Our 9-week online program (30 hours) - an online version of our acclaimed Live Course - offers the structure of weekly classes to keep you on schedule and the convenience of flexible online access. Attend in real-time or watch the recorded sessions anytime at your convenience, with unlimited access until the end of the current CAIA exam period.
| When: Thursday evenings - starting in December. Dates to be announced shortly. |
All dates and times are based on New York city.
CAIA exam material summarized and explained, calculations demonstrated, and personal guidance provided. Finish with an intensive 6-hour final review that highlights key concepts.
- Meticulous instruction of the CAIA content.
- Step-by-step presentation of calculations.
- Clear explanations of formulas – so applying and memorizing is made easier.
- Thorough preparation for the essay questions.
- Specialized interactive spreadsheets to enhance understanding.
- Exclusive lecture notes provided before each session.
- Immediate response to questions during class.
Start studying early! Our course schedule is designed so you have essential time before your exam to practice multiple Practice and Mock exams.
After enrolling for the course, clients will receive an email with pertinent course information.
Enrollment for this course is closed. Thank you for your interest.
Join us in New York city! Conveniently offered outside of regular business hours, our Intensive Review Course covers the CAIA Level II material in a two-and-a half day period. This option is best suited to those who prefer an intensive review (22 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!
| When: |
To be announced. |
| Where: |
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 6-hour online final review!
- Meticulous instruction of the CAIA content.
- Step-by-step presentation of calculations.
- Clear explanations of formulas – so applying and memorizing is made easier.
- Thorough preparation for the essay questions.
- 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 review courses. After Dr. Jalali's
in-depth instruction, you will emerge with a deep working knowledge of the material and 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 the online course. 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.
When you look at the TestBank demo, be sure to
notice these special features.
- Flexibility to generate practice tests based on any part of the curriculum.
- Ability to select the number of questions to include in a test.
- Immediately knowing whether your response is correct or not.
- Ability to review explanations to answers.
- Pause the timer.
- Have the software generate Simulation Tests.
- Review your performance on past tests in History.
- Access the CAIA Study Guide from within TestBank.
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