The Monetary Planning Affiliation and Chartered Different Funding Analyst Affiliation have teamed up on an initiative designed to make it simpler for advisors to supply their purchasers different investments, the teams mentioned Tuesday.
As a part of the initiative, the UniFi by CAIA specialised studying platform for advisors and different professionals throughout the personal wealth administration business is now out there to all FPA members at a reduction, they mentioned.
UniFi was “constructed to satisfy the wants of client- and advisor-facing professionals in asset and wealth administration” and “present entry to important academic supplies as they work to remain forward of the fast-moving and rapidly-expanding different funding universe,” the organizations mentioned in a information launch.
Non-public debt and digital belongings microcredentials at the moment are out there and “many extra choices and enhancements [are] within the pipeline for 2H 2023 and past,” they mentioned.
This 12 months alone, UniFi by CAIA added microcredentials targeted on personal debt and digital belongings, respectively, with “extra within the works within the months to come back, together with a sequence of forthcoming enhancements to its Fundamentals of Different Investments certificates program,” the organizations famous.
CCAIA appears to be like ahead to serving to FPA members “keep forward of the most recent traits and developments throughout the total spectrum of other investments,” Aaron Filbeck, CAIA managing director and head of UniFi by CAI, mentioned in a press release.
The partnership additionally follows the current launch of the most recent iteration of FPA’s annual Traits in Investing Survey report, which it mentioned revealed a rising curiosity amongst monetary professionals in placing different approaches to work in consumer portfolios.
This 12 months’s survey revealed that 28% of funding professionals actively put money into or seek for different investments that meet the wants of their purchasers, in keeping with FPA. Compared, simply 30% are aware of different investments however don’t plan to put money into them or advocate them to their purchasers.
