An Introduction to Alternative Investments Course

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$295, Signature: $221.25, Elite: $177

Information & Register

Keyword(s) Devin Ekberg

Credit Information 4

Tag(s) Investments, 2-4 hours: Institute certifications, CFP Eligible, Short Course

Description

This course begins with a high-level overview of alternative investments, including general characteristics of alternative investments, the categories of alternative investments and the benefits of including alternatives in a portfolio. Subsequent modules delve into the history and strategies of hedge funds, private equity and real estate. The series concludes with discussion of risk management issues and appropriate measures of risk and return for alternatives.

Speaker:

Devin Ekberg, Former Chief Learning Officer and Managing Director of Content Development at the Investments & Wealth Institute

Included Content:

-Module 1: Basics of Alternative Investments

-Module 2: Hedge Funds

-Module 3: Real Estate, Infrastructure and Commodities

-Module 4: Private Equity

-Module 5: Risk Management

Continuing Education (CE) Credit:

Investments & Wealth Institute

-4 hours of CE credit for CIMA®, CPWA®, and RMA® certifications

-Learners must pass all of the end-of-module quizzes with a 70% or higher passing score to earn credit; credit is awarded at one time, upon completion of the full program

-Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected

CFP Board

-4 hours of CE credit for CFP® certification

-Learners must pass all of the end-of-module quizzes with a 70% or higher passing score to earn credit; credit is awarded at one time, upon completion of the full program

-Credit is reported on your behalf to CFP Board within 2 weeks of completing the full program; the CFP ID field must be filled in on your Investments & Wealth Institute website profile in order for this process to automatically take place

Expiration:

Learners have access to the content for one year upon purchase.