Home > Investments > Investment Trusts
Morningstar hosts RDR workshops for advisers
Morningstar is launching a series of investment trust workshops to aid advisers in the run up to the implementation of the RDR
The fund research agency, which last month launched an investment trust ratings service, will hold the CPD-accredited training classes across the country up until the end of the year, with speakers from the industry at each session.
Ana Georgiou, adviser product manager at Morningstar, said: “With RDR imminent, the demand for intuitive products that make the business life of the IFA and his or her practice easier is really strong.
“We want to support advisers in their RDR Gap Fill needs, and have scheduled a series of topic experts to guest speak at each event.”
The date and times of the forthcoming workshops are as below.
|
Date |
Location |
|---|---|
|
23/02/2012 |
Cardiff |
|
07/03/2012 |
London |
|
15/03/2012 |
Glasgow (AM) |
|
15/03/2012 |
Edinburgh (PM) |
|
16/03/2012 |
Scottish Investment Trust ratings update |
|
21/03/2012 |
Exeter |
|
28/03/2012 |
Cheltenham |
|
28/03/2012 |
Cheltenham IFP Branch Meeting - Investment Companies: The coming of age for the oldest |
|
19/04/2012 |
Belfast |
|
25/04/2012 |
Leeds |
|
15-16/05/2012 |
London - Morningstar Investment Conference |
|
30/05/2012 |
London |
|
13/06/2012 |
Newcastle |
|
04/07/2012 |
Maidstone |
|
12/09/2012 |
Edinburgh |
|
18/10/2012 |
London |
|
07/11/2012 |
Bristol |
|
21/11/2012 |
Manchester |
|
05/12/2012 | Birmingham |
