Zee Tan 
I’ve been hoping Zee would build this! I’ve used their planner for all 3 CFA levels and starting CFP now, so this is perfect timing! Claire Thorne, CFA charterholder and CFP candidate So you’re considering, or already prepping for the CFP exams. A couple of questions may pop into mind: The ‘problem’ with this question is …
For those working in accounting or finance, or planning to enter the industry, two of the most respected credentials in the field are the CPA (Certified Public Accountant) and the CMA (Certified Management Accountant). Both carry weight on a résumé, both can boost your salary potential, and both show employers that you’re serious about your …
If you’ve decided you want to build a career helping people (or businesses) make sense of their money, and perhaps even their taxes, you might be wondering: CPA vs EA, which one’s right for me? Both the Certified Public Accountant (CPA) license and the Enrolled Agent (EA) designation can give your career a serious boost, …
Just received your CFA Level 3 results? We hope it’s good news. Commiserations to those who did not pass, you’ve worked so hard on this so far, do take some time to overcome your disappointment. You’re too close to the end to give up at this stage! Passed CFA Level 3? Congrats on your amazing …
Did you know that there has been some changes to the CFA work experience guidelines that affect both CFA program enrollment criteria and CFA charter applications? And what does ‘relevant’ work experience really mean when you’re applying for your CFA charter? No worries, we will take you through this tangled web of mess logically so …
Since COVID, the CFA pass rate has taken a plunge. Our CFA minimum passing score (MPS) estimates have also indicated an uptick in the MPS. Naturally, candidates are not sure what to make of the changes. So a few years has passed since COVID. Why is the CFA pass rate so low, still? Is the …
The optimal CFA Level 2 study order prioritizes high-weight topics first: Financial Statement Analysis (10-15%), Fixed Income (10-15%), then Quantitative Methods and Equity. This differs from curriculum order because Level 2’s even topic distribution (all 10 topics can be weighted at 10%) means you must cover heavyweight content early while motivation is high. Save Ethics …
The optimal CFA Level 3 study order uses the “sandwich method”: alternate challenging topics (Asset Allocation, Derivatives) with easier ones (Performance Measurement) to maintain momentum. Study Core readings (65-70% weight) first, then your chosen Specialized Pathway (30-35% weight), finishing with Ethics. Your Pathway choice is locked at registration and cannot be changed after the 14-day …
We’ve gone through the direct advantages of pursuing the CFA charter. Although there are currently no exemptions on the CFA exams itself, are you aware that the CFA Program could be getting you fast-tracked through things like: Whether you are a CFA candidate or charterholder, it’s always a good idea to check if other certification …
