Description
Note: This course was previously titled Fundamentals of Alternative Investment Products.
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
