Private CAIA Tutoring

As you probably know, the Charter Alternative Investment Analyst (CAIA) designation is often earned by endowment and pension investment as well as private equity and hedge fund professionals. It is fast growing and highly valued in the investment community.

What is the Nature of the Content Covered in the CAIA Exams?

The CAIA exams cover: professional standards and ethics, general instruction to alternative investments, hedge funds, real assets (like resources, commodities, and real estate), private equity, structured products, and risk/portfolio management.

For comparison, the CFA curriculum is broad based and covers most facets of financial analysis and investment management; but obviously the CAIA designation is more directed at the alternative investment world. This means it is more likely to cover more complex topics that may be difficult for some candidates to grapple with based on their academic or professional backgrounds. Much of what they are learning may be completely new material.

Why Work with a CAIA Tutor?

Most CAIA candidates are working professionals putting 50+ hours per week into their careers who often have spouses, kids, or other important demands on their time outside of work. The CAIA recommends a minimum of 200 hours of time invested in preparing for the exam(s). 

Supplementing individual study time with 1-on-1 tutoring sessions with a CAIA charter holder who has passed the exam(s) can be a helpful exercise. A CAIA tutor can help you develop a customized study plan that makes your preparation as efficient as possible. In addition to the high-level benefits of top down guidance and planning as you map out your preparation over the course of several months, individual sessions can be very focused and precise in order to maximize efficiency within each CAIA tutoring session.

Our Approach to CAIA Tutoring

We start with a diagnostic session to assess your knowledge relative to the CAIA exam requirements. From there, we help you develop a customized plan, which tends to rely very heavily on the materials recommended by the CAIA.

You can expect your tutor to assign you homework, answer your questions, and of course review difficult concepts. They will make recommendations for when to take practice exams, and will be able to help ensure you are generally on track.

Example Expert CAIA Tutor

Ryan B. is an example of one of our more accomplished CAIA tutors:

  • BBA in Finance from the University of Iowa
  • Currently in the University of Iowa Tippie professional MBA program
  • CFA charter holder and passed CAIA level one on the first attempt
  • Member of the Young Alumni Board at the Tippie College of Business
  • Has helped numerous finance and CFA/CAIA students and acted as a local resource for many of the undergraduate/graduate students studying finance
  • Professional background in fixed income research analyst covering the financial sector for Northern Trust Asset Management in Chicago
  • Currently as a multi-asset class allocator for the University of Iowa's endowment.
  • Also a military veteran

For even more information on Ryan, click here to visit his tutor page.

Pricing

Our base rate for private CAIA tutoring is $99, but we also offer 5, 10, or 15 hour packages which come with discounts of 5, 10, or 15%. That's a long-term rate of $99 × 85% = $84.15 per hour. After the first session, if you then choose to continue with a 15-hour package, that's a total cost of $84.15 × 15 hours = $1,262.25.

 

Request a CAIA Tutor

 

For more customized information specific to your city, use the links below to navigate to our location pages for refined pricing, example tutors, and additional contact information.