MasterClass: Fundamentals of Investing
ValidPath's next CPD Event is being held on Wednesday 15th July
at Parmenion's Offices, in Bristol
This is a free
technical-training event, catering for a limited number of ValidPath Members (14 maximum). It therefore lends itself to a more intimate, conversational way of learning together.
Coffee is served from 9.00am, and a prompt start at 9.30am is required in order to finish promptly at 3.00pm. Lunch will be provided.
This MasterClass aims to cover the following ground:
essential mathematics for Financial-Planners - including volatility calculations, standard deviations, internal rates of return, discounted cashflows, breakdown of illustrations
fundamentals of investing, including efficient frontier, financial analysis ratios
portfolio construction techniques, stochastic modeling
a whole bundle of other useful stuff that no self-respecting IFA should be without!
The content of this event is being organised by Patrick Ingram
, with contributions from other members of Parmenion's exceptionally-gifted team. You should find the content stimulating, quirky and utterly focused on equipping you for your role.
Because space is limited, we do recommend a prompt signup.
For each individual wishing to attend, please complete the following webform, and click SEND. Bookings will only be accepted using this form