Know your alternatives®
Continuing education for financial professionals.
At Future Standard, we are deeply committed to furthering education on alternative investments. Our firm is dedicated to empowering our partners with the latest on new solutions, potential opportunities and key market trends.
We are proud to offer the following resources.
We are proud to offer the following resources.
Fundamentals of alternatives
We offer in-person and on-demand courses for CFP/IWI/CFA credit on topics including private equity, credit and private markets.
To schedule additional learning opportunities, contact your Future Standard representative.
To schedule additional learning opportunities, contact your Future Standard representative.
Exploring opportunities in private equity
1.0 CE credit
Dive deep into the investment possibilities.
recent webinars
WATCH WHAT YOU MISSED
Catch up on essential updates and gain CE credit with on-demand recordings of our recent webinars.
Middle market PE secondaries: An expanding opportunity set
1.5 CE credits | CFP, CIMA, CPWA, RMA
The private equity secondary market has surged, with transaction volume reaching a record $68 billion in the first half of 2024 and set to more than double by year end. Join Chief Market Strategist Troy Gayeski, CIO of Portfolio Advisors Liz Campbell and Co-Head of LP Secondaries Justin Lux, as they discuss the factors driving middle market private equity and the expanding opportunity set in the secondary market.
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Become the bank: The trends driving potential opportunities in CRE lending and credit REITS
1.0 CE credit | CFP, IWI
As traditional lenders pull back from commercial real estate lending, private investors are stepping in to offer financing. We examine how macro forces like higher interest rates, sustained but slower economic growth, the near-term potential for the Fed to finally begin cutting rates and bank deleveraging are amplifying potential opportunity for lenders who “become the bank” through funds like private credit REITs.
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The Time for Private Credit is Still Now
1.0 CE credit | CFP, CIMA, CPWA, RMA
The private credit asset class has grown from a niche corner of institutional investor portfolios to a multitrillion dollar market accessed by a wide variety of investors. Private credit’s impressive growth has been driven by broad private asset growth, a restrained banking sector and healthy demand for financing. We discuss the growth and opportunities spanning the private credit market.
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Private equity: An introduction
1.0 CE Credits | CFP, CIMA, CPWA, RMA
With headwinds gathering, investors need new solutions for income, growth and diversification. We discuss alternative strategies that may help achieve these goals.
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partnerships
MORE WAYS TO LEARN
Explore additional resources for alternatives education through our industry-leading partners.
CAIA® Alternative Education
We consider the CAIA® Alternative Education program to be one of the best available tools for gaining a comprehensive knowledge of alternative investments—as such, we require our entire business development team to attend. We’re pleased to offer sponsorships to key partners who wish to take this course.
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Deepen your knowledge of private equity investing with a microcredential from CAIA. Developed in part by Future Standard Co-Head of Research & Fund Communications Mike Ludlow and Client Portfolio Manager Dan Wilk, this program provides an in-depth overview on private equity and portfolio implementation.
learn more about the private equity microcredential
faqs
How do I earn my CE credit?
For both live and on-demand Future Standard webinars, a link will be provided in the console at the event. You are responsible for submitting your information at that time. CE credits will be submitted by an Future Standard representative within 24 hours of the webinar, and then on a weekly basis going forward.
What CE designations does your program support?
For live and on-demand Future Standard webinars, the following designations are supported: CFP®, CIMA®, CPWA®, RMA℠ and CFA®.
Who do I contact regarding CE credit?
For both live and on-demand FS webinars, reach out to FSThrive@futurestandard.com.
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