Global investment markets … where do we go from here?
The Insurance Institute of the Isle of Man is happy to announce that their next event will be focussing on global investment markets. It has not been a dull year in the financial markets and an update will be provided together with a forward view.
Learning Outcomes
This event will:
- Bring attendees up-to-date with economic and investment portfolio developments.
- Provide a forward investment view considering risks and opportunities.
- Help delegates in their understanding of recent difficult times and how to manage client relationships – this is the time to add value.
The event will be ran by Tom Richards and Arthur Molloy, who are both Investment Directors with Canaccord Genuity Wealth Management. They advise on investment strategies and manage multi-asset class / multi-currency discretionary portfolios for locally based and international individuals and their advisors, pension funds, trustees, and company directors.
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.