2025 MMI Annual Conference
UniFi by CAIA™ Fundamentals of Alternative Investments Certificate Program
Learn the core concepts in alternative investments in a flexible, accessible format.
CE
Sponsored by
Member Price
$636
Non-member price $795
EnrollCE CREDITS
The UniFi by CAIA™ Fundamentals of Alternative Investments Certificate Program is available for 15 hours of continuing education credits for 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), and IIROC.
PROGRAM HOURS
15
Overview
The UniFi by CAIA™ Fundamentals of Alternative Investments Certificate Program is designed to provide a foundational knowledge of alternative investments. The program is meant to help wealth management professionals better understand alternative investments' role in a diversified portfolio based on a client’s goals and objectives. The curriculum is organized into eight modules, which fall into three categories: foundations, strategy introductions, and portfolio applications.
UniFi by CAIA™ programs seek to empower the wealth management industry with self-directed, client-focused educational offerings such as the Fundamentals of Alternative Investments.®
Topics
Foundations
Strategy Introductions
Portfolio Applications
FAQs
How do I enroll my team or a group?
Please contact unifi@caia.org or complete this group enrollment form.
How long do I have to complete the program?
What is UniFi by CAIA™?
Who should consider pursuing the knowledge offered by UniFi by CAIA™?
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