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Alternative Investments: What's Under the Hood?

webcast 2014-02-11

Looking to reach more high-net-worth clients? Alternative investments can help you do just that.


New research finds well-off investors are embracing non-traditional investments and increasing their allocations to alternatives. At the same time, many high-net-worth clients say they lack confidence in their understanding of these strategies—and are looking to financial advisers for help. This interactive webcast will address the hot button issues with alternative investments, and discuss how they can be used to further attract assets.

* Accepted by the CFP Board for 1 CE credit and by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit.

Date: Tuesday, February 11, 2014

Time: 4:00 p.m. – 5:00 p.m. ET

Looking to reach more high-net-worth clients? Alternative investments can help you do just that. New research finds well-off investors are shying away from traditional investments and increasing their allocations to alternatives. At the same time, however, many high-net-worth clients say they lack confidence in their education and understanding of the space—and are looking to advisers for help. This interactive webcast will address the hot button issues with alternative investments, and how they can be used to further attract assets.

  1. How should non-traditional investments be used in a portfolio?
  2. Which types of strategies can improve investor outcomes?
  3. Most importantly, how can these investments best be described to a confused and anxious investing

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Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.

For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

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