This course provides a valuable review of how hedge funds can benefit the portfolio of an investor. It includes:
- A comparison with mutual funds;
- The framework for using hedge funds;
- Benefits and risks of hedge funds;
- Hedge-fund strategies;
- Performance analysis.
An understanding of hedge funds allows you to increase your value to your clients by offering them advice about this investment product.
Format: Online
No. of Pages: 17 pages
AB CE Credits: 3 hours Life
SK CE Credits: 3 hours
MB CE Credits: 0 hours ***
ON CE Credits: 3 hours
CFP®: 3
*** Entry of CE for the same course more than once may be permitted on an exception basis only. If an agent wishes to claim credit for a course more than once, the agent must contact Council for prior approval and provide written reasons. This review is subject to the individual course review fee of $50. Please refer to https://www.icm.mb.ca/files/Renewal_2018/Renewal_2018/FAQs_for_website_for_renewal_-_updated_March_2018.pdf for more information.