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This is an online course, and registration is complimentary for financial advisors.
Each session will provide CFP / IWI / CFA CE credits.
Real Estate & Infrastructure
March 31, 2023
3 CFP / IWI / CFA CE credits
The Real Assets & Infrastructure session aims to provide a practical playbook specifically for financial advisors.
Private Credit & Private Equity
April 28, 2023
3 CFP / IWI / CFA CE credits
The Private Credit & Private Equity session aims to provide a practical playbook specifically for financial advisors. Join us for this 3 hour, interactive program which will cover topics such as:
- Maximizing Private Credit Access & Portfolio Benefits
- Trends, Opportunities, Risks & Asset Allocation Considerations
- BDCs, Direct Lending, Fixed, Alternative Income, Middle Market Opportunities & More
- The Changing Dynamics of the Private Equity Market Landscape
- Trends in Private Equity Investing & Structure Considerations
- Practice Differentiation, Integration and Access
Venture Capital
September 22, 2023
3 CFP / IWI / CFA CE credits
The Venture Capital session aims to provide a practical playbook specifically for financial advisors. Join us for this 2.5 hour, interactive program that will cover:
- Accessing, Vetting and Investing in Private Companies
- The Case for Late Stage Venture Capital
- Sector and Industry Trends
- Opportunities, Risks & Portfolio Construction Considerations
Commodities & Real Assets
October 13, 2023
3 CFP / IWI / CFA CE credits
The Commodities & Real Assets session aims to provide a practical playbook specifically for financial advisors.
Portfolio Construction & Asset Allocation
November 17, 2023
3 CFP / IWI / CFA CE credits
The Portfolio Construction & Asset Allocation session aims to provide a practical playbook specifically for financial advisors.