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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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