AIC to visit 15 locations in investment trust education programme
Free adviser workshops will be held in April, May and June across the UK.
The Association of Investment Companies (AIC) has released details of its spring workshop programme, covering 15 locations around the UK.
The free two-hour workshops will be held between 22 April and 4 June and are designed to provide an accessible, practical introduction to investment trusts. They are aimed at financial advisers and wealth managers who want to refresh, update and deepen their knowledge of closed-ended funds.
Led by Nick Britton, Head of Intermediary Communications, and Elmley de la Cour, Communications Manager, the workshops are designed to provide two hours of structured CPD and accredited by the Chartered Insurance Institute (CII) and Chartered Institute for Securities & Investment (CISI). Their learning objectives are as follows:
- Explain the differences between investment trusts and open-ended funds, and what they mean for the investor
- Describe the main functions of investment trusts in financial planning
- Identify the key metrics needed to analyse investment trusts, and understand how to interpret them
Commenting on the latest series of workshops, Nick Britton, Head of Intermediary Communications at the Association of Investment Companies, said: “This is the fifth year we have run our workshops, which are designed to provide a friendly and practical introduction to investment trusts, with lots of opportunities for questions and discussion.
“Feedback from previous years has been very positive, with attendees ranking the workshops an average 4.8 out of 5 for usefulness. We’d encourage anyone who’d like to find out more about investment trusts or feels their knowledge could be improved to come along.”
To book, please email [email protected], call 020 7282 5572 or use the online booking form on the AIC website.
Upcoming adviser workshops
|
Date |
Venue |
Time |
---|---|---|---|
Brighton workshop |
22 April 2020 |
Hilton Brighton Metropole, Kings Road, Brighton BN1 2FU |
14:00 – 16:15 |
Tunbridge Wells workshop |
23 April 2020 |
The Spa Hotel, Mount Ephraim, Royal Tunbridge Wells, Kent TN4 8XJ |
14:00 – 16:15 |
Chelmsford workshop |
29 April 2020 |
The Ivy Hill Hotel, Writtle Road, Margaretting, Chelmsford, Essex CM4 0EH |
09:45 – 12:00 |
London workshop |
30 April 2020 |
The AIC, 9th Floor, 24 Chiswell Street, London EC1Y 4YY |
09:15 – 11:30 |
Salisbury workshop |
5 May 2020 |
Holiday Inn Salisbury – Stonehenge, Mid-Summer Place, Amesbury, Solstice Park SP4 7SQ |
14:00 - 16:15 |
Southampton workshop |
6 May 2020 |
Meon Valley Hotel Golf & Country Club, Sandy Lane, Shedfield, Southampton SO32 2HQ |
09:45 – 12:00 |
London workshop |
7 May 2020 |
The AIC, 9th Floor, 24 Chiswell Street, London EC1Y 4YY |
14:00 – 16:15 |
Cambridge workshop |
14 May 2020 |
Hotel Felix, Whitehouse Lane, Huntingdon Road, Girton, Cambridge CB3 0LX |
14:00 - 16:15 |
Knutsford workshop |
19 May 2020 |
The Cottons Hotel & Spa, Mancester Road, Knutsford WA16 0SU |
14:00 – 16:15 |
York workshop |
20 May 2020 |
Principal Hotel York, Station Road, York YO24 1AA |
09:00 – 11:15 |
Sheffield workshop |
20 May 2020 |
Copthorne Hotel Sheffield, Bramall Lane, Sheffield S2 4SU |
14:00 – 16:15 |
Leicester workshop |
21 May 2020 |
Leicester Marriott Hotel, Grove Park, Smith Way, Enderby, Leicester LE19 1SW |
09:45 – 12:00 |
Exeter workshop
|
2 June 2020 |
Mercure Exeter Rougemont Hotel, Queen Street, Exeter EX4 3SP |
14:00 – 16:15 |
Bristol workshop |
3 June 2020 |
Aztec Hotel & Spa, Aztec West, Almondsbury, Bristol BS32 4TS |
09:00 – 11:15 |
Cardiff workshop |
3 June 2020 |
Clayton Hotel Cardiff, St Mary Street, Cardiff CF10 1GD |
14:15 – 16:30 |
Tewkesbury workshop |
4 June 2020 |
Hilton Puckrup Hall, Puckrup Lane, Tewkesbury GL20 6EL |
09:45 – 12:00 |
-Ends-
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Notes
- The Association of Investment Companies (AIC) was founded in 1932 to represent the interests of the investment trust industry – the oldest form of collective investment. Today, the AIC represents a broad range of closed-ended investment companies, incorporating investment trusts and other closed-ended investment companies and VCTs. The AIC’s members believe that the industry is best served if it is united and speaks with one voice. The AIC’s mission statement is to help members add value for shareholders over the longer term. The AIC has 363 members and the industry has total assets of approximately £201 billion.
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