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Pass the portfolio with Autif and AITC courses

Autif and the AITC are joining forces to launch a course to help IFAs


manage investment portfolios.


The course aims to enhance practical skills in planning, managing and


monitoring investment portfolios.


A pilot course is being held on April 11 and there are plans to run a


series of courses from June across the UK.


Autif says many IFAs have a clear understanding of individual collective


investment vehicles and their uses in financial planning but they need


support in helping them manage portfolios.


By the end of the course, IFAs should be able to understand many aspects


of portfolio planning, including asset allocation, recognising bench- marks


and different management styles and measurement of volatility.


Autif is also introducing a guide to ethical investment funds, explaining


how to select a fund and how to make sure the choice meets the requirements


of clients.


It also details how ethical funds have performed over the past 15 years.


Autif director of communications Anne McMeehan says: “Because some very


different funds are classified as ethical, it is important that investors


choose carefully before committing themselves. They need to be sure it


really does fit their ethical criteria as well as their investment


criteria.”

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