Launched in 2002 and sponsored by CAIA Association®, the Chartered Alternative Investment AnalystSM (CAIA®) Charter is the only educational standard uniquely designed for individuals specializing in alternative investments.With new retail products and structures, investments from insurance companies and pensions, and government investments in infrastructure and green technology, many companies are in need of alternative investing experience. Completion of the CAIA program demonstrates an understanding of alternative investments, including hedge funds, real assets, private equity, commodities, and managed futures.

If you like alternative investments (investments except for the regular equity and fixed income investments), then this is the course for you. Let’s see a few reasons why should you pursue the CAIA program.

• CAIA provides deep knowledge and displayed expertise and credibility in alternative investments by professionals recognized globally as best in class.

• Within a year that is after completion of two levels of examinations, you can be a member of the CAIA Association.

• To update students or candidates and members regularly the curriculum is updated regularly.

• It is a complete self-study program with curriculum books, study guide and preparation material created by the CAIA association alone. The course material is revised regularly based on the changes and developments in the industry along with the latest academic research. These books and the study material are available to be purchased online.

• If you really believe in alternative investments and you know you can ethically guide your customers through successful investment planning then you must pursue the CFA® CAIA program to add value to your career and make the most of this course.

• Go through the syllabus and the course structures you will understand that both the levels include ethical and professional conduct lessons.

​Requirements to Earn the CAIA Charter

1. Pass Level I and Level II of the CAIA exam.

   • Exams must be taken in separate exam cycles

   • Exam cycles occur in March and September

2. Meet one of the two requirements below:

   • Obtain a bachelor’s degree, or equivalent, with a minimum of one year of professional experience

   • Have a minimum of four years of professional experience

   • Professional experience is defined as full-time employment in a professional capacity with the regulatory, banking, financial, or related fields

3. Agree to abide by the terms and conditions of the CAIA Association® Member Agreement.

   • Agreement renewal is required on an annual basis

4. Provide two professional references.

5. Establish and maintain membership in CAIA Association.

   • Membership fees apply; renewed on an annual or bi-annual basis

   • One-year membership $350; two-year membership $700

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