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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 trusts in financial planning

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. Full details can be found below and you can reserve your place using our online booking form, or by contacting Debra Gibbons on 020 7282 5572 or by email.

Cheshire (Knutsford) seminar

5 November 2019

Venue

Cottons Hotel and Spa, Manchester Road, Knutsford, Cheshire WA16 0SU

Timings

11:30 – 14:30 (lunch provided)

This seminar provides 2 hours 15 minutes of structured CPD.

Book online via our webform

11:30 – 11:50

Registration

11:50 – 12:00

Welcome and introduction

Nick Britton, head of intermediary communications – AIC

12:00 – 12:25

What role can investment trusts play in financial planning?

Jacqueline Lockie, head of financial planning – CISI

Are investment trusts relevant to your clients – and if so, which clients? What’s their role in financial planning and how can they fit into a well balanced portfolio? Jacqueline gives her expert perspective. 

12:25 – 12:50

Managing an investment trust

Nick Greenwood, manager – Miton Global Opportunities

As the manager of an investment trust who invests in other investment trusts, Nick is perfectly placed to explain what the closed-ended structure can deliver for investors, as well as what to look for in your research process.

12:50 – 13:15

Lunch

13:15 – 13:40

How we use investment trusts

Genevra Banszky von Ambroz, partner, investment management – Smith & Williamson

Investment trusts form an integral part of Smith & Williamson’s risk-rated model portfolios – and not just at the higher risk levels. Genevra explains what she thinks investment trusts offer that isn’t available elsewhere.

13:40 – 14:05

 

 

Investment trusts on platforms

Mike Barrett, consulting director – the lang cat

The course of true love between platforms and investment trusts never did run smooth – but things are improving. Mike looks at where we’re at in terms of costs and functionality, and uncovers some quirks to be aware of.

14:05 – 14:25

Q&A Panel

A chance to question all our speakers and raise any topics of interest.

14:25 – 14:30

Closing comments

Nick Britton, head of intermediary communications – AIC

Guildford seminar

27 November 2019

Venue

Holiday Inn Guildford, Egerton Road, Guildford, Surrey GU2 7XZ

Timings

11:30 – 14:30 (lunch provided)

This seminar provides 2 hours 15 minutes of structured CPD.

Book online via our webform

11:30 – 11:50

Registration

11:50 – 12:00

Welcome and introduction

Nick Britton, head of intermediary communications – AIC

12:00 – 12:25

What role can investment trusts play in financial planning?

Jacqueline Lockie, head of financial planning – CISI

Are investment trusts relevant to your clients – and if so, which clients? What’s their role in financial planning and how can they fit into a well balanced portfolio? Jacqueline gives her expert perspective. 

12:25 – 12:50

Managing an investment trust

James Henderson, manager – Henderson Opportunities Trust, Law Debenture Corporation, Lowland Investment Company

As the manager of three investment trusts as well as an open-ended fund, James is perfectly placed to explain how the features of the closed-ended structure can work in investors’ favour.

12:50 – 13:15

Lunch   

13:15 – 13:40

How we use investment trusts

James Burns, partner, investment management – Smith & Williamson

Investment trusts form an integral part of Smith & Williamson’s risk-rated model portfolios – and not just at the higher risk levels. James explains what he thinks investment trusts offer that isn’t available elsewhere.

13:40 – 14:05

 

 

Investment trusts on platforms

Mike Barrett, consulting director – the lang cat

The course of true love between platforms and investment trusts never did run smooth – but things are improving. Mike looks at where we’re at in terms of costs and functionality, and uncovers some quirks to be aware of.

14:05 – 14:25

Q&A Panel

A chance to question all our speakers and raise any topics of interest.

14:25 – 14:30

Closing comments

Nick Britton, head of intermediary communications – AIC

Bristol seminar

28 November 2019

Venue

De Vere Tortworth Court, Tortworth, Wotton-under-Edge, GL12 8HH

Timings

11:30 – 14:30 (lunch provided)

This seminar provides 2 hours 15 minutes of structured CPD.

Book online via our webform

11:30 – 11:50

Registration

11:50 – 12:00

Welcome and introduction

Nick Britton, head of intermediary communications – AIC

12:00 – 12:25

What role can investment trusts play in financial planning?

Jacqueline Lockie, head of financial planning – CISI

Are investment trusts relevant to your clients – and if so, which clients? What’s their role in financial planning and how can they fit into a well balanced portfolio? Jacqueline gives her expert perspective. 

12:25 – 12:50

Managing an investment trust

Marcus Phayre-Mudge, manager – TR Property Investment Trust

The closed-ended structure of investment trusts has a number of advantages, not least when investing in property. Marcus explains how the structure works from a manager’s point of view.

12:50 – 13:15

Lunch   

13:15 – 13:40

How we use investment trusts

James Burns, partner, investment management – Smith & Williamson

Investment trusts form an integral part of Smith & Williamson’s risk-rated model portfolios – and not just at the higher risk levels. James explains what he thinks investment trusts offer that isn’t available elsewhere.

13:40 – 14:05

 

 

Investment trusts on platforms

Mike Barrett, consulting director – the lang cat

The course of true love between platforms and investment trusts never did run smooth – but things are improving. Mike looks at where we’re at in terms of costs and functionality, and uncovers some quirks to be aware of.

14:05 – 14:25

Q&A Panel

A chance to question all our speakers and raise any topics of interest.

14:25 – 14:30

Closing comments

Nick Britton, head of intermediary communications – AIC

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