UpperMark
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Level I
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"Thanks for providing a product that focused my attention to the relevant material on the exam. I rarely opened the Level I readings."

Daniel Burpee
Managing Director
Alta Family Office Services LLC

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Study Handbooks

The UpperMark™ Study Handbooks are the core of all our Suite packages. Adhering closely to the CAIA curriculum and assigned readings, they provide comprehensive and focused coverage of the material in the CAIA Study Guide. They also include practice problems to enhance comprehension and retention.

Use the Study Handbooks as part of a Suite for maximum effectiveness. Sharpen your knowledge further using our dynamic TestBank software to generate customized Practice Exams. TestBank is the perfect companion to your Study Handbooks.

Our Study Handbooks come with our FormulaSheet - a handy product that clearly and concisely lists the CAIA Level I key equations and formulas.



Study Handbook Details View Sample Support  

The UpperMark Study Handbooks are clearly written and in an easy-to-follow format, so understanding is made easier, comprehension is increased, and valuable time can be focused on learning.

  • Clear and concise explanations of all the Learning Objective statements in the CAIA Study Guide.
  • Cohesive account of the materials, explaining relationships among key terms.
  • Learning objective statements and key words in italic boldface for easy retrieval.
  • Careful discussion of important equations and formulas.
  • Detailed examples of mathematical calculations.

In addition, our Study Handbooks include:

  • Practice multiple-choice exam questions, with complete answer keys.
  • A primer on the exponential function and how to evaluate it using a calculator.

The UpperMark Study Handbooks are updated for each exam period to reflect changes in the CAIA exam program. This edition is only valid for the current exam.

 

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