Q4-2021 FDP Exam: Registration opens April 30th, 2021. 

Fundamentals of Alternative Investments 

A certificate program offering a foundation of core concepts in alternative investments, Fundamentals of Alternative Investments fills a critical education gap when you need to understand the ever-changing landscape of alternative investments.

In a self-paced, 20-hour, online course, Fundamentals offers a base of knowledge in alternative investments to help you or your team comprehend, discuss, and position these asset classes with your clients. Designed for anyone who wants to build a functional knowledge, the Fundamentals of Alternative Investments certificate program is recommended for financial advisors, individuals in administration, operations, sales or marketing, legal counsel, and journalists. Learn more here

Why Fundamentals?

New instruments and asset classes are making portfolio construction more complex, adding a variety of options for generating returns and protecting downside risk. The Fundamentals certificate program gives you: 

  • Access: Presented in an engaging, conversational video format
  • Flexibility: 20 one-hour modules online, plus a bonus module on liquid alts
  • Accountability: A quiz requiring 70% proficiency at the end of each module confirms your understanding 
  • Knowledge: Created and taught by CAIA’s alternative investment experts
  • Coverage: Your guide to the core concepts in alternative investments

    You learn at your own pace (complete the program within a year) and are eligible for continuing education hours for the CIMA®, CIMC®, CPWA®, NASBA and CFP® designations and is CECAP accredited.

    What does it cover? 

    Topics include portfolio construction, risk management, due diligence, hedge funds, private equity, real estate, and much more. Download the full description of the FAI modules


    Individual course registration is $895. Corporate group rates and student rates are also available. Enroll online today, or get in touch or view your colleague's frequently asked questions. Paid participants of the Fundamentals program may wish to deepen their knowledge of alternatives with the CAIA Charter program and will receive a $500 discount off their Level I exam - find out more here


    As an FDP Charterholder  you are eligible to $300 OFF your Fundamentals of Alternative Investments course. 

    CAIA Fundamentals Registration and Discount Code Instructions Go to: https://fundamentals.caia.org

    1. Click “Enroll”
    2. Click the price of “Fundamentals of Alternative Investments – Individual” and “Added to Cart”
    3. At bottom left of screen “Coupon Code”: Enter discount code FDP300 and click “Apply”
    4. Click “Proceed to Checkout”. If you do not have an account, click “Sign Up” and then click “Proceed to Checkout”

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