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An introduction to private markets for wealth managers

An Introduction to Private Markets for Wealth Managers

To gain this CPD certificate, you must pass the test with 80% or above. You will receive a confirmation email upon successful completion.

The learning objectives of this publication are as follows:
  • Gain an understanding of the investible universe within the private markets space, and the asset classes available to investors.

  • Learn the client profiles for which private markets investments are or are not suitable.  

  • Familiarise yourselves with the different fund structures available to private markets investors, and their liquidity profiles.

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