Upcoming Courses – 2021

Digital Assets

Available for 3 CFP/IWI/CFA CE Credits

Live Session: June 18th

Private Equity

Available for 3 CFP/IWI/CFA CE Credits.

Live Session: July 1st

Real Assets

Available for 3 CFP/IWI/CFA CE Credits

Live Session: August 25th

Venture Capital

Available for 2 CFP/IWI/CFA CE Credits

Live Session: September 24th

Private Credit

Available for 2 CFP/IWI/CFA CE Credits

Live Session: October 8th

Hedge Funds

Available for 2 CFP/IWI/CFA CE Credits

Live Session: October 29th

Multi-Strategy

Available for 2 CFP/IWI/CFA CE Credits

Live Session: November 19th

SPAC Investing

Available for 2 CFP/IWI/CFA CE Credits

Live Sessions: December 3rd

The Advisor’s Guide

Fuel Your Growth

Sophisticated advisors add alpha to client portfolios with private investments.

The Private Markets Playbook is an advisor’s source for innovative ideas, manager access, strategy education and best practices for due diligence, portfolio integration and client on-boarding.
Methodology

Live access to experts in the field.

Portfolio managers, investment officers, directors of research, analysts, traders and educators will guide intermediaries through all areas of private markets. Engaging and live presentations will be interactive, educational and purposeful.
Courses

8 Core Investing Topics

40+ Experts

18+ CE Credits

Enroll

Reserve your spot for the live sessions.

Each course is complimentary for financial advisors and will be available On Demand through 2021. Pre-course materials will be available within the Private Markets Playbook once you enroll.

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