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.
Private Equity Explained: Making the Strategies Accessible.
Discover what wealth management professionals are already learning.
Deepen your understanding of private equity using a flexible, convenient, and entertaining format! Individual course registration is US$395 with corporate group rates available. Enroll online today or get in touch for more information.
In-demand industry knowledge.
The Fundamentals of |
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Venture Capital | Private Equity Portfolio |
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Supported by the wealth and asset management industry.
Recognizing your accomplishments.
After successfully completing the program, you will be awarded a certificate of completion, as well as a verifiable digital badge from CAIA and through Credly. This program will also qualify for 7.5 continuing education hours for CFP® Board (US only), Investments and Wealth Institute, and Canadian Investment Regulatory Organization (CIRO) members.