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Investment workshops target IFAs

Autif and the AITC are teaming up to offer IFAs the chance to improve their inv-estment knowledge through one-day workshops.

The Autif/AITC portfolio planning workshops will be held between October 1 and December 13 and then throughout next year starting on April 26 at various UK locations.

The workshops are des-igned to improve IFAs&#39 investment skills when managing clients&#39 portfolios. They will focus on effective risk management, implementing asset allocation techniques, identifying, prioritising and applying fund selection cri-teria, use of benchmarks and how to explain to clients how portfolio recommendations add value.

The trade bodies say that with the standard of IFA investment knowledge under review by Sandler, the workshops provide an excellent opportunity for advisers to improve their expertise in this field.

The courses, which cost £195 plus VAT, run from 9am-5pm, with lunch inclusive.

Autif director of training and education Victoria Nye says: “Those who want to fill the gap left by FPC can use the course to improve their understanding of investment issues and get ahead of FSA requirements.”

AITC director of education, training and sales Geoff Proctor says: “As more IFAs move into the wealth management field, an in-depth knowledge of portfolio planning is vital.”

Details are available from


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