UpperMark courses are known to enhance individual study efforts significantly. Taught by award-winning educators and
content experts, our web-based courses provide clear instruction to boost comprehension and speed up the learning process. Instructors also
provide valuable exam-taking tips to give candidates a competitive advantage.
Select from two popular options -
Complete Course - Structured coverage of all Topics in the curriculum and essential faculty access.
Course by Topic - Select courses on specific CAIA exam Topics.
Both course options provide unlimited access to recordings of course sessions from any computer and tablet/iPad until the end of the current CAIA exam period.
Complete Course - perfect for professionals who want both flexibility and structure in their study programs. Set your personal study schedule and then work through the curriculum with the instructor-guided program.
Course by Topic - perfect for candidates who prefer a self-study approach, but want guidance on specific Topics.
UpperMark courses explain and summarize CAIA exam material, carefully demonstrate calculations, and provide personal
guidance for success on the exam. Other essential components of our courses -
Thorough instruction of the CAIA exam material.
Clear explanations of concepts and formulas.
Step-by-step presentations of calculations.
Personal guidance from UpperMark's experienced faculty.
Exclusive lecture notes for each course session - print lecture notes and annotate them while
watching the course. Our lecture notes are an excellent summary of the CAIA material - an ideal study resource.
Complete Course attendees also have access to valuable office hours and recordings of office-hour sessions.
Start your studies early and study at your own pace!
Join us in New York city! Conveniently offered
outside of regular business hours, our Intensive Review Course covers
the CAIA Level I material in a two-and-a half day period. This option
is best suited to those who prefer an intensive review (23 hours)
several weeks before the exam, personal interaction with our expert
instructors, and collaboration with peers.
We keep our class sizes small, so sign up
early, since space is always limited!
To Be Announced
New York City (Midtown Manhattan)
CAIA exam material summarized and explained,
calculations demonstrated, and personal exam-taking strategies
discussed. Course participants also gain access to the 3-hour online
Meticulous instruction of the CAIA content.
Step-by-step presentation of calculations.
Clear explanations of formulas – so applying and memorizing is made easier.
Specialized interactive spreadsheets to enhance understanding.
Exclusive lecture notes provided before each session.
Immediate response to questions during class.
Fee includes printed lecture notes, as well as breakfast, lunch, and refreshments. Sign up now!
After enrolling for the course, clients will receive an email with venue and other pertinent information.
UpperMark reserves the right to cancel the Live Course.
Dr. Pady Jalali leads our talented faculty in delivering our acclaimed courses. After Dr. Jalali's in-depth instruction, you will emerge with a deep working knowledge of the material and be prepared to succeed on your CAIA exam. Dr. Jalali brings distinctive qualities to our program.
Expertise that ties together deep knowledge of the content with extensive experience with the CAIA exam. A CAIA member herself, Dr. Jalali is a standing expert in alternative investments. She has also been working with the CAIA exam since the first exam was given in 2003, putting her in the unique position to provide much needed insight to preparing for this exam.
Exceptional instruction that synthesizes the material, demystifies complex topics, and makes learning easy. In addition to being a content expert, Dr. Jalali is a highly accomplished educator, who holds a Distinguished Teaching Award from the University of Massachusetts, Amherst. She inherently understands clients' needs and is exceptional in her presentation, providing wisdom that maximizes success.
Personal commitment that exceeds expectations, from extending class time when necessary to holding extra office hours. She is passionate about her job and has a tireless dedication to her students, readily building relationships with them, even in our online courses. Her positive attitude and constant encouragement serve to support her students to reach their maximum potential.
Learn more about Dr. Jalali's credentials and our other talented instructors on our Faculty page.
As a benefit of the Review Course, clients gain
access to our Forum where they can post questions and have them
responded to in a timely manner by our experienced faculty.
Use the Forum to:
ask questions on CAIA content,
ask questions on material or test questions in our Study Handbook or in TestBank,
view faculty responses and fellow CAIA candidates' contributions,
review questions posted by other CAIA clients and the corresponding responses, and
add content-specific comments to the discussion.
You may find that questions you have have already been posted by other CAIA candidates, so you can immediately read the responses and not have to wait. You may also benefit by reviewing questions and answers posted by your peers.
The sessions are broadcast through the Internet.
To hear the instructor, you simply need your computer speakers to be turned on.
To ensure that your computer meets the systems requirements to access the live office hours, visit this support link and Test a Meeting.
DSL, Cable, or similar high speed network connection.
UpperMark is the leading global provider of study materials for the CAIA exams. Since the first CAIA exam, we have been committed to the success of CAIA candidates. Our team of dedicated educators and industry experts has developed the market's most complete and effective study system. We are trusted by thousands of CAIA candidates to provide essential study tools and a competitive advantage.