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FUNDAMENTALS PROGRAM PARTICIPANTS: Take the Next Step in Your Success OVERVIEW See details on back to create an account and register. [email protected] THE GLOBAL BENCHMARK IN ALTERNATIVE INVESTMENT EDUCATION Leverage your knowledge The only education program uniquely designed for individuals specializing in alternative investments (hedge funds, private equity, commodities, real estate, managed futures, etc.). Add value to your personal brand To employers, a CAIA Member delivers a distinct advantage in the marketplace. In addition to providing an understanding of the asset classes and strategies, you’ll get deep knowledge of the risk-return characteristics of alternative invest- ments in the portfolio construction process, whether it is for wealth creation or preservation. Stay connected via a global network The CAIA Association is the gateway to a community of more than 8,700 Charterholders located in more than 90 countries. Chapters located in financial centers around the world sponsor more than 250 educational and networking events each year. CAIA LEVEL I • Professional Standards & Ethics • Introduction to Alternative Investments • Real Estate & Real Assets • Hedge Funds & Managed Futures • Private Equity & Venture Capital • Commodities • Structured Products • Risk & Portfolio Management CAIA LEVEL II • Professional Standards & Ethics • Venture Capital & Private Equity • Hedge Funds & Managed Futures • Real Estate & Real Assets • Commodities • Structured Products • Manager Selection, Due Diligence & Regulation • Research Issues & Current Topics • Risk & Risk Management • Asset Allocation & Portfolio Management VISIT CAIA.ORG for full curriculum overview, a link to purchase the curriculum books, and free study resources. CAIA CURRICULUM EXAMS OFFERED MARCH & SEPTEMBER Special Discount for paid participants in the Fundamentals of Alternative Investments program of US$500 off standard Level I exam registration. The CAIA Charter Discount for Fundamentals Participants

The CAIA Charter · 2019-12-20 · AMERICAS & EMEA Amherst HQ +1 (413) 253 7373 [email protected] | Geneva +41 (0)22 347 45 90 [email protected] Asia-Pacific [email protected] | Singapore +65

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Page 1: The CAIA Charter · 2019-12-20 · AMERICAS & EMEA Amherst HQ +1 (413) 253 7373 gbd@caia.org | Geneva +41 (0)22 347 45 90 emea@caia.org Asia-Pacific apac@caia.org | Singapore +65

FUNDAMENTALS PROGRAM PARTICIPANTS: Take the Next Step in Your Success

OVERVIEW

See details on back to create an account and [email protected]

THE GLOBAL BENCHMARK IN ALTERNATIVE INVESTMENT EDUCATION

Leverage your knowledge The only education program uniquely designed for individuals specializing in alternative investments (hedge funds, private equity, commodities, real estate, managed futures, etc.).

Add value to your personal brand To employers, a CAIA Member delivers a distinct advantage in the marketplace. In addition to providing an understanding of the asset classes and strategies, you’ll get deep knowledge of the risk-return characteristics of alternative invest-ments in the portfolio construction process, whether it is for wealth creation or preservation.

Stay connected via a global network The CAIA Association is the gateway to a community of more than 8,700 Charterholders located in more than 90 countries. Chapters located in financial centers around the world sponsor more than 250 educational and networking events each year.

CAIA LEVEL I

• Professional Standards & Ethics

• Introduction to Alternative Investments

• Real Estate & Real Assets

• Hedge Funds & Managed Futures

• Private Equity & Venture Capital

• Commodities

• Structured Products

• Risk & Portfolio Management

CAIA LEVEL II

• Professional Standards & Ethics

• Venture Capital & Private Equity

• Hedge Funds & Managed Futures

• Real Estate & Real Assets

• Commodities

• Structured Products

• Manager Selection, Due Diligence & Regulation

• Research Issues & Current Topics

• Risk & Risk Management

• Asset Allocation & Portfolio Management

VISIT CAIA.ORG for full curriculum overview, a link to purchase the curriculum books, and free study resources.

CAIA CURRICULUM

EXAMS OFFERED MARCH & SEPTEMBERSpecial Discount for paid participants in the Fundamentals of Alternative Investments program of US$500 off standard Level I exam registration.

The CAIACharter

Discount for Fundamentals Participants

Page 2: The CAIA Charter · 2019-12-20 · AMERICAS & EMEA Amherst HQ +1 (413) 253 7373 gbd@caia.org | Geneva +41 (0)22 347 45 90 emea@caia.org Asia-Pacific apac@caia.org | Singapore +65

AMERICAS & EMEAAmherst HQ +1 (413) 253 7373 [email protected] | Geneva +41 (0)22 347 45 90 [email protected] Asia-Pacific [email protected] | Singapore +65 6536 4241 | Hong Kong +852 3752 0495

ABOUT THE CAIA CHARTER

The CAIA Charter program is a two-tier exam process through which you may earn the CAIA designation.

• The Level I exam assesses your understanding of various alternative asset classes and your knowledge of the tools and techniques used to evaluate the risk-return attributes of each one.

• The Level II exam assesses how you would apply the knowledge and analytics learned in Level I within a portfolio management context. Both levels include segments on ethics and professional conduct. Upon passing the Level II exam, you are eligible to join the CAIA Association.

As a participant in the CAIA Fundamentals of Alternative Investments certificate program, you know that education is the best way to advance your career. If you’re looking to manage portfolios with alternatives or want to expand your knowledge further, then your next step is the CAIA Charter.

The Global Mark of Distinction

Special offer for Fundamentals participants

Special offer for Fundamentals participants/Certificate holders. US$750

TO REGISTER AND GET YOUR DISCOUNT* 1. Contact [email protected] to determine your eligibility. 2. CAIA Candidate Relations will e-mail instructions for exam registration with discount.

Offer eligible for all persons with a paid enrollment to the Fundamentals of Alternative Investments program past or present.

*Other discounts, including early registration, do not apply to this offer.

THE CAIA CHARTER:

The Smartest Investment You Can Make.

Program Enrollment

Level I Exam Registration

Level II Exam Registration

Annual Membership Dues

US$400

US$1,250

US$1,250

US$350