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"The exam is very formula intensive so the laminated FormulaSheet was an added bonus as it served as a quick and easy study/reference tool well organized by topic."

Dean A. Austin, CFA
PPS Atlanta - Vice President/Portfolio Manager
Bank of America Private Advisory Services

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FormulaSheet

UpperMark™ FormulaSheet provides candidates with a handy, durable product that clearly and concisely lists the CAIA Level I key equations and formulas. The CAIA Association no longer provides a list of equations for candidates, so FormulaSheet is even more important for your exam preparation. Also, under each Topic, it divides the formulas up into two sections: one for formulas needed for calculations and one for formulas/equations needed for conceptual understanding.

  • Use it to memorize and review key equations.
  • Important equations and formulas from the learning objective statements and key words presented in one convenient location.
  • All formulas arranged clearly by Topic for clarity and ease of retrieval.
  • All formulas are divided into two sections: one for formulas needed for calculations and one for those needed for conceptual understanding.
  • Laminated for durability.

FormulaSheet is provided with our Study Handbooks. Take a quick look at a sample!









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