UniFi by CAIA™
Enabling informed conversations and strategic
client solutions in wealth management.
Learn Infinitely. Invest Wisely.
Whether you're at an asset management firm, an intermediary, or an independent wealth management firm, UniFi by CAIA™ lets you and your entire team build a solid foundation for understanding the complexities of alternative investments.
The difference? We help ensure you are all speaking the same language — the client’s experience.
Transformative Learning
for the Next $20 Trillion Invested.
No matter your role, UniFi by CAIA™ connects your entire office in a shared understanding of alternative investments — more aligned and better equipped to serve your clients.
Learn infinitely with programs informed by an advisory
council of industry leaders across wealth management.
Invest wisely with insights that open the door to a $20 trillion-
plus industry.
Program Pioneers: Shaping and Leveraging UniFi by CAIA™
| Asset Managers | Intermediaries & Wealth Managers | |||
| BlackRock | Bank of America | |||
| Blackstone | Ellevest | |||
| Cliffwater | Fidelity | |||
| Franklin Templeton | JP Morgan | |||
| T. Rowe Price | Morgan Stanley | |||
| Sixth Street | Neuberger Berman | |||
| The Vanguard Group | Sanctuary Wealth | |||
UniFi by CAIA™
Versatile and User-friendly Platform
for Gaining ALTS Knowledge
From private wealth managers and sales teams to asset managers and financial planners, UniFi by CAIA™ ensures everyone understands alternative investments seamlessly. Choose your unique learning journey, develop your skills, and apply knowledge that speaks volumes in today's market. Or unleash the potential of your entire team with self-paced learning and group enrollment options!
Browse CoursesAsset managers, financial planners, sales professionals, private wealth managers, and other intermediaries seeking objective, accessible, and applied training on behalf of their clients rely on UniFi by CAIA™.
WHERE WILL THE NEXT $20 TRILLION IN INVESTMENTS COME FROM?
The answer starts with UniFi by CAIA™.
- Fundamentals of Alternative Investments Certificate – The first certificate available on UniFi by CAIA™, FAI offers foundational core concepts in alternative investments within eight modules and fills a critical education gap when you need to understand the ever-changing landscape of alternative investments.
- Private Debt Microcredential – Offers wealth management industry professionals with four modules of focused education on private debt, one of the fastest growing private market strategies over the past decade.
- Digital Assets Microcredential – Provides wealth management industry professionals with four modules of focused education on digital assets, a quickly evolving technology that has led to a proliferation of new investment strategies.
- Real Estate Microcredential – For wealth management professionals, understanding the various styles, sectors, and access points for real estate can help build a client-centric, diversified portfolio. This microcredential provides four modules of focused education on real estate.
- Private Equity Microcredential - Designed for client-facing wealth management professionals, this microcredential offers a five-part journey into the vast world of private equity.
Frequently Asked Questions (FAQs)
UniFi by CAIA™ is a specialized learning platform designed to provide education for professionals across the private wealth management industry. Learn more about the newly refreshed Fundamentals of Alternative Investments Certificate here, the Private Debt Microcredential here, the Digital Assets Microcredential here, the Real Estate Microcredential here, and the Private Equity Microcredential here.
UniFi by CAIA™ allows you to choose your own learning journey, develop your knowledge, and apply your new skills immediately.
Certificate - The UniFi by CAIA™ Fundamentals of Alternative Investments Certificate Program offers foundational education on alternative investment asset classes. Mastering this material will require a commitment of approximately 15 hours. Learn more about the Fundamentals of Alternative Investments here.
Microcredentials – To learn more about a chosen topic or asset class, UniFi by CAIA™ offers focused microcredentials that allow you to go deeper into a topic. Depending on the microcredential, mastering the material will require a commitment of between 5-7 hours.
At the successful end of each UniFi by CAIA™ program, you will earn a certificate of completion and also receive notification of a digital badge being issued to you via our partnership with Credly.
The UniFi by CAIA™ platform is a knowledge hub for the private wealth management industry - asset managers, financial planners, sales professionals, private wealth managers, and other intermediaries seeking objective, accessible, and applied training on behalf of their clients.
Yes, UniFi by CAIA™ will offer valuable continuing education opportunities to complement your CAIA designation. Active CAIA Members may receive complimentary access to the microcredentials directly within their CAIA account. Log in here.