University of Illinois Urbana-Champaign
Alternative Investments as You Age Specialization

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University of Illinois Urbana-Champaign

Alternative Investments as You Age Specialization

Enhancing Portfolios with Alternative Investments . Learners will gain expertise in integrating alternative investments into diversified portfolios, strategic financial planning across lifecycles, and managing retirement and estate assets for sustainable income and wealth transfer.

Dr. Craig Lemoine

Instructor: Dr. Craig Lemoine

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Beginner level

Recommended experience

1 month
at 10 hours a week
Flexible schedule
Learn at your own pace
Get in-depth knowledge of a subject
Beginner level

Recommended experience

1 month
at 10 hours a week
Flexible schedule
Learn at your own pace

Advance your subject-matter expertise

  • Learn in-demand skills from university and industry experts
  • Master a subject or tool with hands-on projects
  • Develop a deep understanding of key concepts
  • Earn a career certificate from University of Illinois Urbana-Champaign
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Specialization - 3 course series

What you'll learn

  • Understand various investment theories and the impact of cognitive biases on financial decision-making throughout the client lifecycle.

  • Analyze wealth management strategies, financial planning opportunities, and generational wealth transfer as consumers age.

  • Evaluate the role and benefits of alternative investments in wealth accumulation and retirement planning, considering health and financial stability.

Skills you'll gain

Category: Generational Wealth
Category: Pre-Retirement Financial Strategies
Category: Alternative Investment Strategies
Category: Health and Financial Stability
Category: Wealth Management

What you'll learn

  • Learn the basics of asset allocation, investment risks, and returns, and explore various asset classes.

  • Understand portfolio diversification, risk preferences, and how to construct efficient frontiers.

  • Discover the role of alternative investments, including farmland, real estate, and cryptocurrency, in enhancing portfolio performance.

  • Discuss the costs, liquidity preferences, and regulatory constraints associated with alternative investments.

Skills you'll gain

Category: Alternative Investments
Category: Portfolio Diversification
Category: Alternative Investment Strategies
Category: Portfolio Management
Category: Financial Modeling

What you'll learn

  • Understand the multifaceted aspects of retirement planning, including various definitions and the financial risks involved.

  • Analyze diverse retirement strategies recommended by wealth managers, such as annuitization, treasury, bucket, and market-driven approaches.

  • Evaluate alternative investments and model portfolios to ensure income sustainability throughout different stages of retirement.

  • Explore estate planning fundamentals and philanthropic strategies, particularly when dealing with land, alternative, and illiquid investments.

Skills you'll gain

Category: Retirement Planning
Category: Alternative Investments
Category: Estate Planning
Category: Portfolio Management
Category: Investment Analysis
Category: Alternative Investment

Instructor

Dr. Craig Lemoine
University of Illinois Urbana-Champaign
7 Courses1,376 learners

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