CAIA^®’s Stackable Credential Program

As a CFA® Charterholder, you may be eligible to earn the prestigious CAIA Charter through the CAIA Stackable Credential Program. This program allows you to earn the CAIA designation by only passing the Level II exam and joining the CAIA Association. Earning the CAIA Charter, stacked with your CFA Charter, provides a powerful boost to your credibility in alternative investments and expands your professional capabilities.

If you’re committed to passing the CAIA Level II exam, this is the ideal study program for you. Get step-by-step guidance with everything you need to prepare for the exam. This all-inclusive package strategically integrates expert Instruction, Review, and Core study tools to deliver a structured learning experience that provides the most efficient and effective path to success.

Earning the CAIA designation, in conjunction with your CFA charter, provides an opportunity to advance your knowledge and credibility in alternative investments, to continue your professional development, and to enhance your professional career.

Each of the following study packages are optimized to help you efficiently and effectively prepare for the Level II exam. Each package includes a FREE equivalent Level I study package, so that you can review Level I topics as needed.

PassProtection™ Guarantee

Schweser's PassProtection™

Didn’t pass the exam? Your next study package is on us. Terms and conditions apply.

Study Notes

SchweserNotes™

These clear, concise study notes and examples cover every CAIA Level II topic, complete with questions to check your understanding. Your study package includes both print and digital versions of SchweserNotes. Available from anywhere with the Kaplan Schweser app.vailable from anywhere with the Kaplan Schweser app.

Instruction

OnDemand Class

Attend class on your own schedule with prerecorded sessions covering every reading in the CAIA Level II curriculum.

Exams and Quizzes

SchweserPro™ QBank

Build custom exams to quiz yourself on what you’ve learned. Available from anywhere with the Kaplan Schweser app.

Online Mock Exam

Take full-length mock exams that closely resemble the difficulty and length of the actual CAIA exam.

*Mock Exams 1, 2, and 3 are included in the Premium Package. Mock Exams 1 and 2 are included in the EssentialPlus and Essential Packages.

Topic Quizzes

These online-only quizzes contain a fixed group of questions that quiz CAIA candidates at the topic level.

Review

OnDemand Review Workshop

Watch our review sessions on your schedule with hours of expert instruction and review that are all available for OnDemand viewing. You receive a thorough review of key topics, practice questions and problem-solving techniques, and exam tips and strategies. Study from anywhere with the Kaplan Schweser app.

Schweser's Secret Sauce^®

Take this compact book anywhere you go—printed or eBook—for a concise review of the CAIA curriculum. Schweser’s Secret Sauce^® provides insights and exam tips on how to effectively prepare and apply your knowledge on exam day. Available from anywhere with the Kaplan Schweser app.

Study Tools

Activity Feed

Take the guesswork out of your study plan with strategically placed weekly tasks.

QuickSheet

This compact study tool summarizes key formulas, definitions, and concepts.

Kaplan Schweser Community

Access our community forum to engage with our experts and other CAIA candidates to post questions, find answers, and participate in meaningful discussions throughout your studies.

Resource Library

Explore a collection of online reference videos that will prepare you for your studies.

Instructor Link

Ask questions and receive answers from a CAIA instructor at any time.

Eligibility and Application

The minimum criteria for eligibility in the CAIA Stackable Program are as follows. Applicants:

• Must have no existing CAIA exam history, (examples of exam history include those who have registered for or passed/failed the Level I or Level II exam)
• Must be a CFA charterholder, in good standing, and
• Must have a digital badge, verifiable by CAIA Association.

More information about the CAIA Stackable Credential Program eligibility criteria and registration information, can be found on the CAIA Association website.

To apply for the Stackable Credential Program, visit CAIA’s Registration & Fees page to begin the process. Association Partnership discounts may apply where applicable.