1. What is the ChIO?
The Chartered Investment Officer (ChIO) designation is a credential that is granted upon successful completion of a rigorous investment officer exam. In addition, to maintain the ChIO designation, members must participate in SWFI certified continuing education. The Chartered Investment Officer designation is administered by SWFI, a global research hub focused on asset owners such as sovereign wealth funds, pensions, endowments, central banks and other public funds.
2. Is this exam online only and how long is it?
Yes it is online-based.
The exam consists of 180 multiple-choice questions and 20 short-answer questions. There is a time limit with the exam.
3. When can I take the exam?
Once you register for the exam, there is a 60 day buffer before you can take the exam.
The exam is online. The exam is available after May 20, 2016.
4. Is there a work experience requirement to be a ChIO charterholder?
Yes, upon the examination, you will be required to submit proof of work experience. Applicants must have at least 2 years of relevant investment experience or have worked for an investment organization for at least 2 years. Applicants who have less experience can submit another application, when they have reached this requirement.
5. I just signed up, what material do I need?
The ChIO is a self-study program. We have suggestions on reading material here
6. I failed my exam, how can I take it again?
The exam re-take fee is US$ 350. There is a 60 business day waiting period before you can take it again. To retake the exam, please contact support@swfinstitute(dot)org.
7. I passed the test and received my designation, is there anything I have to do to maintain the designation?
1. 10 hours of SWFI certified continuing education – self paced and reported
- a. Attending an SWFI certified event or webinar
b. Reading SWFI certified material
2. Adhere to the ChIO’s Code of Ethics
3. Pay annual membership fee
8. Who administers the exam?
The test is administered by SWFI, a globally-recognized thought leader on asset owners such as sovereign wealth funds, pensions and endowments.