Charter Candidates

The CAIA Charter equips you with the knowledge and strategies necessary to prepare for the increasing dynamism of the profession, and your clients demand.

A new era of capital allocation is here and requires you to have greater diversification and broader expertise. Your journey starts now.

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Relevant

Gain the knowledge and strategies for a new era of portfolio construction.

 

Current

Program materials are reviewed and updated annually to incorporate relevant, practical industry developments, and the latest academic research.

 

Efficient

75% of Candidates who earn their CAIA Charter do so in 12 to 18 months.

 

To become a CAIA Candidate, you are strongly encouraged to:

  • Have foundational knowledge of the financial service industry. 
     
  • Have completed a college corporate finance course and an introduction to statistics course.
     
  • Possess an ID that meets exam policy guidelines. CAIA Association requires that every exam Candidate has a valid form of identification that meets ID policy guidelines to sit for their CAIA exam. 
     
  • Demonstrate English proficiency - The CAIA curriculum prepared by the CAIA Association and the CAIA exams are only offered in English. Be prepared to take the test in English which requires English proficiency for reading comprehension and formulating answers to complex financial scenarios.
     
  • Live in a participating country. Review the OFAC Policy to determine if there any sanctions on your home country that prohibit the CAIA Association from offering the exam. 

 

Register

Register

Your commitment to earning the CAIA designation is a significant one and you’ll want to be sure you are ready to get started. Review exam sessions, fees, curriculum, and important policies here.

Get Started
Schedule

Schedule

Once you've registered for your exam, deciding where and when you’ll sit for the exam is an important next step. Don’t delay! Scheduling early allows for more options to choose from.

Secure Your Seat
Prepare

Prepare

Most Candidates agree that 200+ hours of study on each level prepares them for the CAIA exams. That's a big commitment, so before you start be sure to review everything here!

Set Your Plan
Study

Study

The CAIA curriculum – included with each new Candidate registration, and CAIA curriculum companions are the only preparation materials developed by the CAIA Association and are the CAIA Charter Candidate's best source of study materials.

Get Resources
Helpful Tips

Helpful Tips

We are committed to supporting you through your CAIA journey. Check out an upcoming Candidate Orientation Session, browse the FAQ’s, or request special testing accommodations if needed – we are here to help!

Learn More Here



Registered Candidates receive free access to the digital curriculum and 
have the option to purchase a print version.
Details available within the registration confirmation email.   

 

 

CAIA Members are Employed by Leading Industry Organizations

 

  • FRANKLIN TEMPLTON
  • VANGUARD
  • BLACKROCK
  • BLACKSTONE
  • ARES MANAGEMENT
  • WELLINGTON
  • FIDELITY
  • MERCER
  • CALSTRS
  • MORGAN STANLEY
  • UBS
  • MACQUARIE
  • GIC
  • PIMCO