12 Steps To Building A Great Multi-Asset Fund

2 August 2021

Sponsored content How do we build investment solutions? Much like in sports, you need to understand the rules, rank the players, and select the final team. All multi-asset funds and portfolios overseen by Morningstar Investment Management are created in similar way, underpinned by a consistent framework which we boil down to 12 simple steps....

Tips for taking AF exams

21 July 2021

At first glance, you might think the content from your learning provider or CII books from Diploma to Advanced diploma look somewhat similar, and you’d be right. But what you need to understand is how you are being assessed. In this article, Angelo Kornecki, Technical Director at Redmill Advance will take you through what...

Dan Atkinson: Build back better – conferences

26 July 2021

Digital conferences can now serve us well but they can’t replace the engagement and learning opportunities that physical events provide, suggests Dan Atkinson head of Technical at Paradigm Norton Financial Planning and chair of the CISI Paraplanner Interest Group. But maybe we can combine the digital with the physical. What are your views? The people who...

Get exam ready: Tips to build your study plan and avoid exam disaster

24 July 2021

In this article Alex Langhorn, head of Business Support at Bespoke Training Solutions, looks at two areas of exam preparation that can make a significant difference to the exam outcome, but which often get overlooked; making your study plan more effective, and improving your exam technique. Having a realistic study plan and good exam...