Achieve a Higher Standard - Distinguish Yourself

Achieve a Higher Standard

Earn the CAIA designation
Why CaiaRegister

Distinguish yourself with knowledge, expertise, and a clear career advantage – become a CAIA Charterholder. CAIA® is the globally-recognized credential for professionals allocating, managing, analyzing, distributing, or regulating alternative investments.

13
13K
MEMBERS
WORLDWIDE
33
33
CHAPTERS AROUND
THE GLOBE
80
80
ACADEMIC & ASSOCIATION
PARTNERSHIPS

CAIA

Prepare for Success

The CAIA Charter program consists of two exam levels. Now included with your program registration, the official curriculum for each level is revised regularly to incorporate relevant, practical industry developments essential to earning your place in the Portfolio for the Future™.

Discover

 

Earning the CAIA Charter is a hallmark of the responsible, informed fiduciary. 

Level I ▲
  • Professional Standards and Ethics
  • Introduction to Alternative Investments
  • Real Assets
  • Private Securities
  • Hedge Funds
  • Structured Products

Learn more about Level I.

Level II ▲
  • Emerging Topics
  • Ethics, Regulation, and ESG
  • Models
  • Institutional Asset Owners and Investment Policies
  • Risk and Risk Management
  • Methods for Alternative Investing
  • Accessing Alternative Investments
  • Due Diligence and Selecting Strategies
  • Volatility and Complex Strategies

Learn more about Level II.

RELEVANT

Gain the knowledge and strategies you need to build future-focused portfolios.

CURRENT

Our curriculum is constantly updated to keep our candidates at the forefront of industry trends.

FLEXIBLE

The choice is yours - you can take the CAIA exam in person, or via online proctoring.

The CAIA Curriculum is the definitive instruction manual for an institutional investor, and it puts you in the captain’s chair of the asset owner.

Christopher J. Ailman  |  CIO, California State Teachers’ Retirement System

Get the globally-recognized credential to initiate your path to career enhancement through deeper alts knowledge and distinction.

Register Now

Your learning does not end with the CAIA Curriculum. You’ll understand how to:

  1. Cultivate a Transparent and Client-Centered Ethos
  2. Start with Purpose-Driven Portfolio Building Blocks
  3. Diagnose Your Client’s Values and Embed Tailored Sustainability Factors
  4. Treat Liquidity as a Feature Rather Than a Benefit
  5. Identify and Capitalize on Your Firm’s Edge
  6. Invest with Integrity and Allocate to True Partners

 

Find out how

Frequently Asked Questions (FAQs)

All you need to know about the CAIA Exam, including resources available for you to thrive.

What study materials are available? ▲
The CAIA curricula are written and prepared by the CAIA Association and are the only resource used to write exams. Program materials are reviewed and updated annually by industry experts and practitioners. For your convenience, the Level I and Level II curriculum is available in digital format and included with each new Candidate registrations. You may also purchase a print version here.
When is the next CAIA Exam? ▲
The Level I CAIA exam will be administered from March 6, 2023 to March 17, 2023; the Level II CAIA exam window is from March 20, 2023 to March 31, 2023.
What is the registration deadline? ▲
Early registration – which comes with a significant discount for first-time Candidates – begins October 3, 2022 and ends on November 28, 2022. Regular registration ends on February 6, 2023. Please see registration and fees for more details.
Do I have to take the exam in person? ▲
No. We offer an online-proctored option as well. Carefully read the OnVUE physical and system requirements to determine if you meet the technology requirements.
What is the timeline for completing the program? ▲
A minimum of 200 hours of study time is recommended for each level of exam. The Level I and Level II exams are offered twice each year, in September and March, giving candidates the opportunity to complete the CAIA program within a single year, should they choose to do so.
What do I achieve after successfully completing the program? ▲
After passing the Level II exam you are eligible, with relevant professional experience, to join the CAIA Association as a Member and receive the CAIA Charter. You will be part of an elite group of more than 13,000 professionals worldwide. Only after joining the Association are you eligible to add the CAIA designation to your professional profiles.

The CAIA Charter

Earn the only credential that enables building diversified, future-focused portfolios. 

Curriculum

Completely revised and updated for the 2023 exam cycles.

→

Preparation

Comprehensive curriculum and study guides, at your fingertips.

→

Mission

CAIA seeks to improve investment and societal outcomes.

→

Register today for the CAIA exam to get a globally-recognized credential that will provide you with a clear career path – become a CAIA Charterholder.

Register Now