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Alternative Investments

An ebook compilation exploring the evolving role of alternatives in modern portfolios.

Once the domain of institutional and other sophisticated investors, advisors are now recommending a variety of alts to retail investors around the world. The diversification offered by these investments can add significant value in a market environment in which stocks and bonds are so highly correlated.

Due diligence is a must, however. Advisors need to know their product as well as they know their client as the alts universe is a complex one. This ebook provides a practical overview.

Sponsored by CMI Financial Group

In the opinion of CE Corner, the content of this session aligns with FSRA’s requirements for Life and Accident & Sickness credits. However, it remains the responsibility of the individual license holder to check FSRA credits and confirm suitability.

An Institutional Approach to Advisor-Led Models

This course provides financial advisors with a structured, institutional-grade framework for building, managing, and communicating advisor-led model portfolios.

Throughout the course, advisors will examine how to articulate a credible investment philosophy, implement repeatable and defensible decision-making processes, define team roles and accountability structures, and apply rigorous benchmarking, peer group analysis, and backtesting practices.

The course also addresses Know Your Product obligations and explores how the CRM3 transparency framework creates opportunities for advisors who can demonstrate institutional-standard portfolio management

How to Build Your Business with Referrals

How to Build Your Business with Referrals is a practical, experience-based session led by Rod Burylo that teaches professionals how to intentionally generate consistent, high-quality referrals. The course focuses on both preparing for referral success (clarity, trust, risk, communication) and executing referral strategies across multiple channels. The session emphasizes referrals as a professional skill that can be learned, systematized, and scaled over time.

In the opinion of CE Corner, the content of this session aligns with FSRA’s requirements for Life and Accident & Sickness credits. However, it remains the responsibility of the individual license holder to check FSRA credits and confirm suitability.