Worthy Asset Classes – Crypto, Real Estate and Opportunity Zones 1 Credit
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When investors seek to 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.
Most alternative investment assets are held by institutional investors or accredited, high-net-worth individuals because of their complex nature, lack of regulation, and degree of risk. Many alternative investments have high minimum investments and fee structures, especially when compared to mutual funds and exchange-traded funds (ETFs). These investments also have less opportunity to publish verifiable performance data and advertise to potential investors.
This Online CPE finance 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.
Alternative investments like cryptocurrency, real estate, and opportunity zones offer greater portfolio diversification and lower overall risk with the potential for higher returns. As alternative investments become a larger part of the investing landscape and more available to different types of investors, they're increasingly important to know about for both investors and current or aspiring investment professionals hoping to accelerate their careers.
Major topics included:Â
Elevate your valuation expertise with MY-CPE's top-tier CTP CE Courses, tailored specifically for professionals looking to advance in the field of Certified Treasury Professional. At MY-CPE, we pride ourselves on offering courses that not only fulfill your CPE requirements but also enhance your understanding and skills. Our comprehensive selection of CTP CE courses is designed to keep you at the forefront of valuation knowledge, ensuring you remain competitive and proficient in your career.
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Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.
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Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
AG
This gave a good overview of different types of financial instruments and how to choose the right ones depending on a persons interest and tolerance for risk.
JC
Great course. Its an up to date look on the economic markets. I had to watch it twice.
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