UpperMark
Leading Provider of CAIA Study Materials 
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Our Experience

  • How long have you been developing CAIA exam study products?
    We started developing CAIA exam study materials shortly after the first CAIA exam was given.
  • Have you prepared materials for other exams?
    We have extensive experience preparing materials for standardized tests of different kinds. Currently, unlike other test preparation organizations, we focus our efforts only on the CAIA exams.
  • Who develops the study materials?
    UpperMark study materials are developed by award-winning academics with years of teaching and research experience and alternative investment professionals and consultants.
  • What do you recommend I purchase?
    Most of our clients buy the UpperMark Platinum Suite Plus. This includes:

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


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