Investment Vehicles and Investment Vehicle Characteristics


There are many types of investment vehicles, each with unique characteristics. In this course we will explore those investment vehicles and their characteristics, such as costs, benefits, tax implications, and risks associated with each.

Learning Objectives

Upon completion of this course, you should understand the following investment vehicles and their characteristics:

  • cash equivalents
  • fixed income securities
  • equity securities
  • pooled investments
  • derivative securities
  • alternative investments
  • insured-based products

Designed For

Investment Adviser Representatives

Find this course for your license:

License or Certification