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 re...
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