The CAIA Association is a global professional credentialing body dedicated to creating greater alignment, transparency, and knowledge for all investors, with a specific emphasis on alternative investments. A Member-driven organization representing professionals in more than 95 countries, CAIA Association advocates for the highest ethical standards.
While the current trajectory in the alternatives industry points to continued growth, it has become increasingly difficult to keep up with the ever-widening spectrum of alternative asset products, strategies, and the regulations surrounding them. As the leader in alternative investment education, CAIA Association seeks to act as the catalyst for the best and most current knowledge and practices in the industry. Our curriculum staff and contributors are among the most highly regarded. Our programs – the CAIA Charter, the Financial Data Professional designation, and the Fundamentals of Alternative Investments certificate program – offer critical levels of access to a comprehensive curriculum. Since 2002, the CAIA mission stands strong:
In a self-paced, 20-hour, online course, Fundamentals offers a base of knowledge in alternative investments. Designed for anyone who wants to build a functional knowledge, the Fundamentals of Alternative Investments certificate program will help you Propel your career in financial markets. Get a practical foundation in alternative investments with the Fundamentals of Alternative Investments certificate program.
The Fundamentals certificate program gives you:
You learn at your own pace (complete the program within a year) and are eligible for continuing education hours for the CIMA®, CIMC®, CPWA®, NASBA and CFP® designations and is CECAP accredited.
Retail price for the Fundamentals is $895. The CAIA Association is offering Beta Alpha Psi members and candidates the Fundamentals program for $295. To receive the discount and more information on the CAIA Fundamentals course email firstname.lastname@example.org.
Millissa joined CAIA Association in September 2013. Ms. Allen, who earned her CAIA Charter in 2012, oversees strategic initiatives to promote the CAIA program and deepen industry relationships throughout the USA and Canada. Prior to joining CAIA, Ms. Allen served as Director of Sales Operations at Hatteras Funds for eight years, where she managed client relationships, orchestrated multi-level marketing campaigns, led sales and marketing training, and managed more than 100 sales-related events per year. Ms. Allen brings tremendous energy, expertise, and innovation to CAIA’s efforts to introduce the CAIA Charter to new audiences and to expand CAIA’s visibility within companies already dedicated to promoting the CAIA Charter internally. Ms. Allen received her Bachelor of Arts degree from the University of Maryland.
At Xero, we want millions of small businesses to thrive through better tools, information and connections with their accounting and bookkeeping partners. We know technology is only half the equation - it's the human and technology elements combined that make the role of an accounting professional so powerful. Members of Beta Alpha Psi are the catalyst to make our mission a reality and represent the future success of small businesses as the advisors that will lead them forward.