The latest gap-filling workshops from Fidelity Worldwide Investment will be held nationwide from November.

The Investment Masterclasses ‘Measuring Up: Tailoring the investment proposition’ will be worth three CPD points and cover seven gap-filling outcomes.

It will look at the pros and cons of various investment models including bespoke portfolios and outsourcing and consider the models’ suitability for meeting the needs of different adviser business models.

The seven gap-filling outcomes covered in Investment Principles and Risk are 94. Correlation of asset classes, 104. Modern portfolio theory, 108. Portfolio theory, diversification and hedging, 109. Correlation between asset classes, 156. Stochastic modelling, 157. Strategic and tactical asset allocation and 158. Portfolio construction.

Ben Waterhouse, head of UK retail sales, said: “As advisers face the challenge of preparing their business to succeed in the post-RDR world, many are re-evaluating their business models, segmenting their client base and defining value propositions with adviser charging in mind.

“Central to this process is the question of which model best fits their chosen business model and client base. Each of the options has far reaching implications for advisers and clients alike. This Masterclass will be packed with insight and analysis and with examples of practical applications.”

The sessions will begin in Belfast on 1 November and end in London on 29 November.

To register or for more information visit www.fidelity.co.uk/masterclass