Fundamentals of Investing Course, London - 26 September 2018
Date and time
Location
Aberdeen Asset Management
Bow Bells House 1 Bread Street London EC4M 9HH United KingdomDescription
As part of our commitment to helping Adviser firms design and operate a centralised investment proposition, Parmenion provides a series of education courses. These represent an ideal opportunity for those new to the industry, individuals with aspirations to move into paraplanning or adviser roles and of course as a refresher for experienced professionals.
Topics covered will include:
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Understanding global markets and role of asset classes
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Risk frameworks
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Portfolio construction
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Fund due diligence
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Designing a centralised investment proposition
The course is accredited with 5 hours of continuing professional development (CPD) by the Chartered Insurance for Securities and Investment (CISI).
Organised by
We're one of the fastest growing platform providers in the UK. Named as Platform of the Year at the Schroders UK Platform Awards 2019. Our goal is to make investment simple and accessible to all.