Description
The AIC runs a programme of training events for advisers and wealth managers who want a better understanding of investment companies, investment trusts and VCTs. These accredited CPD events range from introductory workshops exploring the closed-ended structure of investment companies, to more in-depth seminars with fund managers presenting their strategies. All of the AIC’s training events are free of charge and are accredited by professional bodies, such as the CII and CISI. CPD certificates are available. Events can be booked online, by phone or by email.
Alternatives Seminar – London 10th October
The AIC is presenting this seminar focusing exclusively on alternative asset classes: property, private equity, infrastructure and debt.
The learning objectives of the alternatives seminars are as follows:
- Identify some of the main opportunities and risks presented by four alternative asset classes (direct property, private equity, infrastructure and illiquid debt) and the roles they might play in portfolios
- Explain how closed-ended investment companies access these asset classes
- Understand the specific strategies of four portfolio managers investing in these asset classes
The seminars are hosted by Nick Britton, Head of Intermediary Communications at the AIC, with guest speakers who are experts in each of the alternative asset classes.
Investment Trusts in Financial Planning – Chesire 5th November, Guildford 27th November, Bristol 28th November
How are investment trusts relevant to financial planners today? In November, the AIC presents a seminar series focusing on the role of investment trusts in financial planning.
The seminars have the following learning objectives:
- Understand the roles that investment trusts can play in financial planning for clients with varying objectives and risk tolerance.
- Explain the main features of investment trusts that influence performance and client outcomes.
- Identify the most important considerations when using investment trusts on platforms.
Hosting the seminars is AIC’s Head of Intermediary Communications, Nick Britton, who will be joined by a varied range of speakers, each approaching the subject from a different perspective.
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This is a free event.