The IPA provides access to specialized education content, including: FINRA Reviewed client brochures, educational videos and seminars.

 

Our resources span the needs of client education to advisor resources to home office support for due diligence. Explore and leverage these IPA resources to provide up to date education on a variety of topics affecting the direct investments industry.

Education News

April 1, 2016 in All News, IPA Connection

IPA Connection: Preparing for New Regulations Part 2

The financial services industry is bracing for a year of extraordinary regulatory changes. Clearly, the…

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February 29, 2016 in All News, IPA Connection

IPA Connection: Preparing for New Regulations Part 1

The financial services industry continues to brace for a year of extraordinary regulatory changes. Clearly,…

Read More

Advisor Materials


Our FINRA-reviewed brochures provide an introduction to direct investments – perfect for an advisor’s office or for an upcoming due diligence meeting.


For questions or if you would like to order printed copies of any of these brochures, please contact Ken Montgomery, Director of Education at 212-812-9799 Ext. 220 or email kmontgomery@ipa.com

The Investment Program Association has developed several client educational brochures designed to help advisors introduce new asset types to clients. Each brochure has been FINRA reviewed for client educational use.

The Investment Program Association has developed several educational brochures for broker-dealer use only that are designed for advisor education as well as home office use as a resource. It is important to note that such brochures are not eligible for use with clients and, thus not FINRA reviewed.

Educational Videos


Institutional Access to Individual Investors

July 14, 2016

Comprehensive Education for Advisors Part II

July 14, 2016

Comprehensive Education for Advisors Part I

July 14, 2016

IPA Research Portal

Academic research and the ensuing implementation of intellectually rigorous ideas have long provided our industry with innovative thinking and break through ways to assist investors.

IPA White Papers


Investing in Non-Traded REITs

Investing in Non-Traded REITs

Investing in Non-Traded REITs reviews the characteristics of non-traded REITs and explores the factors that retail broker-dealers and financial advisors should consider in analyzing these products as investment opportunities.

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Portfolio Construction Using Non-Traded BDCs

Portfolio Construction Using Non-Traded BDCs

Portfolio Construction Using Non-Traded Business Development Companies reviews the characteristics of non-traded BDCs and explores the factors that retail broker-dealers and financial advisors should consider in analyzing these products as investment opportunities.

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Regulation of Alternative Investments

Regulation of Alternative Investments

Broker-dealers and financial advisors seeking to help clients diversify their investment portfolios by purchasing certain alternative investments must ensure that the product issuers have complied with the relevant regulations. Read more

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Investing in Energy Programs

Investing in Energy Programs

The oil and natural gas business is a multifaceted global industry that impacts all aspects of life. Oil and natural gas provide the world’s 6.9 billion people with 60% of their daily energy needs.

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IPA Member White Papers


Interval Fund Investing – Mutual Fund Access to Alternative Investments

Interval Fund Investing – Mutual Fund Access to Alternative Investments

Scott Crowe | Resource Real Estate’s Global Portfolio Manager

The global financial crisis has caused an important structural shift in investor preferences towards alternative investments and away from more volatile equity markets. In addition, bond yields have plummeted in the aftermath of the crisis leaving investors without the ability to generate income. In essence, the crisis highlighted a flaw in the way many investors approach portfolio diversification – having simply a range of mutual funds with access to different “sectors” may not be enough to create appropriate diversification.

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Inland Insights – Benefits of Diversification

Inland Insights – Benefits of Diversification

Balance and diversification are the hallmarks of a strong investment portfolio. Specifically allocating a portion of an investment portfolio to a long-term investment in commercial real estate can help diversify a portfolio of stocks and bonds and smooth risk. This type of investment may also provide an income stream and hedge against inflation. Take a deeper look at the benefits of investing in commercial real estate below.

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Inland Insights – Necessity Based Retail Property – Everyday Needs, Investment Opportunities

Inland Insights – Necessity Based Retail Property – Everyday Needs, Investment Opportunities

A slower growing economy and low-yield environment have left investors looking for income to augment their portfolios. Yet, despite the lackluster economic climate, American consumers remain resilient. Solid population growth and consumer spending continue to drive investment returns on multi-tenant necessity-based retail real estate, which provides essential, everyday goods and services and is less affected by economic downturns and shifts in consumer spending.

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