Meeyeon Park & Mark R – Alternative Investments for Wealth Advisors – CFI Education

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Exploring the Essential Features of “Meeyeon Park & Mark R – Alternative Investments for Wealth Advisors – CFI Education”

Alternative Investments for Wealth Managers

Whether you’re an aspiring Financial Planner or an experienced 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 Investment products, assets, and strategies, and what sets them apart from conventional 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

Overview

Alternative Investments for Financial Advisors Course Overview

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 what sets them apart 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.

Alternative Investments for Financial Advisors Learning Objectives

Upon completing this course, you will be able to:

• 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

Who Should Take This Course?

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

Introduction
Introduction
Learning Objectives
Download Course Presentation

What Are Alternative Investments
Overview of Core Asset Classes 
Interactive Exercise 1 

Hedge Funds
What Are Hedge Funds
Hedge Fund Strategies 
How Advisors Invest Client Wealth in Hedge Funds 
Pros and Cons of Investing in Hedge Funds for Advisors
Interactive Exercise 2

Commodities
What Are Commodities
Pros and Cons of Investing in Commodities
How Advisors Invest Client Wealth in Commodities
Interactive Exercise 3

Real Assets
What Are Real Assets 
Real Estate
Infrastructure and Timberland
Interactive Exercise 4

Private Equity
What Is Private Equity
Why Invest in Private Equity
Interactive Exercise 5

Liquid Alternatives and Structured Notes
Liquid Alternatives
Structured Notes
Interactive Exercise 6
Interactive Exercise 7

Primary Goals of Alternative Investments
Why Use Alternative Investments

Adding Alternative Investments to an IPS
Personalized Client Profile
Personalized Client Profile Continued
Asset Allocation
Concentration Limits

Conclusion
Conclusion

Qualified Assessment
Qualified Assessment

This Course is Part of the Following Programs
Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Planning & Wealth Management (FPWM)™ Certification
Alternative Investments for Wealth Managers is part of the Financial Planning & Wealth Management (FPWM)™ certification, which includes 24 courses.

Skills Learned

Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management

Career Prep

Financial Planner, Investment Advisor, Portfolio Manager

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