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Financial advisers

Welcome to the AIC’s financial adviser centre. Here, you can access statistics, performance data, training, news, guides and videos on the investment company industry, including investment trusts and VCTs. All our services for financial advisers and wealth managers are free of charge and our CPD is accredited by professional bodies.

Spotlight – July 2019

12 July 2019

This month in Spotlight, find out about our autumn training seminars, explore the social benefits and political risks of infrastructure, and see which manager has been running the same investment company since the pound coin was introduced.

Alex Wright, Manager, Fidelity Special Values

12 November 2015

Alex explains his strategy for managing the Fidelity Special Values investment trust, including his small- and mid-cap bias, his use of derivatives, and the kind of stocks he favours.

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Learning zone

Visit the AIC's new Learning Zone and enrol in online training courses.

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Face to face training

Find out about the AIC’s face to face training for financial advisers and wealth managers.

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Adviser introduction to investment companies

Portfolio watchlist

Choose and store a selection of companies you can view and compare later.

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