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A Look at Asset Classes for Investing Strategies

This webinar aims to provide you with what alternative asset classes exist so that you are more informed for clients and can provide alternatives not previously considered.

Created byDrew Stevens
BeginnerUpdated May 4, 2022
A Look at Asset Classes for Investing Strategies

What You'll Learn

  • check_circleUnderstand and discover alternative investments
  • check_circleCreate and implement the research considerations required based on risk and liquidity
  • check_circleHow to decide what is a good alternative for your clients

About This Course

When investors seek return, most consider stocks. However, there is a wealth of opportunities to invest in other items besides stocks and not just bonds, mutual funds, or foreign exchange. They're a fairly new dynamic asset class, alternatives cover a wide range of investments with unique characteristics. Alternative asset classes are fairly new, and create some levels of liquidity but provide attractive alternative means than stocks or mutual funds. This webinar aims to provide you with what alternative asset classes exist so that you are more informed for clients and can provide alternatives not previously considered.

Field of Study: Finance

Course Content

2 activities • 1 videos • duration: 51m

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Section 11 videos • 1 quiz • 51 min
  • videocamA Look at Asset Classes for Investing Strategies
    Duration 51:33
  • quizReview Questions
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Final Exam-Part11 quiz

Your Instructor

Drew Stevens

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star239 reviews

Drew Stevens works with individuals and organizations that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with so that they can have profound longevity in order to create a legacy. Mr. Stevens has worked on Wall Street since 1985 helping working with portfolio managers, traders brokers, and other investment professionals. He has produced over $11 billion in revenue for organizations while always delivering to others. He contributed 14 books and over 4500 articles and Internet articles to stimulate others to increase their knowledge and awareness of the financial markets. He is a registered insurance professional and working actively towards his investment advisory certification. Mr. Stevens is a well-known international keynote speaker and seminar producer.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.5 out of 5
Student's Choice
27 reviews
  • MC
    Mark C.
    starstarstarstarstar

    Drew Stevens provides a good overview of what assets classes are out there. He makes you think about where you should look at putting your money.

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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