Alpha Academy 201: A Private Equity Education Program

Wednesday, April 12th, 2017 and is filed under AI Insight News, Press Releases

Webinar

Join Triton Pacific and AI Insight on Thursday, May 4, 2017 at 4:00 p.m. ET for Part 2 of a complimentary private equity CE webinar.

Overview: Earn one CE credit toward the CFP® and other professional designations with Alpha Academy 201. The program aims to provide a deeper knowledge of how private equity enhances portfolio performance, including industry analysis, due diligence, deal structure & transaction negotiation, financial modeling and buyouts.
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IPA and AI Insight Offer New State-by-State Compliance Tool for Direct Investments

Thursday, February 13th, 2014 and is filed under AI Insight News, Press Releases

The Investment Program Association (IPA), a trade association for non-listed direct investment vehicles, and AI Insight, the financial industry’s most trusted source for alternative investment product information and training, today announced that a new and uniquely powerful direct investments compliance tool, the AI Insight Daily Blue Sky Report, will be available to IPA members. Read More

AI Insight Launches Financial Performance Reporting for Public Programs

Monday, June 24th, 2013 and is filed under AI Insight News, Press Releases

AI Insight, the financial industry’s most trusted source for alternative investment product information and training, has expanded its online platform to include enhanced financial performance monitoring and reporting for public programs. Read More

Structured Products Education Modules Are Now Available!

Friday, March 29th, 2013 and is filed under AI Insight News, Press Releases

AI Insight is pleased to announce the addition of four Structured Products education modules consisting of Structured Certificates of Deposits, Principal Protected Structured Notes, Principal at Risk Structured Notes, and Structured Products Payout Structures Issuance Type. Each segment has been filed with the Certified Financial Planner Board of Standards, Inc., and will merit one continuing education credit (CE) upon completion. Read More