From Allocation to Action: Why Implementation Defines the Modern Wealth Professional.
In today's complex investment landscape, building client portfolios isn’t just about finding the right private market exposure—it’s about making it work in the real world. Alternative investments are more accessible than ever, but implementation is still the missing link in most advisor toolkits.
The Portfolio Implementation Microcredential is an online, self-paced course that gives you the tools, frameworks, and portfolio-level insights to turn alternative investment allocations into durable, client-ready strategies.
If you're advising clients on private markets, it's no longer enough to know the theory.
You need to know how to integrate, how to allocate, and how to deliver outcomes that align with real-world constraints—like legacy holdings, liquidity, and pacing.
Inside the Implementation Process: How Wealth Management Is Putting Alternatives to Work.
Understand the vehicles, structures, and sequencing behind alternative allocation across different client profiles. Flexible. Practical. Built for today’s complexity.
Individual course enrollment is available online for $395 USD. Enroll now or contact us for corporate group rates. Questions? Get in touch with us today.
The Portfolio
Implementation
Microcredential.
Your blueprint for building smarter portfolios with alternatives.
What You’ll Learn.
The Fundamentals of | Due Diligence |
Integration of Existing Client Assets | Application of Portfolio Implementation |
Investment Vehicles |
Supported by the wealth and asset management industry.
Future Standard is a global alternative asset manager serving institutional and private wealth clients, investing across private equity, credit and real estate. With a 30+ year track record of value creation and over $86 billion in assets under management, we back the business owners and financial sponsors that drive growth and innovation across the middle market, transforming untapped potential into durable value.
Partners Group is one of the largest firms in the global private markets industry, with around 2,000 professionals and over USD 174 billion in assets under management, inclusive of all Partners Group affiliates. The firm has investment programs and custom mandates spanning private equity, private credit, infrastructure, real estate, and royalties. With its heritage in Switzerland and its primary presence in the Americas in Colorado, Partners Group is built differently from the rest of the industry. The firm leverages its differentiated culture and its operationally oriented approach to identify potentially attractive investment themes and to build businesses and assets into market leaders.
Recognize and Share Your Expertise.
After successfully completing the program, you will be awarded a certificate of completion, as well as a verifiable digital badge from CAIA and through Credly. This program will also qualify for 9 continuing education hours for CFP® Board (US only) and Investments and Wealth Institute, and will qualify for 8 continuing education hours for Canadian Investment Regulatory Organization (CIRO) members.