SPOTLIGHT

Welcome to Fidelity’s alternative investments education program

Deepen your knowledge of alternative investments and add more value for clients with our multi-part alternative investments education program.

Meet clients’ evolving needs with our alternative investments insights

Looking for opportunities to learn more about alternatives? Fidelity’s new alternative investments education program for advisors can help deepen your knowledge of this asset class so you can target your clients’ goals more precisely and add value to your practice. Our program includes:

  Comprehensive learning modules  

  From foundational knowledge to practical considerations, our CE-accredited modules are designed to give advisors a deep understanding of alternative investments. We cover a wide variety of topics, including private markets, hedge funds, and portfolio construction  

  Expert-led instruction  

Use in-person sessions with our alternative investing specialists to learn how to align your clients’ needs with the most relevant alternative investment asset classes so you can best position your clients’ portfolios to achieve their investment goals.

  Practical applications  

Real-world applications and case studies help bring to life the most relevant aspects of alternatives and how you can implement them effectively in your practice. Portfolio construction, risk management, and client communication are just a few of our featured topics.

  MODULE 1   
Introduction to Alternative
Investments

Discover the potential benefits and opportunities this asset class can offer and the types of alternatives that can enhance traditional portfolios.

COMING SOON: MODULE 2
Addressing Client Investment Objectives with Alternatives

Learn how you can align distinct client needs with specific types of alternatives to enhance portfolio diversification, manage risks, and achieve financial goals.

COMING SOON: MODULE 3
Navigating Alternative Investment Strategies

Explore the world of alternative investment strategies with comprehensive insights into hedge funds, private equity, real estate, commodities, and more.