CPD Courses

COPIA CPD: Back to Basics

Workshop Novia Financial

About the CPD course

This presentation provides an introductory overview to concepts and approaches to investments; specifically relating to its importance in a portfolio construction context and an understanding of the merits/limitations of different strategies. This is an unstructured CPD.

CPD Provider

Novia Financial

Novia Financial

Novia Financial

The Novia platform offers real benefits to Advisers and their Clients - we provide an efficient, online offering which delivers transparency, flexibility and value for a high quality service. Efficiently manage your Clients' wealth with a wide choice of product wrappers, one of the broadest investment universes available, innovative and integrated planning and research tools and a transparent, flexible charging structure.

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COPIA CPD: Asset Allocation - theory and practice

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