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Finance, Corporate Governance, Investments & Funds, Pensions, Trust

Investment for Fiduciaries

Course details

CPD Points





Half day (09:00-12.30)

Course Overview

The management of client assets is a key facet of the role of a fiduciary in the Guernsey financial services sector and the importance of understanding the concepts and responsibilities of managing such assets is one which shouldn’t be underestimated.

This session builds your knowledge of investment practice and concepts showing how that knowledge can be utilised in achieving financial objectives.

Course Content

This course will cover:

  • Investment Concepts such as Total Return, Risk/Reward, mitigation of risk
  • The Asset Classes most commonly used and their profiles
    Types of investing; Direct or through Funds
  • The difference between open ended and closed ended funds, their advantages and disadvantages
  • Active vs Passive investing
  • Building a portfolio - setting objectives and assessing risks
  • Benchmarking
  • Monitoring portfolio throughout lifetime.

Course Benefits

This workshop will be interactive, guiding you through the various concepts as you participate in group activities. It is designed to give you confidence in understanding the application of investment knowledge to real financial objectives such as pensions or other shorter duration financial goals.

After attending this workshop you will leave with a more thorough understanding of investment holdings, the strategies behind them and the essential knowledge you need to conduct your role with confidence. This workshop will be helpful for anyone working in a financial environment or for anyone who has an interest in how investment works and wishes to apply their knowledge

Next Steps

If you would like to book a place on this course please click on the ‘Book Course’ button to the right of this page and login or register for a user account to complete your booking(s). Any queries please do not hesitate to contact us via [email protected] or call us on 01481 224570.

If no date is scheduled for this course at the present time please click on the ‘Register Interest’ button and login or register for a user account so that we can add you to our course interest register. This register allows us to contact our tutors and finalise dates for a course as soon as we have a few people who have expressed their interest, so the more delegates who register their interest, the sooner we can schedule a particular course.

Course Tutor

  • Ian Robinson

    Ian Robinson has recently retired as Chief Insurance Officer at Utmost following a career which saw him working in senior positions within the financial services industry for 30 years. Ian has been an active committee member of the Guernsey Association of Pension Providers for 10 years. He has a Diploma in Company Direction from the Institute of Directors and was a qualified member of the Society of Financial Advisers and member of the Chartered Institute for Securities and Investment until his retirement.

Upcoming Courses

Some courses we run are scheduled based on demand. Please ensure you register your interest to ensure we know which courses you would like to attend.