Description
We will explore the value and versatility of alternative investments, and examine how they can help in achieving client goals and objectives, including enhanced returns, increased income, diversification and inflation hedging.
Learning Objectives
- Explain the fundamental characteristics, potential benefits, and key risks associated with various alternative investment classes.
- Analyze how different types of alternative investments can be strategically incorporated into client portfolios to address specific financial planning goals such as enhanced returns, increased income, diversification, and inflation hedging.
- Evaluate the suitability of alternative investments for different client profiles and circumstances, considering factors such as liquidity needs, risk tolerance, time horizon, and overall financial situation.