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Training

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Foundation in Alternative Investments

Real Assets CPD Accredited Paid Members Only Foundation in Alternative Investments

One Day

  • This one day training course has been developed specifically for professional intermediaries wanting to develop their knowledge and understanding of alternative investments. Participants will gain a deep insight into the role of alternative investments, how to access them and why they can be essential for clients.

Real Assets Paid Members Only Gold Outlook 2014

30 minutes

  • This session looks at the outlook for gold in 2014, as well as looking back over its performance in 2013. Daniel Kiernan also gives his 5 key considerations that you should be sharing with your clients.

Risk of Ruin?

Real Assets CPD Accredited Paid Members Only Risk of Ruin?

30 minutes

  • This session looks at three strategies for withdrawing income from invested assets, and proposes one possible way of resolving the question “how much income is sustainable?”.

The Rise and Fall of Alternative Investments

Real Assets CPD Accredited Paid Members Only The Rise and Fall of Alternative Investments

30 minutes

  • Drawing on 5 years of experience in the alternative investment industry, this session outlines the role alternative investments can play in a portfolio and what kinds of clients might consider investing in alternatives.

Suitability & Recommending Alternatives

Real Assets CPD Accredited Paid Members Only Suitability & Recommending Alternatives

35 Minutes

  • In this module we outline the regulations governing intermediaries who distribute alternative investments and look at the implications for both regulated advisers and non-regulated introducers.

Assessing Alternative Investments

Real Assets Paid Members Only Assessing Alternative Investments

30 minutes

  • This training session reviews the steps you can take and the areas you should explore when carrying out your own assessment of an alternative investment.

Drivers Behind Alternative Investments

Real Assets CPD Accredited Paid Members Only Drivers Behind Alternative Investments

15 Minutes

  • This session looks at the reasons behind the growth in the alternative investment market since 2008, covering the difficulties investors face in conventional markets, the attractions to product providers and the outcomes – both positive and negative.

An Overview of Alternative Investments

Real Assets Paid Members Only An Overview of Alternative Investments

30 minutes

  • In this module we look at what sort of investments are covered by the term ‘alternative investment’, summarise the legal structures that have been utilised and review the asset classes covered by the alternative  investment marketplace

Physical Gold Webinar: A Timeless Asset

Real Assets Paid Members Only Physical Gold Webinar: A Timeless Asset

35 Minutes

  • Educational gold webinar from Daniel Kiernan and Luke Jackson at Intelligent Partnership, covering the recent drop in the price of gold (April 2013), the importance of portfolio insurance and more.

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An Indagate Group Company

Intelligent Partnership is an Indagate Group company incorporated in the United Kingdom with company registration no. 06442114 and with registered office address at Halford Chambers, 1-3 Halford Road, Richmond, London TW10 6AW.

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Intelligent Partnership is not authorised or regulated by the Financial Conduct Authority and does not give advice, information or promote itself to individual retail investors.

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