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
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