Investment Vehicles and Investment Vehicle Characteristics

Overview

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.

Find this course for your license

License or Certification

Regulator

Learning Objectives

understand the features and risks associated with cash equivalents as short-term investment vehicles
explore the characteristics of fixed income securities, including bonds and other debt instruments
learn about equity securities (such as stocks) and their role in investment portfolios
discover the benefits and considerations of pooled investment vehicles like mutual funds and exchange-traded funds (ETFs)
gain insights into derivative securities, including options, futures, and swaps
explore non-traditional investment options, such as real estate, commodities, and hedge funds

Designed For:

Investment Adviser Representatives

Course Information

Adding additional credit may change exam requirements.

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