FAQs

Here you'll find answers to some of the frequently asked questions we receive from Members, Candidates, and industry professionals. If you don't find what you need here, please get in touch.

FAQ Categories

Retired Membership Status

Who is eligible for CAIA Retired Membership?

Retired Membership is reserved for active CAIA Members who are unemployed, retired, full-time students, leaving the industry, or experiencing other extenuating financial or personal circumstances and are unable to pay the full Membership fee.

During Membership renewal, active Members may apply for Retired Membership through the renewal process.

What are the requirements of Retired Membership Status?

To qualify for Retired Membership Status, Members are required to do the following: 

  1. Select the Retired Membership option when renewing your Membership.  

  1. Agree on an annual basis to abide by the Member Agreement.  

  1. Submit payment of US$175 for the annual Retired Membership fee.

CAIA does not make distinctions between Retired Status Members and full CAIA Members.  Retired Status Members enjoy all the benefits and rights of full CAIA Membership. 

How much does CAIA Retired Status Membership cost?

The annual Retired Status Membership fee is US$175.

How can I find other Members near me?

Finding other CAIA Members is convenient using our CAIA Member Directory. Simply log into your account to access this feature. Searches can be done by Name, Chapter, City, State, or Country. Having trouble logging in? Contact member@caia.org for assistance with your login access. 

What is the proper way to use the CAIA marks?

You may use CAIA after your name with or without the registered marks. Proper: Jane Smith, CAIA® -OR- Jane Smith, CAIA 

For details on the proper usage of the CAIA marks, please refer to the Intellectual Property Policy in the Policies section of our website.

What resources are available to me as a CAIA Member, and where can I find them?

As a CAIA Member, you gain access to exclusive educational content, professional development tools, and networking opportunities. For a comprehensive overview of all CAIA Member resources, please visit our For Members page.

Is continuing education required for CAIA Members to maintain their membership status?

While the CAIA Association does not mandate Continuing Education (CE) to maintain membership status, we strongly believe in the value of lifelong learning for investment professionals. As stewards of the industry, we recommend that Members engage in 40 hours of professional development every two years to stay current with industry trends, tools, and best practices.

To support our Members’ growth, CAIA provides complimentary access to CAIA.nxt™, a robust platform offering curated content, courses, and resources designed to help deepen their expertise and uphold the highest standards in their practice. 

This voluntary approach to continuing education empowers individual professionals to take charge of their development while reinforcing credibility and distinction.

To access the CAIA.nxt™ Private Debt, Digital Assets, Real Estate, and Private Equity microcredential, simply visit their respective web pages, scroll down to find the section marked 'CAIA Members, click here for Complimentary Access', and click on the designated image. Once you've opted in, we'll send you further instructions on how to access the platform.