I don’t have an undergrad degree, but completed roughly 2.5 years out of the 4. I’m in my mid 20’s with 3 years of experience in wealth management working with UHNW clients. If I get my CFA and my CAIA, will my firm/other firms consider me regardless of my lack of a degree? I also have my series 7 and 66.

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Has anyone done the CAIA credential? Care to explain your journey?:)

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Hi everyone

I'm in a business development role based in Asia. May I get your thoughts/pointers on the CAIA?

I'm aware that the CAIA is not as popular in Asia compared to the CFA. From my knowledge, there are no CAIA holders in my current firm within the Asian region, despite dealing with alternative investments.

Would be happy to hear your thoughts regarding the CAIA, and study tips if you have any!

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CFA or CAIA?

Anyone taking CAIA 1 next mo?

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Anyone use the Pearson virtual test Proctor? Just registers for CAIA and couldn’t get a spot in my area so asked for the allowance , I have heard horrible story’s.

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Super random question- any tax folks do their cfa and/or caia by any chance?

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As a junior strategy consultant who’s keen to work in PE, would a CFA or CAIA be an advantage when applying for an investment role in the future?

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Share this 🔥 post

Currently have the FRM title.
I failed CFA level 3 once.

I'm hoping to eventually do CAIA, but only after I'm done with CFA. I'm also hoping to do non-financial certifications, like Certified analytics professional (CAP), and learn about web development.

While I may have the title of manager, I am still an individual contributor. The type of work I do involves quantitative analysis/data analysis/science.

Any suggestions as to what I should start with?

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Is CAIA worth it? Actually CFA too lol

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Anyone on the distribution side of private funds ? Currently at a liquid alternative 40act fund and working on my CAIA. I was wondering how difficult the jump is to the other side. Any context would be helpful!

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Is the CAIA content worthwhile? Anyone take it and have any insights to offer on. Is the content provided in the education applicable info to their employment?

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Tip for anyone taking the CAIA exam, get UpperMark. Was using willey and was abt 1/2 complete and borrowed a friends test bank … night and day much harder and honestly was more like what I expected

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Honest thoughts on best qualifications to go after to break into PE from consulting - should I go after ACA/CFA/CAIA? I feel I’ve only got the patience to do one of these 😂

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Has anyone taken the CAIA exam recently? Currently studying for lvl 1 but not too much commentary out there.

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Has anyone taken the CAIA ? Any tips ?

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Perceptions of the CAIA designation?
Who can it be helpful for?

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Has anyone written CAIA and found it to be useful? I'm not planning to move into portfolio management but would like to learn about alternative assets more. Company will pay for me to write it

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Currently in ibanking as an associate and want to see if I can make the move to PE. Is the CAIA viewed favorably at all?

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What the best material to improve investment team know how on the job and why? CFA, Wallstreetprep, CAIA, Corporate Finance Institute,…?

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Hi fishes, I'm eager to know what financial services firms have continuing education policies to financially support employees who successfully obtain certifications/charters (e.g. CFA, FRM, CAIA...) during the course of their employment?

Is this a reasonable expectation to have that most top-tier firms would offer such a benefit?

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