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"Probably even more important was the very personal follow-through and coaching right up to the day of my exam that was absolutely priceless!."



When you select UpperMark for your CAIA test preparation, you not only receive the highest quality exam preparation materials on the market, but you also get the dedication of our professional staff who have experience with the CAIA exams, working with CAIA candidates, and in-depth knowledge of the CAIA curriculum.

In addition, you receive our commitment to providing top level customer service and support that distinguishes us from other companies.

  • We are available to our clients via the phone and email to answers any questions. When you call us, you can rest assured that a knowledgeable individual will respond to your call.
  • We provide timely responses to our clients' emails and phone messages, whether down the road in New York city or across the globe in Hong Kong.
  • We provide highly skilled technical support for our TestBank clients to ensure that using our software is both an easy and valuable experience. If necessary, our staff will walk you through the process step-by-step. We have even worked with financial institutions' IT departments to accommodate specific clients.

There are further services that set us apart.

  • During the two-week CAIA exam period, we increase both our staff and our office hours to further accommodate our clients' needs.
  • We have scheduled and taught review courses based on requests from clients.
  • When the CAIA Association made changes to the exam format mid-season, we immediately rewrote parts of our TestBank software to accommodate the change, so that our clients would be practicing in a testing environment as close to the actual exam as possible. Clients then accessed this new feature by updating their software.

Our commitment to our clients is at the heart of our firm. This dedication is embodied by all our staff and in our company mission.

Whatever your needs for preparing for the CAIA exam, we work to accommodate you. To review our expanding product line, please go to Our Products.

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