Expand your investment toolkit beyond stocks and bonds. Understand key alternative assets, their risks, and their potential in today's market.
This session is designed to provide students with an understanding of alternative investments and their respective risk/return profiles. Students will have an understanding of this growing space and will be able to identify opportunities for a client's portfolio, as well as understand the difference between these investments and traditional asset classes.
Alternative investments offer potential benefits like portfolio diversification and enhanced returns, serving as valuable complements to traditional stocks and bonds. However, they also present unique characteristics and risks, including limited liquidity, reduced transparency, and specialized fee structures.
This course provides a clear overview of the alternative investment universe, exploring the six main categories that are shaping modern portfolios:
By completing this course, you will gain the knowledge and insight to confidently discuss these various types of alternative investments, understand their associated risk and return trade-offs, and better assess their potential role within a client's overall investment portfolio.
Easha Rai is an investment professional with over 10 years of experience in private credit and portfolio management, with a focus on infrastructure and project finance. Easha holds an Honours BBA from Wilfrid Laurier University and is a CFA Charterholder.
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.
