Overview

Testimonial

"The CAIA levels I and II courses offered by CfBS offer both broad coverage of the CAIA curriculum as well as an in-depth focus on the topics which are less intuitive. It is an efficient way to prepare for the exams and to increase the chances of successfully passing at the first attempt."

Patrick Käufeler, CFA, CAIA, Credit Suisse AG, Zurich

Course Overview

  • Weekday Evening Classes in Zurich

    The courses offer comprehensive and detailed coverage of the exam material. They take place on weekday evenings from 18.30 to 21.15 hrs. (fee: CHF 1,950.-)

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  • Live Online Courses

    The live online courses take place in a virtual classroom and can be attended from home but still offer plenty of opportunity to interact with the lecturers (fee: CHF 1,250.-).

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CAIA® Program

The Chartered Alternative Investment Analyst (CAIA) program is a globally recognized certification for professionals working in the field of alternative investments. The CAIA program covers the concepts, tools and practices essential for understanding alternative investments and is committed to high standards of professional conduct. The Chartered Alternative Investment Analyst (CAIA) Association® was founded in 2002 and is the sponsoring organization for the CAIA designation. Since inception the CAIA program has grown rapidly.

The exams for levels I and II are held twice each year, in February/March and September. Candidates can take only one exam within the same exam period and are only admitted to take the level II exam after passing the level I exam. The program can be completed within one year. The CAIA exams are computer-based. The level I exam has a multiple-choice format and lasts four hours. The level II exam is composed of multiple-choice and essay questions and lasts four hours. The examination topics are weighted as follows:

CAIA Level I Exam

TopicsExam WEight
Professional Standards and Ethics15% - 20%
Introduction to Alternative Investments20% - 25%
Real Assets10% - 20%
Hedge Funds10% - 20%
Private Equity5% - 10%
Structured Products10% - 15%
Risk Management and Portfolio Management5% - 10%
Total100%

CAIA Level II Exam

TopicsMultiple-ChoiceConstructed REsponse
Professional Standards and Ethics0%10%
Current and Integrated Topics0%10%
Asset Allocation and Portfolio Management8% - 12%0% - 10%
Private Equity11% - 15%0% - 10%
Real Assets13% - 17%0% - 10%
Commodities5% - 7%0% - 10%
Hedge Funds and Managed Futures18% - 22%0% - 10%
Structured Products5% - 7%0% - 10%
Total70%30%

More information about the CAIA program may be found at www.caia.org.