UniFi by CAIA™ brings together your learning growth, skills, and capabilities into a self-directed experience – creating change for your career, your organization, and your clients. The platform is informed by senior leaders across the private wealth management industry

 

A new investor has emerged.

The democratization of alternative investments beyond the institutional allocator salutes a new investor – your clients. More than ever, putting your clients first means developing your competencies across a broader set of investment opportunities and investing more responsibly.

 

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$250 Trillion

Or 52% of total global wealth is held by individuals
 

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5%

Expected annual growth of individual wealth over the next five years
 

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5-10%

The average advisor’s allocation to alternative investments
 

Client-focused learning.

Welcome to a specialized learning platform consolidated as a single source for the private wealth management industry. This platform is for asset managers, financial planners, sales professionals, private wealth managers, and other intermediaries seeking objective, accessible, and applied training on behalf of their clients. Whether you, or your team, works at an asset management firm, an intermediary, or an independent wealth management firm, you can rely on UniFi by CAIA™ to develop your alternative investment competency and deliver better outcomes for the end client.

Self-paced

Provide your team with a self-paced and accessible curriculum that supports industry professionals at all levels.

Customized

Choose your own learning journey, develop your knowledge, and apply new skills

Aligned

Equip yourself with the skills necessary to build future-focused portfolios.

More than a platform - We’re your trusted partner.

UniFi by CAIA™ is brought to you by CAIA Association. For nearly two decades, we’ve been at the forefront of the alternatives industry, helping industry professionals stay ahead of the curve. 


We understand your need to develop new skills to benefit the end-investor. Together, we can identify your skills assessment needs and deliver results that matter most to your clients. UniFi by CAIA™ is proudly trusted and guided by global industry partners

Launch your unique learning pathway. 

UniFi by CAIA™ will deliver CAIA Association’s same level of objectivity, catered to professionals like you that serve the individual investor.

Anchored by the Fundamentals of Alternative Investments (FAI) certificate program, UniFi by CAIA™ will periodically launch microcredentials beginning Q4 2022.

Send me Updates! 

 

Start a conversation.

Have more questions? Review our FAQ's or reach out to a UniFi expert at your convenience at unifi@caia.org.