Sign In
Toggle navigation

An Introduction to Alternative Investments

Format: Short Course
Track: Investments
Premier CE: 4 credits for CIMA®, CPWA®, and RMA® certifications
CFP CE: 4 credits
Cost: $295, or discounted with Signature or Elite benefits

Explore alternative investments categories & benefits, the history and strategies of hedge funds, private equity, real estate, and so much more.

Read the full description below.


REGISTRATION & FEES (USD)
$295
$221.25 with Signature benefits
$177.00 with Elite benefits

Register

CONTINUING EDUCATION

Learners must watch the program in its entirety to earn continuing education (CE) credit. The following entities have accepted it for CE credit:

Investments & Wealth Institute® 

  • 4 hours of CE credit for CIMA®, CPWA®, and RMA® certifications
  • Audit-proof, Premier CE
  • Automatically uploaded to your certification record(s) upon completion (may take up to 24 hours to be reflected)

CFP Board

  • 4 hours of CE for CFP® certification 
  • Learners must view each video and pass each section quiz with a 70% or higher passing grade
  • Reported on your behalf to CFP Board within 2 weeks of completing the full program.
EXPIRATION

One year from the date purchased

ACCESS INSTRUCTIONS

Upon successful registration, learners will receive two emails: one including a transactional receipt and a second including navigation instructions for accessing the content. Access instructions are also included below:

  1. Log in to the Investments & Wealth Institute website, and click "Dashboard" in the upper right corner.
  2. From the Dashboard, click the "My Online Learning Center" link in the left navigation.
  3. Once re-directed to the Online Learning Center platform, your content is located under the heading My Courses on the main page. Alternatively, you can find it in the My Learning tab across the top navigation.

Please monitor your inbox and spam folders for these communications or contact the education department at education@i-w.org for assistance.

An Introduction to Alternative Investments


This course begins with a high-level overview of alternative investments, including general characteristics of alternative investments, the categories of alternative investments and the benefits of including alternatives in a portfolio. Subsequent modules delve into the history and strategies of hedge funds, private equity and real estate. The series concludes with discussion of risk management issues and appropriate measures of risk and return for alternatives. The presenter for each section of the course is Devin Ekberg, Chief Learning Officer and Managing Director of Content Development at the Investments & Wealth Institute®.

Included Content:

  • Module 1: Basics of Alternative Investments
  • Module 2: Hedge Funds
  • Module 3: Real Estate, Infrastructure and Commodities
  • Module 4: Private Equity
  • Module 5: Risk Management