Corporate Finance Institute – Alternative Investments for Wealth Advisors

Whether you’re an aspiring Wealth Advisor or Retail Portfolio Manager, Alternative Investments are a popular and essential part of modern Wealth management that can give you – and your clients – an edge.

• Learn about Alternative Investments, the core groups, strategies, and what sets them apart from traditional asset classes.
• Review best practice tips that detail how these products and strategies can be deployed in a retail investment portfolio.
• Discuss how to integrate the use of these investment vehicles into your existing processes and practice.

Alternative Investments are one of the fastest-growing categories of investment products in the Wealth Management industry. From Hedge Funds to Commodities and Venture Capital, investors are looking to Alternatives now more than ever to protect their portfolios and provide them with performance enhancement.

This course is full of information about Alternative Investments and differentiates them from conventional asset classes. Learn why Alternatives are in-demand, how to deploy these strategies in a Wealth Management portfolio, and what the advantages and disadvantages of Alternative Investments are.

Learners will test their knowledge with interactive exercises throughout this course to ensure they have a comprehensive understanding of how Alternative Investments can be deployed within a Full-Service Brokerage environment.

This course is relevant for anyone looking to improve their financial acumen and portfolio management skills in Retail Wealth Management. It does not matter whether you’re considering a career in Wealth Management or you’re a tenured Advisor that’s looking to take your practice to the next level; this course applies to anyone that wants to stay up-to-date on the latest industry knowledge, trends, and techniques.

What You’ll Learn In Alternative Investments for Wealth Advisors?

• Learn about a New Asset Class – understand the difference between Alternative and Traditional investment assets. Learn about the types of Alternative Investment and what benefits they can bring to an Investment Portfolio
• Build an Understanding of Best Practices for Alternative Investments within the Wealth Management context and how they can be deployed in a client account
• Write Investment Policy Statements that fully take into account a client’s financial needs and investment profile and integrate Alternative Investments into your existing book of business

Sale Page: Corporate Finance Institute – Alternative Investments for Wealth Advisors

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