well as industry subject matter experts. These videos provide insights, views, ideas and suggestions covering a range of business topics.


Meet the team


Julian Hince leads the Learning Matters team at M&G. As well as having a breadth of knowledge and experience, he is the only CII accredited trainer in financial planning within the asset management sector.

Julian Hince
Julian Hince, M&G Technical Development Director

Julian joined M&G in 2011 as Technical Development Director with a remit to create and bring to market a generic investment training service. He is a holder of the Diploma in Financial Planning, the Investment Management Certificate, Certificate in Discretionary Investment Management and is working towards Chartered Financial Planning status. Prior to joining M&G, Julian worked for iShares, Gartmore and Invesco Perpetual.



For enquiries relating to Investment Matters and Business Matters:

0345 600 4125
Cyveillance Protected

The value of investments will fluctuate, which will cause fund prices to fall as well as rise and investors may not get back the original amount invested. 
This website is for Investment Professionals only. Not for onward distribution to any other type of client. No other persons should rely on the information contained on this website. Content should therefore be shared responsibly with other investment professionals.