Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
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.
Key Takeaways
Upon completing this course, you will be able to:
- Learn about a New Asset Class and 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.
Who Will Benefit
This course is relevant for anyone looking to improve their financial acumen and portfolio management skills in Retail Wealth Management.
Disclaimer
Most of CPA Ontario's 450+ on-demand courses are compatible with the mobile app. Unfortunately, this on demand course is not compatible. For the best learning experience, we suggest you use your computer.
How to Access the Course
This is an online session. This course is available 24 hours a day, 7 days a week. Once registered, you can access the material at any time.
However, you will only have access to the course for 90 days after REGISTRATION.
To access the course please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal. Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Meeyeon Park lived in Toronto for 10 years where she worked in traditional financial services roles, such as investment banking and portfolio management. 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 consulted at an impact venture capital firm before joining the CFI team in Vancouver, BC.