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Overview

Alternative Investments for Wealth Advisors Course Overview

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.

Alternative Investments for Wealth Advisors Learning Objectives

Upon completing this course, you will be able to: 

  • Learn about a New Asset Class – 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 Should Take This Course?

This course is relevant for anyone looking to improve their financial acumen and portfolio management skills in Retail Wealth Management. It does not matter whether you’re considering a career in Wealth Management or you’re a tenured Advisor that’s looking to take your practice to the next level; this course applies to anyone that wants to stay up-to-date on the latest industry knowledge, trends, and techniques.

Alternative Investments for Wealth Advisors

Meeyeon Park
Led by Meeyeon Park
Led by Mark R.
Get Started

Level 2

Approx 1.5h to complete

100% online and self-paced

Get Recognized With CFI

See All Certification Programs

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Planning & Wealth Management (FPWM)™ Certification
Alternative Investments for Wealth Advisors is part of the Financial Planning & Wealth Management (FPWM)™ certification, which includes 28 courses.
  • Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
  • Career Prep Financial Planner, Investment Advisor, Portfolio Manager

What our students say

Opened up to me what is wealth Management
If you have completed the CM&SA course, this course will take you outside your box into advising on Alternative investment.

Ali Al Mahrooqi

Excellent Experience
CFI is the best platform for both students and learning professionals.

Yaseen Ghori

Very Informative
This course gives us the clear overview of Alternatives for starters

Suman Kumar

Alternative Investment is great for diversification
Love it, I get new insight regarding the alternative investments which is important nowadays to create a diversification in a portfolio

Arvin winatha

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Frequently asked questions

What are the requirements to take the courses?
All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements
Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
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Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.
How are the exams conducted?
Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment
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Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.
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