Home > Online Catalog > An Introduction to Alternative Investments

An Introduction to Alternative Investments Online Course

An Introduction to Alternative Investments Online Course

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

Registration & Fees (USD)

  • $249 Member
  • $449 Join & Learn

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
  • Learners must pass all of the end-of-module quizzes with a 70% or higher passing score to earn credit; credit is awarded at one time, upon completion of the full program
  • Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected

CFP Board

  • 4 hours of CE credit for CFP® certification
  • Learners must pass all of the end-of-module quizzes with a 70% or higher passing score to earn credit; credit is awarded at one time, upon completion of the full program
  • Credit is reported on your behalf to CFP Board within 2 weeks of completing the full program; the CFP ID field must be filled in on your Investments & Wealth Institute website profile in order for this process to automatically take place 

Expiration

Learners will have access to the content for one year upon purchase.

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 on the "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.