Preparatory course - Chartered Alternative Investment Analyst® (CAIA) Level I

Catalog | Training given in partnership with Top Finance

Context

Founded in 2002 jointly by the Alternative Investment Management Association (AIMA) and the Center for International Securities and Derivatives Market (CISDM), the Chartered Alternative Investment Analyst (CAIA)® is the benchmark professional certification in the world of alternative investment. This 2-level examination offers international recognition to its holders, as well as the many benefits and privileges associated with CAIA® membership.

The training is based on a teaching but also accompanying action, intended to reinforce the employee's knowledge and make him/her pass the certification successfully.

The training provides the candidate with important pedagogical means such as the possibility to contact the trainers outside of the course, the provision of complete tutorial support (books, summaries, exam questions etc.) and the holding of mock preparatory exams with correction.

Successful completion of the program leads to the title of Chartered Alternative Investment Analyst®, an absolute reference in the field of alternative investment management. With a quantitative importance comparable to that of traditional assets (bonds, equities, money market), the field of alternative management encompasses asset classes such as hedge funds, commodities, real estate or private equity.

Training Cycle

In parallel with a professional activity, the volume of work to be done is 150 to 200 hours per level (training + personal work). The training for each level takes place over 2 to 3 months. The teaching materials used for the training are published by the market leader: Kaplan - Schweser

Target audience

  • Institutional management
  • Asset management
  • Investment Solutions
  • Product Manager

Areas:

  • Weatlh Management
  • Asset classes

Stakeholders

ISFB lecturers have been working in the banking and financial world, or in their respective fields, for many years and are recognized as some of the best experts in our ecosystem in French-speaking Switzerland.

Training offered in partnership with

  • 10 non-consecutive evenings 
  • In person at the ISFB premises
  • On weekdays, from 6:00 pm to 9:00 pm
  • Language : English (B2/C1)

The certificate is composed of 10 modules over several evenings:

  • Evening 1: Professional Standards & Ethics
  • Evening 2: Introduction to Alternative Investments I
  • Evening 3: Introduction to Alternative Investments II
  • Evening 4: Real Assets I
  • Evening 5: Real Assets II
  • Evening 6: Hedge Funds I
  • Evening 7: Hedge Funds II
  • Evening 8: Structured Products
  • Evening 9: Private securities
  • Evening 10: Private securities

Price

CHF 3'060.00 (member price)

CHF 3'825.00 (non-member price)

The member prices apply to all ISFB member institutes and their employees.

Registrations

Please complete the online application form.

Your registration will then be considered as firm and definitive. 3 weeks before the beginning of the training, you will have access to our ISFB collaborative space, then a few days before the beginning of the training to the specific space reserved for the participants of this training.

The general conditions of the ISFB apply as soon as you validate our offer.

Opening of the next session

The next session starts on November 05, 2024 at 6:00 pm.

The complete training schedule is available here.

Application for registration