CAIA Level 1 / Level 2

Duration: 60-80 hours
Delivery: Online
Cost: Varies. Best price guaranteed
“Edge Designations material was very valuable in my CAIA Level 2 preparation. Their question bank was fantastic and similar to the actual exam. Essential subjects needed to pass the exam were covered with detailed explanations. I would highly recommend Russell and team.”  
~Adeyemi Adetola

CAIA® is the globally recognised credential for professionals involved in managing, analysing, distributing, or regulating alternative investments. Numerous professionals benefit from obtaining a CAIA designation, including asset allocators, risk managers, analysts, portfolio managers, traders, and marketing specialists.

To become a CAIA charterholder, you need to pass both the CAIA Level 1 and Level 2 examinations in the CAIA Program. Fortunately, Edge Designations prepares you for these important assessments, which are administered by the CAIA Association. This reputable organisation, dedicated to alternative investments, represents professionals in over 95 countries.

CAIA PROGRAM TOPICS

The CAIA Program consists of two levels:

Level 1 covers:

  • Professional standards and ethics
  • Introduction to alternative investments
  • Real assets
  • Private equity
  • Hedge funds
  • Structured products

Level 2 covers:

  • Emerging topics
  • Ethics, regulation and ESG
  • Models
  • Institutional asset owners and investment policies
  • Risk and risk management
  • Methods for alternative investing
  • Accessing alternative investments
  • Due diligence and selecting managers
  • Volatility and complex strategies

EDGE DESIGNATION’S LEARNING OPTIONS

Typically, each level of the CAIA Program requires about 200-250 hours of study. To support you effectively, Edge Designations offers various learning options tailored to different needs. You can choose to:

  • You can study during designated periods through live Zoom sessions, along with the anytime online program. These live Zoom sessions occur every 2-3 weeks throughout the year. Meanwhile, the pre-recorded online CAIA course comprehensively covers the entire curriculum using archived video sessions, detailed notes, and question banks.
  • Alternatively, you can choose to study exclusively via the anytime online program, which covers the full curriculum without the live Zoom sessions.
  • Take the revision program as you revise for the examination. This program includes an extensive video revision lasting 18-24 hours, along with CAIA study materials, such as revision notes and six practice exams.
  • Furthermore, you can select specific components from either the pre-recorded course or the revision program, such as a complete set of notes, a question bank, or three full practice exams.

For more details, find additional information about each of these options in the expandable windows below.

Additionally, the downloadable document provides further information about the Level 1 and Level 2 exams, including registration details with the CAIA Association.

Click below to book or ask about our offerings

Delivery: Online

Other info: Consists of revision notes, revision videos, and three full practice exams. The notes revise the entire syllabus. Notes are in PDF format, and are downloadable and printable. Videos take you through the revision notes, page by page, over 18-20 hours in total. The practice exams mimic the actual exam, and are delivered via Edge Designations’ intuitive online platform, which provides excellent constructive feedback. There are three full practice exams, each of which consists of two 100 mark evaluations. A PDF formula sheet covers every formula required in the exam.

Cost: R8,000 (VAT not applicable). Best price guaranteed

Click to ask us to contact you about a booking. Click to ask a question about this offering.

Delivery: Online

Other info: Consists of revision notes, revision videos, and three full practice exams. The notes revise the entire syllabus. Notes are in PDF format, and are downloadable and printable. Videos take you through the revision notes, page by page, over 18-20 hours in total. The practice exams mimic the actual exam, and are delivered via Edge Designations’ intuitive online platform, which provides excellent constructive feedback. There are three full practice exams, each of which consists of two 100 mark evaluations. A PDF formula sheet covers every formula required in the exam.

Cost: R3,000 (VAT not applicable). Best price guaranteed

Click to ask us to contact you about a booking. Click to ask a question about this offering.

Delivery: Online

Other info: The notes are comprehensive, covering every single learning outcome in the syllabus. Notes are in PDF format, and are downloadable and printable.

Cost: R1,750 (VAT not applicable). Best price guaranteed

Click to ask us to contact you about a booking. Click to ask a question about this offering.

Delivery: Online

Other info: The notes are comprehensive, covering every single learning outcome in the syllabus. Notes are in PDF format, and are downloadable and printable.

Cost: R1,500 (VAT not applicable). Best price guaranteed

Click to ask us to contact you about a booking. Click to ask a question about this offering.

Delivery: Online

Other info: The practice exams mimic the actual exam, and are delivered via Edge Designations’ intuitive online platform, which provides excellent constructive feedback. There are three full practice exams, each of which consists of two 100 mark evaluations.

Cost: R1,250 (VAT not applicable). Best price guaranteed

Click to ask us to contact you about a booking. Click to ask a question about this offering.

Delivery: Online

Other info: Includes a full set of 58 pre-recorded classes, a full set of notes, a question bank, and a formula sheet. The notes are comprehensive, covering every single learning outcome in the syllabus. Notes are in PDF format, and are downloadable and printable. Videos take you through the set of notes, page by page, to cover every single learning outcome in the syllabus. Each video is about 45-60 minutes long. The question bank is delivered via Edge Designations’ intuitive online platform, and is also available as a PDF. There are more than 1,000 questions, covering every learning outcome in the syllabus. A PDF formula sheet covers every formula required in the exam.

Cost: R8,000 (VAT not applicable). Best price guaranteed

Click to ask us to contact you about a booking. Click to ask a question about this offering.

Delivery: Online

Other info: Consists of revision notes, revision videos, and three full practice exams. The notes revise the entire syllabus. Notes are in PDF format, and are downloadable and printable. Videos take you through the revision notes, page by page, over 18-20 hours in total. The practice exams mimic the actual exam, and are delivered via Edge Designations’ intuitive online platform, which provides excellent constructive feedback. There are three full practice exams, each of which consists of two 100 mark evaluations. A PDF formula sheet covers every formula required in the exam.

Cost: R3,500 (VAT not applicable). Best price guaranteed

Click to ask us to contact you about a booking. Click to ask a question about this offering.

Delivery: Online

Other info: The notes are comprehensive, covering every single learning outcome in the syllabus. Notes are in PDF format, and are downloadable and printable.

Cost: R1,750 (VAT not applicable). Best price guaranteed

Click to ask us to contact you about a booking. Click to ask a question about this offering.

Delivery: Online

Other info: The question bank is delivered via Edge Designations’ intuitive online platform, and is also available as a PDF. There are more than 1,000 questions, covering every learning outcome in the syllabus.

Cost: R1,500 (VAT not applicable). Best price guaranteed

Click to ask us to contact you about a booking. Click to ask a question about this offering.

Delivery: Online

Other info: The practice exams mimic the actual exam, and are delivered via Edge Designations’ intuitive online platform, which provides excellent constructive feedback. There are three full practice exams, each of which consists of two 100 mark evaluations.

Cost: R1,250 (VAT not applicable). Best price guaranteed

Click to ask us to contact you about a booking. Click to ask a question about this offering.
Share this page:
“At Edge Designations, I really appreciated the personal touch and support provided by Russell. Prior to sitting for the Level II CAIA exam, I benefitted from Edge’s multiple a-la-carte learning tools such as weekly quizzes, formula sheets with names for the factors used for better comprehension, and especially a live webinar on how to approach the Constructed Response second half of the exam. Now that I’ve passed and am a CAIA Charterholder, I am happy to recommend this company to others as an excellent addition to self-study.”
~Jennifer, CAIA Charterholder
“Edge Designations material was very valuable in my CAIA Level 2 preparation. Their question bank was fantastic and similar to the actual exam. Essential subjects needed to pass the exam were covered with detailed explanations. I would highly recommend Russell and team.”
~Adeyemi Adetola
Edge Designations is a great Exam Preparation Provider for CAIA Level I and Level II. Especially the Revision Classes provided a very good summary of the most important topics per chapter. I also highly recommend the Edge question bank because the questions really focus on the original book material, which is an advantage compared to some other providers. All videos, formula sheets and notes were clear and comprehensive, and only included content from the original CAIA material. Edge provided a great support for passing my CAIA Exams!  
~Lisa Hella

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Edge Designations

Edge Designations

For more than 20 years, Edge Designations has offered courses of exceptional value to finance professionals. Edge’s finance and investment training is approved by the CFA® Institute, the Global Association of Risk Professionals, and the CAIA® Association.

The team leader, lecturing across all levels and in all programmes, is Russell Jude, a charterholder of three top-flight global analyst designations – CFA®, FRM®, and CAIA® – and a CA(SA). Before becoming an expert trainer, Russell completed his accounting articles at Arthur Andersen, and spent almost a decade in private equity with Kagiso Ventures.

Candidates who learn with Edge earn more than a designation – they connect with experienced industry professionals, creating a network that enables them to integrate into the industry. Edge lives by the values of responsibility, integrity, passion, community and legacy, and encourages candidates to do the same.