2027 MMI Summit
Private Equity Microcredential
Deepen your understanding of private equity using a flexible, convenient, and entertaining format with the UniFi by CAIA™ Private Equity Microcredential!
CE Credits
Sponsored by
Member Price
$316
Non-member price $395
EnrollCE CREDITS
The Private Equity Microcredential program is available for 7.5 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
7.5
Overview
Private equity is the largest strategy in the alternative investments industry. Today, the private equity industry captures some of the key milestones of a company's lifecycle, from start-up to maturity. As companies stay private longer or choose not to go public, grasping the role of private equity in client portfolios becomes increasingly essential. Designed for client-facing wealth management professionals, the Private Equity Microcredential is your five-part journey into the vast world of private equity.
Topics
Module 1: The Fundamentals of Private Equity
Module 2: Venture Capital
Module 3: Growth Equity
Module 4: Buyout Strategies
Module 5: Private Equity 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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