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Exam Registration for the September 2022 Cycle is open. Candidates can save $100
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UNIFI BY CAIA™


EMPOWERING THE WEALTH MANAGEMENT INDUSTRY


MAIN NAVIGATION

 * The CAIA Charter
   * Stackable Credential Program
 * UniFi by CAIA™
   * Fundamentals of Alternative Investments
 * Financial Data Professional Charter
 * Choosing a Program

UniFi by CAIA™ brings together your learning growth, skills, and capabilities
into a self-directed experience – creating change for your career, your
organization, and your clients. The platform is informed by senior leaders
across the private wealth management industry. 

 


A NEW INVESTOR HAS EMERGED.

The democratization of alternative investments beyond the institutional
allocator salutes a new investor – your clients. More than ever, putting your
clients first means developing your competencies across a broader set of
investment opportunities and investing more responsibly.

 


$250 TRILLION

Or 52% of total global wealth is held by individuals
 


5%

Expected annual growth of individual wealth over the next five years
 


5-10%

The average advisor’s allocation to alternative investments
 


CLIENT-FOCUSED LEARNING.



Welcome to a specialized learning platform consolidated as a single source for
the private wealth management industry. This platform is for asset managers,
financial planners, sales professionals, private wealth managers, and other
intermediaries seeking objective, accessible, and applied training on behalf of
their clients. Whether you, or your team, works at an asset management firm, an
intermediary, or an independent wealth management firm, you can rely on UniFi by
CAIA™ to develop your alternative investment competency and deliver better
outcomes for the end client.


SELF-PACED

Provide your team with a self-paced and accessible curriculum that supports
industry professionals at all levels.


CUSTOMIZED

Choose your own learning journey, develop your knowledge, and apply new skills


ALIGNED

Equip yourself with the skills necessary to build future-focused portfolios.




MORE THAN A PLATFORM - WE’RE YOUR TRUSTED PARTNER.

UniFi by CAIA™ is brought to you by CAIA Association. For nearly two decades,
we’ve been at the forefront of the alternatives industry, helping industry
professionals stay ahead of the curve. 


We understand your need to develop new skills to benefit the end-investor.
Together, we can identify your skills assessment needs and deliver results that
matter most to your clients. UniFi by CAIA™ is proudly trusted and guided by
global industry partners. 


LAUNCH YOUR UNIQUE LEARNING PATHWAY. 

UniFi by CAIA™ will deliver CAIA Association’s same level of objectivity,
catered to professionals like you that serve the individual investor.

Anchored by the Fundamentals of Alternative Investments (FAI) certificate
program, UniFi by CAIA™ will periodically launch microcredentials beginning Q4
2022.




SEND ME UPDATES! 


KEEP LEARNING.

Discover UniFi by CAIA™
Get Started with FAI
Latest Industry Insights
Free Access to Alts InfoSeries

 


START A CONVERSATION.

Have more questions? Review our FAQ's or reach out to a UniFi expert at your
convenience at unifi@caia.org.

 

ENROLL OR LOG IN TO UNIFI BY CAIA™
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