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CAIA<sup>®</sup> - Chartered Alternative Investment Analyst<sup>SM</sup>

Financial Training Courses

CAIA® - Chartered Alternative Investment AnalystSM

With new retail products and structures, investments from insurance companies and pensions, and government investments in infrastructure and green technology, alternative investing has gone mainstream. 

What is CAIA® ?

The Chartered Alternative Investment AnalystSM (CAIA® ) designation is the only global educational standard designed for alternative investment professionals, and earning it will truly make you stand out from the crowd. Completion of the CAIA Program demonstrates an understanding of alternative investments, including hedge funds, real assets, private equity, commodities, and managed futures. 


Launched in 2002, the CAIA® Program has seen extremely rapid growth in candidate enrollment from 80 countries. Successful completion of two exams and membership in the CAIA Association® puts you among an elite group of more than 8,700 professionals worldwide.


The road to earn the prestigious CAIA® Charter is never a mountain too high to scale.  Kaplan is here to help you every step of the way.



Why study with Kaplan?

  • Expert instruction from CAIA® charterholder with many years of CAIA teaching and industry credentials
  • Choice of flexible study options to suit your busy lifestyle:
    • CPT awarded classroom training
    • Self study Schweser Study Packages
  • Online Catch Up Video - accessible on all mobile devices, helps you review materials anytime and anywhere
  • The only CAIA Association® approved third-party preparatory program provider in Hong Kong
  • Kaplan is part of Kaplan Group together with SchweserTM — widely recognized as the leading provider of CAIA® study material




Course Structure

Our CAIA Intensive Course consists of:

  • Schweser Live Online Weekly Class
  • Classroom Tuition
  • Mock Exam and Review


Teaching Language
English

 

Learning Mode
Live

Duration

  • Schweser Live Online Weekly Class: 27 hrs
  • Classroom Tuition: Level I – 35.75 hrs; Level II – 32.5 hrs
  • Mock Exam and Review: 6 hrs


Learning Objectives:

  • Tackle the core concepts of the CAIA exam
  • Cover the vast majority of the exam learning outcomes
  • Increase understanding of difficult topics and tricky concepts
  • Reinforce question-answering ability through question practice and debriefs and develop exam strategy
     

Key features:

  • Slide pack that uses text slides, tables and diagrams to illustrate concepts
  • All worked examples come with full explanations
  • SchweserNotes (eBook), Schweser's Quicksheet (eBook) and Schweser Practice Exams (Print) included


What else should you know?
The mock exam and review can be attended without previously attending the Intensive Course. However, the vast majority of candidates choose to attend the Intensive Course in addition to the mock exam and review to maximize effectiveness.

 

Testimonials

“I wish to say thank you to you here again for your repeated assistance and say that I 've just got an email from the CAIAA about my passing of the Level II exam as well. I appreciate again for your great help since my enrollment into the intensive course for Level I and your precise explanation to all of my queries till the finishing of the Level II exam! Thanks for your feedback and thanks again for your patience and teaching! You are the best lecturer that I have met after my undergrad.”  - Tony Wong, who took Level I and II course with Kaplan Financial

 

“I am glad to share my happiness of passing the exam with you and your colleagues. The course materials are well-organized and manage to pinpoint the key learning areas essential for the exam. The trainer provided a lot of practice questions which gave us reasonable expectations on the level of difficulty and depth of exam questions. This CAIA Level I course preserves its high quality as the CFA Level II and Level III course I enrolled a few years ago! To be honest, this CAIA Level 1 course is the fourth course I attended in Kaplan. Your excellent quality of teaching is of the greatest attraction. Anyway, thanks again for offering such a high quality of teaching!”  - To Wai Chun, who studied CAIA with Kaplan Financial after completion of our CFA course

Schweser Study Program

Ideal for self-directed individuals, Schweser Study Program provides focus and structure to your study plan.
Our innovative study tools and materials are designed to work in combination with each other to:

  • Make your prep-time more productive
  • Study wherever and whenever you want
  • Tackle the core concepts and mastering the difficult material
  • Provide you with the direction and motivation to succeed


Study packages

PremiumPlus™
Package
HK $7,500
Premium Instruction
Package
HK $6,200
EssentialPlus
Package
HK $5,300
Essential
  Self-Study
Package
HK $3,900
SchweseNotes™ Package
HK$2,800


Click here to see Schweser Study packages in details NOW.

 

Products will be time-released according to a global release schedule (subject to change without notice). For product availability, please click here.

About CAIA® Designation

The CAIA® program consists of two levels, which cover basic and advanced concepts in the following topic areas:

  • Ethics
  • Real assets
  • Hedge funds
  • Commodities and managed futures
  • Private equity
  • Credit derivatives

 

Both the Level I and Level II exams are given twice a year in September and March. Exams are self-scheduled during a 2-week exam window. Because the structure of the exam is subject to change on a potentially semiannual basis, we urge you to visit www.caia.org to download the latest study guides and additional information regarding the specifics of the CAIA® program.

Level I Topics

The Level I CAIA® exam is divided into 2 sections. Candidates are given 4 hours to complete the 200 multiple-choice questions with an optional 30-minute break between each section. Sections 1 and 2 each consist of 100 multiple-choice questions, which measure candidates' knowledge of the CAIA® Level I curriculum.

With the Level I topics, you will learn the tools to analyze alternative investments. The Level I curriculum includes: quantitative methods; professional standards; performance evaluation of actively managed portfolios; risk and return characteristics of real assets, private equity, hedge funds, and structured products; due diligence; risk management; and portfolio management.
 

Level II Topics

The Level II exam is composed of 100 multiple-choice questions and three sets of constructed-response (essay-type) questions, which measure candidates' knowledge of the CAIA® Level II curriculum. Candidates are given 2 hours to complete the multiple-choice question section and 2 hours to complete the constructed-response section.

With the Level II topics, you will learn how to apply the tools learned in Level I to analyze and invest in alternative investments. The Level II curriculum includes: ethics, current academic and industry research, asset allocation, private equity, real assets, commodities, hedge funds, managed futures, and structured products.

 
Neo Lo Tsz Him

Neo Lo Tsz Him

Products Analyst,

KGI Securities

CAIA

Kaplan is certainly your best choice. This is how I passed my CAIA exams in one go.

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