Charter Candidates

The CAIA Charter equips you with the knowledge and strategies necessary to prepare for the increasing dynamism of the profession, and your clients demand.

A new era of capital allocation is here and requires you to have greater diversification and broader expertise. Your journey starts now.

Register or Create an Account.

Relevant

Gain the knowledge and strategies for a new era of portfolio construction.

 

Current

Program materials are reviewed are updated regularly to incorporate relevant, practical industry developments and the latest academic research.

 

Efficient

75% of Candidates who earn their CAIA Charter do so in 12 to 18 months.

 

Let us guide you

through the next steps in gaining knowledge, expertise, and clear-career advantage as a CAIA Charterholder. Whether you are just starting your CAIA Charter journey or are working toward its completion, earning the CAIA designation puts you in a professional network that is shaping the future of investing.

 

 

 

 

 

Registered Candidates receive free access to the digital curriculum and 
have the option to purchase a print version.
Details available within the registration confirmation email.   

 

Register

Register

Your commitment to earning the CAIA designation is a significant one and you’ll want to be sure you are ready to get started. Review exam sessions, fees, curriculum, and important policies here.

Get Started
Schedule

Schedule

Once you've registered for your exam, deciding where and when you’ll sit for the exam is an important next step. Don’t delay! Scheduling early allows for more options to choose from.

Secure Your Seat
Prepare

Prepare

Most Candidates agree that 200+ hours of study on each level prepares them for the CAIA exams. That's a big commitment, so before you start be sure to review everything here!

Set Your Plan
Study

Study

The CAIA curriculum – included with each new Candidate registration, and CAIA study guides are the only preparation materials developed by the CAIA Association and are the CAIA Charter Candidate's best source of study materials.

Get Resources
Helpful Tips

Helpful Tips

We are committed to supporting you through your CAIA journey. Check out an upcoming Candidate Orientation Session, browse the FAQ’s, or request special testing accommodations if needed – we are here to help!

Learn More Here

 

Earn Industry Credibility

Successful completion of the CAIA Charter Program and joining
Membership puts you among an elite group of more than 13,000 CAIA Members worldwide.

 

CAIA Members are Employed by Leading Industry Organizations

 

  • PIMCO
  • BANK OF AMERICA
  • MERRILL LYNCH
  • WELLINGTON MANAGEMENT
  • MERCER
  • THE VANGUARD GROUP
  • CREDIT SUISSE
  • MORGAN STANLEY
  • BLACKROCK
  • FRANKLIN RESOURCES
  • INVESCO
  • UBS AG
  • ALLIANZ GLOBAL INVESTORS
  • FIDELITY INVESTMENTS
  • JP MORGAN