Know your alternatives®
Education to help financial professionals and investors navigate private markets.
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 markettrends.
We are proud to offer the following resources.
We are proud to offer the following resources.
Fundamentals of alternatives
recent webinars
WATCH WHAT YOU MISSED
Catch up on essential updates and gain CE credit with on-demand recordings of our recent webinars.
The future of private equity: AI-enabled value creation in the U.S. middle market
1 CFP | IWI | CFA CE Credit
While attention around AI has been squarely focused on the enablers—the model makers, hyperscalers and infrastructure builders—we’re entering the next phase of the cycle. As AI diffuses through the economy, gains will increasingly spread beyond the companies building the infrastructure to those using it.
Join Future Standard for a discussion on how private equity sponsors are leveraging and scaling AI across portfolios—and why middle market businesses are best positioned to capture these gains.
Join Future Standard for a discussion on how private equity sponsors are leveraging and scaling AI across portfolios—and why middle market businesses are best positioned to capture these gains.
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Uncovering Hidden Alpha: A Smarter Approach to Middle Market PE with Secondaries and Co‑Investments
1 CFP | IWI | CFA CE Credit
Join us for a discussion on why the middle market offers differentiated opportunities, how secondaries and co-investments can provide attractive entry points, and why combining the two can strengthen an evergreen private equity strategy designed to support a more sustainable, long-term return profile.
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Burning questions on credit
1 CFP | IWI | CFA CE Credit
Curious about what’s really happening across private credit right now? Join three of Future Standard’s portfolio managers—representing Direct Lending, Junior Credit and Credit Secondaries—for a timely discussion that brings together insights from across the credit spectrum. We’ll break down some of the most pressing questions advisors are asking today, including whether private credit is in a bubble, where relative value exists right now, and the outlook for 2026.
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Unlocking alpha: What is truly differentiated in today’s market?
1 CFP | IWI | CFA CE Credit
Private markets aren’t niche: it’s 2025 and they’re fully mainstream. So then what is truly differentiated in today’s market? Join us to unpack why private equity, private credit and real estate demand a radically different approach from the past when looking at your portfolios and discussing with clients.
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Educational reports
Deepen Your Understanding of Private Markets
Discover educational content across private equity, credit, infrastructure and real estate to help navigate private markets with greater confidence.
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
Deepen your understanding of alternative investment portfolio implementation with a microcredential from CAIA. Presented by Alan Flanigan, VP, Investment Research, and Dustin Ackerman, Managing Director, FS MVP Portfolio Manager, this program explores how wealth managers and financial advisors can evaluate, allocate and manage alternatives within a client’s broader portfolio.
LEARN MORE ABOUT THE PORTFOLIO IMPLEMENTATION MICROCREDENTIAL
faqs
How do I earn my CE credit?
CE credit processing varies by program. CAIA microcredential credits are handled directly through CAIA, and webinars hosted by RIA Channel are managed through RIA Channel. For Future Standard-hosted live and on-demand CE sessions, participants must submit their information through the link provided in the event console. Future Standard will submit credits within 24 hours for live webinars and weekly for on-demand replays.
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 Future Standard webinars, reach out to knowyouralts@futurestandard.com.
education
FS THRIVE: VALUE-ADD PROGRAMS
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