Lifecycle Financial Planning: Investment Planning - Alternative Investments
Available Until
Self-study
1.00 Credits
Member Price $49.00
Non-Member Price $79.00
Overview
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!
Highlights
- Defining alternative investments
- Investing in real estate
- directly vs indirectly
- Calculating cap rates for real estate investments
- Venture Capital vs. Private Equity
- Private equity fee structure
- Private equity
- common terms and metrics
- Common hedge fund strategies
- Hedge fund fee structures
- Summing It Up
Prerequisites
None
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.
Preparation
None
Notice
This is a self-study/on demand course offered by a 3rd party vendor. Course access information will be emailed directly to you by Peters Professional Education (PPE). The course expires one year from the purchase date.
Leader(s):
Leader Bios
David Peters, Peters Professional Education LLC
DAVID R. PETERS, CPA, CFP, MST, CPCU, CLU
David Peters is the Founder and Owner of Peters Professional Education and Peters Tax Preparation & Consulting, PC. He is also a financial advisor for Peters Financial, LLC. David has over twenty years of experience in financial services, including 3 years in the hedge fund industry and 14 years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years.
In addition to running his own professional education website, David is a National Instructor for the AICPA, Surgent, Kaplan, and Don Farmer Tax Seminars. He was a recipient of Surgent's Outstanding Discussion Leader award in 2019 and 2022, as well as the AICPA's Outstanding Facilitator Award in 2021 and 2023. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA's Interim Report, SCACPA's CPA Report, and VSCPA's Disclosures. David was also a co-author of the 2018, 2019, and 2020 Virginia CPA Ethics courses - a required course for all CPA's licensed in the Commonwealth of Virginia.
- Website: www.petersprofessionaleducation.com
- YouTube: www.youtube.com/@DavidPetersFinancial
- LinkedIn Company: https://www.linkedin.com/company/95657499/admin/analytics/updates/
- LinkedIn Personal: https://www.linkedin.com/in/david-peters-financial/
- Facebook: https://www.facebook.com/davidpetersfinancial
- Twitter/X: https://x.com/DavidPFinancial
Non-Member Price $79.00
Member Price $49.00