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 | |
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Quiz Format | Online |
Question Format | Multiple Choice |
Questions Per Quiz | 50 |
Passing Grade | 60%* |
Attempts Allowed | Unlimited |
ENROLMENT PERIOD | |
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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
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National/Provincial (Excluding Quebec)
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Quebec (IQPF/CSF)
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