MASTER: Specialist Investments
Our brand new workshop, MASTER: Specialist investments will take you through a range of topics covering those slightly less vanilla investment choices for clients. We have four fantastic speakers lined up to guide you through four hours of CPD focusing on EIS / VCT / BPR schemes as well as investment choices in SIPP’s and SSAS’s. The sessions will cover when those investments are suitable for certain clients, options and some compliance considerations when adding these to a portfolio.
This workshop will be delivered in our usual style, interactive with small delegate numbers to ensure that you get the most out of the sessions.
Find out more about our MASTER events below:
We have pulled together some of the best speakers from the most well-known firms in the industry to provide you with four hours of high-quality content. This event will feature speakers from Barnett Waddingham, MICAP and Octopus Investments. Full speaker details TBC.