Navigating the expanding universe of alternative investments has never been more timely, challenging or potentially rewarding. You have tremendous opportunities for additional sources of return, diversification and tax savings, as well as the prospect of putting money to work in SMEs and social enterprises.
But you still face barriers when it comes to investing your clients’ money. Alternatives can be hard to understand, hard to value, illiquid and expensive. It takes a lot of time and effort to get your arms around the whole-of-market… and feel confident in your ability to select the right products, for the right clients, at the right time.
The Alternative Investment Summit will fortify you with a wealth of guidance from industry thought-leaders.
The range of products is growing. New asset classes are being accepted in ISAs. The rules on pension savings are changing. New tax reliefs have been approved. And conventional investments remain volatile. The regulator expects advisers to stay on top of all these changes and developments, while clients demand high-quality financial planning and maximum ROI.
You’ll come away from the Summit equipped with the knowledge and tools you need to maximise opportunities from the full range of alternative investments. You’ll also be armed with the latest on regulation, compliance, best practice, risks, key selling points, investment strategies, drivers of change, latest market developments and what the future might hold.
And in the process, you’ll earn 7 hours of structured CPD* from the IFP, CII and PFS. You’ll gain convenient access to Intelligent Partnership industry and bespoke reports. Network with peers, practitioners, providers and thought leaders.
For the complete program, click here…
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*The Alternative Investment Summit is accredited for CPD by the Institute of Financial Planning (IFP), the Chartered Insurance Institute (CII), and the Personal Finance Society (PFS) – so members and other financial services professionals can obtain 7 hours of structured CPD for attending the conference. Categorised as technical knowledge, content will count towards structured CPD as online self-test, multiple-choice questions. These will be issued by Intelligent Partnership to delegates wanting to claim CPD for attending the event.
