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Becoming a CAIA Charter Holder

To earn the CAIA designation, an individual must: (1) successfully complete the CAIA program (pass the Level I and Level II exams), and (2) become a member of the CAIA Association.

To qualify for membership in the CAIA Association, an individual must fulfill each of the following:

  1. Pass the Level I and Level II exams;

  2. Hold a U.S. Bachelor's degree or equivalent and have more than one year of professional experience, or have at least four years of professional experience*;

  3. Submit payment for the annual CAIA Association membership fee; and

  4. Agree on an annual basis to abide by the Member Agreement.

*Professional experience is defined as full-time employment in a professional capacity within the regulatory, banking, financial, or related fields.

For further information about becoming a CAIA charter holder, please visit www.caia.org or contact the CAIA Association at info@caia.org. For further overview of the CAIA program, please see CAIA Brochure.


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