CHARTERED ALTERNATIVE INVESTMENT ANALYST (CAIA) designation
The CAIA designation is the standard for professionals within this specialist area of investments, demonstrating an individual’s abilities within and understanding of alternative investment vehicles. Employees of AIMA member companies are entitled to a 25% discount off the exam fees.
The Chartered Alternative Investment Analyst program provides a broad-based curriculum in alternative investments. The program covers the main areas of hedge funds, private equity, commodities, real estate and managed futures. The CAIA program is organized into two levels, with Level I using investment analytics to examine the fundamentals of each alternative asset class. Level II applies these analytics within an asset allocation and decision-making framework. Both incorporate segments on ethics and professional conduct - essential components of the CAIA program.
Exams are held semi-annually in late February / March and September at testing centres worldwide.
Almost 9,000 individuals from over 90 countries are Members of the CAIA Association as Charterholders.
CAIA Members range from young professionals beginning their careers to seasoned AI practitioners, and can be found in positions from portfolio managers of large institutional pension funds to investment analysts in boutique firms and everything in between.
Through the CAIA.org portal, alternative investment professionals are invited to participate in the CAIA community. This vibrant online hub brings together CAIA Members, Candidates, and those considering the CAIA designation for themselves or their staff.
You can also access the CAIA community through CAIA Events, held all over the world.
Fundamentals of Alternative Investments Certificate Program (FAI)
Fundamentals is an introductory-level, online course, designed to provide a foundation of core concepts in alternative investing. With no high-stake exams, the 20-hour, self-paced course fills a critical education gap for professionals who need to get up to speed quickly on the alternative investment landscape. The course fills a critical education gap for financial professionals who need to understand the ever-changing landscape of alternative investments.
The Fundamentals of Alternative Investments Certificate Program is a natural extension of CAIA’s mission to be the world leader in alternative investment education and to provide solutions to specific market needs within the global financial marketplace.
- Online, 20-hour, self-paced course
- Created and taught by CAIA’s alternative investment experts
- Explains the core concepts in alternative investments
- Builds confidence in discussing and positioning alternative investments
- Provides flexibility to learn online at your own pace
- Earns continuing education hours for the CIMA®, CIMC®, and CPWA® designations
- Topics include portfolio construction, risk management, due diligence, hedge funds, private equity, real estate, and much more
- Is brought to you by CAIA, the world leaders in alternative investment education
Course registration is $895 US. For members of AIMA, the rate is $795 US. Simply enter AIMA when registering at https://www.caia.org/programs/fundamentals to receive the discount.
This discounted rate also applies to members of the Investment Management Consultants Association (IMCA), which is hosting the program on its online education platform, and CAIA.
Corporate group rates are also available by contacting CAIA at firstname.lastname@example.org. Refunds and transfers are not permitted.
Founded in 2002 by the Alternative Investment Management Association (AIMA) and the Center for International Securities and Derivatives Markets (CISDM), the CAIA Association provides the AI industry with the Chartered Alternative Investment Analyst designation, the global mark of distinction in alternative investments.