Im studying for CAIA level 1 and have 2020 Uppermark videos and slides. Looking for someone who has Wiley 2020 pack Thanks!
- Box 1326, Brookline, MA 02446 866-542 5315 617-314-6568.
- Curriculum Overview: The CAIA Charter exam curriculum is revised regularly to incorporate relevant, practical industry developments, and the latest academic research. The curriculum consists of two exam levels, taken in succession. Level I is brand new for the September 2020 cycle. The exam reflects content from the 4th edition text only.
- UpperMark Suites. The UpperMark™ Suites provide everything you need to prepare for your CAIA exam. Designed to save you valuable time, our Suites work as an integrated learning system to provide you with advanced study materials, cutting-edge testing software, quick reference memorization tools, and powerful courses. These study products are complemented by an Enhanced Study System that.
After having mentally written off my performance at the end of September, I had the great pleasure of rediscovering evenings and weekends. I'd thought that the CAIA Association would send results via email like the CFA institute does and so put Results Day to the back of my mind. However, nothing came through at the end of October and I gradually forgot about this as I started making the most of my evenings and weekends again.
Then one day at the beginning of November I received an email from the CAIA Association helpfully informing me that early registration for Level 2 was about to pass. 'How odd', I thought, 'they seem to have missed out the Level 1 registration dates on this one'. Then I logged on to the CAIA website and had the pleasant surprise of finding out that I was part of the fortunate 75% (or thereabouts) of candidates who passed the CAIA Level 1 exam in September 2013.
My results, oddly enough, was positively skewed relative to the average candidate. I had one weak area (Structured Products), one ‘lower' section (Private Equity), one comparable section (Intro to AI), three ‘higher' sections (Hedge Funds, Ethics and Real Assets) and two outstanding sections (Commodities and Risk /Portfolio Management). I hadn't revised Structured Products so this was expected and I didn't make notes on the intricacies of fund details for PE so that was expected too. After the exam I thought I'd have a marginal pass at best but luck seemed to have been in my favour!
Granted that the pass rate for Level 1 was (typically) high, it nevertheless gave me a morale boost after so epicly flunking Level 2 of the CFA. Since June, I'd managed to rack up a decent amount of time reading the revision material from Uppermark (2-3 hours per evening) and, more importantly, I'd gotten into the rhythm of dedicating two or more hours to studying after (or before) work.
Having celebrated my little achievement, I won't kid myself into thinking that my preparation went smoothly or was even half as sufficient as it could have been. There were times when I was reading inefficiently because my mind was wandering, there were times when I didn't get up early enough in the morning or skipped an evening study session, and there were times when I threw down the towel and almost gave up (including once just two days before the exam, which was only avoided by some friends' urging that plenty could still be covered in two days — THANK YOU if you're reading!).
***
So now, looking forward, I plan to take the CAIA Level 2 exam in March and, in parallel, start preparing for the CFA Level 2 exam in June. It's a bit crazy but others have done it. The materials are never difficult intellectually but it's the scale of the task that dampens motivation.
As with any other major undertaking, I must keep the ultimate goal in mind and the sheer joy in passing both exams next year will provide me with enough strength to march on.
Study plan to be posted in due course. Study guides and textbooks are already in the post. Exams are registered. Psyching myself up now for a gruelling seven-and-a-half months. It's not gonna be easy but it's gonna be worth it!
The CAIA program is relatively new and understandably there aren't a lot of choices when it comes to review materials. Simcity license key free download. The Association publishes its own CAIA study prep materials through Wiley, but many candidates uses third-party review providers such as Uppermark or Schweser.
What is the best choice for you?
CAIA Study Prep Materials: An Overview
First of all, you should know that the CAIA Association is now offering its own study guide for the exam. There is a lot more coverage when compared to the Schweser notes. This could be a double-edge sword — if you actually want to learn more about alternative investment products, this is actually a great set of books; if you simply want to pass the exam, it would be an overdose.
Whether you want to stick with their study guide or pick the other providers depends on what you want to achieve from your CAIA journey.
The Official CAIA Study Guide
This is the only CAIA study guide endorsed by the CAIA Association and is published by Wiley. There is one text book for each part of the exam:
Caia Association
- CAIA Level I: An Introduction to Core Topics in Alternative Investments
- CAIA Level II: Advanced Core Topics in Alternative Investments (CAIA Knowledge)
Pros
1. Comprehensive Textbook on Alternative Investment
The book is substantial and comprehensive with 896 pages for Level 1 and 716 pages for Level 2. If you have genuine interest in the industry, it is an excellent reference book that you want to get regardless of the exam.
Specifically, the Level 1 book introduces the different asset classes within alternative investment, such as real estate, private equity, commodities, hedge funds, structured products as well as risk and portfolio management.
The Level 2 book covers similar topics, but with in much greater depth.
2. Content Organized Based on CAIA Curriculum
The book is generally well-organized, and each section of the book matches with that of the exam. The authors also discuss the same concepts in different perspective in different chapters. This helps reader to grasp the difficult concepts more easily.
3. Always Available on Time
You may take it for granted, but Uppermark had some delivery issues in 2012 that irritated its customers. The official CAIA study guide is available on Amazon any time of the year.
Cons
1. Not Enough Practice Questions
The CAIA Association offers Free CAIA sample questions on the website (no need to purchase the study guide to get access), but this is not enough for proper CAIA study prep. Most candidates need to supplement with third-party study materials such as Uppermark and Schweser.
Im studying for CAIA level 1 and have 2020 Uppermark videos and slides. Looking for someone who has Wiley 2020 pack Thanks!
- Box 1326, Brookline, MA 02446 866-542 5315 617-314-6568.
- Curriculum Overview: The CAIA Charter exam curriculum is revised regularly to incorporate relevant, practical industry developments, and the latest academic research. The curriculum consists of two exam levels, taken in succession. Level I is brand new for the September 2020 cycle. The exam reflects content from the 4th edition text only.
- UpperMark Suites. The UpperMark™ Suites provide everything you need to prepare for your CAIA exam. Designed to save you valuable time, our Suites work as an integrated learning system to provide you with advanced study materials, cutting-edge testing software, quick reference memorization tools, and powerful courses. These study products are complemented by an Enhanced Study System that.
After having mentally written off my performance at the end of September, I had the great pleasure of rediscovering evenings and weekends. I'd thought that the CAIA Association would send results via email like the CFA institute does and so put Results Day to the back of my mind. However, nothing came through at the end of October and I gradually forgot about this as I started making the most of my evenings and weekends again.
Then one day at the beginning of November I received an email from the CAIA Association helpfully informing me that early registration for Level 2 was about to pass. 'How odd', I thought, 'they seem to have missed out the Level 1 registration dates on this one'. Then I logged on to the CAIA website and had the pleasant surprise of finding out that I was part of the fortunate 75% (or thereabouts) of candidates who passed the CAIA Level 1 exam in September 2013.
My results, oddly enough, was positively skewed relative to the average candidate. I had one weak area (Structured Products), one ‘lower' section (Private Equity), one comparable section (Intro to AI), three ‘higher' sections (Hedge Funds, Ethics and Real Assets) and two outstanding sections (Commodities and Risk /Portfolio Management). I hadn't revised Structured Products so this was expected and I didn't make notes on the intricacies of fund details for PE so that was expected too. After the exam I thought I'd have a marginal pass at best but luck seemed to have been in my favour!
Granted that the pass rate for Level 1 was (typically) high, it nevertheless gave me a morale boost after so epicly flunking Level 2 of the CFA. Since June, I'd managed to rack up a decent amount of time reading the revision material from Uppermark (2-3 hours per evening) and, more importantly, I'd gotten into the rhythm of dedicating two or more hours to studying after (or before) work.
Having celebrated my little achievement, I won't kid myself into thinking that my preparation went smoothly or was even half as sufficient as it could have been. There were times when I was reading inefficiently because my mind was wandering, there were times when I didn't get up early enough in the morning or skipped an evening study session, and there were times when I threw down the towel and almost gave up (including once just two days before the exam, which was only avoided by some friends' urging that plenty could still be covered in two days — THANK YOU if you're reading!).
***
So now, looking forward, I plan to take the CAIA Level 2 exam in March and, in parallel, start preparing for the CFA Level 2 exam in June. It's a bit crazy but others have done it. The materials are never difficult intellectually but it's the scale of the task that dampens motivation.
As with any other major undertaking, I must keep the ultimate goal in mind and the sheer joy in passing both exams next year will provide me with enough strength to march on.
Study plan to be posted in due course. Study guides and textbooks are already in the post. Exams are registered. Psyching myself up now for a gruelling seven-and-a-half months. It's not gonna be easy but it's gonna be worth it!
The CAIA program is relatively new and understandably there aren't a lot of choices when it comes to review materials. Simcity license key free download. The Association publishes its own CAIA study prep materials through Wiley, but many candidates uses third-party review providers such as Uppermark or Schweser.
What is the best choice for you?
CAIA Study Prep Materials: An Overview
First of all, you should know that the CAIA Association is now offering its own study guide for the exam. There is a lot more coverage when compared to the Schweser notes. This could be a double-edge sword — if you actually want to learn more about alternative investment products, this is actually a great set of books; if you simply want to pass the exam, it would be an overdose.
Whether you want to stick with their study guide or pick the other providers depends on what you want to achieve from your CAIA journey.
The Official CAIA Study Guide
This is the only CAIA study guide endorsed by the CAIA Association and is published by Wiley. There is one text book for each part of the exam:
Caia Association
- CAIA Level I: An Introduction to Core Topics in Alternative Investments
- CAIA Level II: Advanced Core Topics in Alternative Investments (CAIA Knowledge)
Pros
1. Comprehensive Textbook on Alternative Investment
The book is substantial and comprehensive with 896 pages for Level 1 and 716 pages for Level 2. If you have genuine interest in the industry, it is an excellent reference book that you want to get regardless of the exam.
Specifically, the Level 1 book introduces the different asset classes within alternative investment, such as real estate, private equity, commodities, hedge funds, structured products as well as risk and portfolio management.
The Level 2 book covers similar topics, but with in much greater depth.
2. Content Organized Based on CAIA Curriculum
The book is generally well-organized, and each section of the book matches with that of the exam. The authors also discuss the same concepts in different perspective in different chapters. This helps reader to grasp the difficult concepts more easily.
3. Always Available on Time
You may take it for granted, but Uppermark had some delivery issues in 2012 that irritated its customers. The official CAIA study guide is available on Amazon any time of the year.
Cons
1. Not Enough Practice Questions
The CAIA Association offers Free CAIA sample questions on the website (no need to purchase the study guide to get access), but this is not enough for proper CAIA study prep. Most candidates need to supplement with third-party study materials such as Uppermark and Schweser.
Schweser
It is most logical for Kaplan Schweser to enter the CAIA market after their big success in the CFA exam preparation market. They have been offering CAIA study prep materials for a few years now.
Pros
- If you used Schweser notes for CFA before, you may be more familiar with their style.
- The notes are well written and well liked by candidates. The exam content is well summarized and you need less time to study when compared to using the CAIA materials.
- It comes with a great set of notes and practice questions. If you want to study purely for test taking purposes (vs learn more about alternative investment), reading Schweser notes is a more 'efficient' way to get it done.
Cons
- The official CAIA study guide is more affordable and more comprehensive. In other words, the notes condense the material down to an extent that you may miss some small items.
- Some candidates find the notes too summarized.
Uppermark
Uppermark is one of the leading and most established providers of CAIA study materials. The company prides itself as a pure-play, putting 100% effort on creating review course only for the CAIA exam.
Pros
- Uppermark is the first CAIA study guide, and has been around since the first CAIA exam.
- Great review from users. The text book is written in a logical, user-friendly manner (for some candidates, easier to read than the CAIA materials).
- The test prep software (question bank) is very comprehensive with 1000+ questions and is regularly updated.
- Comes with useful tools e.g. flashcards.
Uppermark Caia Level 1 Download Pdf
Cons
- Similar to Schweser, the material is summarized down to an extent that you may miss some small items.
- Uppermark is neither an official or global brand name. In fact, the provider had some issues of delivering text books on time when CAIA changed its curriculum in 2012. This could be a reason why you may want to stick with an institutional review course provider.
Official CAIA Study Prep Materials Currently on Sale!
Here are the discounted CAIA Study Guides through Amazon:
Level 1 (3rd edition) | Level 2 (2nd edition) |
For Your Further Reading
Any comments, thoughts and questions on these review course providers? Please drop us a note below.