The CAIA Association is a global professional body dedicated to creating greater alignment, transparency, and knowledge for all investors, with a specific emphasis on alternative investments.
Course Overview
The CAIA Association is a global professional body dedicated to creating greater alignment, transparency, and knowledge for all investors, with a specific emphasis on alternative investments. A Member-driven organization representing professionals in more than 100 countries, CAIA Association advocates for the highest ethical standards.
Whether you need a deep, practical understanding of the world of alternative investments, a solid introduction, or data science skills for the future in finance, the CAIA Association offers a program for you.
Why CAIA?
Distinguish yourself with knowledge, expertise, and a clear career advantage – become a CAIA Charterholder. CAIA® is the globally recognized credential for professionals allocating, managing, analyzing, distributing, or regulating alternative investments.
For Level I, the curriculum takes a bottom-up approach to the alternative investments industry. The readings offer detailed insights into the variety of institutional-quality strategies spanning the alternatives universe. Upon completing Level I, Candidates should have working knowledge of the relevant strategies available for investment, along with the basic tools to evaluate them.
The CAIA Charter is granted upon completion of two levels of qualifying exams, combined with relevant professional experience.
Who will benefit from enrolling in the CAIA program?
Professionals who want to develop a deep level of knowledge and demonstrated expertise in alternative investments and their contribution to the diversified portfolio should pursue the CAIA Charter including:
• Asset Allocators
• Risk managers
• Analysts
• Portfolio managers
• Traders
• Consultants
• Business development/marketing
• Operations
• Advisors
Curriculum Topics:
Topic 1: Professional Standards and Ethics
• Professionalism
• Integrity of Capital Markets
• Duties to Clients
• Duties to Employers
• Investment Analysis, Recommendations, and Actions
• Conflicts of Interest
Topic 2: Introduction to Alternative Investments
• What is an Alternative Investment?
• The Environment of Alternative Investment
• Quantitative Foundations
• Statistical Foundations
• Foundations of Financial Economics
• Derivatives and Risk-Neutral Valuation
• Measures of Risk and Performance
• Alpha, Beta, and Hypothesis Testing
Topic 3: Real Assets
• Natural Resources and Land
• Commodities
• Other Real Assets
• Real Estate and Debt
• Real Estate Equity
Topic 4: Private Securities
• Private Equity Assets
• Private Equity Funds
• Private Equity Funds of Funds
• Evolution of Investing in Private Equity
• Private Credit and Distressed Debt
Topic 5: Hedge Funds
• Structure of Hedge Funds
• Macro and Managed Future Funds
• Event-Driven and Relative Value Hedge Funds • Equity Hedge Funds
• Funds of Hedge Funds
Topic 6: Structured Products
• Introduction to Structuring
• Credit Risk and Credit Derivatives
• CDO Structuring of Credit Risk
• Equity-Linked Structured Products
DURATION
200 Hours
WHATS INCLUDED
Course Material
Case Study
Experienced Lecturer
Refreshments
Certificate