In 2022, CAIA Association developed a new learning platform, UniFi by CAIA™ (UniFi), designed specifically to meet the educational needs of the broader private wealth management industry, including asset management/GP distribution, intermediaries, and independent financial advisors. This specialized learning platform serves as a single source of knowledge and expertise for the private wealth management industry. UniFi by CAIA™ will develop your alternative investment competency with relevant microcredentials tailored to your career goals and responsibilities.
Showcase your continued learning and professional growth.
Microcredentials are a flexible, highly visible way to gain and showcase your expertise across a broader set of investment opportunities and investing more responsibly – helping you stand out in a competitive marketplace.
Build your learning pathway.
The Private Debt Microcredential provides wealth management industry professionals with foundational education on private debt, one of the fastest growing private market strategies over the past decade. The program is geared towards client- or advisor-facing professionals. You can expect to invest 5 hours to complete the requirement and master the material. Individual course registration is $395. Corporate group rates are also available. Enroll online today or get in touch.
The Private Debt Microcredential.
Mastering in-demand industry knowledge.
The Fundamentals of Private Debt (Module 1)
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Asset-Based Lending (Module 3)
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Private Corporate Lending (Module 2)
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Private Debt Portfolio Implementation (Module 4)
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Supported by the wealth and asset management industry.
Ares Wealth Management Solutions’ (AWMS) mission is to provide advisors and their clients access to innovative, solutions-oriented investment opportunities, across the Ares platform of industry leading credit, private equity, real assets and secondaries strategies. Through our range of institutional and retail structures, coupled with excellent client service and educational resources, we help investors diversify their portfolios with private market solutions that seek to deliver consistent, long-term growth.
Briarcliffe Credit Partners is an exclusively dedicated private credit placement agency. Led by a team with deep expertise and passion for this growing asset class, its differentiated and methodical approach has a demonstrated track record of raising sophisticated institutional investor capital for leading private credit strategies globally.
Recognizing your accomplishments.
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 5 continuing education credits for both CFP® Board and Investments and Wealth Institute members.