THE DEFINITIVE STANDARD IN WEALTH MANAGEMENT ALTS EDUCATION.

Redefine convention with a client-first approach to alternative investments with the Fundamentals of Alternative Investments Certificate Program. Today, wealth managers recognize the importance of a holistic view when it comes to managing their client’s portfolios — which has led to a mainstream acknowledgment of the significant role alternative investments can play.

Understanding alternative investments is crucial to providing comprehensive solutions that align with an individual's risk tolerance, financial goals, and unique circumstances.
 

Leading the Way: Alts Education for Wealth Management.

We understand “the language of your client” regardless of your role within the industry. Beyond the traditional expectations of industry education programs, the UniFi by CAIA™ Fundamentals Certificate Program immerses you in the client's experience, adopting a goals-based approach to clarify the role of these strategies in achieving client objectives.

 

Gain a New Perspective

PROGRAM OVERVIEW

The FAI Certificate Program educates wealth management professionals through the lens of client goals, portfolio suitability, and effective implementation. The program includes 8 modules grouped into three distinct categories. See detailed module descriptions here.

This program is also eligible for 15 Continuing Education (CE) hours for the following organizations: 

• Investments & Wealth Institute (CIMA®, CPWA®, RMA®)
• CFP Board (US & Canada)
• National Association of State Boards of Accountancy (NASBA)
• The American College of Financial Services (Chartered Financial Consultant)
• Canadian Investment Regulatory Organization (CIRO)

FOUNDATIONS

Delve into the fundamental aspects of alternative investments. From understanding the basics to navigating risk and return considerations, this category establishes the groundwork for a solid comprehension of various alternative investment strategies.

• Module 1: An Introduction to Alternative Investments

• Module 2: Risk and Return of Alternative Investments

• Module 3: Accessing Alternative Investments
   

STRATEGY INTRODUCTIONS

Explore alternative investments categorized into four risk and return groups. Each module introduces multiple sub-strategies, shedding light on their characteristics, objectives, risks, and performance. This category offers a deeper insight into specific strategies and their role in portfolio diversification.

• Module 4: Equity Strategies

• Module 5: Credit Strategies

• Module 6: Real Assets Strategies

• Module 7: Diversifying Strategies
   

PORTFOLIO APPLICATIONS

Focuses entirely on the practical application of alternative investments. This category covers asset allocation, portfolio construction methods, managing liquidity, operational considerations, and client communication.

• Module 8: Portfolio Implementation

The Fundamentals Certificate Program taps into the insights of industry experts across asset and wealth management. These distinguished individuals and firms have contributed to and significantly influenced the program's design, crafting an educational journey that transcends any singular company's approach to investing.

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Frequently Asked Questions (FAQs)

Whether you're curious about program details, the enrollment process, or specific module content, our FAQs is your go-to resource for taking the next step in building a solid foundation for understanding alternative investments.