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The CHP program is a two-tiered certification program, for CHP Level 1 details please click here
CHP Program participants are not required to complete both levels of the program. However, many participants opt for the dual certification because this specialized training can be applied to many types of hedge fund jobs and career paths. Opportunities exist in areas such as wealth management, due diligence on hedge funds, fund of hedge fund management, third party marketing, hedge fund compliance/legal work, and employment within a hedge fund as an analyst, trader, associate, or portfolio manager.
Choose from One of Three Concentrations
CHP Level 2 allows participants to specialize in one of the following concentrations: due diligence, marketing & sales, portfolio analytics. This allows you to spend 100% of your time learning about areas that are directly relevant to your position or a job to which you are transitioning. In the space below you will find an overview of each concentration option:
Due Diligence
Become an Asset to Your Hedge Fund at a Time When Due Diligence Has Never Been More Important
CHP Level 2 Option on Due Diligence helps hedge fund professionals learn about hedge fund due diligence fundamentals and best practices. The CHP Level 2 program on due diligence requires three texts, each one focuses on different aspects of due diligence and are crucial to a well-rounded understanding.
One text will provide an overall basic level of knowledge of due diligence, some techniques and key terms to focus on, and thus should be read first (Hedges on Hedge Funds). One book will provide candidates with some of the current models and techniques being used in the hedge fund industry to uncover operational risk and trends that may lead the way within the industry going forward (Hedge Fund Operational Due Diligence). The final book is meant to be the capstone of the entire due diligence section and links many of the previously explored ideas together in a meaningful way while explaining some of the most crucial elements of a hedge fund and their overall relation to risk (Hedge Fund Risk Fundamentals). If you need to let our team know which Level 2 option you have selected you may do so by completing this form.
CHP Level 2: Due Diligence Study Guide
CHP Level 2: Due Diligence Syllabus
Marketing & Sales
Gain valuable specialized knowledge to help raise capital for hedge funds
The CHP Level 2 Option on Marketing & Capital Raising combines hedge fund marketing and sales training with sales best practices to create a platform where third party marketers, capital introduction professionals, investor relations, and in-house marketers can gain credibility and certify their knowledge within this space.
Level 2 builds on CHP Level 1 by referring to investment strategies, terms, and trends discussed within the Level 1 reading materials.
Marketing & Sales Learning Modules
• Hedge Fund Capital Raising Distribution Channels
• Sales Fundamentals
• Influence & Persuasion
• Capital Introduction
• Hedge Fund Marketing Best Practices
• Third Party Marketing
The required readings and resources for CHP Level 2 in Marketing & Sales can be seen in the study guide. The materials used to train participants include three books and exclusive video content. The video content includes lectures on hedge fund marketing and sales best practices, as well as short hedge fund marketing tips and techniques. If you need to let our team know which Level 2 option you have selected you may do so by completing this form.
The video content within this portion of the program is worth far more than the CHP tuition since this material can normally only be received by retaining $200+/hour consultants or attending expensive industry conferences charging over $1,000 for admission. All of these resources have been put together by professionals who have raised capital for hedge funds in the past, and each is made to be as practical and actionable as possible.
CHP Level 2: Marketing & Sales Study Guide
CHP Level 2: Marketing & Sales Syllabus
Portfolio Analytics
Gain valuable specialized knowledge on Portfolio Risk Management & Analytics
The CHP Level 2 Option on Hedge Fund Portfolio Analytics provides an overview of hedge fund portfolio analytics and risk management best practices. This program was primarily designed by the Chief Investment Officer (CIO) of a U.S.-based long-short equity hedge fund and is intended for hedge fund portfolio managers, analysts, wealth managers, asset allocators, traders, and those professionals looking to enter the industry into one of these roles. Please see below for the learning modules and study guide for this program.
Learning Modules
• Portfolio Characteristics of Various Hedge Fund Investment Strategies
• Asset Allocation
• Investment Risk Management
• Risk-Adjusted Performance Measures
The required readings and resources for the CHP Level 2 on Portfolio Analytics program can be found in the study guide. The materials used to train participants include three books, a free collection of analytics “notes” you will receive from our team, and supplemental video content from within the Hedge Fund Premium training platform. If you need to let our team know which Level 2 option you have selected you may do so by completing this form.
CHP Level 2: Analytics Study Guide
CHP Level 2: Analytics Syllabus
Pass Rates: Below is a chart showing the pass rates for each of the four examinations that we offer, including CHP Level 1 on Hedge Fund Fundamentals, CHP Level 2: Marketing, CHP level 2: Portfolio Analytics, and CHP Level 2: Due Diligence. While we are working to make our examinations psychometrically sound and challenging, we are not trying to fail 50-60% of participants, and our chief focus is on making sure our overall program delivers a great amount of value to each participant.
Level 2 Program Choice Selection: If you need to let our team know which Level 2 option you have selected you may do so by completing this form.
Certificates: Depending on which Level 2 program you select to complete, you will receive a certificate after you pass the provided examination. Below you can see exactly what an example certificate will look like when it is sent to you:
