CAIA Charter - Level 1 Prep Course

Professional Standards and Ethics
• Professionalism
• Integrity of Capital Markets
• Duties to Clients
• Duties to Employers
• Investment Analysis, Recommendations, and Actions
• Conflicts of Interest
Introduction to Alternative
Investments
• What Is an Alternative Investment?
• The Environment of Alternative Investments
• Quantitative Foundations
• Statistical Foundations
• Measures of Risk and Performance
• Foundations of Financial Economics
• Benchmarking and Performance Attribution
• Alpha, Beta, and Hypothesis Testing
• Regression, Multivariate, and Nonlinear Methods
Real Assets
• Natural Resources and Land
• Commodity Forward Pricing
• Commodities: Applications and Evidence
• Operationally-Intensive Real Assets
• Liquid and Fixed-Income Real Estate
• Real Estate Equity Investments
Risk Management and
Portfolio Management
• Cases in Tail Events
• Investment Process, Operations, and Risk
• Due Diligence of Fund Managers
• Portfolio Management, Alpha, and Beta