The Chartered Alternative Investment Analyst (CAIA) Association and the Financial Planning Association (FPA) have formed a partnership.
“We’re thrilled to be partnering with an organization the size and stature of FPA and look forward to helping their members stay ahead of the latest trends and developments across the full spectrum of alternative investments,” said Aaron Filbeck, managing director, and head of UniFi by CAIA. “At CAIA Association, we are constantly striving to solve the greatest educational challenges facing practitioners in the asset and wealth worlds, while always advocating for a client-first mindset. With FPA, we have found an outstanding partner who shares that mission and those values.”
This partnership comes on the heels of the release of the latest iteration of FPA’s annual Trends in Investing Survey report, which revealed a growing interest among financial professionals in putting alternative approaches to work in client p