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Level I

Uppermark Question Bank

Hi guys,

Require some advice please. I have read through the Wiley study guide ( Shortened version of the material) and started working through the Uppermark question bank. I am finding the questions very tricky. My ave score hovers around 50%…which is not good at all. 

What level of practice do you think I will need?

Hi, I am an actuarial science student turned into finance student, and as a graduate student, I did not have a lot of finance exposure, except some basic corporate finance, introductory microeconomics and macroeconomics, and basic financial markets knowledge, as I studied mathematics in my undergraduate school. So if I want to take the CAIA exam this year (in September), what level of practice do you think I will need?

Study Materials- Level I in Sep

Hello everyone,

I enrolled CAIA Level I in Sep and bought Schweser Notes, including two books (c 900 pages). However, I was just told uppermark is better somehow and, from the reviews here, it seems so. I’m not sure if I should buy uppermark now. Much apprecied with any comments.

Should I pursue CAIA after CFA? Any value add?

HI Everyone,

Just wanted to know if CAIA is a good value add after CFA. I completed my CFA exams in June 2017. Still working towards to the experience criteria. I am working as an analyst in a Family PE firm. Since we are family office structure, we dont have enough deals, but we work on 1-2 deals a year. I wanted to develop my academics on the side to make my career progression better. Do you guys think CAIA will add anything on this?

Which UpperMark suite to buy

Hey guys, wanted some advice on which products or packages from UpperMark to purchase for the CAIA Level 1 exam for Sept 2019. I’m debating between the regular Suite vs. Premium Suite, with the difference being the latter has the “Final Review Package.” Has anyone found this to be especially helpful to have?

Of course, if anyone thinks the Platinum or Diamond suites are really worth it, please let me know, too. I just wasn’t sure if this was overkill.

Appreciate the help.

CAIA L1 Exam Prep

Hey Guys and Gals,

I’m currently working in management consulting (infrastructure/real estate operations focused) at a Big 4. Prior to my current role, I came from an engineering undergrad and have several years of experience in infrastructure development. My main goal at this point is to learn more about infrastructure and real estate investments before seeking jobs in investment management (institutional or mega fund) or private equity (infra or RE focused).

CAIA Level 1 March 2019 How did your exam go?

Just wanted to know how everyone who took the exam is feeling about it? Which course material did you used and did it did justice to the level of questions that came in the exam?

Wiley CAIA Preparation - Review


Are anyone using Wiley as Test Prep ? Any comments about them ? I know they are very good for CFA preparation, but it has just one year preparing for CAIA. I signed up for a trial and its platform seems to be very well developed, but I don’t have reference about he content. 

Thank you 

CAIA Level 1 - March 2019

I Wanted to see how other people are feeling for the L1 March exam? What materials/techniques have been most useful to you so far?



I need advice regarding studying CAIA L1 FOR September 2019 exam  together CFA L1 for December 2019 exam .

Is it good idea to combine studying or I should complete CFA firstly ?