Autif and the AITC have jointly organised seminars to help IFAs design and manage collective investm...
Autif and the AITC have jointly organised seminars to help IFAs design and manage collective investment portfolios for private clients.
Portfolio Planning for practitioners aims to develop IFAs' knowledge and understanding of risk management and other portfolio concepts and techniques to a more advanced level.
The workshop is aimed at FPC qualified advisers who have not yet taken advanced qualifications, such as the Investment Management Certificate (IMC) or AFPC G70 level.
The seminar will cover the processes involved in asset allocation and fund selection, portfolio monitoring and reporting to clients. According to both trade bodies the seminars will help IFAs evaluate portfolio performance and describe to clients how portfolio recommendations add value.
The seminars will be held around the country between 15 June to 28 September commencing at 9:00am and finishing at 5:30pm. Among the cities where seminars will be held are London, Bristol, Leeds, and Edinburgh. Numbers per workshop are limited to 20 with each event delivered by a professional trainer, also an IFA.
For further details contact Maxine Irving on 020 7831 0898.
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