Inside the 2026 CAIA Curriculum
The 2026 CAIA Curriculum sets a bold new benchmark for ethics, equity, and innovation in portfolio management. From foundational principles to advanced crypto strategies, this is the knowledge today’s professionals need, not someday, but right now.
What’s Inside? Key Takeaways:
- A Global Standard for Ethics, Built In
The newly introduced CAIA Ethical Principles now underpin the entire curriculum, embedding integrity into decision-making at every level.
- Growth Equity Moves to the Core
No longer a side note, growth equity is now central to institutional portfolios. The curriculum reflects its evolution with updated content on deal structures, valuations, and the role it plays in modern allocations.
- Digital Assets: From Introduction to Integration
Expanded content on crypto in modern portfolios, covering allocation philosophies and risk evaluation for this fast-evolving space.
- Rebalancing as a Strategic Discipline
With portfolio dynamics shifting faster than ever, new Level II content delivers practical tools to approach rebalancing, especially when illiquid assets complicate the equation.
- Sharper Focus, Less Clutter
Seven outdated readings have been retired to make room for material that better reflects how portfolios are managed today.
- Evidence-Based Insights, Not Theory
New case studies and research explore real-world questions, like whether fund size impacts performance, or how pension plans create value through direct investments.
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