The CAIA Charter

Get smart. Stay smart. Gain deep knowledge, demonstrated expertise and credibility in alternatives.

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

Successful completion of two exams and Membership in the CAIA Association puts you among an elite group of more than 9,000 professionals worldwide. And, your education doesn’t end once you’ve passed and joined. Membership keeps you current and connected.

Earning the CAIA Charter is an investment in your career. 

• Relevant: Learn what you need to know for success and credibility in alternatives. 

• Current: Program materials are reviewed and updated regularly.

• Efficient: 75% of Candidates who earn their CAIA Charter do so in 12 to 18 months.

• Comprehensive: Two exam levels cover everything from the characteristics of various strategies within each alternative asset class to portfolio management concepts central to alternative investments. 

What exactly is covered?

Level I:  Assesses your understanding of various alternative asset classes and your knowledge of the tools and techniques used to evaluate the risk-return attributes of each one.  Level II: Assesses how you would apply the knowledge and analytics learned in Level I within a portfolio management context. Both exams include segments on ethics and professional conduct. View the CAIA Charter Curriculum, or sign-up for an Infosession to learn more. 

Curriculum Overview

CAIA Level I Chapter 1

 

Dates, Fees & Resources

From textbooks written by industry experts to a study calculator to help you manage your time, you’ll find everything you need on our Preparing for the CAIA Charter Exam page. Each exam is administered in March and September. A minimum of 200 study hours is recommended:

Program Enrollment (one-time fee) US $400

Level I Exam Registration US $1250

Level II Exam Registration US $1250

Annual Membership Dues US $350; US $650/2-years

Visit Registration & Fees for more information. Discounts and Scholarships are available to those who register early and to members of partner organizations.