The CAIA® Charter is ideal for:

• Professionals already working in finance who want to deepen their expertise in alternative investments.
• Career Changers looking to specialize in non-traditional asset classes such as hedge funds, private equity, and real assets.

• Specialized Knowledge: Gain in-depth expertise in alternative investments.
• Career Advancement: Unlock opportunities in hedge funds, private equity, and other alternative investment fields.
• Global Credibility: Stand out in the alternative investment industry with this respected designation.

As alternative investments take center stage in today’s economy, earning the CAIA® Charter sets you apart as a leader in this growing sector. Gain the only globally recognized standard in alternative investments and become a Chartered Alternative Investment Analyst.

The CAIA® exam, overseen by the CAIA Association®, consists of two rigorous levels that must be passed to achieve the charter. Learn about the exam structure, important dates, and the topics covered in each tier.

With the Level I topics, you will learn the tools to analyze alternative investments. The 2024 Level I curriculum includes the following:

• Professional Standards and Ethics
• Introduction to Alternative Investments
• Real Assets 
• Private Equity
• Private Debt 
• Hedge Funds
• Digital Assets
• Additional Strategies 

With the Level II topics, you will learn how to apply the tools learned in Level I to analyze and invest in alternative investments. The 2024 Level II curriculum includes the following:

• Emerging Topics
• Universal Investment Considerations
• Models
• Institutional Asset Owners and Investment Policies
• Risk and Risk Management
• Methods for Alternative Investments
• Accessing Alternative Investments
• Due Diligence and Selecting Managers
• Volatility and Complex Strategies

March 2025 Exam:

• Registration Opens: October 14, 2024
• Early Registration Deadline: December 9, 2024
• Registration Closes: February 17, 2025
• Level II Exam Window: March 17, 2025 - March 28, 2025

September 2025 Exam:

CAIA Association® has not yet announced the September 2025 registration and exam schedule. Please check back soon for the latest information.

Register for the CAIA Exam: https://caia.org/registration-and-fees

• 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
• 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
• Agree to abide by the terms and conditions of the CAIA Association® Member Agreement.
• Agreement renewal is required on an annual basis
• Provide two professional references.
• 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 $650

Unmatched Learning Solutions: At My Learning Consultant, we offer the best learning and private solutions to help you pass the CAIA® exam. With tailored study programs and flexible formats, we provide everything you need to succeed.

Proven Success with 3-Part Strategy: Prepare • Practice • Perform®: Our unique approach ensures you’re ready for exam day. We break down complex concepts and guide you through a structured learning process, ensuring top performance.

Expert Instructors: Our courses are led by experienced CAIA charterholders who bring real-world insights, helping you understand how to apply knowledge effectively.

Study Anytime, Anywhere: Our flexible online, classroom, print, and mobile study options fit into any schedule, ensuring you have access to top-tier materials whenever you need them.

Guaranteed Results: With nearly 30 years of proven success, our programs boast high pass rates. At My Learning Consultant, we’re committed to your success, offering ongoing support until you pass.