e-Learning Courses

Coming in September – An online, CE approved (pending), training program for financial advisors, developed by the Investment Program Association & the American College, this on-line training program gives financial advisors the information they need to understand direct investments, explain their benefits to clients, assess their suitability, and integrate them effectively in a diversified investment portfolio.

The introductory course (2 hours) will include eight modules consisting of:

  1. Introduction – Direct Investments
  2. Real Estate Investment Trusts: Tradable REITs
  3. Non-Traded Real Estate Investment Trusts
  4. Equipment Lease and Finance Funds
  5. Limited Partnerships in Oil and Gas
  6. Managed Futures Funds
  7. Private Equity Funds
  8. Ethics and Codes of Conduct

  Fundamentals of Direct Investments Brochure (587.5 KiB)