Introducing the Qualified Investment Analyst (QIA)™ Program
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AQIA
Aug 4, 2010, 1:19:35 AM8/4/10
to AQIA Academy of Qualified Investment Analysts (QIA)
CSA Institute is changing its name to Academy of Qualified Investment
Analysts (AQIA)™ offering the Qualified Investment Analyst (QIA)™
Program.
The Qualified Investment Analyst (QIA)™ Program offered by Academy of
Qualified Investment Analysts (AQIA)™ focuses on practical investment
research and worldly financial wisdom.
Qualified Investment Analyst (QIA)™ and Academy of Qualified
Investment Analysts (AQIA)™ are trademarks jointly owned by CSA
Institute, Zenway Group and Macro-investors Institute. All rights
reserved.
THE QUALIFIED INVESTMENT ANALYST (QIA)TM CURRICULUM
Our mission is to build a global learning institution for hands-on
practical investment research through self-study, training,
examination, and mentoring. Moving away from Modern Portfolio Theory
and academic financial shenanigans that has been proven irrelevant in
the real world, we focus on value investing as taught by Benjamin
Graham and Warren Buffett.
To fulfill our mission to bring true financial wisdom to those in
need, we do not require a college degree in order to earn the QIA
designation. However, due to the complexity of accounting footnotes
and industry investigative work, candidates without a college degree
may be required to spend more years of vigorous training within the
program. We do require three years of practical experience in the
fields of investment management and research in order to be finally
awarded the QIA Certification. Candidates can pass the exams first and
gain the requisite experience later on.
We conduct proctored QIA exams via the web and in person. Every year,
every candidate must submit (a) one full length research report about
their single best investment idea for the year, and (b) one research
paper based on a securities analysis topics designated by AQIA. The
Candidates will then present their research in person or via internet
conference, and defend their paper under the intense scrutiny of
qualified examiners about all the details of securities analysis
including accounting footnotes. Any question about any aspect of
practical investment research can be asked and the candidates must
provide an immediate answer based on their self-study. A pass or fail
grade will be determined by the average scores submitted by the
independent examiners.
Professional integrity and ethics are top priorities at AQIA. We
reserve the right to terminate the candidacy of any individual whose
behavior violates the QIA Code of Ethics.
FIRST YEAR:
1. Comprehensive Exam
2. Research Paper on a Designated Topic
3. Brief Summary Writeups of Three Ideas Worth Digging Into
Key Areas of Exam: Fundamentals of Financial Accounting, Research
Report Writing, Public Speaking, Probability Theory, Mental Math,
Speed Reading, Time Management, Research File Management
The Intelligent Investor: The Definitive Book On Value Investing
Revised Edition (Paperback) by Benjamin Graham, Jason Csaieig
(The best investment book ever according to Buffett.)
http://www.amazon.com/exec/obidos/ASIN/0060555661/csai-20
The Interpretation of Financial Statements (Hardcover)
by Benjamin O. Graham, Spencer B. Meredith
http://www.amazon.com/exec/obidos/ASIN/0887309135/csai-20
Security Analysis: The Classic 1940 Edition (2nd Ed. Hardcover)
by Benjamin Graham, David Dodd
(The textbook Buffett used at Columbia)
http://www.amazon.com/exec/obidos/ASIN/007141228X/csai-20
2008 SEC Guidelines; Rules and Regulations; As of December 2007
(Paperback)
by Gorham & Lamont Warren
http://www.amazon.com/exec/obidos/ASIN/B0015GVPN4/csai-20
Financial Accounting (Fourth Edition) with CD-Rom (Hardcover) by Libby
http://www.amazon.com/exec/obidos/ASIN/0072850531/csai-20
The Analysis and Use of Financial Statements by White
http://www.amazon.com/exec/obidos/ASIN/0471375942/csai-20
Common Stocks and Uncommon Profits and Other Writings (Paperback)
by Philip A. Fisher, Kenneth L. Fisher
http://www.amazon.com/exec/obidos/ASIN/0471445509/csai-20
Value Investing Made Easy: Benjamin Graham’s Classic Investment
Strategy Explained
for Everyone (Paperback) by Janet Lowe
http://www.amazon.com/exec/obidos/ASIN/0070388644/csai-20
The New Buffettology, by Mary Buffett and David Clark
http://www.amazon.com/exec/obidos/ASIN/0684871742/csai-20
One Up On Wall Street : How To Use What You Already Know To Make Money
In The Market
by Peter Lynch, John Rothchild
http://www.amazon.com/exec/obidos/ASIN/0743200403/csai-20
Beating the Street
by Peter Lynch, John Rothchild
http://www.amazon.com/exec/obidos/ASIN/0671891634/csai-20
How to Be Rich, by J. Paul Getty
http://www.amazon.com/exec/obidos/ASIN/0515087378/csai-20
Keys to Reading an Annual Report (Barron’s Business Keys) (Paperback)
by G. Thomas Friedlob, Ralph E. Welton, George Thomas Friedlob
http://www.amazon.com/exec/obidos/ASIN/0764113062/csai-20
SECOND YEAR:
1. Comprehensive Exam
2. Research Paper on a Designated Topic
3. In-depth Research Report on a Single Best Idea
Key Areas of Exam: Intermediate Accounting, Financial Statement
Analysis,
Investigation Techniques, File Management, Management Interview
Techniques
Value Investing : From Graham to Buffett and Beyond, by Bruce
Greenwald
http://www.amazon.com/exec/obidos/ASIN/0471463396/csai-20
Wall Street On Sale (Hardcover) by Timothy Vick
http://www.amazon.com/exec/obidos/ASIN/0071342052/csai-20
Baruch: My Own Story
by Bernard M. Baruch (Benefactor of Bernard M. Baruch College, CUNY)
http://www.amazon.com/exec/obidos/ASIN/156849095X/csai-20
Benjamin Graham on Value Investing: Lessons from the Dean of Wall
Street
by Janet Lowe
http://www.amazon.com/exec/obidos/ASIN/0140255346/csai-20
The Five Rules for Successful Stock Investing: Morningstar’s Guide to
Building Wealth and Winning in the Market
by Pat Dorsey, Joe Mansueto
http://www.amazon.com/exec/obidos/ASIN/0471269654/csai-20
THIRD YEAR:
1. Comprehensive Exam
2. Research Paper on a Designated Advanced Topic in Securities
Analysis
3. In-depth Research Report on a Single Best Idea
Key Areas of Exam: Advanced Financial Accounting, Financial Statement
Analysis II, Emotional Intelligence, Distress Investing
You Can Be a Stock Market Genius : Uncover the Secret Hiding Places of
Stock Market Profits
by Joel Greenblatt
http://www.amazon.com/exec/obidos/ASIN/0684840073/csai-20
Financial Shenanigans: How to Detect Accounting Gimmicks & Fraud in
Financial Reports, Second Edition
by Howard M. Schilit
http://www.amazon.com/exec/obidos/ASIN/0071386262/csai-20
Buffett : The Making of an American Capitalist
by Roger Lowenstein
http://www.amazon.com/exec/obidos/ASIN/0385484917/csai-20
The Warren Buffett Way, Second Edition
by Robert G. Hagstrom
http://www.amazon.com/exec/obidos/ASIN/0471648116/csai-20
How to Pick Stocks Like Warren Buffett: Profiting from the Bargain
Hunting Strategies of the World’s Greatest Value Investor
by Timothy Vick
http://www.amazon.com/exec/obidos/ASIN/0071357696/csai-20
Analysts (AQIA)™ offering the Qualified Investment Analyst (QIA)™
Program.
The Qualified Investment Analyst (QIA)™ Program offered by Academy of
Qualified Investment Analysts (AQIA)™ focuses on practical investment
research and worldly financial wisdom.
Qualified Investment Analyst (QIA)™ and Academy of Qualified
Investment Analysts (AQIA)™ are trademarks jointly owned by CSA
Institute, Zenway Group and Macro-investors Institute. All rights
reserved.
THE QUALIFIED INVESTMENT ANALYST (QIA)TM CURRICULUM
Our mission is to build a global learning institution for hands-on
practical investment research through self-study, training,
examination, and mentoring. Moving away from Modern Portfolio Theory
and academic financial shenanigans that has been proven irrelevant in
the real world, we focus on value investing as taught by Benjamin
Graham and Warren Buffett.
To fulfill our mission to bring true financial wisdom to those in
need, we do not require a college degree in order to earn the QIA
designation. However, due to the complexity of accounting footnotes
and industry investigative work, candidates without a college degree
may be required to spend more years of vigorous training within the
program. We do require three years of practical experience in the
fields of investment management and research in order to be finally
awarded the QIA Certification. Candidates can pass the exams first and
gain the requisite experience later on.
We conduct proctored QIA exams via the web and in person. Every year,
every candidate must submit (a) one full length research report about
their single best investment idea for the year, and (b) one research
paper based on a securities analysis topics designated by AQIA. The
Candidates will then present their research in person or via internet
conference, and defend their paper under the intense scrutiny of
qualified examiners about all the details of securities analysis
including accounting footnotes. Any question about any aspect of
practical investment research can be asked and the candidates must
provide an immediate answer based on their self-study. A pass or fail
grade will be determined by the average scores submitted by the
independent examiners.
Professional integrity and ethics are top priorities at AQIA. We
reserve the right to terminate the candidacy of any individual whose
behavior violates the QIA Code of Ethics.
FIRST YEAR:
1. Comprehensive Exam
2. Research Paper on a Designated Topic
3. Brief Summary Writeups of Three Ideas Worth Digging Into
Key Areas of Exam: Fundamentals of Financial Accounting, Research
Report Writing, Public Speaking, Probability Theory, Mental Math,
Speed Reading, Time Management, Research File Management
The Intelligent Investor: The Definitive Book On Value Investing
Revised Edition (Paperback) by Benjamin Graham, Jason Csaieig
(The best investment book ever according to Buffett.)
http://www.amazon.com/exec/obidos/ASIN/0060555661/csai-20
The Interpretation of Financial Statements (Hardcover)
by Benjamin O. Graham, Spencer B. Meredith
http://www.amazon.com/exec/obidos/ASIN/0887309135/csai-20
Security Analysis: The Classic 1940 Edition (2nd Ed. Hardcover)
by Benjamin Graham, David Dodd
(The textbook Buffett used at Columbia)
http://www.amazon.com/exec/obidos/ASIN/007141228X/csai-20
2008 SEC Guidelines; Rules and Regulations; As of December 2007
(Paperback)
by Gorham & Lamont Warren
http://www.amazon.com/exec/obidos/ASIN/B0015GVPN4/csai-20
Financial Accounting (Fourth Edition) with CD-Rom (Hardcover) by Libby
http://www.amazon.com/exec/obidos/ASIN/0072850531/csai-20
The Analysis and Use of Financial Statements by White
http://www.amazon.com/exec/obidos/ASIN/0471375942/csai-20
Common Stocks and Uncommon Profits and Other Writings (Paperback)
by Philip A. Fisher, Kenneth L. Fisher
http://www.amazon.com/exec/obidos/ASIN/0471445509/csai-20
Value Investing Made Easy: Benjamin Graham’s Classic Investment
Strategy Explained
for Everyone (Paperback) by Janet Lowe
http://www.amazon.com/exec/obidos/ASIN/0070388644/csai-20
The New Buffettology, by Mary Buffett and David Clark
http://www.amazon.com/exec/obidos/ASIN/0684871742/csai-20
One Up On Wall Street : How To Use What You Already Know To Make Money
In The Market
by Peter Lynch, John Rothchild
http://www.amazon.com/exec/obidos/ASIN/0743200403/csai-20
Beating the Street
by Peter Lynch, John Rothchild
http://www.amazon.com/exec/obidos/ASIN/0671891634/csai-20
How to Be Rich, by J. Paul Getty
http://www.amazon.com/exec/obidos/ASIN/0515087378/csai-20
Keys to Reading an Annual Report (Barron’s Business Keys) (Paperback)
by G. Thomas Friedlob, Ralph E. Welton, George Thomas Friedlob
http://www.amazon.com/exec/obidos/ASIN/0764113062/csai-20
SECOND YEAR:
1. Comprehensive Exam
2. Research Paper on a Designated Topic
3. In-depth Research Report on a Single Best Idea
Key Areas of Exam: Intermediate Accounting, Financial Statement
Analysis,
Investigation Techniques, File Management, Management Interview
Techniques
Value Investing : From Graham to Buffett and Beyond, by Bruce
Greenwald
http://www.amazon.com/exec/obidos/ASIN/0471463396/csai-20
Wall Street On Sale (Hardcover) by Timothy Vick
http://www.amazon.com/exec/obidos/ASIN/0071342052/csai-20
Baruch: My Own Story
by Bernard M. Baruch (Benefactor of Bernard M. Baruch College, CUNY)
http://www.amazon.com/exec/obidos/ASIN/156849095X/csai-20
Benjamin Graham on Value Investing: Lessons from the Dean of Wall
Street
by Janet Lowe
http://www.amazon.com/exec/obidos/ASIN/0140255346/csai-20
The Five Rules for Successful Stock Investing: Morningstar’s Guide to
Building Wealth and Winning in the Market
by Pat Dorsey, Joe Mansueto
http://www.amazon.com/exec/obidos/ASIN/0471269654/csai-20
THIRD YEAR:
1. Comprehensive Exam
2. Research Paper on a Designated Advanced Topic in Securities
Analysis
3. In-depth Research Report on a Single Best Idea
Key Areas of Exam: Advanced Financial Accounting, Financial Statement
Analysis II, Emotional Intelligence, Distress Investing
You Can Be a Stock Market Genius : Uncover the Secret Hiding Places of
Stock Market Profits
by Joel Greenblatt
http://www.amazon.com/exec/obidos/ASIN/0684840073/csai-20
Financial Shenanigans: How to Detect Accounting Gimmicks & Fraud in
Financial Reports, Second Edition
by Howard M. Schilit
http://www.amazon.com/exec/obidos/ASIN/0071386262/csai-20
Buffett : The Making of an American Capitalist
by Roger Lowenstein
http://www.amazon.com/exec/obidos/ASIN/0385484917/csai-20
The Warren Buffett Way, Second Edition
by Robert G. Hagstrom
http://www.amazon.com/exec/obidos/ASIN/0471648116/csai-20
How to Pick Stocks Like Warren Buffett: Profiting from the Bargain
Hunting Strategies of the World’s Greatest Value Investor
by Timothy Vick
http://www.amazon.com/exec/obidos/ASIN/0071357696/csai-20
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