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Jargon Buster - Demystifying Investments - Zoom webinar Thursday 8 February 2024
Thursday 8 February 2024, 12:00 pm - 1:00 pm
Elliott Kibble, Associate Director, Pacific Asset ManagementWill Bartleet, Chief Investment Officer, Pacific Asset Management
CPD
Following on from discussions with your financial advisor and decisions made on how to save, in pensions, ISAs and other vehicles, what actually happens to the money you place in these products? Pacific Asset Management will be demystifying all of the jargon surrounding investments and how investments are chosen and managed.
After participating in this session, attendees should be able to:
- Understand the main asset classes of investing
- Explain the difference between Multi-Asset, Model Portfolios and Bespoke Portfolios
- Appreciate the benefits of diversification
- Recognise the power of both inflation and compounding
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 1 hour 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/learning/cpd/.
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Tue 16 Jan 2024, 12:00 pm - 1:00 pm
DC Neil Howells, ROCU Protect Officer
CPD