CAIA Association and the CISI announce new partnership ​

By Lora Benson | Sep 14, 2016

CAIA Charter recipients are now eligible to join the CISI without having to sit for further exams

The Chartered Alternative Investment Analyst (CAIA) Association and the Chartered Institute for Securities & Investment (CISI) today announced a new partnership that allows CAIA Charterholders with more than three years of relevant industry experience to join the CISI as full members of the organization. CAIA Members with less than three years of experience may also join as Associate (ACSI) members.

CAIA Members seeking to join the CISI will be exempt from having to take further exams after passing CISI’s IntegrityMatters requirement, which will activate their membership with the CISI.

For CISI members the CAIA is offering a discount price of $795 to access the CAIA’s introductory level Fundamentals of Alternative Investments Certificate programme (FAI).

“The CAIA and CISI Charters are global marks of distinction that identify those professionals who have made the utmost commitment to their education and to keeping pace with the fast moving worlds of finance and alternative investment,” said Laura Merlini, Managing Director of the EMEA Region at CAIA. “We’re thrilled to announce this relationship and expect many of our members to move quickly to take advantage of this access to CISI.”

Kevin Moore, Chartered MCSI, Director of CISI Global Business Development said: “We are delighted to confirm our partnership with the CAIA, the world leader and authority in alternative investment education. This union will allow CISI members to broaden their expertise by providing access to the FAI programme and we look forward to working with the CAIA further to explore CPD and event activities which may be mutually beneficial to both our memberships.”

Formed in 1992, the CISI is the largest and most widely respected professional body for securities, investment, wealth and financial planning professionals in the UK and in a number of financial centers globally. The CAIA Association, which traces its roots to 2002, is the world leader in alternative investment education. More than 8,400 alternative investment industry leaders in over 80 countries have now earned the CAIA Charter, an internationally recognized credential granted upon successful completion of a rigorous two-level exam series.

Upon completing the necessary forms to join the CISI, CAIA Members will have access to the full range of CISI offerings, including MyCISI, a members-only online portal that includes a range of resources to keep members up to date with industry developments, maintain regulatory compliance and demonstrate continuing learning. Continuing Professional Development (CPD) is of the highest priority for CISI, and all members also have their own online CPD record. All CPD efforts undertaken by CISI members are automatically added to these records, removing the administrative headaches of updating files manually.

CISI joining fees are also waived for all CAIA Members, meaning they need only pay the annual subscription fee. More information on how CAIA Members can obtain CISI membership can be found here:

About the CAIA Association

The CAIA Association is the world leader in alternative investment education, offering the only education pro­gram uniquely designed for individuals specializing in institutional-quality alternative investments. The Association is best known for the CAIA Charter, an internationally-recognized credential granted upon successful completion of a rigorous two-level exam series, combined with relevant work experience. Earning the CAIA Charter is the gateway to becoming a Member of the CAIA Association, a global network of more than 8,400 alternative investment professionals located in more than 80 countries. CAIA also offers the Fundamentals of Alternative Investments Certificate Program (”Fundamentals”), an introductory-level online course, designed to provide a foundation in the core concepts in alternative investing. This program represents a natural extension of CAIA’s mission to provide solutions to specific market needs for alternative investment education. The CAIA Foundation partners with leading industry organizations to increase knowledge and talent in the field of alternative investing. Please visit for more information.