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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 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.

Liverpool workshop

21 May 2019

21 May 2019

Venue
Novotel Hotel, 40 Hanover Street, Liverpool L1 4LN

Timings
14:00 – 16:15

Trainer
Nick Britton

To register, please use the online booking form.  For more details, please contact Debra Gibbons on 020 7282 5572 or debra.gibbons@theaic.co.uk.

Manchester workshop

22 May 2019

22 May 2019

Venue
The Principal Hotel, Oxford Street, Manchester M60 7HA

Timings
9:00 – 11:15

Trainer
Nick Britton & Elmley de la Cour

To register, please use the online booking form.  For more details, please contact Debra Gibbons on 020 7282 5572 or debra.gibbons@theaic.co.uk.

Leeds workshop

22 May 2019

22 May 2019

Venue
DoubleTree by Hilton Hotel, Granary Wharf, 2 Wharf Approach, Leeds LS1 4BR

Timings
14:00 – 16:15

Trainer
Elmley de la Cour

To register, please use the online booking form.  For more details, please contact Debra Gibbons on 020 7282 5572 or debra.gibbons@theaic.co.uk.

Derby workshop

23 May 2019

23 May 2019

Venue
Breadsall Priory Marriott Hotel & Country Club, Moor Road, Morley, Derby DE7 6DL

Timings
9:00 – 11:15

Trainer
Nick Britton

To register, please use the online booking form.  For more details, please contact Debra Gibbons on 020 7282 5572 or debra.gibbons@theaic.co.uk.

Birmingham workshop

23 May 2019

23 May 2019

Venue
Birmingham Conference & Events Centre, Hill Street, Birmingham B5 4EW

Timings
14:00 – 16:15

Trainer
Elmley de la Cour

To register, please use the online booking form.  For more details, please contact Debra Gibbons on 020 7282 5572 or debra.gibbons@theaic.co.uk.

London workshop

29 May 2019

29 May 2019 (Fully booked)

Venue
AIC Offices, 9th Floor, 24 Chiswell Street, London EC1Y 4YY

Timings
14:00 – 16:15

Trainer
Nick Britton

To register, please use the online booking form.  For more details, please contact Debra Gibbons on 020 7282 5572 or debra.gibbons@theaic.co.uk.

London workshop

30 May 2019

30 May 2019 (Fully Booked)

Venue
AIC Offices, 9th Floor, 24 Chiswell Street, London EC1Y 4YY

Timings
09:00 – 11:15

Trainer
Elmley de la Cour

To register, please use the online booking form.  For more details, please contact Debra Gibbons on 020 7282 5572 or debra.gibbons@theaic.co.uk.

Swindon workshop

5 June 2019

5 June 2019

Venue
Swindon Marriott Hotel, Pipers Way, Swindon SN3 1SH

Timings
14:00 – 16:15

Trainer
Elmley de la Cour

To register, please use the online booking form.  For more details, please contact Debra Gibbons on 020 7282 5572 or debra.gibbons@theaic.co.uk.

Leamington Spa workshop

6 June 2019

6 June 2019

Venue
Holiday Inn Hotel, Tachbrook Park, Olympus Avenue, Royal Leamington Spa, Warwick CV34 6RJ

Timings
09:45 – 12:00

Trainer
Elmley de la Cour

To register, please use the online booking form.  For more details, please contact Debra Gibbons on 020 7282 5572 or debra.gibbons@theaic.co.uk.

Newmarket workshop

11 June 2019

11 June 2019

Venue
Bedford Lodge Hotel & Spa, Bury Road, Newmarket CB8 7BX

Timings
14:00 – 16:15

Trainer
Nick Britton

To register, please use the online booking form.  For more details, please contact Debra Gibbons on 020 7282 5572 or debra.gibbons@theaic.co.uk.

Stamford workshop

12 June 2019

12 June 2019

Venue
The George Hotel of Stamford, The Business Centre, 71 St. Martins, Stamford PE9 2LB

Timings
9:45 – 12:00

Trainer
Nick Britton

To register, please use the online booking form.  For more details, please contact Debra Gibbons on 020 7282 5572 or debra.gibbons@theaic.co.uk.

Crawley workshop

13 June 2019

13 June 2019

Venue
The Copthorne Hotel Gatwick, Copthorne Way, Copthorne, West Sussex RH10 3PG

Timings
14:00 – 16:15

Trainer
Nick Britton

To register, please use the online booking form.  For more details, please contact Debra Gibbons on 020 7282 5572 or debra.gibbons@theaic.co.uk.

Newcastle workshop

19 June 2019

19 June 2019 (Fully Booked)

Venue
The Copthorne Hotel, The Close, Quayside, Newcastle upon Tyne NE1 3RT

Timings
9:45 – 12:00

Trainer
Elmley de la Cour

To register, please use the online booking form.  For more details, please contact Debra Gibbons on 020 7282 5572 or debra.gibbons@theaic.co.uk.

Edinburgh workshop

20 June 2019

20 June 2019

Venue
Radisson Blu Hotel, 80 High Street, Royal Mile, Edinburgh EH1 1TH

Timings
9:00 – 11:15

Trainer
Elmley de la Cour

To register, please use the online booking form.  For more details, please contact Debra Gibbons on 020 7282 5572 or debra.gibbons@theaic.co.uk.

Glasgow workshop

20 June 2019

20 June 2019

Venue
Radisson Blu Hotel, 301 Argyle Street, Glasgow G2 8DL

Timings
14:15 – 16:30

Trainer
Elmley de la Cour

To register, please use the online booking form.  For more details, please contact Debra Gibbons on 020 7282 5572 or debra.gibbons@theaic.co.uk.

Bespoke training

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 debra.gibbons@theaic.co.uk or call on 020 7282 5572.

Face to face training

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

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