Open Enrollment Programs

We can help you gain the knowledge and skills to propel your career to the next level through our Open Enrollment Programs offered online or at our new facility in West Palm Beach, Florida.

 

Upcoming Programs

Alternative Investment Series

Hosted at our West Palm Beach facility, the Alternative Investment Series are immersive, hands-on learning experiences that bridge the gap between academic excellence and practical application, equipping participants with actionable insights, stronger networks and enhanced investment acumen. With the industry projected to surpass $24 trillion by 2027, financial professionals must stay ahead of the curve to integrate alternative investments effectively into their portfolios.

Program Highlights

  • Faculty-Led and Industry-Backed Instruction – Sessions led by faculty, along with support from top-tier investment managers, institutional allocators and finance experts
  • Hands-On Learning – Live due diligence case studies and portfolio construction exercises
  • High-Impact Networking – Fireside chats, roundtable discussions and curated networking with industry leaders
  • Strategic Schedule – One-half day of education and networking, plus one full day of expert-led education
  • Intimate Class Size – 35-45 participants per session for a tailored, interactive experience
  • Continuing Education – 8 CE credits per session from top credentialing bodies: CFP®, CPA/NASBA, IWI® (CIMA®, CPWA®, RMA®), IMDDA, NASAA 

Who Should Attend?
• Financial advisors, RIAs and family offices
• Institutional investors (OCIOs, Endowments, Pension Funds)
• Alternative investment managers and service providers

2025 In-Person (West Palm Beach):

Alternative Investments - Private Credit

  • Each session consists of one full day of instruction preceded by an evening reception on the first day
  • Offered: Sept. 18-19; Oct. 16-17 or Nov. 13-14

Alternative Investments – Hedge Funds

  • Each session consists of one full day of instruction preceded by an evening reception on the first day
  • Offered: Sept. 25-26; Oct. 23-24; or Nov. 20-21

2026 In-Person (West Palm Beach):

Two new modules, infrastructure and real assets, in addition to private credit and hedge funds will be offered in spring 2026. Specific dates for spring 2026 sessions will be announced in fall 2025.