In the past decade, private debt has rapidly ascended to become one of the fastest-growing private market strategies. To meet the rising demand for expertise in this area, UniFi by CAIA™ offers a practical microcredential exclusively designed for professionals in the wealth management industry. The Private Debt Microcredential provides foundational education on private debt, ensuring you understand the complexities of this dynamic landscape.

Diversify with Confidence: The Private Debt Microcredential Advantage.

Showcase your continued learning and professional growth.

Welcome to a learning experience that’s as dynamic as the industry it prepares you for! With the Private Debt Microcredential, you’ll explore the ins and outs of private debt and gain the essential knowledge necessary to be confident in this thriving asset class. The program is geared towards client-facing professionals. You can expect to invest 5 hours to complete the requirements. Individual course registration is US$395. Corporate group rates are also available. Enroll online today or get in touch.

 

private debt microcredntial unifi

 

The Private Debt Microcredential.

In-demand industry knowledge.

Offered entirely online, the Private Debt Microcredential is divided into modules, which vary between 1-2 hours in length. Within each module, you’ll encounter well-defined learning objectives, periodic knowledge checks, and a mastery-confirming quiz which indicates your readiness to progress to the next module.

The Fundamentals of Private Debt (Module 1)

  • The History of Private Debt
  • An Overview of Capital Structure
  • Liquidity, Interest Rates, and Credit Risk
  • Categorizing Private Debt
  • Private Corporate Lending
  • Asset-Based Lending
  • Expectations for Private Debt Strategies

Asset-Based Lending (Module 3)

  • Asset-Based Lending vs. Cash Flow-Based Lending
  • Real Estate Debt
  • Infrastructure Debt
  • Farmland Debt
  • Balance Sheet Lending
  • Specialty Finance
  • Risk and Return

Private Corporate Lending (Module 2)

  • Trends in Private Corporate Lending
  • Secured Direct Lending
  • Mezzanine Financing
  • Venture Debt
  • Distressed Debt
  • Risk and Return

Private Debt Portfolio Implementation (Module 4)

  • Investment Vehicles
  • Performance Measurement
  • Asset Allocation

 

Supported by the wealth and asset management industry.

Ares Wealth Management

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 logo v2

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 CFP® Board and Investments, Canadian Investment Regulatory Organization (CIRO), and Investments and Wealth Institute members.

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CAIA Members click here for complimentary access