CAIA & CFA Stackable Credential Program

The Chartered Alternative Investment Analyst (“CAIA”) Association (“CAIAA”) and CFA Society Hong Kong (the “Society”) are engaged in the shared mission of excellence in investment education, reinforced by the overlap of our respective membership bases.

Under the CAIAA Stackable Credential Program (the “Program”), qualified candidates can now “stack” their acquired knowledge and credentials and move directly to Level II of the rigorous two-part CAIA exam series. To be eligible for the Program, Candidates:

  • must have no existing CAIA exam history,
  • must be a CFA charterholder, in good standing,
  • must have acquired a CFA digital badge, verifiable by CAIAA, and
  • may apply and register for the program at during CAIA’s exam registration periods.

Candidates for the Program will be required to apply online at CAIAA will verify their CFA charter status through their digital badge, and, if they are in good standing and space is available, these Candidates will be approved for the waiver and may register for the CAIA Level II exam. If an individual’s application is denied, they may re-apply during an exam cycle or in a future exam cycle.