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Educational Modules


What is it?
Why was it created?
How does it help BDs?
Level One modules are now available
Level One Modules:

Excerpt from the first module
First module sample test


What is it?

An electronic book designed to assist in training Registered Representatives specifically on direct participation programs (DPPs) and alternative investments. Each module briefly summarizes a specific aspect relating to DPPs. They are written in a concise, easy-to-read manner, generally in 3-5 pages. A test of about 10 questions is included at the end of each module. This is especially good for Broker Dealers that want to establish and document a minimum level of understanding for each Representative for compliance or insurance purposes. We are not aware of any similar service available today that specifically targets this area of investment, particularly with our level of detail.
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Why was it created?

Broker Dealers are required to provide training to its Representatives for all products used with investors. Miterko & Associates feels it is important to partner with Broker Dealers to provide training on these sophisticated investments in a cost-effective manner. The need for effective training is greater now than ever due to the increased burden of regulatory requirements placed on Broker Dealers. Now you can capitalize on our years of direct experience in this specific area!
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How does it help BDs?

Effective training can be a challenge for Broker Dealers due to time and budget constraints, as well as those of staffing and expertise. E&O insurance costs are rising and litigation costs are skyrocketing. The use of Miterko’s Educational Modules will demonstrate to both Representatives and Regulators that the Broker Dealer is committed to providing the best, most in-depth training and education in this specialized investment area. It may reduce the costs associated with E&O, litigation and regulatory investigations. It can also be used as a recruiting tool to add new Representatives, which may lead to increased Broker Dealer revenue.
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Level One modules are now available.

We anticipate a series of modules that will build on each other in terms of technical information and difficulty, similar in concept to 101, 201, 301 level study courses.  The modules are periodically reviewed to keep content current and comprehensive.
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Level One Modules:

Direct Participation Programs
Taxation
Typical Economic Features
Uses In A Portfolio
Evaluation Of Direct Participation Programs
Liquidity and Termination
Real Estate Programs
Equipment Leasing Programs
Federal Securities Laws
NASD Regulatory Requirements
Glossary


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Click here to see an excerpt from the first Module.
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Are you brave enough to take our test? Click here to see this module's sample test.
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Click here if you would like us to contact you with more information on the Educational Modules, or contact us at 770.650.2885 for a confidential, no-obligation discussion.
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