CFP/CAIA Charter



CAIA

Chartered Alternative Investment Analyst (CAIA) is a professional designation offered by the CAIA Association to investment professionals who complete two examinations in succession. The "alternative investments" industry is characterized as dealing with asset classes and investments other than standard equity or fixed income products. Alternative investments can include hedge funds, venture capital, private equity, real estate, managed futures and other derivatives, and foreign exchange investments. The CAIA curriculum is designed to provide finance professionals with a broad base of knowledge in alternative investments with a focus on hedge funds, managed futures, and private equity.

The CAIA Association was founded by the Alternative Investment Management Association (AIMA) and the Centre for International Securities and Derivatives Markets (CISDM).

The CAIA program is divided into two distinct levels. The Level I curriculum focuses on the fundamentals of alternative investment markets, while Level II concentrates on advanced topics in alternative investments. Both incorporate issues of ethics and professional conduct. The Chartered Alternative Investment Analyst Association is an independent, not-for-profit global organization committed to education and professionalism in the field of alternative investments. Founded in 2002, the Association is the sponsoring body for the CAIA designation. CAIA holders are required to maintain membership in the CAIA Association and adhere to professional and ethics standards. Currently, there are over 3,000 CAIA members.

Exam Details

For more details visit http://caia.org/


CFP

Chartered Financial Planner (CFP) course is presently offered in India by two authorised education providers of the Association of Financial Planners (AFP) in technical collaboration with the Financial Planning Association of Australia Ltd., (FPA). The 2-year distance learning programme covers topics such as insurance planning and risk management, retirement planning, tax and estate planning, employee benefits, wealth creation, budgeting, cash flow management, debt management and financial plan construction. An MBA and CFP qualification in combination would give you a broad understanding of the various investment instruments and options, and their implications. Not restricted to just one industry, the CFP certification is useful for people involved in various professions like banking, investment advisory, financial planning, mutual funds and other financial services.