Morningstar has launched a new gap-fill event programme for IFAs to help them meet RDR Level 4 qualification requirements.
Investment analysts from the firms will address four priority topics including: the merits and limitations of the main investment theories; the nature and impact of the main types of risk on investment performance; the principles of investment planning and the principles of investment planning specific to portfolio construction. All the events are free to advisers, with the first one in Chelmsford today and a second to be held in Maidstone on 22 March. Presented in association with the Institute of Financial Planning, each session lasts 60 minutes and carries 1.5 CPD points. Anasta...
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