FINRA: Understanding Alternative Mutual Funds

Course Description

This course explains the unique characteristics and associated risks of alternative mutual funds. Participants are presented with scenarios designed to emphasize the complexity of alternative mutual funds and the importance of performing a thorough suitability analysis when recommending these products.

Learning Objective(s)

By taking this course, you will be able to:

  • Describe the unique characteristic of alternative mutual funds.
  • Explain the risks associated with alternative mutual funds.
  • Discuss important factors to consider when investing in alternative mutual funds.

Complexity

Intermediate