Develop an understanding of the regulatory aspects of alternative investments including reporting obligations and accredited investors laws.

Analyze the application of various types of alternative investments such as private equity, hedge funds, real estate, and private debt assets.

Explore best practices for various investments and working with private equity and accredited investors.

Understand various investment theories and the impact of cognitive biases on financial decision-making throughout the client lifecycle.

Analyze wealth management strategies, financial planning opportunities, and generational wealth transfer as consumers age.

Evaluate the role and benefits of alternative investments in wealth accumulation and retirement planning, considering health and financial stability.

Understand the multifaceted aspects of retirement planning, including various definitions and the financial risks involved.

Analyze diverse retirement strategies recommended by wealth managers, such as annuitization, treasury, bucket, and market-driven approaches.

Evaluate alternative investments and model portfolios to ensure income sustainability throughout different stages of retirement.

Explore estate planning fundamentals and philanthropic strategies, particularly when dealing with land, alternative, and illiquid investments.

Learn the basics of asset allocation, investment risks, and returns, and explore various asset classes.

Understand portfolio diversification, risk preferences, and how to construct efficient frontiers.

Discover the role of alternative investments, including farmland, real estate, and cryptocurrency, in enhancing portfolio performance.

Discuss the costs, liquidity preferences, and regulatory constraints associated with alternative investments.

Identify key financial concepts related to agricultural land, including balance sheets, income statements, and land valuation factors.

Summarize how land and real estate can be incorporated into investment portfolios and outline paths for further learning in alternative investments.

Recognize different types of real estate investment structures and asset classes, and their characteristics.

Describe the roles of various stakeholders in farmland ownership, transfer, and investment, including tax and risk considerations.