Alternatives aren’t optional anymore.
They’re essential.
As demand for alternative investments surges, so does the pressure to think beyond silos to connect markets, strategies, and risks into a bigger picture. That kind of fluency takes more than technical knowledge. It takes judgment, context, and a commitment to deeper thinking.
Next is here.
The CAIA Charter is a globally respected designation providing a practical framework for mastering alternative assets and their role in portfolio outcomes.
A New Market Demands New Investment Skills
The CAIA Charter expands your capabilities across the alternative investment landscape while building the portfolio construction skills needed to put them to work.
Understand What Drives Markets
Go beyond headlines to understand the forces reshaping capital markets and investing.
Build Better Investment Decisions
Challenge conventional thinking with frameworks designed for today’s rapidly changing environment.
Find Opportunity in Complexity
Develop a sharper perspective on risk, resilience, and long-term value creation.
What You’ll Learn
With the CAIA Charter, the value goes beyond the syllabus. Each concept is taught in context, so you’re not just learning theory but gaining perspective on how capital moves through markets. This self-paced program consists of two levels:
Level I
Focuses on foundational concepts, tools, and asset classes; including private equity, real assets, hedge funds, and structured products.
- CAIA Ethical Principles
- Introduction to Alternative Investments
- Real Assets
- Private Equity
- Private Debt
- Hedge Funds
- Digital Assets
- Funds of Funds
Level II
Emphasizes application, risk, ethics, and portfolio construction across the full spectrum of traditional and alternative investments.
- CAIA Ethical Principles
- Institutional Asset Owners
- Asset Allocation
- Risk and Risk Management
- Methods and Models
- Accessing Alternative Investments
- Due Diligence and Selecting Managers
- Volatility and Complex Strategies
- Universal Investment Considerations
- Emerging Topics
Beyond the Exam
With more than 14,000 Members across 100+ countries and 35 global chapters,
the CAIA community represents a powerful network of professionals driving change in investing.
The CAIA Charter is just the beginning.
Earning it opens the door to CAIA Membership. A lifelong community with global chapters, thought leadership, mentorship, and exclusive content.
Ready for What’s Next?
Become a CAIA Candidate.