The CAIA Charter

Think like an allocator. Earn the only credential that enables building diversified, future-focused portfolios. 

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 12,000 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 a hallmark of the responsible, informed fiduciary. 

• Relevant: Gain the knowledge and strategies you need to build future-focused portfolios.

• Current: Program materials are reviewed and updated annually by industry experts and practitioners.

• 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?

New 2022 Digital Curriculum and Updates!

Level I:  Completely revised and updated for the March 2022 exam cycle, the new digital or digital + print format 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

View the Level I Study Guide

Dates, Fees & Resources

From a curriculum written by industry experts, informed by practitioners, 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.

 

Create an Account and Register