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"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

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FormulaSheet

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.
  • 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
 Printed & e-FormulaSheet
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