Choosing a Program

Whether you need a deep, practical understanding of the world of alternative investments or just a solid introduction, the CAIA Association offers a program for you. 

... 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 over 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™

UniFi by CAIA™ is home to the self-paced Fundamentals of Alternative Investments certificate program, Private Debt microcredential, Digital Assets microcredential, and Real Estate microcredential. Plus, new relevant microcredentials will be released throughout 2024.

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Who will benefit from the programs?

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.

How many exams will I need to take?

CAIA Charter: Two levels of qualifying exams

UniFi by CAIA™: No qualifying exams

What do I achieve by successfully completing a program?

CAIA Charter: You will earn the CAIA Charter and be eligible to join the CAIA Association as an active Member. 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. Additionally, active Members are provided complimentary access to the UniFi by CAIA™ microcredentials – Private Debt and Digital Assets.

UniFi by CAIA™: Depending on the program, you will receive a certificate of completion and a digital badge from CAIA Association.

Can I join the CAIA Association after successfully completing the program?

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.