Solution introduction

Driven by artificial intelligence and learning science, CAIS IQ is designed to help advisors establish and deepen their understanding of the alternative investment universe

ContentExplainedBuild and expand your alternative investment knowledge from foundations and investment themes to specific asset classes and funds with CAIS IQ, the financial advisor’s digital mentor.

CAIS IQ seeks to build knowledge with courses ranging from alternative asset classes, to financial market thematics, to funds and solutions.

Features

CAIS IQ seeks to build knowledge with courses ranging from alternative asset classes, to financial market thematics, to funds and solutions.

•    A web and mobile learning experience that is available to CAIS members at no cost
•    Designed to build knowledge, increase confidence, and enhance communication skills for advisors 
•    Seeks to enhance home office oversight and streamline messaging to advisors as a useful training and reporting tool
•    Earn continuing education credits on select foundational courses

Benefits

•    Integrated into the CAIS platform at no cost to members
•    Web and mobile access 
•    Research-backed learning science
•    Flexible content allowing for a customized assigned and/or elective learning menu 
•    CFP® and CIMA® continuing education credits on select courses
•    Customized reporting
•    Assessment and survey-enabled dynamic, real-time reporting

Key Data

PRICING
  • Free
Implementation Methods
  • Website access
Type of Clients
  • Financial Advisors
Client Regional Presence
  • North America

CAIS IQ

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