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.
This course includes a quiz that you can attempt multiple times. To ensure that your understanding of the material is accurately assessed, the correct answers will not be shown after each attempt.
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
To access your course, visit the CPA Ontario Blackboard site and sign in using the same username and password used for the Registration Portal.
Important: Course access begins on the date of purchase and remains available for the Access Time specified for the course under Dates and Location. Please review the access time before purchasing. Note that it may take up to 15 minutes after registration for the course to appear in Blackboard.
Registration, cancellation, withdrawal, and 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.