2027 MMI Alternative Investments Forum
Coming off our highest turnout for the MMI Alternative Investments Forum to date, we’re excited to announce that we’ll be bringing the conversations back to Citi Headquarters in NYC on May 4, 2027.
Private Debt Microcredential
Brought to you by UniFi by CAIA™, learn the core concepts in private debt in a flexible, accessible format.
CE Credits
Sponsored by
Member Price
$316
Non-member price $395
EnrollCE CREDITS
The Private Debt Microcredential program is available for 5 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
5
Overview
The Private Debt Microcredential is a 5-hour program that provides wealth management industry professionals with foundational education on private debt, one of the fastest-growing private market strategies over the past decade. This program is geared towards client- or advisor-facing professionals.
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
The Fundamentals of Private Debt
- 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
Private Corporate Lending
Asset-Based Lending
Private Debt Portfolio Implementation
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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