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SWAP will offer Partner Firms complimentary access to the Fundamentals of Alternative Investments® (FAI) certificate program on the UniFi by CAIA™ platform through a sponsorship with Franklin Templeton and FS Investments.

The FAI certificate program educates advisors to effectively position alternative investments in a client's portfolio and communicate their unique benefits, drawbacks, and implementation considerations. Sanctuary's initiative underscores its commitment to continuous improvement and development of advisors through unique and exclusive resources.

This initiative will be spearheaded by Patrick McGowan, Head of Manager Research and Alternative Investments, recently appointed to the UniFi by CAIA™ Advisory Council who will provide valuable insights to Sanctuary's investment professionals.

He will lead the inaugural cohort of Sanctuary Partner Firms in the FAI certificate program, supplementing the program with a monthly forum to engage in in-depth discussions on alternative investments, analyze market trends, and explore sophisticated portfolio construction techniques.

"SWAP represents a pivotal opportunity for our Partner Firms to deepen their understanding of the alternative investment landscape," said Mr. McGowan. "With projections indicating a potential $20 trillion influx of capital into the alternative space in the coming years, it's crucial that our Partner Firms are well equipped to navigate and capitalize on these opportunities for our clients."

The Fundamentals of Alternative Investments® Certificate

The FAI certificate program is accessed through UniFi by CAIA™, a learning platform designed to educate professionals across the private wealth management industry. The Fundamentals of Alternative Investments® program represents the flagship certificate of the UniFi by CAIA™ platform.

The program provides a foundational overview of alternative investments from the perspective of client-facing professionals. The program's coverage takes a goals-based approach to alternative investments. It covers strategies like private equity, private credit, real assets, and hedge funds and methods of accessing and implementing them into a client's portfolio. Upon passing a quiz at the end of each module, participants will receive a certificate of completion and can showcase their achievements through a digital badge. The program is 15 hours and qualifies for CE credit from the CFP® Board, IWI, CIRO, and NASBA.

Sanctuary Wealth is a U.S.-based platform for elite independent advisors who rely on us to provide all-encompassing support: from technology and operations to access to investment research and products and services.

Press release

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