The Association of Investment Companies (AIC) is now offering free online accredited training for advisers as part of a wider programme of education in the run up to RDR. The training is written and presented by AIC Training Manager, Jacqueline Lockie, who is also a Fellow of theInstitute ofFinancial Planning.
The online sessions are based on the FSA/FSP syllabus and provide investment company training to level four (as required post 1 January 2013). These training sessions have gained accreditation from theInstituteofFinancial Planningand the AIC has been approved as an accredited training provider by the Chartered Institute of Securities and Investment.
CPD certificates are available once advisers have attended the training and sat the accompanying test. The sessions run for approximately one hour and include up to 20 minutes for live Q&A sessions. A list of the sessions and topics is below and the sessions can also be downloaded and viewed on demand after the live event has taken place.
To register for these online training sessions please visit the AIC’s Adviser Centre www.theaic.co.uk/adviser-centre
15 December 2011 and 12 January 2012 - 2pm
9 February 2012 - 2pm
Analyse investment strategy products
23 February 2012 - 2pm
Investment theory and principles
8 March 2012 - 2pm
Considerations when selecting investment companies
29 March 2012 - 2pm
Analysing performance of investment companies
Jacqueline Lockie, Training Manager, AIC said: “RDR has created a challenge for advisers in terms of increased knowledge and qualifications. However, we are confident that these training sessions will provide a free and comprehensive way for advisers to get up to speed on investment companies and understand the many benefits that they can bring to clients’ portfolios.”