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Alternative Investments: Portfolio Integration and Hedge Fund Structures

Business

Alternative Investments: Portfolio Integration and Hedge Fund Structures

Course 82155A · 2 hrs · CPA

Knowing how hedge funds fit into a broader portfolio, and how they're legally and operationally structured, is essential for anyone advising clients who hold or are considering these investments. This course covers how alternative investments can be allocated within a diversified portfolio and breaks down the common structural frameworks hedge funds use, including limited partnerships and offshore arrangements. It's practical knowledge for CPAs who need to understand what their clients are actually invested in.

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  • Hours: 2
  • Exam questions: 10
  • Eligible for: CPA
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NASBA Area: Management Services

CPE requirements: See your state's CPE requirements

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Alternative Investments: Portfolio Integration and Hedge Fund Structures
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About Pacific CPE

Pacific CPE is a NASBA-approved and IRS-approved provider of online self-study continuing professional education (CPE) for CPAs, Enrolled Agents (EAs), and other tax professionals.

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CPAs — CPE credit for state license renewal (NASBA Sponsor #143718).

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We currently offer 390 active self-study courses in Accounting, Auditing, Business, Ethics, and Taxes. Each course is 2 credit hours and can be read online or downloaded as a PDF, with audio versions available for select courses. Exams are taken online with instant grading, retakes are free, and completion certificates are available immediately in your account.

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Frequently Asked Questions

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