Access to private markets is no longer limited to institutional investors and the ultra-high-net-worth. Develop the knowledge and skills you need to competently educate clients and evaluate the use of private markets in portfolios to better meet the needs of your high-net-worth, individual investors.
Included Content:
This foundations course is segmented into six learning modules:
Module 1: Introduction to Private Markets for Advisors
Module 2: Private Equity
Module 3: Private Credit
Module 4: Real Assets
Module 5: Structural Evolution
Module 6: Asset Allocation & Portfolio Construction
Continuing Education (CE) Credit:
Investments & Wealth Institute
-12 hours of CE credit for CIMA®, CPWA®, and RMA® certifications
-Learners must view the content of each module and pass the corresponding quiz with a 70% or higher passing grade to complete the course.
-Credit is automatically uploaded to your certification record(s) at one time, upon completion of the full program, which requires obtaining a 70% grade or higher on each of the module quizzes. Credit can take up to 24 hours to be reflected.
CFP Board
-12 hours of CE credit for CFP® certification
-Learners must view the content of each module and pass the corresponding quiz with a 70% or higher passing grade to complete the course.
-Credit will be reported to CFP Board on your behalf within 2 weeks of completion of the full program, which requires obtaining a 70% grade or higher on each of the module quizzes. The CFP ID field on your Institute account must be complete and accurate for this process to take place. To verify: log in to your account, navigate to the "dashboard", and click "update my demographic information" on the right-hand side to locate the CFP ID field.
Expiration:
Learners have access to the content for one year upon purchase.
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