Alternative Investment Products

$135.00

SKU: 10207 Category: Tag:

Description

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
  • Additional information

    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.

    Length

    Approximately 40 minutes

    Credits

    1.0 CRSP, CSOP, CTFA

    Member Price

    135.00

    Non-Member Price

    185.00

    Course Number

    ABA

    Location

    Online Self-Paced

    Vendor

    ABA

    Course Code

    ABA

    Prerequisites

    None

    Day

    Online

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