From Allocation to Action
Implementation Defines the Modern Wealth Professional
Alternative investments are more accessible than ever, but implementation remains the missing link in most advisor toolkits. For client-facing wealth management professionals, knowing the theory is no longer enough. You need to know how to integrate, how to allocate, and how to deliver outcomes.
The CAIA.nxt™ Portfolio Implementation Microcredential gives you the tools, frameworks, and portfolio-level insights to turn alternative investment allocations into durable, client-ready strategies.
Your Blueprint for Building Smarter Portfolios
Offered entirely online, the Portfolio Implementation Microcredential is a nine-hour program that delivers an applied, high-context learning experience focused on turning strategy into implementation. Learn directly from a range of seasoned professionals across wealth and asset management, with access to tools, concepts, and examples you can use immediately in client conversations and portfolio decisions.
Each module is designed to build your understanding step by step.
Module 1
The Fundamentals of
Portfolio Implementation
- The Role of Alternatives in a Client Portfolio
- Strategic Asset Allocation Principles
- Goals-Based Approach
- Regime-Based Approach
- Factor-Based Approach
Module 2
Integration of Existing Client Assets
- The Analytical Process
- Asset Inventory and Analysis
- Salability Analysis and Liquidity Features
- Estimating Portfolio Parameters
- Evaluating Suitability
- Portfolio Review & Recommendations
Module 3
Investment Vehicles
- Illiquid Fund Structures
- Semi-Liquid Structures
- Liquid Fund Structures
- Strategy Considerations
Module 4
Due Diligence
- Overview of Investment Due Diligence
- Qualitative Due Diligence
- Quantitative Due Diligence
- Operational Due Diligence
- Business Due Diligence
Module 5
Due Diligence
- Introduction to Private Markets
- Commitment Models
- Forecasting Cash Flows
- Maintaining an Allocation
- Deciding on Appropriate Strategies and Fund Types
- Managing Unfunded Commitments
Individual Course Enrollment Fee
US$395*
*Group rates available for teams and organizations. Contact the CAIA.nxt™ team for details at nxt@caia.org.
Supported by the Wealth and Asset Management Industry
Future Standard is a global alternative asset manager serving institutional and private wealth clients, investing across private equity, credit and real estate. With a 30+ year track record of value creation and over $86 billion in assets under management, we back the business owners and financial sponsors that drive growth and innovation across the middle market, transforming untapped potential into durable value.
Partners Group is one of the largest firms in the global private markets industry, with around 2,000 professionals and over USD 174 billion in assets under management, inclusive of all Partners Group affiliates. The firm has investment programs and custom mandates spanning private equity, private credit, infrastructure, real estate, and royalties. With its heritage in Switzerland and its primary presence in the Americas in Colorado, Partners Group is built differently from the rest of the industry. The firm leverages its differentiated culture and its operationally oriented approach to identify potentially attractive investment themes and to build businesses and assets into market leaders.
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 9 continuing education hours for CFP® Board (US only) and Investments and Wealth Institute, and will qualify for 8 continuing education hours for Canadian Investment Regulatory Organization (CIRO) members.
