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Alternative Investments

By Advisor.ca and Investment Executive

An ebook compilation exploring the evolving role of alternatives in modern portfolios.

Once the domain of institutional and other sophisticated investors, advisors are now recommending a variety of alts to retail investors around the world. The diversification offered by these investments can add significant value in a market environment in which stocks and bonds are so highly correlated.

Due diligence is a must, however. Advisors need to know their product as well as they know their client as the alts universe is a complex one. This ebook provides a practical overview.

Sponsored by CMI Financial Group

Alternative Investments

Accreditation Details

Accreditation body

Competency

Credits

FP Canada

Financial Planning

1.00

The Institute/IAFE

Financial Planning

1.00

CIRO-MFD (MFDA)

Professional Development

1.00

Course Type:

PDF

Passing Grade:

5/7 (71%)