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Fundamentals of Alternative Investment Products

Explains types of real estate investments and how they are valued. Identifies benefits and risks of foreign investments. Explores options, futures and forward contracts, and swap agreements. Describes exchange traded funds (ETFs) and common trust funds. Explains general and limited partnerships, and ways to identify the characteristics of closely held corporations.

Updated: January 2018
Re-versioned: June 2016

What You'll Learn

After completing this course, students will be able to:

  • Describe alternative types of investments to clients, including the following:
    • Hedge Funds
    • Private equity
    • Real Estate
  • Describe derivatives to clients, including the following:
    • Options
    • Futures and forward contracts
    • Swaps
    • ETFs
  • Describe alternative investment formats to clients, including the following:
    • ​Common trust funds
    • Partnerships
    • Closely held corporations​​​

​Audience​​​

Trust officers with at least three years of personal trust experience who need a deeper understanding of technical tru​st concepts and how solutions work when applied to client needs.

Course Credits

ABA Professional Certifications: 1.0 CRSP, CSOPCTFA​​​​

ABA Certificates: This course applies to the ABA Certificate in Trust: Advanced​.



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​Questions? Please contact training@aba.com for more information.
 

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Purchase for a Team
To license this ​course to your bank for multiple learners, please contact ABA Training.​

 

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