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Alternative Assets and Private Equity

 

What Will You Learn?

In this course, we discuss alternative assets. We explain how they differ from the traditional asset classes and how commodities, real estate, farmland, timber, infrastructure, and collectibles can help diversify a portfolio. We also explain the various ways to invest in these assets and the benefits and risks of each type. Finally, the course covers the rationale for private equity and describes the various types of private equity vehicles.

Topics covered in this course are:

  • Explain the benefits of investing in alternative investments.
  • Describe how commodities can fit in an investment portfolio.
  • Compare the different methods of investing in commodities.
  • Explain the merits of using real estate in a client portfolio.
  • Compare the different ways to invest in real estate and mortgages.
  • Discuss farmland, timberland, and infrastructure investment.
  • Explain the risks and benefits of investing in collectibles.
  • Explain the risks and benefits of private equity investing.
  • Compare the different ways to invest in private equity.
What are the Approximate Hours of Study?
Hours of Study 3 hours
QUIZ FORMAT
Number of Quizzes 1
Quiz Format Online
Question Format Multiple Choice
Questions Per Quiz 30 Questions
Passing Grade 60%*
Attempts Allowed Unlimited
What is the Enrolment Period?
Enrolment Period 6 months

Continuing Education (CE) Credits

Click the links below or the buttons at the top of the page on the right side to access CE accreditation information. To search for specific course information, press Ctrl + F and then enter the course name to search the document for the information you are interested in.

National/Provincial (Excluding Quebec)
Download CE Chart (PDF, 163 kb)

Quebec (IQPF/CSF)
Download IQPF/CSF Chart (PDF, 182 kb)

Please note: While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the charts above may be subject to change.

For details on the organizations and other information on CE Credits listed in the above charts, please click here.