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Provider: Hillson Consulting LLC
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11 - 15 of 15

Private Credit Navigating the Lending Landscape

C28340
Hillson Consulting LLC
Credits
1.0
Content Area
Products and Practice
Topic(s)
Investment Planning
Credits
1.0
Format
Live webinar/online presentation
Other Professional Designations
CFP
Complexity
Intermediate
Content Area
Products and Practice
Course Date
Scheduled Date

Simplifying Structured Notes with Active Management

C82114
Hillson Consulting LLC
Credits
1.0
Content Area
Products and Practice
Description

This course gives a clear, practical look at structured notes, what they are, how they work, and where they can fit in a portfolio. Attendees will learn the basic building blocks of these investments and how they generate returns. We’ll also walk through the main risks, like credit and market risk, and talk about ways to manage them. The course covers how active management and thoughtful allocation can help improve outcomes for clients. By the end, attendees should feel more confident evaluating structured notes and deciding when they make sense to use.

Topic(s)
Continuing Education
Financial Planning
Investment Planning
Portfolio Management
Credits
1.0
Format
Live webinar/online presentation
Other Professional Designations
CFP
CIMA
Complexity
Intermediate
Content Area
Products and Practice
Course Date
Scheduled Date

Tax Planning Tools in Investment Execution

C80756
Hillson Consulting LLC
Credits
1.0
Content Area
Products and Practice
Topic(s)
Investment Planning
Credits
1.0
Format
Live webinar/online presentation
Other Professional Designations
CFP
Complexity
Intermediate
Content Area
Products and Practice
Course Date
Scheduled Date

Understanding the Evolving QOZ Market

C27834
Hillson Consulting LLC
Credits
1.0
Content Area
Products and Practice
Topic(s)
Investment Planning
Credits
1.0
Format
Live webinar/online presentation
Other Professional Designations
CFP
Complexity
Intermediate
Content Area
Products and Practice
Course Date
Scheduled Date

Viking Capital – Multifamily Housing in Today’s Economy

C82026
Hillson Consulting LLC
Credits
1.0
Content Area
Products and Practice
Description

This course explores the role of multifamily real estate within today’s economic and investment landscape. Participants will review key market trends affecting the sector, including demographic demand, housing affordability challenges, supply dynamics, and the impact of interest rates on real estate performance. The session also examines how multifamily housing compares to other asset classes in terms of diversification, volatility, and long-term investment potential. Through market analysis and case studies, attendees will gain a clearer understanding of the opportunities and risks associated with multifamily real estate investing in the current environment.

Topic(s)
Alternative Products
Continuing Education
Financial Planning
Portfolio Management
Credits
1.0
Format
Live webinar/online presentation
Other Professional Designations
CFP
CIMA
Complexity
Intermediate
Content Area
Products and Practice
Course Date
Scheduled Date