4
WHO SHOULD ATTEND
As with most things we do at
Intelligent Partnership we want
to attract the attention of
IFAs
and
Wealth Managers
.
We’ve been really encouraged by the level of interest in
both our EIS and BPR industry reports, as it shows that
the advisory community is demanding higher quality
and more in depth research and education in this area.
We will be publishing a VCT report in the Autumn.
While our annual reports help to raise awareness and
increase engagement in tax-efficient investments, our
masterclass events have an altogether different purpose.
The intention with these half-day events is to provide
advisers with technical knowledge in a structured, CPD
accredited learning environment. The masterclass
THE VENUE
EC3M 3AG
20 Fenchurch Street
Classroom
format allows us to bring in industry experts to deliver
in-depth educational presentations, share best
practice and promote high levels of competency.
We hope that attendees at these events acquire additional
skills, understanding and awareness of developments in the
alternative investment marketplace. Our masterclasses are not
an opportunity for providers to make yet another sales pitch -
they are about generating insights and building confidence.
Our aim is to help advisers position themselves
as experts in the eyes of their clients.
We know that there are plenty of other training events and
seminars that can take you away from the office: but we feel that
our approach of focusing on education and thought leadership
offers advisory firms a way to stay on top of some of the more
complex areas of investment, and feeling able to recommend
alternatives to their clients, secure in the knowledge that they
are among the most up to date practitioners in the profession.
Monument
London
fenchurch St
DWF
