How to Become a CAIA® Charterholder
Steps for Becoming a CAIA® Charterholder
The CAIA Charter is the globally-recognized credential for professionals who manage, analyze, distribute, or regulate alternative investments such as hedge funds, venture capital, private equity, and real estate.
Step 1: Pass Level I and Level II of the CAIA® Exam
Step 2: Meet Education or Experience Requirements
After you pass the exam, you’ll want to make sure you meet one of these two requirements:
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Step 3: Find Two Professional References
Step 4: Apply for Membership in the CAIA Association®
To apply to be a member of the CAIA Association, go to their registration page, and create an account. There is a fee of $350 for one year (renewable annually), or $650 for two years (renewable biannually). There are a number of benefits of being a member and pursuing your charter.
Step 5: Agree to Abide by the Terms and Conditions of the CAIA Association® Member Agreement
Next Steps For After You Become a CAIA® Charterholder
Besides the obvious boost to your career and your standing in the investment community, being a CAIA charterholder entitles you to a number of benefits from the CAIA Association. For example, you get your custom charter, access to as many as 250 events each year, and news and updates about continuing education, research, and opportunities for building professional networks and relationships. The benefits are with you at every stage of your career.
FREE eBook: Before You Decide to Sit for the CAIA® Exam
Free eBook: CAIA® Fundamentals
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