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September 2009
Non-local course registration no.: 361838
CAIA
Chartered Alternative Investment AnalystSM
Classroom Training: Level 2 (English)
Kaplan Schweser Study Materials: Level 1 and 2
The First and Only
The first and only course provider
for CAIA Level 2 Exam in Hong Kong
Market Leader
Longest established and biggest
professional training provider in
Hong Kong
Quality Excellence
Trainer:
Star trainer from
Kaplan UK with 12
years of instruction
experience
Course Materials:
Up-to-date and cover
current curriculum
Teaching Approach: Exam-focused and
question-based
Student Support:
Catch-up videos
It is a matter of discretion for individual employers to recognize any qualification to which this course may lead.
CAIA®
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. Since launching in 2002, the CAIA® program has attracted well over 7000
candidates from more than 70 countries and 6 continents.
Completion of the CAIA® program demonstrates an understanding of alternative investments,
including hedge funds, real estate, private equity, commodities, and managed futures.
Exam Overview
• Asset Allocation
• Quantitative Analysis
• Portfolio Management
The Curriculum of
• Regulatory Frameworks
• Style Analysis
Level
CAIA
• Trading Strategies
• Risk Management
® Exam
1
Level
2
• Performance Measurement
• Structured Products
• Credit Derivatives
• Indexation and Benchmarking
• Current Topics and Case Analyses
Group Seasoned professionals wishing to add to their investment arsenal: Investment
advisors, consultant and analysts, fund managers and administrators, accountants,
Who Should Take
1 lawyers, academics and compliance and back office personnel.
CAIA® Exam
Group New industry participants seeking to understand alternative investments through a
2 structured program.
Section 1:
Section 1:
The Structure of
Level 100 multiple-choice questions (2 hours)
100 multiple-choice questions (2 hours)
1
Level
2
CAIA® Exam
Section 2:
Section 2:
100 multiple-choice questions (2 hours)
Several essay questions (1.5 hours)
September 2009 Exam
Exam Enrollment Dates:
Early registration: April 1, 2009 – May 13, 2009
Registration:
May 14, 2009 – July 29, 2009
Important Dates
(All in New York Time)
CAIA® Examination Session: September 08 - 23, 2009
Candidates are reminded to always refer to the examination body’s official website for the most updated
information. Information contained herein about exam registration deadlines is correct at the time of
Study Approach
brochure publication and is provided “as is,” without any conditions, warranties, or other terms of any kind.
Kaplan does not warrant the accuracy of the data which may be subject to changes. For more details about
the exam, please visit www.caia.org.
Candidates enrolling in the CAIA® program are assumed to have
Kaplan Financial’s Recommended
Attend class
an understanding of the basic concepts of finance. This includes:
and make notes
Study Approach
• Facts about the instruments that trade in traditional
markets;
Practice
Work through Kaplan Schweser
Retain concepts with
• Models used to value these instruments, and;
questions in
study materials, further
Kaplan Schweser
• Modern portfolio theory
course notes
annotating course notes
Flashcards
Drill with Kaplan
Practice the mock
Schweser QBank
exams
How Can Kaplan Financial Help?
Student Support
Analyse and
benchmark your
performance
Level Kaplan Schweser Study Materials
Catch-up Videos
1
(for 3-day Course)
Including Study Notes, Weekly Online Program
If you cannot attend the class,
and QBank which contains over 1,400 questions.
you are able to catch with
Lab operating hours:
video recording in our media
Mon to Fri: 9:00am to 8:00pm
Level The Intensive 3-day Course
Sat: 9:00am to 6:00pm
2
lab during lab operating hours.
Revision course taught by the star lecturer from
Closed on Sunday and Public Holidays
Kaplan UK.
Refreshments
Kaplan Schweser Study Materials
Complimentary coffee, tea and distilled water are provided in
Including Study Notes, Weekly Online Program
Admiralty training centre.
and QBank which contains over 1,000 questions.
www.kaplanfinancial.com.hk
Chartered Alternative Investment Analyst SM
September 2009
Course Details - Level 2
An Intensive 3-day course taught in a classroom environment permitting face-to-face tuition. Teaching slides and worked examples are used throughout
the course in addition to homework assignments. To get the most of the course, please make sure you have pre-read the SchweserNotesTM, which you will
receive when you enroll, to boost your knowledge of the topics prior to attending class.
The intensive course is designed to
Discount and Special Rate
• Help you increase understanding of topics you find difficult
• Apply your knowledge in questions and reinforce exam techniques
For 3-day Course
• Cover the vast majority of the exam learning outcomes
• Obtain an overview and debrief
1. Loyalty and Early Bird Discount
• Develop your exam strategy
Enroll on or before 10 July 2009 to get up
to 20% off on tuition fee.
2. Upgrade SchweserNotesTM to Essential
Elements of the Intensive 3-day Course
Study Solution by paying only
1. Classroom Slide Pack for better understanding of the curriculum
HK$2,000.(Original Price is HK$4,000)
2. SchweserNotesTM for concept reinforcement
3. Practice Exam Questions for quizzing yourself on complex concepts
For Kaplan Schweser
1. PassProtectionTM
Course Schedule
Your investment in a PremiumPlus,
Premium, or Essential Study Solution
Session Dates
Day
Time
comes with the coverage of
1
7 Aug 09
Fri
9:00 am- 12:30 pm
Duration:
PassProtection .If you do need to
TM
2
7 Aug 09
Fri
1:30 pm- 5:30 pm
22.5 hours
retake the CAIA Exam in 2010, you will
3
8 Aug 09
Sat
9:00 am- 12:30 pm
be eligible to receive 50% off a
4
8 Aug 09
Sat
1:30 pm- 5:30 pm
Medium of Instruction:
PremiumPlus or Premium Study
5
9 Aug 09
Sun
9:00 am- 12:30 pm
English
Solution.
6
9 Aug 09
Sun
1:30 pm- 5:30 pm
2. Repeating Discount
Lunch Time: 12:30pm – 1:30pm (Meal is NOT included)
Purchasers of Schweser Study Notes,
Essential Study Solution, or Premium
Study Solution for the March 2009 or
September 2008 CAIA® exam, who will
Trainer Faculty
be repeating in 2009, are eligible to
receive 50% off on a PremiumPlus or
Premium Study Solution for the 2009
exam.
Classroom Instructor
Interest – Free Installment
Mr. David McMeekin
CAIA, CFA, FRM, PRM
The following credit cardholders can enjoy
David is an experienced financial tutor with twelve years of teaching experience across a
the interest-free installment plan for
broad range of financial areas. His background is Banking, Investment Management and Risk
enrollment of Kaplan Financial’s CAIA®
Management.
course if the total amount (course +
An Associate of the UK Chartered Institute of Bankers, he worked within retail banks and
materials, if any) is HK$10,000 or above:
investment management companies for the last sixteen years. He was directly involved in the
high net worth private client market, advising private clients on investment strategies,
HSBC 6
months
portfolios and related personal taxation issues.
Amex
12 months
David completed his CFA designation in 2003 after which he has specialised in Risk
Management. He is qualified as a Financial Risk Manager (FRM) from GARP, as a Professional
All cardholders must enroll in person. Only
Risk Manager (PRM) with PRMIA and has also completed the ACOR Operational Risk
certain types of Amex cards are eligible.
designation of the SII.
Please check with us at 2526 3686 for
His current focus is in the area of Alternative Investments including hedge funds and is a CAIA
details.
Charter Holder.
Required Disclaimer:
Online Instructor (For Weekly Online Program Only)
CAIAA does not endorse, promote, review or warrant the
Dr. Greg Filbeck
Financial (HK) Ltd./ Kaplan Schweser, nor does it endorse
CAIA, CFA, FRM
any pass rates claimed by the provider. CAIAA is not
responsible for any fees or costs paid by the user to Kaplan
Greg holds the Sam and Irene Black Family Professorship in Insurance and Risk Management
Financial (HK) Ltd./ Kaplan Schweser nor is CAIAA
at Penn State Behrend in Erie, Pennsylvania. From 1999 until 2006, he was Senior
responsible for any fees or costs of any person or entity
providing any services to Kaplan Financial (HK) Ltd./
Vice-President at Kaplan Schweser. Greg earned his doctorate in finance from the University
Kaplan Schweser. CAIA®, CAIA Association®, Chartered
of Kentucky in 1990. He is an editor of the book Derivatives and Risk Management.
Alternative Investment AnalystSM, and Chartered
He has ten years of full-time university teaching experience from Miami University of Ohio and
Alternative Investment Analyst Association® are service
The University of Toledo and has published over 40 academic articles in journals such as
marks and trademarks owned by CHARTERED
Financial Analysts Journal, Financial Review, Financial Practice and Education, Journal of
ALTERNATIVE INVESTMENT ANALYST ASSOCIATION,
Investing, Journal of Business, Finance, and Accounting, Quarterly Journal of Business and
Economics, Quarterly Review of Economics and Finance, and Review of Financial Economics.
principal place of business at Amherst, Massachusetts,
and are used by permission.
Enquiry:
2526 3686 or
caia@kaplan.com.hk
Kaplan Schweser Study Materials for September 2009 Exam – Level 1 & 2
Study Solutions
Successful preparation for the Level 1 and 2 CAIA® exam requires
PremiumPlus
Study Solution
PremiumPlus
Premium
Essential
Study Solutions Include
instruction from Kaplan Schweser.
Study Solution
Study Solution
Study Solution
HK$ 8,000
SchweserNotesTM
RETAIN™, a 3-step system for success. Learning the core concepts and
Schweser’s QuicksheetTM
practicing with a variety of questions will help you retain key
SchweserProTM QBank (Online version)
Premium Study
information.
Flashcards
Solution
Weekly Online Program
N/A
Final Review Pack
N/A
N/A
HK$ 7,500
InstructorLinkTM
Video Library
N/A
Essential Study
Instructor Email Access
N/A
Searchable FAQs
Solution
HK$ 4,000
Exam-tips Blog
Product Introduction
Increase your comprehension of critical information from the CAIA® curriculum at a faster pace with
SchweserNotesTM With
this 3-book set. Clearly written, easy to follow, and essential to any CAIA® study plan. Includes two
practice exams to demonstrate the types of questions you will experience on the CAIA® exam.
Schweser’s QuickSheetTM
HK$ 2,500
Test yourself with more than: 1,400 Level 1 questions OR 1,000 Level 2 questions
SchweserPro™ QBank
of your choice
Insert personal study notes and bookmarks for quick reference
(Online Version)
Only available in study solutions
Flashcards
Learning Objective.
Only available in study solutions
This interactive webcast provides the structure and focus of classroom instruction. Attend each 3-hour
session live to ask questions in real-time or review the archived sessions on demand anytime, anywhere.
Weekly Online Program
24 hours of CAIA® instruction
Only available in study solutions
Ability to review instructor’s slides prior to or after each session
Quizzes, problem solving, and sample exam questions
Schedule:
Level 1: Tuesdays, Jul 7 – Aug 25, 2009* 6:30pm – 9:30pm ET
Level 2: Thursdays, Jul 9 – Aug 27, 2009* 6:30pm – 9:30pm ET
Level 1: Thursdays, Jul 9 – Aug 27, 2009* 10:00pm – 11:00pm ET
Level 2: Tuesdays, Jul 14 – Sept 1, 2009* 10:00pm – 11:00pm ET
* Dates, times, and instructors are subject to change.
Evaluate your CAIA®
Final Review Pack NEW!
Schweser’s Secret Sauce®
Stay focused with this handy and compact book providing concise summaries of key
HK$ 1,300
concepts and exam strategies.
Final Review Exam
online mock exam.
Final Review Workshop
Finish strong just days before the exam with this 3-hour live online review session covering
essential CAIA® curriculum topics.
It includes all the prerequisite readings on alternative investment principles for Level 1 of the CAIA®
CAIA® Fundamentals Book
exam.
HK$ 775
For all products requiring online access and online subscrip on
IMPORTANT
Online subscriptions of all online
products will expire on September
30, 2009. Schweser releases a
new version of products every year
as the curriculum changes.
