Chartered Alternative Investment Analyst (CAIA) Examination Preparatory Course
The HKSI Institute is pleased to offer CAIA candidates assistance in preparing for the CAIA examinations.
Schedule: Level I and II Preparatory Courses are scheduled in January for March examination and July for September examination.
Duration: 30 hours for each level. SFC recognised CPT credits will be awarded.
Venue: 5/F, Wing On Centre, 111 Connaught Road Central, Hong Kong
High Level Course Outline and Fee
Member price: HK$13,500(Note 1)
Member price: HK$15,000(Note 1)
Note 1: HKSI Institute Individual Members, staff of HKSI Institute Corporate Members or Members of AIMA
Note 2: For Public
Course schedules and enrollment (To be advised)
Registration for CAIA Examinations and Examination Dates
Examination Dates: http://caia.org/caia-program/exams/exam-dates
UpperMark™ Suites and supplementary course notes will be used as the materials of the preparatory courses.
UpperMark is the leading global provider of study materials for the CAIA examinations. The company's exclusive focus on and long history working with the CAIA examinations make UpperMark the perfect partner for the HKSI Institute preparatory course. The UpperMark Suite packages offer integrated learning systems that provide candidates with advanced and comprehensive study materials, cutting-edge testing software, powerful review courses, and quick reference memorization tools.
CAIA examination preparatory course participants can purchase UpperMark Suites from UpperMark directly or through HKSI based on their own needs. Please indicate clearly on the order forms (Level I) (Level II).
Overview of the Chartered Alternative Investment Analyst Association
The Chartered Alternative Investment Analyst Association® (CAIA Association®) is a global community of dedicated finance practitioners committed to excellence in alternative investment (AI) education. Through the CAIA Association's boards and world-wide membership, they keep their finger on the pulse of the industry while staying true to their founding goal to elevate the standards of AI knowledge and professionalism across the investment world.
Founded in 2002, the CAIA Association is the sponsoring body for the only globally-recognized designation for AI expertise. Across the globe, the Chartered Alternative Investment AnalystSM (CAIA®) designation demonstrates mastery of alternative investment concepts, tools, and practices, and promotes adherence to the highest standards of professional conduct.
The CAIA designation provides the finance world with the global standard of education and professionalism that sets CAIA members apart. The CAIA program's diverse curriculum appeals to investment advisors, consultants and analysts, fund managers and administrators, accountants, lawyers, academics, and compliance and back office personnel.
For further information about the CAIA, please visit www.caia.org.
The CAIA curriculum provides breadth and depth by placing an emphasis on foundations in the Level I program, and by addressing issues such as due diligence, portfolio management, risk management and portfolio monitoring in Level II. Ethics and professional codes of conduct are the cornerstones of their program and are therefore covered in both Levels. The CAIA Association recognizes the work of the CFA Institute in developing the internationally accepted Standards of Practice Handbook and has incorporated it into the CAIA curriculum. The study guides contain essential information for candidates.
For details, please visit http://caia.org/caia-program/curriculum