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.

Learn how alternative investments can help your clients—and your business

Looking for a deeper understanding of alternatives and how they might help you better target your clients' needs and goals? Module 1 in Fidelity's CE-accredited alternative investments course provides the foundation you need to enhance your knowledge and translate these concepts easily to your clients.

Get answers to key questions, including:
​

  • How can alternatives help address clients' investment challenges?
  • What are the different types of alternative investments?
  • How do I communicate the potential benefits of alternatives to my clients?
  • How can I integrate alternatives into traditional investment portfolios?
  • What role can alternatives play in helping me grow my business?
Advisor guide
Get the Module 1 Learning Guide

Use this resource to help reinforce key themes and topics from the Introduction to Alternative Investments module. You'll find.

  • Charts illustrating how each alternative investment type can address client goal,
  • An at-a-glance table featuring descriptions and examples of alternative investment categories
  • A helpful FAQ to guide client conversations

Download guide
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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.

Learn 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.

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