CFA®, CAIA®, CMA®, AND FINSA Client Advisor: Schedule CAIA Level II (March Exam)

Schedule Level II

Topics			Lessons
Emerging Topics			6
Universal Investment Considerations			6
Models			9
Institutional Asset Owners and Investment Policies			6
Risk and Risk Management			9
Methods for Alternative Investments			9
Accessing Alternative Investments			6
Due Diligence & Selecting Managers			3
Volatility and Complex Strategies			6
Total			60

Topics

Lessons

Emerging Topics

Universal Investment Considerations

Models

Institutional Asset Owners and Investment Policies

Risk and Risk Management

Methods for Alternative Investments

Accessing Alternative Investments

Due Diligence & Selecting Managers

Volatility and Complex Strategies

Total

Three lessons correspond to one course evening.

Dates and Times 2024/2025

Dates	Day	Time	Topics
02 Dec	Mon	18.45 to 21.30	Emerging Topics
04 Dec	Wed	18.45 to 21.30	Emerging Topics
09 Dec	Mon	18.45 to 21.30	Universal Investment Considerations
11 Dec	Wed	18.45 to 21.30	Universal Investment Considerations
16 Dec	Mon	18.45 to 21.30	Models
18 Dec	Wed	18.45 to 21.30	Models
06 Jan	Mon	18.45 to 21.30	Models
08 Jan	Wed	18.45 to 21.30	Institutional Asset Owners and Investment Policies
13 Jan	Mon	18.45 to 21.30	Institutional Asset Owners and Investment Policies
15 Jan	Wed	18.45 to 21.30	Risk and Risk Management
20 Jan	Mon	18.45 to 21.30	Risk and Risk Management
22 Jan	Wed	18.45 to 21.30	Risk and Risk Management
27 Jan	Mon	18.45 to 21.30	Methods for Alternative Investments
29 Feb	Wed	18.45 to 21.30	Methods for Alternative Investments
03 Feb	Mon	18.45 to 21.30	Methods for Alternative Investments
05 Feb	Wed	18.45 to 21.30	Accessing Alternative Investments
10 Feb	Mon	18.45 to 21.30	Accessing Alternative Investments
17 Feb	Mon	18.45 to 21.30	Due Diligence & Selecting Managers
19 Feb	Wed	18.45 to 21.30	Volatility and Complex Strategies
24 Feb	Mon	18.45 to 21.30	Volatility and Complex Strategies
26 Feb	Wed	18.45 to 21.30	Computer-based Trial Exam