UpperMarkTM Review Products
CAIA® March 2009: UpperMark™ Self-study products
UpperMark™ is a leading international provider of test preparation materials for the CAIA® exam noted for the superior quality of its study materials and client services. EDHEC Asset Management Education distributes UpperMark™ study materials in Europe and includes UpperMark™ Study Handbooks in its course packages.
Study Handbooks
The UpperMark™ Study Handbooks provide comprehensive and concise summaries of the content in the CAIA® study guide. They adhere closely to the CAIA exam curriculum and assigned readings and are organised to focus candidates’ time on learning essential material.
Study Handbook Level I
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- Clear and concise explanations & summaries for all the learning objectives included in the CAIA Level I study guide
- Well-explained formulae and detailed examples for all objectives that involve mathematical calculations
- 320 sample exam questions with answer keys – each topic chapter ends with a set of questions and detailed answers
For easy retrieval, CAIA learning objective statements are presented in shaded boxes and key words are in italic boldface.
The UpperMark Study Handbooks are updated for each exam period to reflect changes in the CAIA exam program. This edition is only valid for the March 2009 exam.
Study Handbook Level II
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- Clear and concise explanations & summaries of all the learning objective statements included in the CAIA Level II study guide
- Detailed examples of all learning objectives that involve mathematical calculations
- 110 sample multiple-choice exam questions - one set of questions at the end of each Topic chapter
- Clear answer keys for the sample multiple-choice questions
- A set of sample essay questions with guideline answers.
For easy retrieval, CAIA® learning objective statements are presented in shaded boxes and key words are in italic boldface.
The UpperMark Study Handbooks are updated for each exam period to reflect changes in the CAIA exam program. This edition is only valid for the March 2009 exam.
TestBank
UpperMark™ TestBank is a sophisticated but easy to use software application designed to test your knowledge of CAIA® exam material using over 1000 sample test questions. It also hones your test-taking skills as you become familiar with answering multiple-choice questions and navigating through a computerised test.
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TestBank software allows you to:
- Create personalised practice tests based on any component of the CAIA curriculum
- Generate simulated tests with questions weighted in accordance to CAIA guidelines
- Flag questions for later review as in exam conditions
- Work at your own pace or simulate exam timing conditions.
- Save a test and finish it at a later time and review the details of all your old tests.
- Review detailed explanations for answers to the test questions.
The TestBank software is updated for each exam period to reflect changes in the CAIA program. The current version is only valid for the March 2009 exam and will expire at the end of the test period.
Suite
The UpperMark™ Suite works as an integrated self-study system providing candidates with learning materials, quick reference memorisation tools and dynamic testing software.

The suite is comprised of:
- Study Handbooks which provide detailed summaries of all CAIA® learning objectives and include 320 sample test questions.
- TestBank Software whichs allows you to generate customised tests on any part of the CAIA curriculum or take simulated tests weighted according to CAIA stipulations.
- FormulaSheet which clearly presents the formulae needed for the exam in an easy-to-use laminated format.
- UpperMark Updates which are periodic emails offering insight into self-study for the exam and providing valuable exam-taking strategies.
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Legal disclaimer:
CAIAA does not endorse, promote, review or warrant the accuracy of the products or services offered by EDHEC Business School, nor does it endorse any pass rates claimed by the provider. CAIAA is not responsible for any fees or costs paid by the user to EDHEC Business School nor is CAIAA responsible for any fees or costs of any person or entity providing any services to EDHEC Business School. CAIA®, CAIA Association®, Chartered Alternative Investment AnalystSM, and Chartered Alternative Investment Analyst Association® are service marks and trademarks owned by CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION, INC., a Massachusetts non-profit corporation with its principal place of business at Amherst, Massachusetts, and are used by permission.






