The CAIA Charter is the professional designation for alternative investment specialists that demonstrates an individual's commitment to the alternative investment profession and mastery of its concepts and practices. The designation is quickly becoming recognized by institutions, regulators, and investors as the seal of distinction in the alternative investment industry.
The CAIA program is designed to provide finance professionals with an extensive foundation of knowledge in traditional and alternative investment vehicles, including hedge funds, venture capital, commodities, managed futures, real estate, and private equity.
The CAIA assures that employees have:
The CAIA program's diverse curriculum appeals to a broad group of candidates ranging in experience from the novice to the seasoned professional. Investment advisors, consultants and analysts, fund managers and administrators, accountants, lawyers, academics, as well as administrative staff and compliance and back office personnel.
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Syllabus
To become a CAIA® charter holder, each candidate must pass two levels of exams and have at least one year of financial experience. The curriculum, which is regularly revised, consists of two levels of exams. Level I uses investment analytics to examine the fundamentals of each alternative class, while Level II applies these analytics within an asset allocation and decision making framework. Both levels incorporate segments on ethics and professional conduct.
Level I
Candidates study the application of basic analytical tools, as well as the fundamentals of alternative investment vehicles. In addition to reviewing essential concepts in finance, investments and statistics, candidates learn to differentiate between the various AI trading strategies and performance measurements.
Level II
The Level II curriculum is roughly divided into two sections - alternative investments and integrated topics. Candidates must apply the skills and knowledge from Level I to gain a deeper understanding of issues involved in each of the areas of alternative investments: hedge funds, managed futures, commodities, real estate, and private equity. The integrated topics section is updated annually to reflect the latest developments in issues common to all areas of alternative investments, such as new regulatory developments and advances in risk management techniques.
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online booking, events and study support sessions in your area. The registration process is FREE, quick and simple.
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Kaplan Financial is proud to be first training provider to bring you the Chartered Alternative Investment Analyst program, as we were with our leading CFA program.
Kaplan Financial is uniquely positioned to assist students in preparing for the CAIA® exam. We draw on the largest team of experienced tutors, and have combined with Kaplan Schweser to integrate our CAIA course notes and study materials, providing an unbeatable combination.
- Our CAIA study materials are built on the foundation of our successful CFA review program.
- Kaplan Schweser's study materials provide you with a well organised, condensed version of the complete CAIA Association curriculum.
- Our materials are updated regularly to reflect curriculum changes.
- To fully prepare you for the exam, Kaplan Schweser's materials are tailored around our proven LEARN- PRACTICE- RETAINTM study method. When used collecively, these study materials help you learn the curriculum, practice new skills, and retain key information necessary to pass the CAIA Exam.
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By Phone
Training Managers: 0845 450 8991
Candidates: 0845 450 8992
By Post
Please complete the enrolment form (remembering to include your payment method) and return to: Kaplan Financial, Ground Floor North, Finsbury Tower, 103-105 Bunhill Row, London EC1Y 8LR
By Fax
Please complete an enrolment form (remembering to include your payment method) and fax both sides of the form to 020 7256 5882
We accept payment by Mastercard, Visa, AMEX, Maestro, Delta, Solo, cheque and cash (do not send cash through post). Please make all cheques payable to Kaplan Financial Limited.
Alternatively, if you are being sponsored, we can invoice your employer directly – please ensure the relevant part of the enrolment form has been completed.
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