Fundamentals of Alternative Investment Products

Course Number: ABA

Course Code: ABA

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 general and limited partnerships, and ways to identify the characteristics of closely held corporations.

Updated: April 2019
Re-versioned: June 2016

What You’ll Learn
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
-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 tru?st concepts and how solutions work when applied to client needs.

Prerequisites: None

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

Credits: 1.0 CRSP, CSOP, CTFA(INV)

Length: 55 minutes

ABA Training