More than 300 people achieve Investment Company Accreditation
Testimonials from users can be found below.
A total of 304 people have now completed the Investment Company Accreditation, a training programme for financial advisers, financial planners and paraplanners offered by the Association of Investment Companies (AIC).
The three-hour programme is split into four interactive e-learning courses, which users can complete when they want. It covers the structure and features of investment companies (investment trusts), including discounts and premiums, gearing and the unique income features of the structure. The programme is free and is designed as structured CPD, with accreditation from the CII and CISI1.
I would definitely recommend the AIC’s Investment Company Accreditation to any finance professionals looking to find out about investment companies or evidence their existing experience. I encounter investment companies frequently so it was useful to learn more about some of their specific features and advantages.
Ben Lingard, Head of Paraplanning at Carbon Financial Partners
Ben Lingard, Head of Paraplanning at Carbon Financial Partners, completed the Accreditation in April. He said: “I would definitely recommend the AIC’s Investment Company Accreditation to any finance professionals looking to find out about investment companies or evidence their existing experience. I encounter investment companies frequently so it was useful to learn more about some of their specific features and advantages.”
Martin Guilbert, Investment Director at Silverwood Wealth Management, also completed the programme in April. He said: “Completing the Investment Company Accreditation enhanced the way I analyse closed-ended funds and strengthened the process by which we select funds. I would recommend the programme to any adviser seeking a clear, practical framework for evaluating listed investment companies.”
Nick Britton, Research Director of the Association of Investment Companies (AIC), said: “It’s good to see more investment professionals complete the Investment Company Accreditation, which has been designed to break down barriers to the wider use of investment companies. We want the training to be as practical and helpful as possible, and it’s encouraging that 89% of users say it has given them more confidence in recommending investment companies.”
Finance professionals can enrol in the Investment Company Accreditation here.
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Notes to editors
- The Investment Company Accreditation is a free training programme offering up to three hours of structured CPD. All content is accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investment (CISI). The Investment Company Accreditation aligns with the CII’s Professional Map.
- The Association of Investment Companies (AIC) represents a broad range of investment trusts and VCTs, collectively known as investment companies. The AIC’s vision is for closed-ended investment companies to be understood and considered by every investor. The AIC has 299 members and the industry has total assets of approximately £263 billion.
- For more information about the AIC and investment trusts, visit the AIC’s website.
- Disclaimer: The information contained in this press release does not constitute investment advice or personal recommendation and it is not an invitation or inducement to engage in investment activity. You should seek independent financial and, if appropriate, legal advice as to the suitability of any investment decision. Past performance is not a guide to future performance. The value of investment company shares, and the income from them, can fall as well as rise. You may not get back the full amount invested and, in some cases, nothing at all.
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