Self-Evaluation Tool

Ongoing education is a crucial component of staying current in the AI industry. As a CAIA Member, your learning doesn’t end when you pass the exams.

The CAIA Self-Evaluation Tool (SET) is a required component of your CAIA membership. It is intended to assess Members’ understanding of current policy, practice, and/or topical developments in alternative investments (AI) and highlight any knowledge gaps for further review.

You must be signed-in as a current Member to access. 

Content for the SET is drawn from readings in the CAIA curriculum and the tool is formatted in a series of questions designed to keep you abreast of the latest topics in this rapidly growing industry. Before beginning the assessment, you may wish to review the SET readings on which the questions are based. After completing the SET, your results, while not reported to CAIA, will include explanatory notes and links to any corresponding supplementary CAIA readings.


The Process

• CAIA members must complete the SET once every three years* in order to fulfill CAIA’s continuing education requirement.
• While there is no "pass" requirement to maintain the CAIA designation, Members are expected to carefully review and answer the questions at minimum once every three years. The SET quiz should take approximately 20 to 30 minutes to complete.
*The CAIA SET is updated annually. All members are eligible to participate as frequently as they wish. 

SET Readings are a Member exclusive,please log in.