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

"All in all, the UpperMark materials gave me the best preparation I could have had for the exam."

Laura Garner




UpperMark courses are known to enhance individual study efforts significantly. Taught by award-winning educators and content experts, our web-based courses provide clear instruction to boost comprehension and speed up the learning process. Instructors also provide valuable exam-taking tips to give candidates a competitive advantage.

Select from two options -

  • Complete Course - Structured coverage of all Topics in the curriculum and essential faculty access.
  • Course by Topic - Select courses on specific CAIA exam Topics.

Complete Course Length
  • All course sessions for Topics 1-9
  • Dates/Time of live class: Saturdays, 19 Dec, 2 Jan to 20 Feb                                            9am-12:30pm
  • On-demand course recordings available after each live session.
40 hours $499

Check out details of our courses below.

Online Courses Instructors System Requirements  

Both course options provide unlimited access to recordings of course sessions from any computer and tablet/iPad until the end of the current CAIA exam period.

  • Complete Course - perfect for professionals who want both flexibility and structure in their study programs. Set your personal study schedule and then work through the curriculum with the instructor-guided program.
  • Course by Topic - perfect for candidates who prefer a self-study approach, but want guidance on specific Topics.

UpperMark courses explain and summarize CAIA exam material, carefully demonstrate calculations, and provide personal guidance for success on the exam. Other essential components of our courses -

  • Thorough instruction of the CAIA exam material.
  • Clear explanations of concepts and formulas.
  • Step-by-step presentations of calculations.
  • Personal guidance from UpperMark's experienced faculty.
  • Exclusive lecture notes for each course session - print lecture notes and annotate them while watching the course. Our lecture notes are an excellent summary of the CAIA material - an ideal study resource.

Start your studies early and study at your own pace!



  • Course: Complete Set (Topics 1-9)
  • Course: Topic 1
  • Course: Topic 2
  • Course: Topic 3
  • Course: Topic 4
  • Course: Topic 5
  • Course: Topic 6
  • Course: Topic 7
  • Course: Topic 8
  • Course: Topic 9

Best Value!
Platinum Suite

About UsShippingReturnsPrivacy PolicyLegalContact UsHome