I'm seeing more and more people take the CAIA What is the CAIA Exam? Sometimes described as the "CFA for everything besides stocks and bonds," CAIA is the Chartered Alternative Investment Analyst designation. It is a two-level exam that focuses on, as the title suggests, alternative investments. Per the CAIA Association, the different levels focus on: Level I: 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. Level II: Assesses how you would apply the knowledge and analytics
21 Mar 2015
So, the age old question...what is more useful for a long term career in finance, the CFA, the MBA, or the CAIA? Wait, a minute, what even is the CAIA? This article will go through the pros and cons of pursuing each of these three certifications. The upfront economic costs and opportunity costs of the MBA may be significantly higher than CFA requirements, but an MBA does certainly have many intangible benefits such as networking and develops a broader base of professional problem solving and professional skills. The CFA is very targeted towards finance and investment management careers, and is now being sought out more and more by professional firms for the recruitment process.
31 Oct 2010
Chanced upon some profiles in Linkedin. These people have so many extra qualifications like FRM, CFA and CAIA. http://www.linkedin.com/pub/thomas-fursa-cpa-cfa-… http://www.linkedin.com/pub/anil-kumar-cfp-cfa-fr… http://www.linkedin.com/in/farhadmian http://www.linkedin.com/in/petrunov http://www.linkedin.com/in/andrewspieler http://www.linkedin.com/in/davidhoberman I was thinking, do their jobs really require them to have these qualifications? Seems like overkill to me. What do you guys think? I can't imagine how much time they spent after working hours to study for these qualifications on their own.
08 May 2012
I'm a ugrad sophomore BBA-Fin, and recently reviewed the CFA and CAIA curriculum--with emphasis on the quant area. I know all HF's are different, but how often do you find yourself using quant material from CFA/CAIA (or any other ugrad stats class) on a day-to-day basis? Also, I've been told that some HF's prefer no CFA or CAIA because they want people who think differently. From what I gathered, the CFA is heavily based on modern portfolio theory, which contradicts my investing philosophy. Is the CFA based on MPT a correct assessment?
22 Aug 2014
Greetings to all, My name is Ian Cappelletti and I am a representative from the Chartered Alternative Investment Analyst (CAIA) Association (http://caia.org). CAIA is expanding its outreach efforts in order to better inform financial professionals working with alternative investments and all others who would benefit from taking the CAIA exams. Here's some background on our organization:
14 Jun 2011
For either of the two, are you required to have a bachelors and/or relative work experience? I think I heard somewhere that CFA requires undergraduate studies to be complete but I'm not a 100% sure
20 Nov 2010
Does anyone on this forum that works specifially in real estate hold this designation? I was under the impression its more widely held by PE and hedgefund managers but was thinking this could be a good addition to my resume I want to earn a professional designation and this seems more real estate focused and less time intensive than the CFA. Any feedback would be appreciated.
03 Dec 2013
I am a RE Asset Management analyst at a boutique firm. My firm is going out of business in January and I want to lateral into IB. I graduated with 3.0 GPA and a non-finance/accounting major and I just applied to part-time MSF which will be from Jan 15 - Dec 15.
20 Oct 2014
Hi, I was wondering if you can help me analyze the probability of me becoming an Analyst / Associate in % Background - Master in Finance from semi-target. 4.0 GPA with honors (MSF, not MBA) - 1.5-2 year experience as a Real Estate Asset Management Analyst - Bontique - CAIA charterholder - CFA Level 2 passed - CMT Level 1 passed
04 Sep 2014
Currently weighing up the alternatives and have a bit of spare time on my hands. Background: already have a M.Fin and a Chartered Accountant certification, current role is in credit risk / transaction execution for a global IB, in particular doing cross-border secured lending to mining companies in emerging markets, but I'm wanting to make the jump into Energy and Infrastructure investments and in particular financing greenfield projects, either on the sell or buy-side. Which would be the best designation to aim for?
02 Feb 2015
Hi, question up front: I am interested in getting into energy infrastructure investing, specifically renewables, hydrogen, power transmission, etc., either on the equity or debt side. I am wondering whether the Chartered Alternative Investment Analyst (CAIA) cert is a possible way in as someone from a non-finance background. I am in Europe and would prefer to work in either Europe, the Middle East (Dubai), or Canada. Additional details: I am currently working at a Big 4 in Europe mostly doing due diligence on integrity, reputational, and regulatory risks (i.e. corruption, bribery, conflicts of
08 Nov 2020
Hi guys, I am studying for the CAIA LV1 exam, can someone explain to me where the 40% in the Incentive fee call option value is coming from???? THX!
22 Aug 2020
Hi all I'm looking for sample as or practice exams beyond what's provided by CAIA, but hoping not to drop $300 on q bank or wait 6 months for accounting to approve the expense... Help a lady out?
08 Sep 2017
Does anyone know anything about this certificate? Is it worth taking it if you want to work with alternative investments in Asset Management? Thanks
05 Jan 2016
I know WSO really frowns upon the CAIA and the CFA is really considered the gold standard on Wall Street. However, most of the family offices that I know about (only a few) invest in real estate and take a more of a FOF approach to investing in other asset classes. I'm thinking a MSRE+CAIA would make quite the combo in that environment. Anyone know people with this kind of background?
11 Dec 2015
As with the CFA and CPA, the Chartered Alternative Investment Analyst (CAIA) designation will not get you a job by itself. The designation is geared towards people interested in a career in alternative investments (private equity and hedge funds are a couple of industries where it is respected, as well as by funds-of-funds or FoFs). However, due to its recent entry into the world of finance certifications, it will not hold as much weight as a CFA. While the knowledge gained from studying for the CAIA will be applicable to what you are doing, the CFA is more well-known and a designation secured by many in the alternative investment industry.
11 Sep 2012