Asset Management – Why good advice is often hard to follow

Event Details

Free


Date and Time

Tue, 24 November 2020

13:00 - 14:00


Location

Online via Zoom

Event Details

Free


Date and Time

Tue, 24 November 2020

13:00 - 14:00


Location

Online via Zoom

Event details
+

This event will provide answers to questions such as:

  • Are you better off investing in passive funds or funds that are managed actively?

  • How should you measure investment risk?

  • What lessons should we draw from life’s winners?

This event is a programme taster lecture for the Professional Certificate in Asset Management which is a one module programme carrying 10 ECTS. This programme has been designed for those satisfying the Minimum Competency Code (MCC) of the Financial Regulator who wish to progress their knowledge and skills in the specific area of investment and asset management to that of Certified Financial Planner (CFP®), the world’s most widely respected financial planning designation. The programme integrates both theoretical and practical aspects of investment and asset management. It will provide a detailed examination of the theoretical and practical elements of investment assets, investment markets and market participants. It also provides the first stepping-stone to those considering taking the Graduate Diploma in Financial Planning and the full CFP® designation .


The event will be held over Zoom. Please ensure you have access to Zoom in advance of the event taking place. Zoom is available on all PCs, laptops, tablets and Apple or Android devices. The link to join the event will be emailed to registered members on the day of the event.

The registration for the event will close once we reach capacity or at 8am on the day of the event.


0.5 CPD hours for;

  • QFA - relevant to Savings and Investment category only

  • APA (Savings & Investment) - relevant to Savings & Investment category only

  • Grandfathered members - relevant to Savings & Investment category only

  • Registered Stockbroker - relevant to Savings and Investment category only

  • Professional Banker

  • Accredited Funds Professional

  • LCOI

Gary Connolly

Head of Investment Advisory & Execution Only

Gary is an investment Director in the investment team within Davy. He joined Davy in 2014 when Davy acquired his investment consulting business iCubed (set up in 2010), which he was appointed Managing Director of until 2018. Gary now heads up the investment advisory function within Davy and works with advisers and their clients in designing and implementing investment portfolio solutions.

Gary is a regular commentator in the media on investment topics and writes a monthly column in the Sunday Times money section. Gary holds a Masters in Economics from UCD .

Gary Connolly