CAIA and Career Panels & Events
CAIA Program
As a CAIA Association Partner, we’re excited to offer our members an exclusive 10% discount on first-time CAIA exam registration fees.
The CAIA® Charter is the global benchmark for professionals who manage, analyze, or regulate alternative investments. But it’s more than a credential — it’s a signal. A signal that you’re committed to understanding capital markets in all their complexity, and ready to help lead the next era of investing.
Why CAIA? Because the Future Demands It.
Diversification is no longer optional. Today’s investing landscape calls for fluency across asset classes and an ability to connect risk, return, and real-world outcomes. The CAIA Charter equips you with the tools and global perspective to lead—and connects you to a worldwide community of 14,000+ Members redefining the future of finance.
The CAIA Charter Program
The CAIA Charter Program is a two-level exam series offered each March and September at testing centers around the world. The curriculum is rigorous, globally relevant, and continuously updated—blending academic insight with real-world application. From the rise of private debt and digital assets to new frontiers in ethics, geopolitical risk, and portfolio construction, CAIA prepares you for the forces reshaping finance.
Already a CFA Charterholder?
You may be eligible to earn the CAIA Charter by passing just one exam. Learn more about the CFA Stackable Credential Program.
CAIA Membership: More Than a Credential—It’s a Movement.
After passing both exams, you’ll be eligible to join the CAIA Association as a Member and become part of a community committed to professionalism, integrity, and continuous learning. Membership is your entry point into a network driving conversations and decisions that define the direction of the industry.
Start Your CAIA Journey
Getting started is easy—and your exclusive 10% discount is already waiting for you.
1. Create a CAIA account at caia.org.
2. During registration, at the time of check out, enter the discount code CAASA2026 to automatically apply your exclusive Association Partner pricing.
Once entered, you’ll be guided through the rest of the registration process.
Career Panels & Events
CAASA staff organize and moderate 8-10 career panels across Canada and around the world each year. It’s a hall mark of how we view the industry: everyone has a story and some have not been written yet; and those who have been on a fantastic (non-linear) path are happy to share their experiences with those who are studying/recent grads.
We have organized career panels (150 over the last 15 years) at the following schools (in no particular order):
University of Toronto – Masters of Mathematical Finance, Masters of Financial Insurance, Rotman Business School
University of Toronto – Scarborough
University of Toronto – Alternative Investment Club
HEC Montréal
McGill University – Desautels Faculty of Management; Masters of Mathematical Finance program
Concordia University – Kenneth Woods Portfolio Management Association
Simon Fraser University – Beedie School of Business, SAIS, & BEAM programs
Dalhousie University – Rowe School of Business
University of Chicago – Masters of Mathematics Program
University of Geneva – Masters of Wealth Management program
University of Manitoba – Asper School of Business
University of Regina – Hill and Levene Schools of Business
University of Calgary – Haskayne School of Business
University of Alberta – Alberta School of Business
Queen’s University – MBA class and QUAAF program
Western University – Ivey Business School
University of Waterloo – Conrad School of Entrepreneurship and Business, Masters of Quantitative Finance
Wilfrid Laurier University – Lazaridis School of Business and Economics
Ontario Tech University
Lakehead University
Humber College – Downtown and Lakeshore
University of Ottawa – Telfer School of Business
York University – Schulich School of Business
Please contact James to organize one for your school!