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2022 AICPA & CIMA ENGAGE

PFP2207 - How Alternative Investments Can Be Incorporated Into Your Financial Planning Practice


Jun 6, 2022 1:30pm ‐ Jun 6, 2022 2:45pm


Standard: $49.00

Description

Many financial planning practitioners handle investment strategy for clients as well, but do not use private alternative investments as part of their investment strategy. In this session, we will explore options (some old, some new) available to financial planners in the alternative investment space. We will plan to dig into some common misconceptions about the often misunderstood private alternatives asset class, and help attendees better understand the risk, and pros/cons of various options available to them to incorporate use of alternative investments into their practices.

Learning Objectives:
  • Differentiate the myths/misconceptions commonly associate with private alternatives
  • Distinguish the risks, and pros/cons of incorporating private investments into your portfolio, including risk return parameters for various subclasses
  • Apply a broad understanding of various private assets classes available to them (and how to access them)
  • Identify changes that have been made in recent years to make private alts more accessible to financial

Speaker(s):

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