This morning saw a first for the CISI - a joint CPD event between the Southern and South Coast branches. Held at the University of Portsmouth, the event attracted attendees from across both regions, including some individuals for whom this was their first CISI CPD event.
This ground-breaking event was introduced by Keith Churchouse, President of the Southern branch. An insightful presentation followed from Neil Dobson of Invesco, who focused on the topic of behavioural finance, with some audience participation. Neil’s presentation was very helpful for investment managers and financial planners alike in understanding client attitudes and reactions to investment risk, gains and losses.
A choice of two breakout sessions followed, with Trevor Neil of Beta Group providing a fascinating overview of Bitcoin and crypto currency and Trevor Head of AIG Life focusing on the range of protections that are now available to protect clients and their families. This was a particularly useful presentation for financial planners, given the now mandatory requirement for 15 hours of protection CPD per year.
The group came together for the final presentation from Gervais Williams of Miton Group, who provided an absorbing and thought-provoking view on global and UK markets going forward.
The event was a great success and much positive feedback was received.
Our thanks go to the four excellent speakers and we look forward to running another joint event in future.
Keith Churchouse CFP Chartered FSCI
President, CISI Southern Committee