Lifecycle Financial Planning - Investment Planning - Alternative Investments

OL1475  |  On Demand Course  |  Update  |  Self-Study

Description

When markets are difficult to navigate using traditional stock and bond allocations, investors often look to alternative investments to provide additional return, increase diversification, or simply as an inflation hedge. However, deciphering what exactly alternative investments are can be tricky and not always clearly defined. In this class, we explore investments in real estate, private equity, and hedge funds - three common types of alternative investments. We will look at common characteristics, fee structures, and even when these might be helpful to an investor. If clients are asking about these unique areas of the investment world, this is the course for you!

Credits

Number of Credits Type of Credits
1.00 Finance

Designed For

Accountants and financial advisors who work with clients interested in alternative investments.

Objectives

  • Identify the differences between direct and indirect investments in real estate.
  • Recognize common fee structures and key terms for private equity and hedge fund investments.
  • State the differences in alternative investments.

Prices

Member (Early Bird)
$59.00
Non-Member (Early Bird)
$99.00
Member
$59.00
Non-Member
$99.00
Your Price: $99.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

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Instructors

David Peters

David Peters is the founder and owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a financial advisor for Peters Financial, LLC. He has over 15 years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry.

David was the first-ever Chief Financial Officer at Compare.com – a position he held for over three years. He is a national CPE instructor/discussion leader for the AICPA, Kaplan, and Surgent, and he was a recipient of Surgent's Outstanding Discussion Leader award for 2019. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. He is the advisor for business and industry topics for the South Carolina Association of CPAs and was a recipient of The American College of Financial Services' 2019 NextGen Financial Services Professional Award.

He holds four master's degrees and is currently pursuing his Ph.D. in financial planning. He contributes regularly to various CPA publications, including NCACPA's Interim Report, SCACPA's CPA Report, and VSCPA's Disclosures. He was also a co-author of the 2018, 2019, and 2020 versions of the Virginia CPA Ethics course – a required course for all CPAs licensed in the Commonwealth of Virginia. Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera Advisor Networks, LLC are under separate ownership and are not affiliated with any other named entity.

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