Private Credit 101: Navigating the Risks & Rewards for Your Clients

Brought to you by the Investment Planning Knowledge Circle: Private credit has grown into a massive $2 trillion market, and client interest is at an all-time high. But as interest rates stay higher for longer, this asset class is facing its first real economic test.

Please join us for our upcoming FPA Knowledge Circle: Private Credit 101, featuring an exclusive educational session with asset management veteran Martin.

We are skipping the sales pitches to focus entirely on the practical mechanics, risks, and client suitability considerations you need to know right now. Whether you are already allocating to private markets or just fielding questions from curious clients, this session will give you the objective framework you can use.  

Competency Level: Intermediate 
FPA Competency: Critical Thinking
CFP Board Topic: Investment Planning
CFP Board CE Credit Hours: 0