Grow Wealth with Alternative Assets

Exam Questions: 40
Course Level: Basic
Pages: 176 | Content: 156, Supplemental: 20
NASBA Area of Study: Finance
Not Acceptable for: Enrolled Agents
Version: 8295

This course can serve as a guide to some lucrative opportunities in alternative investing by showing you how to diversify your portfolio with assets like commercial property, infrastructure, private equity, private credit, agriculture, commodities, and more. It presents pros and cons of various asset classes and unpacks why these assets can possibly earn more than traditional investments. You'll learn how to assess risks, avoid some traps and pitfalls, perform due diligence, and navigate fees and finances. PLEASE NOTE: Not accepted for Enrolled Agents. The author and these materials are based in Australia, therefore, some of the terminology and examples will reflect this geography. All course material provided. No prerequisites. Course level: Basic.

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Course Information

Table of Contents
  • Where It All Started
  • Pitfalls of Investing in Alternatives
  • Seven Steps for Finding the Best Trades
  • Property
  • Equity
  • Credit
  • Structured Products and Structured Notes
  • Infrastructure
  • Commodities
  • International Access Funds
  • Hobbies, Hedge Funds, and Niche Markets
  • To recall one of the key alternative assets that investors invest in today
  • To recognize the characteristics of various types of risk associated with investing
  • To recall the stages in the author's process for finding and executing trades
  • To recognize examples of common senior secured loans
  • To identify the stages of the investment cycle
  • To recognize the characteristics of bridging financing
  • To recall the characteristics of equity-linked notes
  • To recognize examples of economic infrastructure
  • To recall the number one way that people get exposure to commodities
  • To recall the characteristics of international access funds
  • To identify examples of passion assets

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