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Public Private Plus The importance of effective adviser education when considering private markets investing

27 May 2026

Effective education is essential for advisers to understand private markets investing, which can differ significantly from traditional public assets in terms of risk, liquidity, and outcomes.

 

Advisers need both fundamental knowledge and practical client engagement skills to address these barriers effectively. Armed with this knowledge, advisers can better engage clients to understand and address any concerns about private market products and to demystify the, often complex, liquidity dynamics and different product structures.

 

Ultimately, education can help advisers grasp why private markets exist, their role in portfolios and how they can complement public markets. While informal sources offer some insights, formal curricula often lack client-focused content.

 

Combining video lessons, interactive learning, and practical resources into digital courses can enhance advisers’ confidence and equip them with ongoing tools for daily practice and client engagement.

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