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Customer Success
We are honored to have worked with and continue to work with so many outstanding professionals in our field. We thank our remarkable clients for taking the time to provide this valuable feedback.
- I found the UpperMark notes to be extremely concise, of particular
importance for the time conscious professional. I must emphasize the
level of detail of the notes and closeness of the UpperMark question
bank to the real exam, combined with hard work, of course, are
completely responsible for my achievement over 70% in each subcomponent.
The online question bank allows a flexibility of access that allows one
to practice whilst on the go and turn downtime into a study session
quickly and easily. I have recommended your material without reservation
to my colleagues and friends for Level 1 and will certainly be using
them for Level 2 in 2010.
David Semmens
US
Economist
Standard Chartered Bank
- I am more than impressed with the effort spent by Uppermark to
synthesize the massive amount of material in both Levels I and II into a
"user-friendly" format, be-it in the form of the chapter review books,
the flash-cards or the incredibly thorough and well formatted
"TestBank". The information presented in all facets just mentioned is
clearly and logically presented and offers a candidate the opportunity
to highlight the areas of emphasis in a "Cliff's Notes" type format,
which is readily transportable to the CAIA reference texts. The
methodology that Uppermark uses offers a candidate not just the written
materials, but incredibly well organized conference calls with industry
practitioners who develop the concepts and make them less "academic" and
more "real world". Whenever I needed further clarification, every
single Uppermark professional was more than willing to accommodate my
queries, no matter how rudimentary. Pady was seemingly always available
for that final clarity, which I greatly needed and very much
appreciated!
I know from talking with colleagues who solely
self-studied or used other preparatory services for the CAIA exams,
there is no comparison between their study experience and my level of
understanding and application ability as a result of Uppermark's
materials. Clearly, Uppermark is leagues beyond its industry peers! As
evidence, I offer the Test Bank that Uppermark offers its clients.
Superb! Colleagues of mine who saw the multitude of questions, the
answer format and proxy examinations, were jealous to say the least!
Their services offered only a "1.0" version, whereas Uppermark is at a
"6.0!"
Make no mistake, both levels of the CAIA exam are incredibly
challenging. Endeavoring the examinations without some expert guidance
is foolhardy. Uppermark was a phenomenal choice and I would strongly
recommend that anyone who is serious about earning the Charter utilize
Uppermark's services.
Matthew R.
Private Banking and Advisory Services
to Corporate Executives and Affluent Families
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I found the UpperMark Review Materials for the CAIA Level I Exam to be
very comprehensive and extremely well organized. It was very focused
in its content, which saved me a significant amount of time and helped
me to be better prepared for the exam. It sometimes went beyond the
topic material to provide added insight and perspective. The exam is
very formula intensive so the laminated formula sheet was an added
bonus as it served as a quick and easy study/reference tool well
organized by topic. I discovered that other vendors did not offer
this essential study tool. I was extremely impressed by the customer
service and follow-up from UpperMark. The feedback they solicited
from me showed a genuine concern about how the product met my needs
and what improvements can be made. I will definitely purchase their
Level II Review Materials.
Dean A. Austin, CFA
PPS Atlanta - Vice President/Portfolio Manager
Bank of America Private Advisory Services
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The UpperMark CAIA study package was concise and convenient to
maximize my available study time. The reading summaries and questions
covered comprehensively the learning objectives set forth in the
program. The FormulaSheet was handy, to quickly review many
formulas. I would recommend the package for anyone and especially for
those seasoned professionals, who adhere to long work weeks. In
summary, the exam covered spot on those topics covered in the study
package and I was well prepared for the exam, thanks!
Scott M., FRM
Derivatives Trader
First Quadrant, L.P.
Pasadena , CA
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I found the UpperMark CAIA preparation resources to be superior to
those offered by other companies. The live preparation course, in
particular, proved to be invaluable in preparing for a successful
Level I effort. Highly recommended!
Neil Dorrel
Sales Director, Western Division and International Markets
Alternative Investments
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I purchased the UpperMark Study Handbooks including the Formula Sheet, used the TestBank, and attended the review courses for both Level I and Level II for the CAIA exam. After reviewing the material recommended by the CAIA it was clear to me that I needed a way to drill down to the most relevant material and spend less time sifting through large volumes of material to prepare for the exam. The UpperMark Handbooks presented the solution for me. The Handbooks provided concise reading materials with laser like focus on all of the learning objectives. The TestBank was an invaluable tool for practicing, building confidence, and reviewing material for the exam.
Having been a professor at the Graduate Business School at Columbia University, I have learned to appreciate quality instruction. The review classes were excellent and presented in a clear and organized way. The instructors were knowledgeable and they focused on and explained the most important learning objectives necessary to understand and to pass the exam. Customer service and follow-up was friendly and prompt. I was able to email questions I had and get rapid responses and if necessary talk on the phone to discuss questions right up to the day before the exam.
I have recommended UpperMark to my friends and strongly recommend it for anyone who is preparing for Level I or II of the CAIA exam.
Frank A. Shepard
Chart Capital Partners
75 Rockefeller Plaza
New York, New York
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I wanted to let you know that I passed the Level I CAIA exam. Thanks
for providing a product that focused my attention to the relevant
material on the exam. I rarely opened the Level I readings. The use
of shading, bold and italics text makes finding the relevant material
very easy for the reader. I found the sample exam questions and
explanations very helpful in measuring my progress. I found the
UpperMark study guides superior to similar products I purchased. I've
recommended this product to all of my colleagues taking the exam. I
look forward to purchasing the Level II materials. Thanks
again.
Daniel Burpee
Managing Director
Alta Family Office Services LLC
Arlington , VA
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UpperMark's Study Handbooks are everything a CAIA candidate could ask
far. They offer clear, concise explanations of the learning objectives
with key examples. Their product is by far the best when compared with
other providers. Along with a top notch product, the customer service
is also excellent, updating me with any changes since the study guide
was produced. I would highly recommend anyone preparing for the CAIA
exam to look at UpperMark.
Nicholas Lim
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My CAIA experience was greatly enhanced by the use of all the
UpperMark products. I was enrolled to sit the exam last summer, but
found the time commitment overbearing, even relying on software from a
competitor. With the UpperMark Study Handbook and Formula Sheet, my
studies were not only greatly simplified, but in fact they made the
process much more enjoyable. The materials allowed me to focus on the
most relevant material, wasting less time trying to sort through the
bulk of it and giving me better opportunity to understand the more
complex material in detail.
The quantitative review course was, in my view, the single most
important contributor to my passing the exam. It greatly built my
confidence around the calculations needed, allowing me to focus on the
formulae that mattered and simplifying greatly my approach. The
course was comprehensive and well organized, even with me sitting
through it from London.
Probably even more important was the very personal follow-through and
coaching right up to the day of my exam was absolutely
priceless!
Adrian Valenzuela
London, UK
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I purchased two study guides in preparation for the exam, one from
UpperMark and one from another vendor. I found the UpperMark review
materials to be the most helpful study aid for CAIA Level I exam. The
study handbooks identified the most important learning objectives and
explained them concisely and clearly. Equally important, they also
provided examples of the concept along side the objective as well as
sample problems at the end of each chapter. The formula sheet
compiled the many formulas listed throughout the material into an easy
reference guide grouped by topic.
I attended the quantitative review course and found it to be an well
organized with clear easy to follow examples (provided in a handout)
of the various types of quantitative problems we would be expected to
work through on the exam. The instructor was well versed in the
material and capable of breaking down complex problems into simple
steps. I also had follow-up questions after the session that were
answered promptly via email.
All in all, the UpperMark materials gave me the best preparation I could have had for the exam.
Laura Garner
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I took the quant review course with Pady in January. The class also
included the FormulaSheet. Awash in a sea of Greek letters, she was
able to provide clarity to virtually all of the computational aspects
of the Level I exam. As a teacher she was great because there were a
variety of levels of understanding and preparation among the
participants. She was able to communicate the concepts not just from a
mathematical perspective but from an investment perspective. This, to
me, is the key to mastering the materials. The printed materials and
FormulaSheet were very usable as free-standing pieces. I highly
recommend UpperMark to Level I and Level II candidates.
David Crosby
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I attended the quantitative review course and relied on the
FormulaSheet as a primary source in my preparation for the CAIA Level
I exam. The review session refreshed concepts that I haven't used
regularly. The practice problem approach and the instruction on uses
of financial calculators was particularly helpful. The FormulaSheet
provided every formula used on the exam and examples of their use.
Overall, I found the materials to be thorough but concise, which is
important given the volume of reading recommended by the organization
offering the exam. Thanks again for all the help . I will recommend
you to anyone I know taking the exam.
Lance D. Larsen
ING Investment Management
New York , NY
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UpperMark was extremely helpful. The review course, study materials,
and formula sheet were well organized and saved me a lot of time and
effort in my preparation. Pady has a strong command of the material
and gave me some good suggestions on how to learn the numerous
formulas and concepts that are tested. The study materials present
each learning objective in an informative but succinct manner. I plan
on attending the UpperMark review course for my level II test
preparation.
Van Shell
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The UpperMark Study Handbook provided comprehensive solutions to the
Learning Objectives set forth in the CAIA Study Guide and followed the
reading assignments accordingly. It was a great addition to my
preparation and a large contribution to my passing the Level II
exam. I would recommend using the Hand Book to anyone looking for
additional guidance in their studying.
Copeland Filoon, CAIA
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I feel your course gave me a solid prep for the quantitative section
of the CAIA Level 1. There was a lot of material (and formulas) to
cover, and your course was presented in a very organized format that
made the material easy to comprehend and retain. The questions were
tough and made you really think about the topics and understand how to
apply them. I also really appreciated you being available after the
review class to review and address any additional questions. The
one-on-one really made a difference. Now that I have passed Level 1,
I certainly will be using your materials and review classes for Level
2. Thanks for all of your help.
Ty Henderson
Regional Vice President
United Development Funding
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The Uppermark Study Guide proved to be a valuable resource for
studying for the CAIA Level I exam. The critical learning objectives
are clearly presented and the question samples are particularly
helpful for the exam. I will certainly use Uppermark for my Level II
preparation.
Joseph C. Simpson, CFA
Gresham Partners, LLC
Chicago , IL
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Your course helped me understand all the concepts required to pass the
Level 1 exam. It was well structured and taught very well. The
provided notes were more than enough as a source of review material
for the CAIA Level 1 exam.
Daniel Tai
RBC Capital Markets Corporation
New York, NY
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