WEBINAR - Getting to grips with investment trusts
Getting to grips with investment trusts
The use of investment trusts by financial advisers has increased sixfold since RDR, but those firms who use them regularly with clients are still in the minority. This webinar offers a broad view of what investment trusts offer clients, their risks and what to look out for when researching and selecting investment trusts.
Learning objectives
- Explain the differences between investment trusts and open-ended funds, and what they mean for the investor
- Describe the main functions of investment trusts in financial planning
- Identify the key metrics needed to analyse investment trusts, and understand how to interpret them
Speaker biography
Nick Britton has worked at The Association of Investment Companies (AIC) since 2015, aiming to broaden investment professionals’ knowledge and understanding of investment trusts, VCTs and other closed-ended investment companies. He holds the Investment Management Certificate, has passed Levels I and II of the CFA Program, and is an associate member of the Chartered Institute for Securities and Investment. He is a former business and financial journalist.
About the AIC
The Association of Investment Companies (AIC) represents closed-ended funds, including investment trusts, VCTs and other investment companies. It runs a free education and training programme for financial advisers, wealth managers and other finance professionals. Its website, www.theaic.co.uk, contains information, statistics and guides on investment companies.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.