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Our Experience

  • How long has UppeerMark been developing CAIA exam study products?
    We started developing CAIA exam study materials shortly after the first CAIA exam was given. That makes us the longest-serving CAIA exam prep company.
  • Who develops the UppeerMark study materials?
    UpperMark study materials are developed by award-winning academics with years of teaching and research experience and alternative investment professionals and consultants. The vast majority of our team have Ph.Ds. in finance.
  • What do you recommend I purchase?
    Most of our clients select the UpperMark Platinum Suite. This includes:

    • Study Handbooks – used to learn the CAIA material.
    • TestBank software – used to take Practice Exams and Mock Exams, and hone test-taking skills.
    • Course – provides structured coverage and guidance through the CAIA curriculum by our experienced faculty.
    • FormulaSheet – makes using and memorizing the formulas significantly easier.
    • Final Review Package – includes the Final Review Course and a Final Prep Exam.
    • Instructor Access – provides direct access to UpperMark faculty.

    Many clients also like to add our Flashcards, which provide an easy and effective way to review core concepts.

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