Uppermark has been providing CAIA study guide for candidates since the inception of the exam. The company was founded by Dr. Padideh (Paddy) Jalali, CAIA, who remains as CEO and an important member of the faculty team.

Uppermark is headquartered in Massachusetts, USA. Its study prep materials are available for candidates around the world.

CAIA Uppermark Product Offering

There are three tiers of offerings: Suite, Premium Suite and Platinum Suite

1. Suite package ($499)

Includes study handbooks, testbank software and formula sheets, as well as live and on-demand webinar series and study calendar.

Hey all, I failed CAIA Level 1 recently. I learned a damn lot though and I consider myself pretty bright. CAIA level II - Q1 2021 - UpperMark / Kaplan / Wiley. Used Kaplan for level I - Happy with product. Heard bad reviews for level II. Has anyone signed up for a provider? Might help to gather some reviews for the 3 main options. UpperMark™ Study Handbooks are the foundation of our Suite study packages. Adhering closely to the CAIA assigned readings, they provide comprehensive coverage of the CAIA material. I'm scheduled to take level 1 in March 2019. I'm using Uppermark to study and find the material to be relatively straightforward. My exposure to alternative investments is relatively minimal in my professional life and I had no educational background in alternatives.

2. Premium Suite ($599)

Includes the above plus exclusive lecture notes and final review.

3. Platinum Suite($1,099)

Includes all of the above plus progress checker, faculty-student forum, access to faculty’s emails, interactive online course and on-demand videos.

You can also buy each product separately.

Caia Curriculum

Pros

1. 100% Focused in the CAIA Exam

Uppermark publishes the first CAIA study guide for candidates. It remains the only review course provider that focus on CAIA qualification alone.

2. Impressive Faculty Members and Thoughtful Service.

Pady, together with two other faculty members (Natasha and Georgi) are all PhD in Finance.

Caia Practice Exam

Uppermark increases both staff and office hour during the two-week CAIA exam period. The email support is also provided to support customer service after US office hours. Kamen rider theme windows 7.

3. Wide Product Offering

Apart from the review courses, Uppermark offers study handbooks, testbank software, flashcards, formula sheets, as well as live phone and email support.

This compares to the officially endorsed CAIA study guide which is essentially one big text book. Because of this, many candidates get the Uppermark testbank software (or Schweser Qbank) as supplement, or skip the text book and get an integrated package from either Uppermark or Schweser.

Cons

1. Not Official or Global Brand

The official CAIA study guide is now available and that is the only one endorsed by the CAIA Association. Uppermark’s other major competitor, Kaplan Schweser, is the biggest CFA exam review course provider and is a global brand in the test prep market.

If either an official endorsement or global brand gives you more comfort, Uppermark may not be your top consideration.

2. Delays in the 2012 Version

There has been delays back in 2012 when a new version was released later than promised, and quite a few customers were unhappy. I have to say it wasn’t a major delay and most candidates were not affected.

Uppermark Caia Level 1 Free Download

Conclusion

There isn’t an absolute “best” CAIA study guide, but there is one that suit you the best. Always pick one that fits your own background, study style and budget.

Caia Study

You can check out Uppermark in their official website here, or click here to learn more about the other CAIA study prep providers.

Uppermark Caia Level 1 Download Pc

Any comments, thoughts and questions on Uppermark? Drop us a note below.

• This topic has 4 replies, 2 voices, and was last updated 2 years, 1 month ago by .

Caia Level 2

• Finished CPA and thinking about getting CAIA next. Anyone have any exp with the test or study materials?

  I'm scheduled to take level 1 in March 2019. I'm using Uppermark to study and find the material to be relatively straightforward. My exposure to alternative investments is relatively minimal in my professional life and I had no educational background in alternatives. Since they recommended 200 hours of study time, I started studying back in May in order to get familiar with the material. It took me ~80 hours to read the book and do all of the MCQ so I think I'm going to be a bit over-prepared on exam day.

  To start, none of the material seems unreasonably difficult. I admit it took me a bit of time to wrap my head around some of the strategies and how they're applied. That said, the amount that I had difficulty with compared to the total amount of material seems relatively minor. There are a lot of formulas to memorize and when you first look at them together, it seems very daunting. As you proceed with the material, you'll start to realize that the formulas aren't nearly as complicated as they seemed when you first looked at them.

  Ethics is based on the CFA materials and reminded me a lot of the CA ethics exam – some problems are very straightforward while others feel impossible even when you're looking at the book. The biggest section, intro to alternatives, throws in some introductory statistics and finance so you'll be familiar with a lot of the concepts if you took those classes in college. Real assets, private equity, structured products, and risk management were easy to study and didn't take all that much time to march through. Hedge funds had the most difficult sections and never seemed to end.

  The designation isn't well respected and people who have the CFA have the advantage of being able to skip the first exam. Many feel that has made the charter “cheap”. Like all designations, it won't guarantee you anything, especially a job. I'm pursuing it strictly for my own personal desire to understand the world of alternative investments. Many have talked me into other (better) ways of learning about AI but I'm going to pursue the designation regardless. If you want a designation that has more respect, the CFA is clearly the way to go. If you want to learn about alternative investments, this is it. If you want to pursue a finance career, an MBA from a well respected school is the way to go.

  Ninja Only

  CA CPA & CFE

  Currently studying for CAIA

  That was my strategy and Uppermark seemed to be just fine. I'm sure Kaplan Schweser would be perfect for it as well. Unfortunate that the charter costs a bit of dough but at least it's much cheaper than college!

  Ninja Only

  CA CPA & CFE

  Currently studying for CAIA