Parmenion offer professional Advisers two, linked, opportunities for CPD certified investment training. Both events are delivered by highly qualified members of Parmenion’s investment team, led by Peter Dalgliesh and Simon Brett, who both have many years’ experience as institutional managers. These events are accredited with 5 hours of CPD by the CISI.
Parmenion offer professional Advisers using, or researching, our integrated discretionary management and investment platform, two, linked, opportunities for CPD certified investment training. Both extend over 5 hours of CISI approved education and are generally delivered to groups of around 30 individuals.
The Fundamentals of Investing course covers the core topics of asset class diversification, portfolio and risk framework construction, fund due diligence, ethical investment and risk profiling. (19 May 2016)
The Advanced Principles of Investing masterclass builds on these foundations to explore the more complex questions of choice between active and passive investment, the difference between model risk and market uncertainty, behavioural finance and the theory behind portfolios built for drawdown. (15 June 2016)
All our courses are delivered by highly qualified members of Parmenion’s investment team, led by Peter Dalgliesh and Simon Brett, who both have many years’ experience as institutional managers.
For more information or to reserve a place, please go to www.parmenion.co.uk/events or contact sofia.goldoni@parmenion.co.uk
Parmenion provides investment solutions to Advisers, combining its award winning online platform based administration with discretionary fund management capabilities. We enable Advisers to deliver a sophisticated client investment service whilst building efficient, scalable and profitable businesses.
Parmenion is an independent company backed by some of the most experienced investment and technology executives in the industry.