MasterClass: Fundamentals of Investing

CPDValidPath'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.

Dietary requirements

Kevin Moss, 09/06/2015