CAIA Prerequisite Knowledge

In order to determine whether you are ready to begin the CAIA program, we recommend candidates start by taking the  Prerequisite Diagnostic Review.  If you score at least 70%, you are ready for Level I.

If you did NOT score at least 70% on the PDR, we recommend refreshing your traditional knowledge set through the:
 

CAIA Prerequisite Materials (PDF) - for use with the 7th Edition of Investments

CAIA Prerequisite Materials (PDF) - for use with the 8th Edition of Investments

The CAIA Prerequisite materials are designed to be used in conjunction with Investments by Bodie, Kane, and Marcus (McGraw Hill Publishers).

This textbook is recognized as the best blend of practical and theoretical coverage of traditional investments.

While you can obtain the material from other textbooks, working through the material will be made easier by using Investments.