Earn your place in the Portfolio for the Future™

Work smarter to deliver better investor outcomes with the CAIA credential

Do you have the skills and confidence needed to master the broad array of asset classes and the strategies and practices surrounding them within the competitive alts landscape? The CAIA® Charter program will ensure that you do! It’s an investment. A smart one.

you're in good company

13
13K
MEMBERS
WORLDWIDE
33
33
CHAPTERS AROUND
THE GLOBE
80
80
ACADEMIC & ASSOCIATION
PARTNERSHIPS

Why invest in a CAIA designation?

Global Professional

Advance your career with globally-recognized knowledge and credibility in alternative investments.

Relevant Knowledge

Gain building blocks for creating portfolios driven by evaluating all investment options beyond generic portfolio models.

Future Focused

Be prepared to meet client demands in a new era where fiduciaries need to work smarter to deliver investor outcomes.

CAIA

Earn Industry Credibility

Successful completion of the two exams puts you among an elite group of more than 13,000 professionals worldwide. And your education doesn’t end once you’ve passed and join Membership.

Discover How

Explore Our Study Resources

Check out our updated study guides and tools.

Learn More

We’re here to help.

Contact CAIA and let one of our knowledgeable staff answer your questions.

Contact Us

Curriculum TOPICS

Level I

  • Professional Standards and Ethics
  • Introduction to Alternative Investments
  • Real Assets
  • Private Equity
  • Hedge Funds
  • Structured Products

Level II

  • Emerging Topics
  • Ethics, Regulation, and ESG
  • Models
  • Institutional Asset Owners and Investment Policies
  • Risk and Risk Management Methods for Alternative Investing
  • Accessing Alternative Investments
  • Due Diligence and selecting Strategies
  • Volatility and Complex Strategies

 

90%

of CAIA Members indicated that the CAIA designation has helped them to better serve the end investor.

Whether you are just starting your CAIA journey or are working toward its completion, earning the CAIA designation is a hallmark of the responsible and informed fiduciary.

 

Given their diversified cash flow streams and returns, private markets continue to be a growing fixture of patient, long term portfolios. As such, the need to have proficiency across these sophisticated strategies, asset classes and instruments is critical for today’s capital allocator. As a proud CAIA charterholder, I have seen the practical benefits in building a strong private markets foundation, allowing me to better assist my clients.

Jayne Bok, CAIA, CFA 
Head of Investments, Asia, Willis Tower Watson

 

Get the globally-recognized credential to initiate your path to career enhancement through deeper alts knowledge and distinction.

Register

 

Frequently Asked Questions (FAQs)

All you need to know about the CAIA Exam, including resources available for you to thrive.

 

Who will benefit from enrolling in the CAIA program?
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 including,
  • Asset Allocators
  • Risk managers
  • Analysts
  • Portfolio managers
  • Traders
  • Consultants
  • Business development/marketing
  • Operations
  • Advisors
How many exams will I need to take?
The CAIA Charter is granted upon completion of two levels of qualifying exams, combined with relevant professional experience.
What study materials are available?
The CAIA curricula are written and prepared by the CAIA Association and are the only resource used to write exams. Program materials are reviewed and updated annually by industry experts and practitioners. For your convenience, the curriculum is available digitally and included with a paid exam registration.
When is the next CAIA Exam?
The Level I CAIA Exam will be administered from March 6, 2023 – March 17, 2023; the Level II CAIA Exam window is from March 20, 2023 – March 31, 2023.
What is the registration deadline?
Early registration – which offers a US$400 discount for first-time Candidates – begins October 3, 2022 and ends on November 28, 2022. Regular registration ends on February 6, 2023.
Do I have to take the exam in person?
No. We offer an online-proctored option as well. Carefully read the OnVUE physical and system requirements to determine if you meet the technology requirements.
What is the timeline for completing the program?
A minimum of 200 hours of study time is recommended for each level of exam. The Level I and Level II exams are offered twice each year, in September and March, giving Candidates the opportunity to complete the CAIA program within a single year, should they choose to do so.
What do I achieve after successfully completing the program?
After passing the Level II exam you are eligible, with relevant professional experience, to join the CAIA Association as a Member and receive the CAIA Charter. You will be part of an elite group of more than 13,000 professionals worldwide. Only after joining the Association are you eligible to add the CAIA designation to your professional profiles.

Register today for the CAIA exam to get a globally-recognized credential that will provide you with a clear career path – become a CAIA Charterholder.

Register Now