Alternative Investments for Wealth Advisors Information

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.

Alternative Investments for Wealth 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

Here’s what you’ll learn

1. Introduction
2. What Are Alternative Investments
3. Hedge Funds
4. Commodities
5. Real Assets
6. Private Equity
7. Liquid Alternatives and Structured Notes
8. Primary Goals of Alternative Investments
9. Adding Alternative Investments to an IPS
10. Conclusion
11. Qualified Assessment

About Author

Meeyeon graduated from the University of Toronto with a Bachelor’s of Business Administration.

Experience

Prior to joining CFI, Meeyeon lived in Toronto for ten years where she worked in traditional financial services roles such as investment banking and portfolio management. Before joining CFI, Meeyeon was on a mission to find a professional career that felt more tangible, meaningful, and impactful. In her search for more, she switched gears from investment banking and explored career paths in applied finance within a large global consumer corporation, and also consulted at an impact venture capital firm before finding the CFI team that brought her back to her home of Vancouver, BC.

Throughout her career, Meeyeon has always been grateful for having the amazing fortune of meeting the right people at the right time. Her early colleagues turned mentors and friends have been transformative to her development both professionally and personally, and she is in turn very passionate about supporting those around her. Meeyeon is a keen lifelong learner in every way and her passion to help young people acquire the skills and knowledge they need to succeed was a natural fit for CFI. As the VP of Private Wealth, Meeyeon brings real-world experience in capital markets and corporate finance to the FPWM program.

More courses from the same author: Meeyeon Park

Salepage: Alternative Investments for Wealth Advisors – Corporate Finance Institute – Meeyeon Park

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