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.
UniFi by CAIA™ Fundamentals of Alternative Investments Certificate Program
Learn the core concepts in alternative investments in a flexible, accessible format.
CE Credits
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™?
