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Press Release

For Immediate Release: Thursday 20 September 2001


With the Sandler* review currently questioning the standard of advisers' knowledge about investment issues, the AUTIF/AITC Portfolio Planning Workshops are an excellent opportunity for IFAs to improve their investment expertise.  These one-day workshops, launched last year, have gained very positive feedback with 250 IFAs already attending.

The Portfolio Planning Workshop is designed to improve advisers' investment skills in managing portfolios. Advisers who attend the course are provided with a valuable tool kit concentrating on asset allocation, investment strategy and fund selection. 

The workshops will focus on how to:

  • Understand effective risk management
  • Understand and implement asset allocation techniques
  • Identify, prioritise and apply fund selection criteria
  • Use benchmarks for fund and portfolio performance evaluation
  • Describe clearly to clients how portfolio recommendations add value

Victoria Nye, Director of Training and Education at AUTIF commented:

"Those who want to fill the gap left by FPC can use the course to improve their understanding of investment issues and get ahead of FSA requirements.  The workshops work well for advisers considering advanced qualifications such as the AFPC papers G20 and G70."

Geoff Procter, Director of Education, Training and Sales at AITC said:

"As more IFAs move into the wealth management field an in-depth knowledge of portfolio planning is vital.  IFAs are able to accumulate that knowledge at these interactive workshops and gain an understanding of a range of subjects from asset allocation and fund selection to portfolio monitoring and client reporting."

The workshops will take place around the country (dates and locations below), from 9am to 5pm with lunch included.  They cost £195 plus VAT.  To find out more about the workshops and to obtain an application form please contact Maxine Irvine at AUTIF on 020 7831 0898 or e-mail:

- Ends -

For further information, please contact:

Geoff Procter                                                           
Director of Sales, Education and Training
Tel: 020 7282 5570

Victoria Nye                 
Director of Training and Education
Tel: 020 7831 0898                                            

Clare Arber                          
Public Relations Manager
Tel: 020 7831 0898

Annabel Brodie-Smith
Communications Director                                                      
Tel: 020 7282 5580                                                    

Notes to Editors:
* Review of medium and long-term retail savings - a consultation document.  July 2001.  Copies available from

Portfolio Planning for Practitioners Workshop Dates for 2001

1 October, London, AUTIF
17 October, Bristol, Jarvis International Hotel
13 November, Haydock, Haydock Park Racecourse
16 November, London, AUTIF
10 December, Bournemouth, Hilton Hotel
13 December, London, AUTIF

Portfolio Planning for Practitioners Workshop Dates for 2002

26 April, Bournemouth, Hilton Hotel
1 May, London, AUTIF
20 May, Edinburgh, Hilton Hotel
22 May, Birmingham, Posthouse Hotel
7 June, Leeds, Crowne Plaza
12 June, London, AUTIF
22 October, London, AUTIF
23 October, Glasgow, Posthouse Hotel
21 November, London, AUTIF
10 December, Haydock, Haydock Park Racecourse
12 December, London, AUTIF

In-house courses can also be arranged on request

Investment management association