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.

 

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.

 

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

 

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.

 

Voluptate iusto enim qui aut voluptas deleniti necessitatibus. Error consequatur consequatur est sint sit velit natus. Cupiditate blanditiis temporibus fugit rem. Eos voluptatibus nesciunt labore.

Omnis non numquam eligendi consequatur a facere. Quaerat ullam velit quia commodi soluta deserunt. Nobis incidunt maxime error unde dolorem laudantium labore iure.

Great CAIA LV1 LV2 2019 materials, check out at www.4caia.com Uppermark has confirmed with that March and Sep are almost the same with a probably very minor change. Hope it helps you prepare the exam with a lower burden

Career Advancement Opportunities

March 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. (++) 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

March 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

March 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

March 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (86) $261
  • 3rd+ Year Analyst (13) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (202) $159
  • Intern/Summer Analyst (144) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
Betsy Massar's picture
Betsy Massar
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
dosk17's picture
dosk17
98.9
6
DrApeman's picture
DrApeman
98.9
7
kanon's picture
kanon
98.9
8
CompBanker's picture
CompBanker
98.9
9
GameTheory's picture
GameTheory
98.9
10
Jamoldo's picture
Jamoldo
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”