There is a growing professionalisation and innovation about the independent training opportunities a...
There is a growing professionalisation and innovation about the independent training opportunities available to IFAs seeking to raise their levels of professional competence.
However, until the FSNTO creates its database of courses, seminars and study aids, IFAs have to rely on publications such as Investment Week and the training bodies themselves to publicise them. Among the most recent innovations, the LIA's finishing schools stand out.
They are four day residential courses designed to prepare IFAs for the G10 taxation and trusts, G20 professional investment planning, and G60 pensions modules of the Advanced Financial Planning Certificate.
The courses, which end with the AFPC exam, cost £1,100 plus VAT including accommodation and are designed to give IFAs a window of uncluttered time in which to prepare.
Other upcoming opportunities are:
l The LIA Convention in Birmingham on 26 and 27 April covering issues such as taxation, pension, and gaining maximum profitability from your business. Cost to LIA members is £425. Non-members £500.
l The LIA is also running 34 half-day interactive regional workshops on stakeholder pensions throughout March. IFAs attending receive advance case study material before the workshops. The workshops are free to members. Non-members £60.
l The AITC is holding as-yet-unpublicised free seminars to increase understanding of investment trusts amongst IFAs on 15 February in Brighton, 15 March in Chester, 26 April in St Albans, 17 May in Edinburgh, 14 June in East Anglia, 5 July in Bristol, 19 September in Surrey, 11 October in Coventry and 8 November in Harrogate.
l Autif is soon to begin enrolling IFAs for the 12 dates for its day-long Understanding Investment Funds course. The courses are on 23 April, 4 June, 8 October, 9 November, 14 December in London, 10 May, 15 October in Birmingham, 24 April in Leeds, 8 May in Edinburgh, 7 December in Glasgow, 12 November in Bristol, and 16 October in Manchester. The cost is £165 plus VAT.
l Autif and AITC are to run a series of one-day workshops called Portfolio Planning for Practitioners covering risk management, asset allocation techniques, fund selection criteria and benchmarking. The dates are 19 April, 5 June, 1 October, 16 November and 13 December in London, 20 April in Birmingham, 9 May and 10 December in Bournemouth, 11 May in Edinburgh, 11 June in Leeds, 17 October in Bristol and 13 November in Haydock.
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