What You Will Learn
LESSON 1: Introduction to Alternative Investments
- What are Alternative Investments
LESSON 2: Investing in Alternatives — Benefits and Risks
- Why Invest in Alternative Investments?
- Efficient Frontier
- Empirical Evidence
- What is Risk?
- Alternative Strategy Risk Drivers
LESSON 3: Alternative Investment Structures
- Exempt Market Alternative Funds (Hedge Funds)
- Who can Invest in Hedge Funds?
- Hedge Fund Features
- Alternative Mutual Funds (Liquid Alts)
- Funds of Hedge (or Liquid Alts) Funds
- Closed-End Funds
- Exchange-Traded Funds (ETFs)
LESSON 4: Comparing Alternative Mutual Funds with Conventional Mutual Funds and Hedge Funds
- Comparing Alternative Mutual Funds with Conventional Mutual Funds and Hedge Funds
LESSSON 5: Alternative Investment Strategies
- Alternative Investment Strategy Categories
- Relative Value Strategies
- Event-Driven Strategies
- Directional Strategies
- Multi-Strategy Funds
- Leveraged ETF Strategy
- Investment Strategies Most Appropriate for Alternative Mutual Funds
LESSON 6: Alternative Strategy Fund Performance Measurement
- Risk Measures
- Performance Benchmark
LESSON 7: Due diligence and Suitability of Alternative Strategies
- Key Due Diligence Areas for Advisors
- A Comprehensive Due Diligence Process
- Suitability
APPENDIX: An Introduction to Derivatives
- What is a Derivative
| QUIZ FORMAT | |
|---|---|
| Quiz Format | Online |
| Question Format | Multiple Choice |
| Questions Per Quiz | 50 |
| Passing Grade | 60%* |
| Attempts Allowed | Unlimited |
| ENROLMENT PERIOD | |
|---|---|
| Enrolment Period | 6 months |
* IMPORTANT: There is no maximum to the number of quiz attempts permitted, but only the first passing grade (60% or over) will appear on official web transcript.
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)
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Quebec (IQPF/CSF)
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