Traditional & Alternative Investments

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Learn how to build more efficient and resilient portfolios. Explore traditional and exotic equity investment options, and the opportunities offered by different products. This online course covers investment structures, styles, valuation methods, strategies and characteristics.

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3000+ students enrolled

4.5

Hours to Complete

Topics

Practical exercises

Traditional & Alternative Investments includes

Traditional & Alternative Investments

| skills-certificate

Traditional & Alternative Investments

| Skills Certificate

4.5

Hours

Practical exercises

Learn how to build more efficient and resilient portfolios. Explore traditional and exotic equity investment options, and the opportunities offered by different products.

Equity Investment Vehicles

13 video minutes

0 excel exercises

Video minutes 13

Excel Exercises 0

Mutual funds
ETFs
Other equity investment vehicles

Equity Characteristics

26 video minutes

0 excel exercises

Video minutes 26

Excel Exercises 0

Size
Style
Volatility
Other

Accounting Fundamentals

68 video minutes

3 excel exercises

Video minutes 68

Excel Exercises 3

Financial statements introduction fundamentals
Balance sheet fundamentals
Income statement fundamentals
Cash flow statement fundamentals

Valuation Fundamentals

21 video minutes

2 excel exercises

Video minutes 21

Excel Exercises 2

Components of return
Absolute and relative performance
Rolling returns
Time weighted and dollar weighted returns

Market Sectors

7 video minutes

0 excel exercises

Video minutes 7

Excel Exercises 0

Market sectors
Industrials vs financials

Emerging Markets

9 video minutes

0 excel exercises

Video minutes 9

Excel Exercises 0

Emerging market intro
Emerging market considerations

Alternative Investments

37 video minutes

0 excel exercises

Video minutes 37

Excel Exercises 0

Alternative investments intro
Characteristics of alternative investments

Alternative Investment Strategies

12 video minutes

0 excel exercises

Video minutes 12

Excel Exercises 0

Hedge funds
Private equity
Venture capital

Technical Analysis

8 video minutes

0 excel exercises

Video minutes 8

Excel Exercises 0

Learn from our expert instructors

Alastair Matchett

–

Ex-J.P. Morgan

Andrea Ward

–

Ex-Lehman Brothers

Gerard Kelly

–

Ex-Ernst & Young

Deborah Taylor

–

Ex-Barclays director

Petter Ljunggren

–

Ex-Goldman Sachs

Jonathan Rugg

–

Ex-Lloyds private banking

Andrew Jones

–

Ex-Standard Bank

Learn more about our full faculty

Wall Street Recognized Certification

Established on Wall Street, Financial Edge has taught at the biggest bulge-bracket firms since 2016, and now we offer that very same training online for you. It’s no secret that banking is fiercely competitive, which is why our Wall Street recognized certification is designed to let your employers know you have the skills to succeed.

Learn more about our certification

What Our Students Say

Get Traditional & Alternative Investments Skills Certificate

Single Course

Get lifetime access to this course!

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Search across 350+ playlists, 3000+ videos and Q&As
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	Single Course	Boost Plan	Pro Plan

Completion certificates		38	38
Skills certificates	1	51	51
Micro-degrees		12	12
Lifetime access to course
Expert instructor support
Practical exercises to work alongside videos and quick quizzes to test your understanding
Searchable library of 370+ playlists, 3500+ videos and Q&As
10 role-based learning pathways, including Investment Banking, Equity Research, Sales and Trading and more
Weekly live webinars
Streamlined company data (WACC. & EV bridge calculator, custom comparables)
Current and historic filings for over 7,500 firms globally
Current and historic filings for over 4,000 US firms
Link to, label and share data points in filings (limited to 10 for Free and Boost users, unlimited for Pro)
Regional and industry data sets
Ready-to-use sector and transaction models

	Single course £89 Start learning	Boost £449/year Expand skills	Pro £699/year Maximize potential

Frequently Asked Questions

What tech do I need?

Access your course across desktop, laptop, tablet or phone; either via our web portal or the dedicated mobile app. While we have optimized our video quality and size, we recommend a broadband connection to enable uninterrupted video playback. A PDF reader and spreadsheet application are required to open the supporting resources.

Is it right for me?

Our online courses reflect the training new analysts receive at the leading financial organizations. They're challenging, but if you want to demonstrate you are as good as the best in the industry then this is the course for you. The top investment banks will recognize our micro-degree certifications, making them perfect for graduates looking to land a job or a professional preparing for a new role.

Are Financial Edge's courses credible?

The leading investment banks, as rated by the FT, hire us to train their incoming analysts. If you are looking to join the best analysts in the world, why not challenge yourself with the same content and certification with the same Wall Street instructors ready to answer your questions.

Will the Traditional & Alternative Investments help me get a job?

Absolutely. Develop practical skills you can use to impress at interviews, whether you’re looking to break into finance or change roles.

How long do I have to complete the Traditional & Alternative Investments ?

Everyone works at their own pace so there's no restrictions, all you need is an active Felix plan for the course you are completing. All Felix plans renew annually.

Are there any hidden costs?

No. Everything you need is included, from instructor-led videos and Excel exercises to the exams.

What support will I get along the way?

Our expert instructors are standing by to answer questions and help you develop a detailed understanding of finance complexities. Our technical support team are also ready to help with any system problems.

What is the difference between a Felix subscription and buying a single course?

Purchasing a single course gives you lifetime access to that one program. Purchasing a yearly Boost or Pro Felix subscription gives you access to our full library of 50+ certifications for the duration of your subscription. With a Pro plan, you’ll also be able to access our streamlined company and market data alongside productivity tools.

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