How to Become a CAIA® Charterholder

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

STEP 2: Meet the education and experience requirements.

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

STEP 4: Provide two professional references.

STEP 5: Establish and maintain membership in CAIA Association®.

Person considering whether or not to pursue the CAIA charter

FREE eBook: Before You Decide to Sit for the CAIA® Exam

Why Pursue the CAIA® Charter

The CAIA® Charter is valued by top employers and recognized globally as the highest standard of achievement in alternative investment education. As the CAIA designation continues to grow, the benefits that go along with it have grown as well.

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