Which study pack would you recommend for CAIA? Schweser, Uppermark or Institutional Investors?

Roland

14y

I have tried with Uppermark, but the experience was disappointing. When I ordered in December there was no information that they are late in preparing the materials and have to ship in several stages. We are in the meanwhile in February and they still have not send out the remaining volume of the study notes for the March Level II exam.

FutureBanker09

14y

Roland,

I'm taking level 1 in a month, any tips on passing it. I too am disappointed in Uppermark. Did you just read through the Anson book? Take practice tests?

idowne10

14y

I used only Uppermark for the Level I exam and easily passed. You need to take a lot of their practice and mock exams. I just took Level II. There was nothing on it that wasn't in the Uppermark books and testbank questions. You just have to practice a lot of questions.

funkytommy

14y

Any CAIA candidates out there? Your insights will certainly be appreciated. Thanks.

riemann

14y

I didn't purchase any prep stuff for lvl I.

For lvl II, I purchased materials through KalmAI which no longer seems to be in biz.

If I were in your shoes, I would probably pick up the Institutional Investor content because they publish a lot of the CAIA content (e.g. Journal of Alternative Investments).

...food for thought

carlk

14y

I used Upper Mark for both Level I and Level II. I thought the summary books were pretty good, but I found the practice tests and formula sheets to be particularly helpful.

funkytommy

14y

Hi, but given that Schweser is so widely used for the CFA program, wouldn't be it be the better choice in for such study guides (which in this case is CAIA)?

www.4caia.com

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