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The CAIA Charter

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?


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 IIAssesses 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. 

For more information, follow these links:

Curriculum Overview
- View the Level I Study Guide
- Sign up via the CAIA website.