Sponsored by One River Digital, the program will provide wealth management industry professionals with foundational education on the dynamic, but evolving, digital asset space
AMHERST, MA, (January 10, 2022) – The Chartered Alternative Investment Analyst (CAIA) Association, the global professional body for the alternative investment industry, today shares the latest announcement regarding the phased rollout of UniFi by CAIA™, an online educational platform geared towards the needs of client- and advisor-facing professionals in the wealth management industry. The Digital Assets Microcredential will be available on UniFi in the first half of 2023.
Sponsored by One River Digital, the Digital Assets Microcredential will be a 4-5 hour online program designed to provide wealth management industry professionals with foundational education on digital assets, a quickly evolving technology that has led to a proliferation of new investment opportunities, yet many headline-grabbing challenges for the uninformed investor.
“It has now been more than a decade since digital assets emerged onto the scene as a topic of conversation, and a potential investment opportunity, for the wealth management industry. While blockchain technology has the potential to bring significant innovation to many industries, including financial services, its applications are still developing. Therefore, balancing the risks with the investment opportunity set couldn’t be more important, as evidenced in the latter half of 2022,” said Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director and Head of UniFi by CAIA™. “Wealth managers have begun increasing allocations to digital assets, and the entire industry needs nuanced, objective, and applicable education to make better decisions. We are so pleased to be making this microcredential available later this year and are grateful for One River’s support of the program and commitment to CAIA’s mission of bettering outcomes for the end investor.”
The curriculum for this microcredential is developed in collaboration with a working group of senior professionals from a range of relevant organizations, including One River Digital, EY, Bitwise, Polygon Technology, Coinbase, Dechert, Galaxy Fund Management, Savant Wealth Management, and Franklin Templeton, and is arranged into four main modules:
- Module 1: The Fundamentals of Digital Assets (including history, categorization, foundations of blockchain, and more);
- Module 2: Use Cases of Digital Assets (including payments, tokens, DeFi, and Web3);
- Module 3: Investing in Digital Assets (including tokenomics and valuations, risk/return, and client education and expectation); and
- Module 4: Key Questions and Considerations (including custody, compliance, access vehicles and regulation).
“We are very pleased to be working with UniFi by CAIA™ to make this microcredential available to the wealth management community,” added Ian Gardiner, CFA, Head of Private Wealth for One River Digital. “Education is undoubtedly key in the development of the digital assets ecosystem and in helping to ensure that wealth managers can work with their end clients to navigate this space with the foundational knowledge required.”
More information on UniFi by CAIA™ can be found here: https://caia.org/programs/unifi
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About the CAIA Association
The CAIA Association is a global professional body dedicated to creating greater alignment, transparency, and knowledge for all investors, with a specific emphasis on alternative investments. A Member-driven organization representing nearly 13,000 professionals in 100 countries, CAIA Association advocates for the highest ethical standards. The organization provides unbiased insight on a broad range of investment strategies and industry issues, key among them being efforts to bring greater diversification to portfolio construction decisions to achieve better long-term investor outcomes. To learn more about the CAIA Association and how to become part of the organization’s mission, please visit https://caia.org/.