For the Industry, By the Industry.
THE DEFINITIVE STANDARD IN WEALTH MANAGEMENT ALTS EDUCATIONS.
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.
Why Wealth Management Professionals Need (and Want!) to Learn About Alts.
Navigating the realm of alternative investments entails understanding the abundant opportunities and complexities. You need clear, objective, and practical education to harness the true potential of alternative investments for the benefit of your clients.
Engage with real-world case studies, discussions, and practical exercises to reinforce your understanding of the complexities of alts.
Learn from the Masters
Crafted with contributions from industry experts across asset and wealth management, transcending singular company approaches to investing.
Gain insights from a client-focused approach, aligning with goals of growth, income, capital preservation, and inflation protection.
TODAY'S WEALTH MANAGEMENT PORTFOLIO: A NEW VANTAGE POINT THE FUNDAMENTALS OF ALTERNATIVE INVESTMENTS®
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.
The FAI Certificate Program educates wealth management professionals through the lens of client goals, portfolio suitability, and effective implementation. The program spans 15 hours across 8 modules grouped into three distinct categories. See detailed module descriptions here.
This program not only provides a deep understanding of alternative investments but is also eligible for 15 Continuing Education (CE) credits.
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
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
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.
- Morgan Stanley
- Bank of America
- Sixth Street
- T. Rowe Price
- Franklin Templeton
- Macquarie Asset Management
- JP Morgan
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.
- Investments & Wealth Institute (CIMA®, CPWA®, RMA®)
- CFP Board
- National Association of State Boards of Accountancy (NASBA)
- The American College of Financial Services (Chartered Financial Consultant)
- Canadian Investment Regulatory Organization (CIRO)
CE credits will be awarded for completing all program modules. No partial credit will be given. Contact the individual designation’s governing body for more information.
- Wealth managers, financial planners, and consultants
- Sales and marketing personnel
- Administration/operations professionals
- Lawyers, legal counsel, and compliance professionals
- Journalists and media professionals
- Click “Enroll”.
- Select “UniFi by CAIA™ Fundamentals of Alternative Investments Certificate Program” and “Added to Cart”.
- Click “Proceed to Checkout”.
- If you do not have an account, click “Sign Up” and then click “Proceed to Checkout”.