Professional Paraplanner is delighted to announce the return of our in-person Investment Committee Seminars for 2023, starting this April.
Wednesday 26th April 2023, in London. Approx 9am-3pm with lunch supplied.
The seminar will be in-person and will be must attend event for all paraplanners wanting to hear more about:
• UK and global economies
• to gain knowledge of investment trends and strategies
• current strategic and tactical asset allocation
• portfolio diversification
• amongst others
to help them better recommend wealth building plans to clients. Paraplanners with an active interest in the investment piece are also welcome as are trainee advisers.
The sessions will particularly suit paraplanners sitting on their firms’ Investment Committees or who are involved in researching and recommending investments for client portfolios, MPS, CIPs and CRPs.
We expect these events to be very popular and spaces will be limited. We recommend registering your interest in attending in advance.
[Main image: Matt Evans, portfolio manager, Ninety One, at the October 2022 Professional Paraplanner Investment Committee Seminar]
