Our ProductsCAIA ProgramCertificate in ESG InvestingAbout UsContact Us
Study Handbooks
Our Experience
UpperMark Assurance
Retake & Deferral
Student & Faculty

Our Products
CAIA Level I
Certificate in
          ESG Investing

UpperMark Assurance

UpperMark study packages are developed to provide comprehensive and effective study materials so that you pass your CAIA exams the first time. Thousands of CAIA candidates attest to this. However, we recognize that work or life commitments or the odd bad day may prevent you from taking a scheduled exam or may require you to retake your exam. Therefore, if you purchased a Suite study package and need to defer or retake your registered exam, we will provide you with extended access to our online study portal with curriculum updates.

UpperMark Assurance provides qualifying retake and deferral clients extended access or a discount based on their purchase as indicated in the table below.

Platinum Suite Free access to the online study portal for same-Level exam as many times as needed. Two years from exam period of purchase
Suite, Premium Suite, or Diamond Suite Free access to the online study portal for same-Level exam. One additional exam
TestBank and/or Complete Course Set 50% off full retail price of same product for same-Level exam. No limit

Terms and Conditions for Qualifying Clients

  • You must have registered for a CAIA exam, deferred or failed that exam, and registered for a same-level exam in a subsequent exam period.
  • Email verification of your retake exam registration for the current exam period to info@uppermark.com, with the subject line "UpperMark Assurance".
      Eligible documentation includes a screenshot of your account history from the CAIA website that shows your registration is for a RETAKE exam, or shows both your past and current exam registrations for the same-level exam.
  • This offer applies only to the retail value of UpperMark™ products; does not include shipping, international duties, and/or customs or fees; and cannot be combined with any other UpperMark offers or discounts.

ShippingReturnsPrivacy PolicyTerms & ConditionsHome