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iCapital Network and CAIA Association partner to launch AltsEdge training programme for financial advisers

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iCapital Network has partnered with the Chartered Alternative Investment Analyst (CAIA) Association to launch of AltsEdge, a new education initiative designed to help financial advisers better understand alternative investments and how they can leverage these products to improve client outcomes.

The AltsEdge programme will initially consist of ten guided modules covering an overview of the private markets, various types of strategies and product structures, hedge funds, registered funds, and portfolio construction. The modules, which progress the advisor from foundational knowledge through the practical considerations in employing alternatives, are hosted on a best-in-class learning management system that includes in-program learning assessments and the opportunity for continuing education (CE) credits.
 
This product-agnostic program is a joint venture of iCapital’s newly created 501(c) nonprofit organisation, the iCapital Foundation, dedicated to advisor and investor education alongside other social and community support initiatives. The nonprofit will host the education program in partnership with CAIA Association.
 
“Clients will continue to want and need greater access to private markets, and they are naturally looking to their financial advisors to manage their investment diversification across a more complex set of offerings,” says William J Kelly, CEO of the CAIA Association. “But as advisors act on a broader client allocation model, there is a need to educate. Alternative investments can be a powerful tool when understood and used properly, and we are very pleased to partner with iCapital Network to equip the advisor community with these invaluable learning materials.”

“Wealth managers are seeing heightened receptivity to alternative investments from clients, but comprehensive, foundational education continues to be cited as a barrier to increased adoption,” says Lawrence Calcano, Chairman and Chief Executive Officer of iCapital Network. “The best results occur when financial advisors and their clients are appropriately informed on the risks and considerations of investing in alternatives. This program represents both our commitment to our clients’ success and a significant leap forward for the alternative investments education marketplace.

“The CAIA Association team has been at the forefront of alternative investment education for nearly two decades, and we are thrilled to take this next step with them to cement our shared goal of empowering advisors with knowledge about alternative investing opportunities.” 

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