


Exam Registration for the September 2022 Cycle is open until August 8. Register today!
The CAIA Charter is a self-study program and the go-to credential for investment professionals seeking to stay on the leading edge of our industry.
Professionals who want to develop a deep level of knowledge and demonstrated expertise in alternative investments and their contribution to the diversified portfolio should pursue the CAIA Charter.
• Asset Allocators
• Risk managers
• Analysts
• Portfolio managers
• Traders
• Consultants
• Business development/marketing
• Operations
• Advisors
The CAIA Charter is granted upon completion of two levels of qualifying exams, combined with relevant professional experience.
A minimum of 200 hours of study time is recommended for each level (a total of approximately 400 hours).
Exams are offered in March and September, which allows Candidates to potentially complete the program in one year. The exams are available globally at proctored, computerized test centers and, in many cases, via an online proctored format from a secure location.
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 12,000 CAIA Charterholders in more than 100 countries.
Yes, after passing the Level II exam, you are eligible to join the CAIA Association with relevant professional experience. Only after joining the Association will you be eligible to add the CAIA designation to your professional profiles.
UniFi by CAIA™ is a learning platform designed to provide education for professionals across the private wealth management industry. New learning pathways will be introduced throughout 2022 and beyond. The Fundamentals of Alternative Investments® program represents the first certificate available on UniFi by CAIA™. For more information on UniFI by CAIA™ and future developments on the platform, please click here.
The profile of a typical UniFi by CAIA™ user will vary, but anyone who works within the private wealth management industry, whether it be an asset manager, an intermediary, or an advisory firm, will benefit from the programs available.
Some of the common job functions include:
There are no qualifying exams on the UniFi by CAIA™ platform. Each program will have its own set of assessments, all of which will be contained within the platform. None will require an exam center at this time.
The Fundamentals of Alternative Investments® certificate program is currently available on the UniFi by CAIA™ platform. To learn more about this program, please click here.
Enrollment to any program on UniFi by CAIA™ is open year-round. You may start any program at any time.
Depending on the program, you will receive a certificate of completion and a digital badge from CAIA Association.
No, CAIA Association Membership is only available to CAIA Charterholders.
Go to UniFI by CAIA™ for individual enrollment. To stay updated on the latest UniFi by CAIA™ developments, sign-up here.
The Financial Data Professional credential is designed specifically to offer expertise in data science and its practical applications in finance to meet the needs of digital transformation within the industry.
Bringing together individuals and organizations from across the financial spectrum, the Financial Data Professional Institute unites a leading-edge curriculum with practical applications while incorporating professional standards and ethics.
FDP® is the globally recognized credential for professionals managing, analyzing, translating, and distributing data in finance. Anyone with an interest in finance, technology, and practice is encouraged to pursue the program.
Successful completion of one FDP exam and the online coding requirement puts you in an influential group of Financial Data Professional Charterholders worldwide. All Candidates must complete the following two components with a passing score before obtaining their FDP charter
The FDP exam consists of 80 multiple choice questions weighted as 75% of the total points and two (2) to four (4) constructed response questions (multi-part essay type) weighted as 25% of the total points. The FDP exam will not contain any Python or R programming questions.
Topics | Approximate Weight % |
---|---|
1. Introduction | 5-12 |
2. Linear & logistic regression, support vector machines, regularization, and time series | 10-15 |
3. Decision trees, supervised segmentation, and ensemble methods | 10-15 |
4. Classification, clustering, and Naive Bayes | 5-12 |
5. Neural networks and reinforcement learning | 5-12 |
6. Performance evaluation, back-testing, and false discoveries | 5-12 |
7. Text Mining | 5-12 |
8. Ethical & Privacy Issues | 5-12 |
9. Fintech Applications | 25-40 |
77% of Charter holders who earn their FDP Charter do so in 3-4 months.
The exam is administered twice annually (April and October) and is a four-hour computer-administered examination. It is available globally at proctored, computerized test centers and, in many cases, via an online proctored format from a secure location. Candidates should anticipate approximately 200+ hours of study in preparation for the FDP exam.
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.
A great start includes reviewing the Introduction to the FDP Charter (PDF) or visiting fdpinstitute.org to learn more.
The Financial Data Professional credential is designed specifically to offer expertise in data science and its practical applications in finance to meet the needs of digital transformation within the industry.
Bringing together individuals and organizations from across the financial spectrum, the Financial Data Professional Institute unites a leading-edge curriculum with practical applications while incorporating professional standards and ethics.
FDP® is the globally recognized credential for professionals managing, analyzing, translating, and distributing data in finance. Anyone with an interest in finance, technology, and practice is encouraged to pursue the program.
Successful completion of one FDP exam and the online coding requirement puts you in an influential group of Financial Data Professional Charterholders worldwide. All Candidates must complete the following two components with a passing score before obtaining their FDP charter
The FDP exam consists of 80 multiple choice questions weighted as 75% of the total points and two (2) to four (4) constructed response questions (multi-part essay type) weighted as 25% of the total points. The FDP exam will not contain any Python or R programming questions.
Topics | Approximate Weight % |
---|---|
1. Introduction | 5-12 |
2. Linear & logistic regression, support vector machines, regularization, and time series | 10-15 |
3. Decision trees, supervised segmentation, and ensemble methods | 10-15 |
4. Classification, clustering, and Naive Bayes | 5-12 |
5. Neural networks and reinforcement learning | 5-12 |
6. Performance evaluation, back-testing, and false discoveries | 5-12 |
7. Text Mining | 5-12 |
8. Ethical & Privacy Issues | 5-12 |
9. Fintech Applications | 25-40 |
77% of Charter holders who earn their FDP Charter do so in 3-4 months.
The exam is administered twice annually (April and October) and is a four-hour computer-administered examination. It is available globally at proctored, computerized test centers and, in many cases, via an online proctored format from a secure location. Candidates should anticipate approximately 200+ hours of study in preparation for the FDP exam.
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.
A great start includes reviewing the Introduction to the FDP Charter (PDF) or visiting fdpinstitute.org to learn more.
The Financial Data Professional credential is designed specifically to offer expertise in data science and its practical applications in finance to meet the needs of digital transformation within the industry.
Bringing together individuals and organizations from across the financial spectrum, the Financial Data Professional Institute unites a leading-edge curriculum with practical applications while incorporating professional standards and ethics.
FDP® is the globally recognized credential for professionals managing, analyzing, translating, and distributing data in finance. Anyone with an interest in finance, technology, and practice is encouraged to pursue the program.
Successful completion of one FDP exam and the online coding requirement puts you in an influential group of Financial Data Professional Charterholders worldwide. All Candidates must complete the following two components with a passing score before obtaining their FDP charter
The FDP exam consists of 80 multiple choice questions weighted as 75% of the total points and two (2) to four (4) constructed response questions (multi-part essay type) weighted as 25% of the total points. The FDP exam will not contain any Python or R programming questions.
Topics | Approximate Weight % |
---|---|
1. Introduction | 5-12 |
2. Linear & logistic regression, support vector machines, regularization, and time series | 10-15 |
3. Decision trees, supervised segmentation, and ensemble methods | 10-15 |
4. Classification, clustering, and Naive Bayes | 5-12 |
5. Neural networks and reinforcement learning | 5-12 |
6. Performance evaluation, back-testing, and false discoveries | 5-12 |
7. Text Mining | 5-12 |
8. Ethical & Privacy Issues | 5-12 |
9. Fintech Applications | 25-40 |
77% of Charter holders who earn their FDP Charter do so in 3-4 months.
The exam is administered twice annually (April and October) and is a four-hour computer-administered examination. It is available globally at proctored, computerized test centers and, in many cases, via an online proctored format from a secure location. Candidates should anticipate approximately 200+ hours of study in preparation for the FDP exam.
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.
A great start includes reviewing the Introduction to the FDP Charter (PDF) or visiting fdpinstitute.org to learn more.
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