Alternative Investment Products

Course Number: ABA

Course Code: ABA

Describes hedge funds and private equity investments. Explains types of real estate investments and how they are valued. Explores options, futures and forward contracts, and swap agreements. Describes common trust funds. Explains exchange traded funds, general and limited partnerships, and ways to identify the characteristics of closely held corporations.

What You’ll Learn

After completing this course, students will be able to:

  • Describe alternative types of investments to clients including the following products: 
    • Hedge funds
    • Private equity
    • Real estate
  • Describe derivatives to clients including the following instruments:
    • Options
    • Futures and forward contracts
    • Swaps
  • Describe alternative investment formats to clients including the following structures: 
    • Common trust funds
    • Exchange traded funds (ETFs)
    • Partnerships
    • Closely held corporations

Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.

Prerequisites: N/A

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Member Price: $135.00
Non-Member Price: $185.00
Textbook Charge: $0.00

Credits: 1.0 CRSP, CSOP, CTFA

Length: Approximately 40 minutes

ABA Training