Fundamentals of Alternative Investment Products

Course Number: FAIP1

Course Code: ABA 355

Explains types of real estate investments and how they are valued. Identifies benefits and risks of foreign investments. Explores options, futures and forward contracts, and swap agreements. Describes exchange traded funds (ETFs) and common trust funds. Explains general and limited partnerships, and ways to identify the characteristics of closely held corporations.

Learning Objectives
After completing this course, students will be able to:
Describe alternative types of investments to clients, including the following:
– Hedge Funds
– Private equity
– Real Estate

Describe derivatives to clients, including the following:
Options
– Futures and forward contracts
– Swaps
– ETFs

Describe alternative investment formats to clients, including the following:
– Common trust funds
– Partnerships
– Closely held corporations​​​

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

Prerequisites: n/a

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Member Price: $175.00
Non-Member Price: $225.00
Textbook Charge: $0.00

Credits: ICB: 1.0 CRSP, CSOP, CTFA (INV)

Length: 55 minutes

ABA Training