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CFA, CAIA, and FRM Study Materials from Kaplan Schweser
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PACKAGE

CAIA®’s Stackable Credential Program

$599 - $1,099
As an eligible CFA® Charterholder, you can build on your credential and earn the CAIA Charter through the CAIA Stackable Credential Program by passing only the Level II exam—expanding your expertise and credibility in alternative investments. Learn more
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What's Included

  • Study tools to help you learn the material, work through realistic practice questions, and assess how you perform
  • OnDemand classes that leverage expert instructors to teach the CAIA curriculum through engaging lectures and exam-based applications
  • The renowned SchweserNotes™, a set of clear and concise CAIA study notes
  • 3 full-length mock exams that closely resemble the difficulty and length of the actual CAIA exam
  • OnDemand Review Workshop featuring expert-led review and specialized materials designed to reinforce your mastery of the CAIA curriculum
  • Kaplan Schweser Community forum where you can engage directly with our expert instructors, as well as fellow CAIA candidates
  • An AI Tutor trained on Schweser’s proven CAIA study program. Fully integrated into your tools, AI Tutor delivers instant, clear explanations so you can stay focused, overcome complex topics, and move more efficiently through your study plan.
  • Schweser’s PassProtection™ for complete confidence on CAIA exam day. If you don’t pass, your next study package is on us. Terms and conditions apply.
  • An AI Tutor trained on Schweser’s proven CAIA study program. Fully integrated into your tools, AI Tutor delivers instant, clear explanations so you can stay focused, overcome complex topics, and move more efficiently through your study plan.
  • This CAIA Stackable package also includes a FREE equivalent Level I study package, so that you can brush up on any Level I topics as needed.

Product Details

As a CFA® Charterholder, you may be eligible to earn the prestigious CAIA Charter through the CAIA Stackable Credential Program. This program allows you to earn the CAIA designation by only passing the Level II exam and joining the CAIA Association. Earning the CAIA Charter, stacked with your CFA Charter, provides a powerful boost to your credibility in alternative investments and expands your professional capabilities.

If you’re committed to passing the CAIA Level II exam, this is the ideal study program for you. Get step-by-step guidance with everything you need to prepare for the exam. This all-inclusive package strategically integrates expert Instruction, Review, and Core study tools to deliver a structured learning experience that provides the most efficient and effective path to success.

Earning the CAIA designation, in conjunction with your CFA charter, provides an opportunity to advance your knowledge and credibility in alternative investments, to continue your professional development, and to enhance your professional career.

Each of the following study packages are optimized to help you efficiently and effectively prepare for the Level II exam. Each package includes a FREE equivalent Level I study package, so that you can review Level I topics as needed.

Schweser's PassProtection™

Didn’t pass the exam? Your next study package is on us. Terms and conditions apply.

SchweserNotes™

These clear, concise study notes and examples cover every CAIA Level II topic, complete with questions to check your understanding. Your study package includes both print and digital versions of SchweserNotes. Available from anywhere with the Kaplan Schweser app.

OnDemand Class

Attend class on your own schedule with prerecorded sessions covering every reading in the CAIA Level II curriculum.

SchweserPro™ QBank

Build custom exams to quiz yourself on what you’ve learned. Available from anywhere with the Kaplan Schweser app.

Online Mock Exam

Take full-length mock exams that closely resemble the difficulty and length of the actual CAIA exam.

*Mock Exams 1, 2, and 3 are included in the Premium Package. Mock Exams 1 and 2 are included in the EssentialPlus and Essential Packages.

Topic Quizzes

These online-only quizzes contain a fixed group of questions that quiz CAIA candidates at the topic level.

OnDemand Review Workshop

Watch our review sessions on your schedule with hours of expert instruction and review that are all available for OnDemand viewing. You receive a thorough review of key topics, practice questions and problem-solving techniques, and exam tips and strategies. Study from anywhere with the Kaplan Schweser app.

Schweser's Secret Sauce®

Take this compact book anywhere you go—printed or eBook—for a concise review of the CAIA curriculum. Schweser’s Secret Sauce® provides insights and exam tips on how to effectively prepare and apply your knowledge on exam day. Available from anywhere with the Kaplan Schweser app.

Activity Feed

Take the guesswork out of your study plan with strategically placed weekly tasks.

QuickSheet

This compact study tool summarizes key formulas, definitions, and concepts.

Kaplan Schweser Community

Access our community forum to engage with our experts and other CAIA candidates to post questions, find answers, and participate in meaningful discussions throughout your studies.

Resource Library

Explore a collection of online reference videos that will prepare you for your studies.

Ask questions and receive answers from a CAIA instructor at any time.

AI Tutor

An AI Tutor trained on Schweser’s proven CAIA study program. Fully integrated into your tools, AI Tutor delivers instant, clear explanations so you can stay focused, overcome complex topics, and move more efficiently through your study plan.

The minimum criteria for eligibility in the CAIA Stackable Program are as follows. Applicants:

  • Must have no existing CAIA exam history, (examples of exam history include those who have registered for or passed/failed the Level I or Level II exam)
  • Must be a CFA charterholder, in good standing, and
  • Must have a digital badge, verifiable by CAIA Association.

More information about the CAIA Stackable Credential Program eligibility criteria and registration information, can be found on the CAIA Association website.

To apply for the Stackable Credential Program, visit CAIA’s Registration & Fees page to begin the process. Association Partnership discounts may apply where applicable.

Compare CAIA®’s Stackable Credential Program

What It Includes

Premium Package

EssentialPlus Package

Essential Package

PassProtection Guarantee

Didn’t pass the exam? Your next study package is on us. Terms and conditions apply.

Study Notes

These clear, concise study notes and examples cover every CAIA Level I topic, complete with questions to check your understanding. Your study package includes both print and digital versions of SchweserNotes. Available anywhere with the Kaplan Schweser app.

Instruction

Attend class on your own schedule with prerecorded sessions covering every reading in the CAIA Level I curriculum.

Exams and Quizzes

Build custom exams to quiz yourself on what you’ve learned. Available anywhere with the Kaplan Schweser app.

Full-length mock exams that simulate the interface, format, and difficulty of the actual CAIA exam. *Mock Exams 1, 2, and 3 are included in the Premium Package. Mock Exams 1 and 2 are included in the EssentialPlus and Essential Packages.

Review Tools

Watch our review sessions on your schedule with hours of expert instruction and review that are all available for OnDemand viewing. You receive a thorough review of key topics, practice questions and problem-solving techniques, and exam tips and strategies. Study from anywhere with the Kaplan Schweser app.
Take this compact book anywhere you go—printed or eBook—for a concise review of the CAIA curriculum. Schweser’s Secret Sauce® provides insights and exam tips on how to effectively prepare and apply your knowledge on exam day. Available anywhere with the Kaplan Schweser app.

Study Tools

Take the guesswork out of your study plan with strategically placed weekly tasks.
This compact study tool summarizes key formulas, definitions, and concepts.
Access our community forum to engage with our experts and other CAIA candidates to post questions, find answers, and participate in meaningful discussions throughout your studies.
Explore a collection of online reference videos that will prepare you for your studies.
An AI Tutor trained on Schweser’s proven CAIA study program. Fully integrated into your tools, AI Tutor delivers instant, clear explanations so you can stay focused, overcome complex topics, and move more efficiently through your study plan.

CAIA Level II Package FAQs

What Are Kaplan Schweser CAIA® Customers Saying?

TrustPilot

Free Trial Offer: One (1) free trial per user shall apply. Access to free trial of CAIA prep valid for 7 days. Access period begins upon the first day of log in and must be initiated within 300 days of initial access. Cannot be combined with any other promotion or offer. Kaplan reserves the right to discontinue at any time.

CAIAA does not endorse, promote, review or warrant the accuracy of the products or services offered by Kaplan Schweser, nor does it endorse any pass rates claimed by the provider. CAIAA is not responsible for any fees or costs paid by the user to Kaplan Schweser, nor is it responsible for any fees or costs of any person or entity providing any services to Kaplan Schweser. CAIA®, CAIA Association®, Chartered Alternative Investment AnalystSM, Chartered Alternative Investment Analyst Association®, FDP®, FDPI®, and Financial Data Professional Institute® are service marks and trademarks owned by CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION, INC., a Massachusetts nonprofit corporation with its principal place of business at Amherst, Massachusetts, and are used by permission. Kaplan Schweser's exam preparation products are not available to residents of countries or regions subject to technology or economic and/or trade sanctions by the Office of Foreign Assets (OFAC) or other authorities including Cuba, Iran, North Korea, Syria, or Ukraine (Crimea Region).

*CAIA.nxt™️ programs are fulfilled by the Chartered Alternative Investment Analyst Association (CAIAA). Qualifying enrollments made via Kaplan's CAIA.nxt link receive a 10% discount off retail pricing.

PassProtection™: Terms and conditions apply. Learn more at www.schweser.com/caia/pass-protection.

Terms and Conditions: 20% off applies to Premium Study Packages for CAIA® Level I and Level II March 2027 exams only. This offer cannot be used in conjunction with other discounts or promotions, cannot be applied to previous purchases, extensions, or state fees, and is not redeemable for cash value. Offer begins October 5, 2026, and expires at 11:59 pm CT December 10, 2026.