... all that’s needed to get started is the determination to gain relevant knowledge and strategies for tomorrow’s alts industry.
The CAIA Charter
For nearly two decades, the CAIA Charter Program has been a proven learning option for client-focused fiduciaries who want to develop a deeper understanding of alternative investments – ultimately driving the stewardship of financial markets. You will earn the CAIA designation by passing two exams and joining CAIA Membership.
UniFi by CAIA™
This specialized learning platform is a single source of professional education for the private wealth management industry.
Informed by senior leaders across the industry, it is ideal for asset managers, financial planners, sales professionals, private wealth managers, and other intermediaries seeking objective, accessible, and applied training on behalf of their clients. UniFi by CAIA™ is home to the self-paced Fundamentals of Alternative Investments certificate program and will be augmented with micro-credentials beginning early 2023.
Financial Data Professional Charter
This credential offers expertise in data science and its practical applications in finance. Developed to address the growing need in finance for a workforce that has the skills to succeed in a data and analytic driven world. By successfully completing the FDP exam, you are eligible to become an official FDP Charterholder.
CAIA Charter: Professionals who want to develop a deep level of knowledge and demonstrated expertise in alternative investments and their contribution to the diversified portfolio.
UniFi by CAIA™: Anyone who works within the private wealth management industry, whether it be an asset manager, an intermediary, or an advisory firm.
FDP Charter: Professionals managing, analyzing, translating, and distributing data in finance and anyone with an interest in finance, technology, and practice.
CAIA Charter: Two levels of qualifying exams
UniFi by CAIA™: No qualifying exams
FDP Charter: One exam and an online coding requirement
CAIA Charter: You will earn the CAIA Charter and be eligible to join the CAIA Association. By doing so, you may use the CAIA designation to signal your expertise in alternative investments and join a global community of over 13,000 CAIA Charterholders in more than 100 countries.
UniFi by CAIA™: Depending on the program, you will receive a certificate of completion and a digital badge from CAIA Association.
FDP Charter: You will earn the FDP Charter and digital badge. By doing so, the FDP Charter could be an essential step in your continued education and can help you gain a competitive edge in the data-driven finance industry.
CAIA Charter: Yes, after passing the Level II exam, you are eligible to join the CAIA Association with relevant professional experience.
UniFi by CAIA™: No, CAIA Association Membership is only available to CAIA Charterholders.
FDP Charter: No, CAIA Association Membership is only available to CAIA Charterholders.