We are pleased to announce that we have begun shipping Volume 1 of our Study Handbooks for the Level I exam.  This Volumes covers the Statistical Foundations material in the curriculum.   Candidates typically need to allocate more time to this material, given its quantitative nature.   We are pleased to deliver this Volume to candidates as early as possible this exam season.

Kindly go to this page on the CAIA website to begin your registration process.

We wish you all the best in your exam preparation.  We are here to assist you in any way we can, so please feel free to reach out to us.

What’s next for Level II candidates?

• Candidates who passed Level II - you can now complete the process of becoming CAIA members.  All you have to do is sign the candidate agreement and pay your annual membership dues.  We look forward to seeing new CAIA members at CAIA Chapter gatherings.
• Candidates who were not successful - we understand that sometimes work commitments prevent you from being able to devote sufficient time to your study program.  For this reason, we provide our UpperMark Assurance, which gives a significant discount off Suite packages for qualified clients who defer or retake their CAIA exams.  Please check out the details of the UpperMark Assurance on our website.

Now what’s the next step for candidates?

• Candidates who successfully completed Level I -
  • You can now begin preparing your study program for your Level II exam.
  • The Level II exam is different in content and structure than the Level I exam.  There is further concentration in alternative investments, and the exam structure has constructed-response (essay-type) questions, as well as multiple-choice questions.
  • Details of the exam are provided in our Webinar Series, which begins with our CAIA. Get The Facts. webinar.   Be sure to watch the Webinars - these are recorded and can be viewed at any time at your convenience.
• Candidates who were not successful - we understand that sometimes work committments prevent you from being able to devote sufficient time to your study program.  This is why we offer our UpperMark Assurance, which provides a significant discount off Suite packages for qualified clients who defer or retake their CAIA exams.  Please check out the details of the UpperMark Assurance on our website.

• 2 April 2012 – registration opens.
• 14 May 2012 – early registration closes.
• 1 August 2012 – standard registration closes.
• 17-28 September 2012 – Level I CAIA exam period.
• 10-22 September 2012  – Level II CAIA exam period.

Candidates who register in the early registration period receive a 10% discount.

The CAIA Association has released its Study Guides for the upcoming exams.  For this exam season, significant changes have been made to the Level I curriculum, while the Level II curriculum is largely the same as the previous exam.  We will update you with more information shortly.   We look forward to working with you toward your successful completion of your CAIA exam.

We hope you find this blog a useful resource as you prepare for your CAIA exams. To be notified of updates, sign up for our email alerts or RSS feed.  These are located on the top right of this webpage.

A note to UpperMark Suite clients: this blog is separate from our Study Strategies Blog, to which you have access through our Study Center (after you log in on the UpperMark website).  The Study Strategies Blog provides the information in this open blog (so no need to sign up for both blogs).  It also features proven study strategies, CAIA exam preparation tips, successful exam-taking techniques, and updates on the UpperMark Webinar Series.