Alternative Investments for the CFP® Exam | BIF Bites

Alternative investments are getting more attention, both in client portfolios and on the CFP® exam. In this episode of BIF Bites, Jerry Mee, CFP®, Tiffany Guy, CFP®, and Kaylee Benting break down the alternative investment landscape, from real estate and commodities to hedge funds, collectibles, cryptocurrency, and private markets. You’ll learn why investors may consider alternatives, the risks and tradeoffs involved, and how to evaluate whether an investment fits a client’s goals.

3 Takeaways

• Understand the major categories of alternative investments and how they differ.
• Recognize key risks, including illiquidity, complexity, fees, and valuation uncertainty.
• Evaluate suitability using a client’s objectives, time horizon, risk tolerance, and risk capacity.
  
  
  

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