Foundation of Investing & Modern Investment Markets
InPractice Masterclass

This InPractice Masterclass is a foundational introduction to modern investment markets, asset classes and private markets, supporting confident portfolio construction.

Why attend?

• Build practical capability, not just ideas
  Each masterclass is designed as an intimate, workshop-led session, giving advisers practical tools and frameworks they can apply immediately across marketing, brand, investment efficiency, and business structure.

• Learn in a setting built for discussion
  The series is designed to encourage richer conversation, sharper questions, and more useful peer exchange than a larger conference environment.

• Strengthen the commercial side of advice
  The programme goes beyond investment thinking to address the levers that shape practice growth, including brand positioning, client communication, operational efficiency, and strategic business development.

• Gain confidence in key business decisions
  Whether refining your value proposition, improving practice efficiency, or assessing the path to launching your own AFSL, the series is intended to help advisers make better-informed, more deliberate decisions.

• Leave with tangible outcomes
  The objective is not passive attendance. Advisers should leave each session with clearer priorities, actionable next steps, and a stronger foundation for building a more effective and differentiated practice.

• Earn up to 3+CPD points
  Earn CPD points as part of your ongoing professional development across topics such as key asset classes, market dynamics, and the role each plays within a diversified portfolio.

Up to 3+ CPD points available