Created by industry leaders, AltsEdge gives you a competitive advantage with practical and easily accessible training on alternative investments.


Earn up to 10 CE credits and a Certificate in Alternative Investments from iCapital and the CAIA Association.

KNOWLEDGE YOU USE IS POWER

Solid portfolios are built on know-how. AltsEdge is product-agnostic and specially designed to deepen your understanding of the private capital markets, hedge funds, and registered funds. You’ll obtain the resources you need to confidently select the right strategies to further diversify your high-net-worth clients’ portfolios.

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THE BROADER YOUR PERSPECTIVE, THE GREATER YOUR CLIENTS’ OPPORTUNITIES

What you don’t know about alternative investments can limit your ability to meet your clients’ long-term goals. Alternatives have the potential to provide the return, income, and diversification clients seek. They are also more accessible to retail investors through a growing number of innovative solutions with lower investment minimums. Used wisely, alternatives can become a transformative part of an investment portfolio.

Learn from Industry Leaders Committed to Advancing Education

iCapital1 and CAIA Association have teamed up to create an innovative approach to alternatives education.

logo-icapital-foundationThe award-winning financial technology leader powering the global alternative investment marketplace.

logo-caiaThe global professional credentialing body dedicated to creating greater alignment, transparency, and knowledge of alternative investments for all investors.

When You Want Advice, You Want the Best in the Industry

Your clients have high standards. So do you. That’s why we assembled a team of experts in alternatives with extensive experience educating learners on their use.

1. Institutional Capital Network, Inc. and affiliates (herein “iCapital” or “iCapital Network”)

Access Whenever and Wherever it is Convenient for You

We’ll take you through the essentials and cover topics that are timely and relevant to you and your clients.

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State-of-the-art, easy-to-navigate learning management system.

altsedge-icon-robust-functionalityFeatures engaging videos, learning checks, and assessments.

altsedge-icon-desktop-mobileAccessible via desktop or mobile.

altsedge-icon-live-instructionLive instruction (in-person or virtual) for groups available upon request.

Explore AltsEdge

Get started today with our first module — Alternative Investments: Introduction & Using Them Wisely.

Each module offers one continuing education (CE) credit that may be used toward maintaining your CIMA®, CPWA®, CFP®, ChFC®, and other designations. Complete the full program of 10 modules and earn 10 CE credits and a Certificate in Alternative Investments from iCapital and the CAIA Association.

Program Modules

ALTERNATIVE INVESTMENTS: INTRODUCTION & USING THEM WISELY

 

PRIVATE MARKETS: EXPLORING THE OPPORTUNITIES
PRIVATE EQUITY: ASSESSING THE GROWTH POTENTIAL
PRIVATE CREDIT: EVALUATING ALTERNATIVE INCOME
REAL ASSETS: UNDERSTANDING THE SUB-STRATEGIES
REGISTERED FUNDS I: UNDERSTANDING THE EVOLUTION
REGISTERED FUNDS II: EVALUATING STRUCTURES & STRATEGIES
HEDGE FUNDS I: DEFINING THE OPPORTUNITIES
HEDGE FUNDS II: ASSESSING THE SUB-STRATEGIES
ALTERNATIVE INVESTMENTS: ASSET ALLOCATION & PORTFOLIO CONSTRUCTION

Our Content and Research Partners

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Ready to Take Your Business to the Next Level?

By learning with AltsEdge, you will have the ability to confidently embrace these valuable assets and strategies to advance your business and advise your clients. Speak to an iCapital representative today about AltsEdge.

ACCESS NOW

This material is provided for informational purposes only and is not intended as, and may not be relied on in any manner as legal, tax or investment advice, a recommendation, or as an offer to sell, a solicitation of an offer to purchase or a recommendation of any interest in any fund or security offered by Institutional Capital Network, Inc. or its affiliates (together “iCapital Network”). Past performance is not indicative of future results. Alternative investments are complex, speculative investment vehicles and are not suitable for all investors. An investment in an alternative investment entails a high degree of risk and no assurance can be given that any alternative investment fund’s investment objectives will be achieved or that investors will receive a return of their capital. The information contained herein is subject to change and is also incomplete. This industry information and its importance is an opinion only and should not be relied upon as the only important information available. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed, and iCapital Network assumes no liability for the information provided.

This material is confidential and the property of iCapital Network, and may not be shared with any party other than the intended recipient or his or her professional advisors. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of iCapital Network.

Products offered by iCapital Network are typically private placements that are sold only to qualified clients of iCapital Network through transactions that are exempt from registration under the Securities Act of 1933 pursuant to Rule 506(b) of Regulation D promulgated thereunder (“Private Placements”). An investment in any product issued pursuant to a Private Placement, such as the funds described, entails a high degree of risk and no assurance can be given that any alternative investment fund’s investment objectives will be achieved or that investors will receive a return of their capital. Further, such investments are not subject to the same levels of regulatory scrutiny as publicly listed investments, and as a result, investors may have access to significantly less information than they can access with respect to publicly listed investments. Prospective investors should also note that investments in the products described involve long lock-ups and do not provide investors with liquidity.

Securities may be offered through iCapital Securities, LLC, a registered broker dealer, member of FINRA and SIPC and subsidiary of Institutional Capital Network, Inc. (d/b/a iCapital Network). These registrations and memberships in no way imply that the SEC, FINRA or SIPC have endorsed the entities, products or services discussed herein. iCapital and iCapital Network are registered trademarks of Institutional Capital Network, Inc. Additional information is available upon request.

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