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| CAIA® - Chartered Alternative Investment Analyst
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Why study with Kaplan Financial?
| Reputation |
| The first provider to introduced the designation to Hong Kong in 2007, we were also the first officially approved to offer the CAIA program in Hong Kong. The addition of the CAIA designation to our training portfolio reflects our commitment and dedication to setting the industry standard, following the tradition established with our leading CFA and FRM program. |
| Extensive Knowledge, Expert Trainers |
| Since 2007, we have accumulated extensive knowledge and experience in delivering a student-focused, results-driven programs. Our experienced trainers possess unique understanding of the CAIA exam content and have effective strategies for teaching it. The CAIA curriculum is highly correlated to real issues and marketplace practices. We handpicked experienced market practitioners to lead our courses. |
| Continuous Support |
| We provide catch up video service for you to make up missed lectures. In addition to the regular course notes, your prep course also comes with a set of SchweserNotes™ to supplement your study.
The CAIA curriculum is built on a foundation of basic finance and quantitative analysis concepts. Level I includes pre-course instruction.
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| Program Design |
| Complement your study with the acclaimed SchweserNotes™, Question Bank, Secret Sauce® Book and more. |
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Sample Clip |
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Thomas has been training and teaching in the financial industry for over 8 years. He is praised for his ability to combine his academic knowledge, finance and accounting experience and time-tested examination techniques to provide students with the knowledge and ability to explore their potential to the fullest in both work and testing environment.
Thomas has spent over ten years in a US-based investment bank and a Big Four accounting firm. His work ranged from auditing and recruiting to syndication, project finance, and acquisition financing in Canada, US, Singapore, and Hong Kong. Thomas has also managed a technology company and overseen an investment trust prior to obtaining his doctorial degree.
Beside teaching CFA, Thomas is also a Kaplan trainer for CAIA, ACCA and HKICPA courses. He is currently a visiting Associate Professor at two universities in China, and a finance and accounting lecturer at two local universities in Hong Kong. Thomas also conducts in-house training courses on financial markets, derivatives and structured products for a Swiss-based and a UK/ HK based global investment bank. Thomas is also an External Examiner for the Hong Kong Examinations and Assessment Authority.
Thomas received his Doctoral degree from the Hong Kong Polytechic University, an MBA from the University of Chicago, a Master of Professional Accounting from the University of Southern Queensland, and he is completing a Master of Financial Engineering degree in the National University of Singapore (NUS)/ UC-Berkeley program. Apart from his academic credentials, Thomas received his CFA charter in 1997. He has earned the PRM, FRM, and CAIA designations, a Certificate in Financial Forensics from the AICPA, and Certificates of Financial Engineering from NUS/ UC Berkeley. Thomas is also a Chartered Accountant (CA, Canada), Certified Public Accountant (US and Australia). |
| Testimonials |
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| “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.” |
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Tony Wong, who took Level I and II course with Kaplan Financial
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| “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!” |
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To Wai Chun, who studied CAIA with Kaplan Financial after completion of our CFA course
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| Student Service |
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Our research shows that one of the common reasons for failing the exam is due to poorly managed study time. Fitting your studies around your work and social life is difficult, but we provide flexibility. You will not miss a lecture!
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| Catch Up Video Service |
| Watch Intensive Course recorded lectures in our media lab |
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| Library Facility |
Collection of finance and business books
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* Please contact our customer service officers at 2526 3686 to know more about our services. What is the CAIA program?
The CAIA program comprises a two-tier exam process through which one may earn the CAIA charter, the designation for alternative investment professionals offered by the CAIA Association. The CAIA charter is the global mark of distinction in alternative investments
Sponsored by the CAIA Association®, the Chartered Alternative Investment AnalystSM (CAIA®) designation is the only educational standard uniquely designed for individuals specializing in alternative investments. Launched in 2002, the CAIA Program has seen extremely rapid growth in candidate enrollment from 70 countries. Completion of the CAIA Program demonstrates an understanding of alternative investments, including hedge funds, real assets, private equity, commodities,and managed futures.
Members’ Professions
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Portfolio Manager |
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Advisor/Consultant |
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Sales/Marketing |
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Other |
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Securities Analyst |
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Asset Allocator |
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Risk Manager |
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Product Development |
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Fund Administrator |
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Accounting and Legal |
| Member data source: 2010 survey respondents |
How do I earn the CAIA designation?
- Pass the Level I and Level II exams.
- Hold a U.S. bachelor's degree or the equivalent, and have more than one year of professional experience, or alternatively have at least four years of professional experience.*
- Establish and maintain membership in the CAIA Association.
- Agree on an annual basis to abide by the Member Agreement.
*Professional experience is defined as full-time employment in a professional capacity within the regulatory, banking, financial, or related fields.
Exam Date and Structure
| Level I |
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Exam window: September 16- 27, 2013 |
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33 readings tested |
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Professional standards and ethics |
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Introduction to major areas of alternatives |
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200 multiple-choice questions
- Session 1: 100 questions/120 minutes
- Session 2: 100 questions/120 minutes
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CAIA Association® recommends 150–200 hours of preparation |
| Level II |
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Exam window: September 09- 20, 2013 |
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68 readings tested |
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Professional standards and ethics |
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Application of skills and knowledge to current and integrated AI topics |
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100 multiple-choice questions
- Session 1: 100 questions/120 minutes
- Session 2: 3 essays/90 minutes
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CAIA Association recommends 200 or more hours of preparation |
Dates to Remember
| Early Registration Period: |
April 1 - May 13, 2013 (receive 8% off exam registration fee) |
| Standard Registration Period: |
May 14 - July 31, 2013 |
| September 2013 Exam Window: |
Level I: |
September 16 - 27, 2013 |
| Level II: |
September 09 - 20, 2013 |
Topic Outline
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Level I
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Level II
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Professional Standards & Ethics
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15–20%
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10–15%
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Introduction to Alpha Drivers & Beta Drivers
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10–15%
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n/a
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Real Estate
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10–15%
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10–15%
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Hedge Funds
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20–25%
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15–25%
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Commodities & Managed Futures
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10–15%
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15–20%
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Private Equity
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10–15%
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10–15%
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Credit Derivatives
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10–15%
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n/a
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Current & Integrated Topics
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n/a
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20–30%
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All information provided above is provided for information purposes only. Although every reasonable effort is made to present current and accurate information at the time of publication, Kaplan Financial does not assume any responsibility whatsoever for its accuracy and any future changes set forth by CAIAA. In the event of discrepancy, the official information from CAIAA shall prevail.
Schweser Study Program
| Save with our study packages |
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| Individual study components |
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 Online product or paper product that contains online features. Online access expires on March 2013 exam day. A new version of products is released every year as the CAIA curriculum changes. Shared use is strictly prohibited. Please check system requirements before ordering.
| How to order? |
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Schweser PassProtection™ Discounts
Based on a qualifying product purchase by a repeating customer in the previous year.
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March 2013 or September 2012
Past Customers
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September 2013 Purchase
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Purchased either:
SchweserNotes™ OR
Essential Study Solution OR
Premium Instruction Study Solution OR
PremiumPlus Study Solution
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50% off:
PremiumPlus Study Solution OR
Premium Instruction Study Solution
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Based on a qualifying product purchase by a repeating customer in the previous year.
Must attach with order form:
- 2012/2013 receipt from a Schweser authorized source as proof of previous year purchase for same level
- 2013 exam fail notice for same level, in the same exam sitting
- 2013 exam registration notice for the same level
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The above information is intended as a general summary. Please refer to the brochure for exact terms and conditions and details.
Non-local course registration no. 361838
Education Bureau Required Disclaimer: It is a matter of discretion for individual employers to recognise any qualification to which this course may lead. Your course provider shall not make or give any specific gifts, discount, rebates or any other concession or financial inducements of whatsoever form to applicants of the Course, or to employers of the applicants or any other person in return for such employer or person requiring or inducing the applicants applying for the Course.
Required Disclaimer:
CAIAA does not endorse, promote, review or warrant the accuracy of the products or services offered by Kaplan Financial (Hong Kong) Ltd., nor does it endorse any pass rates claimed by the provider. CAIAA is not responsible for any fees or costs paid by the user to Kaplan Financial (Hong Kong) Ltd. nor is CAIAA responsible for any fees or costs of any person or entity providing any services to Kaplan Financial (Hong Kong) Ltd. CAIA®, CAIA Association®, Chartered Alternative Investment AnalystSM, and Chartered Alternative Investment Analyst Association® are service marks and trademarks owned by CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION, INC., a Massachusetts non-profit corporation with its principal place of business at Amherst, Massachusetts, and are used by permission.
© 2012 Kaplan Financial. CAIA 2012.
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| ENQUIRY |
 General Enquiry |
| TEL: 2526 3686 FAX: 2501 0589 |
| EMAIL: hkcaia@kaplan.com |
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