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Understanding Alternative Investments

Topic

Investment Planning

Program ID

332105

Hours

1

Format

Self-Study / Traditional course (50+minutes)

Complexity

Intermediate

Description

This course is designed for financial professionals, advisors, and investors and delves into key alternative investments, including hedge funds, private equity, venture capital, real estate, commodities, cryptocurrencies, and structured products. Participants will gain a clear understanding of their unique characteristics, risk-return profiles, and role in portfolio diversification. This course highlights real-world applications to provide practical insights into successful strategies and potential pitfalls. Participants will explore the evolving legal landscape governing alternative investments and emphasizes the importance of due diligence, risk management, and aligning investments with financial goals.

Learning Objectives

• Participants will review different types of alternative investments and why they should be considered. • Participants will learn about the risk-return profiles of private equity and venture capital, as well as their regulatory and compliance considerations. • Participants will learn about the similarities and differences between hedge funds and traditional investment vehicles, the risk-return profile of hedge funds, and the regulatory environment surrounding them. • Participants will review the different types of real estate investments, their benefits and challenges, and their risk-return profiles. Regulatory and compliance considerations are also reviewed. • Participants will learn the differences between commodities and tangible assets, their benefits and challenges, and compliance considerations. • Participants will learn about digital assets, their benefits and risks, and their compliance considerations.