I’ve passed the Level II exam. What are the other requirements for CAIA Membership?

has the required experience of:

  • holds a bachelor’s degree (or the equivalent) and has one (1) year of professional experience in the field of alternative investment analysis or other regulatory, banking, financial, or related field, OR
  • has four (4) years of professional experience in the field of alternative investment analysis or other regulatory, banking, financial, or related field, OR
  •  is a CFA charter holder in good standing;
  • provides the name and e-mail of two (2) people as professional references; 
  • agrees to abide by the CAIA Candidate and Member Agreement, including the use of the CAIA designation as an exclusive right for Full and Retired Members whose membership is in good standing and fully paid; and
  • submits payment to join CAIAA after passing CAIAA’s Level II exam, and thereafter submits a renewal payment on or before the expiration date of May 31st.
  • Please keep in mind that we offer Affiliate Membership as an option if you do not meet the CAIA Membership requirements when you pass your Level II exam. Please contact member@caia.org to request an Affiliate Membership.