E-Learning Courses

Available Now – An online, CE approved (CFP® Board Registered CE Sponsor), training program for financial advisors, developed by the Investment Program Association & the American College, this on-line training program gives financial advisors the information they need to understand direct investments, explain their benefits to clients, assess their suitability, and integrate them effectively in a diversified investment portfolio.

You can register and take courses here!

The introductory course (2 hours) includes eight modules consisting of:

Introduction – Direct Investments
Real Estate Investment Trusts: Tradable REITs
Non-Traded Real Estate Investment Trusts
Equipment Lease and Finance Funds
Limited Partnerships in Oil and Gas
Managed Futures Funds
Private Equity Funds
Ethics and Codes of Conduct

Fundamentals of Direct Investments Brochure (706.4 KiB)

Additional Resources and Information on Direct Investments

Wealth Today – IPA’s focus on Education Click on link to see Kevin Hogan, Executive Director of the Investment Program Association (IPA) speaking with correspondent Liz Lavin about the mission of the IPA and why the IPA strives to lead the learning curve on education for Direct Investments.

Non-Traded REITs Can Diversify Investment Portfolios While Reducing Volatility Wealth Channel Magazine – Article by Kevin Hogan – September 2010

Wealth Today – Fundamentals of Direct Investment Course Correspondent Liz Lavin speaks with Daniel Courtney, Chairman of the Investment Program Association’s Education Committee and Don Taylor, a Professor with Penn State University, about direct investments and a new course being offered in partnership with the IPA and The American College. Check out the video.

Testimonials

“Our firm used the IPA web education and training this past year as part of our compliance education in 2010. I thought it was extremely useful and I have completed many other types of web based education modules, this by far was the best. System was easy to use and thought the information was presented is a very well thought out way. Just wanted to say thanks”

– Rick Handrich – Senior Vice President, Mid Atlantic Territory, Behringer Securities

Media Center

Job Opening at the IPA: Education Director February 3, 2012
The IPA is looking to hire an Education Director. The Education Director will work closely with the association’s Education Committee to grow the market of financial advisors selling Direct Investment products, including Non--Listed REITs, Oil and Gas Partnerships, Private Placements, Equipment Leasing, and Managed Futures. This individual will be primarily […]
IPA Webmaster
January 2012 IPA/FINRA Annual Meeting Recap February 3, 2012
On Monday, January 30th, an IPA board designated team met with members of FINRA for the annual strategy meeting. The primary objectives were to support the positive relationship between the IPA and FINRA, and to learn about FINRA’s priorities for 2012. Please log into the IPA members only site to view the full notes from […]
IPA Webmaster
Non-traded REITs face tough scrutiny January 19, 2012
InvestmentNews editor Bruce Kelly recently spoke with IPA CEO and President Kevin Hogan, as well as several other IPA-member representatives, to learn more about what to expect in the Non-Listed REIT industry during the upcoming year. Kelly outlined some of the largest industry events of the past year and provided an in-depth look into the […]
IPA Webmaster