Earn your place in the Portfolio for the Future™
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
Why invest in a CAIA designation?
Advance your career with globally-recognized knowledge and credibility in alternative investments.
Gain building blocks for creating portfolios driven by evaluating all investment options beyond generic portfolio models.
Be prepared to meet client demands in a new era where fiduciaries need to work smarter to deliver investor outcomes.
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.
- Professional Standards and Ethics
- Introduction to Alternative Investments
- Real Assets
- Private Equity
- Hedge Funds
- Structured Products
- Emerging Topics
- Ethics, Regulation, and ESG
- 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
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.
Frequently Asked Questions (FAQs)
All you need to know about the CAIA Exam, including resources available for you to thrive.
- Asset Allocators
- Risk managers
- Portfolio managers
- Business development/marketing