Education & Training

Education & Training

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iCapital Network and CAIA Association partner to launch AltsEdge training programme for financial advisers

iCapital Network and CAIA Association partner to launch AltsEdge training programme for financial advisers

iCapital Network has partnered with the Chartered Alternative Investment Analyst (CAIA) Association to launch of AltsEdge, a new education initiative designed to help financial advisers better understand alternative investments and how they can leverage these products to improve client outcomes.

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iCapital Network to acquire AI Insight

iCapital Network to acquire AI Insight

iCapital Network is to acquire the assets of AI Insight, Inc, an alternative investment education and compliance platform offering financial advisors investment research, training, qualification, and compliance support for a broad range of alternative investments, including private capital, hedge funds, non-traded REITs and BDCs, and alternative mutual funds.

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PIMFA launches online ESG Academy to help advisers meet investor expectations

PIMFA launches online ESG Academy to help advisers meet investor expectations

PIMFA, the trade association for the wealth management and financial advice industry, in partnership with Morningstar, a leading provider of independent investment research, is delighted to announce the launch of its ESG Academy, an online training platform for financial advisers to equip them to advise their clients about ESG investing.

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ProEquities launches GEN Next Academy

ProEquities launches GEN Next Academy

ProEquities, an independent financial advisory and brokerage firm and subsidiary of Protective Life Corporation, has launched GEN Next Academy, a comprehensive and proprietary programme aimed at helping advisers new to the industry join an established office, while providing senior advisers the assistance they need to train, to mentor and to support them.