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Education

Collaboration Education

Education

The mission of the IPA is to advocate direct investments through advocacy, collaboration and education.  To successfully accomplish this mission, IPA continually develops education resources that create a better dialogue between clients and their advisors.   By educating clients, advisors and their robust network of broker-dealer and sponsor support, IPA seeks to provide an ever-expanding curriculum that is academically rigorous while also easily accessible.

You will find a number of resources to further your efforts.  These include:

  • E-Learning Courses that present a deep dive into direct investments, portfolio construction and various asset classes
  • E-Learning Certification Courses designed for advisors that are beginning to use or have expanded their use of direct investments
  • White papers from industry thought leaders on ideas integral to direct investments
  • Client brochures to help explain the benefits of direct investments as well as individual asset classes
  • Newsletter updates on the latest developments in the direct investments industry

Get started today by logging in to our E-Learning site or download one of IPA’s FINRA reviewed client brochures.  We look forward to having you join us on this important journey of education.

 


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