Leading Provider of CAIA Study Materials 
Our ProductsOur ServicesAbout UsCAIA ProgramFAQsContact Us
Level I
UpperMark Suites
Study Handbooks
TestBank Software
Final Review Package
Final Prep Exam
Enhanced Study System
Level II
Experience UpperMark
UpperMark Approach
CAIA. Get the Facts.
UpperMark Assurance
Customer Success
Samples & Demos
Tailored Instruction

"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




UpperMark™ FormulaSheet is a handy, time-saving product that clearly and concisely lists the CAIA Level I key equations and formulas.

  • Formulas arranged by Chapter for clarity and ease of retrieval.
  • Printed FormulaSheet is laminated for durability.
  • e-FormulaSheet is the online version of our popular printed FormulaSheet; it is not printable.
    • Accessible via the internet on PCs, MACs, and tablets.
    • Type personal study notes in the margins of the e-FormulaSheet.
    • Print your personal study notes, or export them to a file.
  • FormulaSheet is included with UpperMark™ Study Handbooks.

Use our FormulaSheet to review and memorize key equations. Take a quick look at a sample!

 Printed & e-FormulaSheet

Best Value!
Platinum Suite

About UsShippingReturnsPrivacy PolicyLegalContact UsHome