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Autif and AITC offer portfolio coursefor IFAs

A course to help IFAs design and manage collective investment portfolios

for private clients has been set up by Autif and the AITC.

Portfolio Planning for Practitioners aims to develop IFAs&#39 understanding

of risk management and other portfolio management concepts.

The one-day course is designed for FPC-qualified advisers who have not yet

taken advanced qualifications such as the Investment Management Certifi-

cate or AFPC G70 level.

AITC director of education, sales and training Geoff Procter says: “Major

changes in the marketplace have made investment advice an even more

important feature of IFA business and there is a strong demand for training

and development in the area of portfolio management and fund selection. The

overwhelming response to the pilot workshop proved we had hit the right

spot.”

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