Wealth Transfer via Inflation
Event Details
Free
Date and Time
Thu, 4 July 2024
13:00 - 13:45
Location
Your event Zoom link is available via IOB Learn, but will also be emailed to you before 11am on the morning of your event.
Event Details
Free
Date and Time
Thu, 4 July 2024
13:00 - 13:45
Location
Your event Zoom link is available via IOB Learn, but will also be emailed to you before 11am on the morning of your event.
This event is aimed at financial advisors, financial planner and those working in wealth management. It will look at the how inflation acts as a 'secret' wealth transfer mechanism.
It examine how inflation acts as a 'tax' and importance of asset/liability management in countering its effect.
There is 0.5 CPD hours available for this event
QFA- (Pensions & Savings and Investments only)
APA-(Pensions & Savings and Investments only)
RS- (Pensions & Savings and Investments only)
LCI
PB
CIFD
FCI
WMP
RPP
AFP
AMP
Dr Gerry Grenham
Senior Academic Consultant, IOB
Dr Gerry Grenham is former Head of Postgraduate Programmes and currently Senior Academic Consultant at IOB. His experience covers all aspects of IOB educational programmes, with particular emphasis at the postgraduate level. He has been involved with the Graduate Diploma in Financial Planning since the programme’s inception and is a former Programme Director. As Programme Director he has been involved in programme design and review over the years.
Gerry holds a Bachelor of Science degree in Physics, a Masters in Management Science (now Data Analytics) and a PhD in Management Information Systems.
