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.
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.

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

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

Explore the world of alternative investment strategies with comprehensive insights into hedge funds, private equity, real estate, commodities, and more.
Alternative investments are investment products other than the traditional investments of stocks, bond, mutual funds, or ETFs. Examples of alternative investments are limited partnerships, limited liability companies, hedge funds, private equity, private debt, commodities, real estate, and promissory notes. Some of the risks associated with alternative investments are: Alternative investments maybe relatively illiquid. It may be difficult to determine the current market value of the asset. There may be limited historical risk and return data. A high degree of investment analysis maybe required before buying. Costs of purchase and sale may be relatively high.