Face to face training
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: please see details below.
Investment trust workshops
The AIC’s workshops around the UK are aimed at financial advisers and wealth managers who want a practical introduction to investment trusts (investment companies), or those who need to refresh their knowledge. Designed as structured CPD, the events have the following learning objectives:
- 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
Our 2019 workshops will be hosted by Nick Britton, the AIC’s Head of Intermediary Communications, and Elmley de la Cour, Communications Manager. Dates, times and locations are below, and you can register for any workshop via our our online booking form.
Leamington Spa workshop
12 June 2019
The George Hotel of Stamford, The Business Centre, 71 High Street, St. Martins, Stamford PE9 2LB
9:45 – 12:00
The AIC can provide bespoke training sessions for individual firms. These sessions are tailored to your firm’s needs, whether you already use investment companies or are considering doing so for the first time.
For more details, please contact Debra Gibbons at firstname.lastname@example.org or call on 020 7282 5572.