Morningstar Adviser Forum and Investment Trust Asset Management Briefing - Edinburgh, 15 March
Agenda
- Adviser Workstation Seminar
- Improve your Online Communications with your Clients
- Executive Briefing: Analyst Ratings for Investment Trusts
- Jackie Beard, Head of Closed-end Fund Research, Morningstar
- Ian Sayers, Director General, the AIC
Click hereto book your place
Click here to view the full agenda
Reasons you should attend
Collect 5 CPD points
CFPCM, CERTIFIED FINANCIAL PLANNERCM and CFP logo are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.