E-Learning Courses

The IPA has developed the following online courses with the American College to provide the information needed to understand direct investments and how they can be beneficial in diversifying a client’s portfolio. The online training will help financial advisors, broker dealers, sponsors, support staff and service providers understand direct investments, help them explain their benefits to clients, help assess suitability and how to integrate them effectively. The courses are CFP CE approved for 2 hours per course (CPF Board Registered CE Sponsor).

The Association is offering this program at no cost to financial professionals for a limited time.

You can register and take the two courses here!

E-learning Course 1: Fundamental of Direct Investments

This introductory course provides a broad overview of the fundamentals of Direct Investments. Earn 2 CE credits. This course consists of eight modules:

Introduction – Direct Investments
Real Estate Investment Trusts: Tradable REITs
Non-Traded Real Estate Investment Trusts
Equipment Lease and Finance Funds
Limited Partnerships in Oil and Gas
Managed Futures Funds
Private Equity Funds
Ethics and Codes of Conduct

Fundamentals of Direct Investments Brochure (706.4 KiB)

E-learning Course 2: Introduction to Portfolio Construction and Management with Direct Investments.

Providing a comprehensive overview of portfolio management, the course emphasizes diversifying investor portfolios with Direct Investments while also featuring topics related to both the overall portfolio and specific asset classes. Earn 2 CE Credits. This course consists of eight modules:

Introduction and Course Overview
The Investment Policy Statement (IPS)
Capital Market Expectations (CME)
Asset Allocation
Portfolio Implications of DI/AA Investing
Benchmarking Portfolio Performance
Monitoring Investment Returns and Portfolio Rebalancing Decisions
Course Summary and Test

e-Learning Course 2 Release Final 2-15-12 (90.7 KiB)

Additional Resources and Information on Direct Investments

Click here to view the Press Release on course 2 – Introduction to Portfolio Construction and Management with Direct Investments

Wealth Today – IPA’s focus on Education

Click on link to see Kevin Hogan, Executive Director of the Investment Program Association (IPA) speaking with correspondent Liz Lavin about the mission of the IPA and why the IPA strives to lead the learning curve on education for Direct Investments.

Non-Traded REITs Can Diversify Investment Portfolios While Reducing Volatility Wealth Channel Magazine – Article by Kevin Hogan

Wealth Today – Fundamentals of Direct Investment Course

Correspondent Liz Lavin speaks with Daniel Courtney, 2011 Chairman of the Investment Program Association’s Education Committee and Don Taylor, a Professor with Penn State University, about direct investments and a new course being offered in partnership with the IPA and The American College. Check out the video.

Testimonials

“Our firm used the IPA web education and training this past year as part of our compliance education in 2011. I thought it was extremely useful and I have completed many other types of web based education modules, this by far was the best. System was easy to use and thought the information was presented is a very well thought out way. Just wanted to say thanks”

– Rick Handrich – Senior Vice President, Mid Atlantic Territory, Behringer Securities

Media Center

People on the Move. IPA new chairman Martel Day and 6 new board members are… February 21, 2012
The Investment Program Association of Ellicott City, Md., has named Martel Day, president of Independence Realty Advisors LLC, chairman for 2012 and has added six new board members. Mr. Day, 62, is based in Atlanta. The other board members are Brian Conlon, 53, president of Inland Real Estate Investment Corp. of Oak Brook, Ill.; Mike […]
IPA Webmaster
IPA launches complimentary e-learning course on direct investments February 17, 2012
The Investment Program Association (IPA), has launched a new complimentary e-learning course worth 2 CE credits. The course – Portfolio Construction and Management Utilizing Direct Investments – is one of the first offered discussing how Direct Investments, also known as Alternative Investments, help manage return and risk in client portfolios. Developed by […]
IPA Webmaster
IPA – SEC Annual Meeting Recap from February 13, 2012 February 16, 2012
On Monday, February 13th, an IPA board designated team met with staff members of the SEC’s Division of Corporation Finance for the annual strategy meeting. The primary objectives were to support the positive relationship between the IPA and the SEC and to learn about the SEC’s priorities for 2012. Attendees included: SEC Mike McTiernan, Assistant […]
IPA Webmaster