• Certifying Course

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

Wealth Management, Products and Asset Classes

Context / Issues

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


Challenging yourself, challenging your own certainties, updating your knowledge, discovering unexplored financial activities, arming yourself to build your future, constantly exchanging with confirmed experts, all in a relaxed atmosphere conducive to the acquisition of knowledge directly useful for your daily work: these are the objectives that can be achieved by actively participating in the MAS HES in Banking & Finance of the ISFB.

D. Andrey, Chairman of the Board

In a banking world that is constantly changing and has recently been jostled by new disruptors, it is becoming imperative for organizations and individuals alike to get out of their comfort zone and rethink the way they operate. Faced with this challenge, the wealth of the MAS in Banking & Finance allowed me to acquire all the agility I needed to respond to such a changing environment. Based on a clever mix of the banking world and new technologies, this training provides the expertise and vision that everyone needs to evolve in the world of today and tomorrow.

B. Jolissaint, Branch Manager

The organization, the subjects studied, the exchanges and the quality of the speakers made this training an enriching experience not only from a professional but also from a personal point of view. Also, the topics covered gave me a better understanding of the problems that our field will have to face in the future. Indeed, while it is crucial to keep an open mind and be attentive to the environment around us, the knowledge acquired here will provide a solid basis for reflection when making important decisions.

N. Scuderi, Senior Officer at Mirabaud Group

The skills acquired from the speakers in the ISFB MAS training have given me a better understanding at the strategic level while taking into account the impact of new technologies on the trades. In addition, the management courses clearly showed me that the key is in adaptation, innovation and agility. In addition to my professional qualifications, I will thus be able to make a constructive contribution to the bank's development.

R. Müller, Independent Private Banking Consultant

The promises were kept, both in terms of the quality of the speakers and the material. Bravo and thank you.

E. Beney, LGT BANK

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