advisor discussion meeting

CFA Level 1 Portfolio Management: Our Cheat Sheet

Note: this cheat sheet is updated for the latest 2023’s curriculum. It is probably no surprise that portfolio management is the most popular career current CFA candidates are interested in exploring further. Portfolio management is the heart of the CFA program – and they start you light and gentle in Level 1 with a broad …

Read more

looking at art

CFA Level 1 Alternative Investments: Our Cheat Sheet

Note: this cheat sheet is updated for the latest 2023’s curriculum. Whilst a relatively smaller topic weight in the overall Level 1 exams, CFA Alternative Investments is an important topic career-wise if you work in asset management as it is expected to capture 49% of global asset management revenue by 2024. I personally found this …

Read more

cfa curriculum changes 2023

CFA Curriculum Changes 2023: A Quick Breakdown

Note: This article is for the current 2023 curriculum. For next year’s info, check out our article on 2024 CFA curriculum changes. The new 2023 CFA curriculum is now out for all 3 levels, with 2023 exams already open for registration. With CFA Program’s annual syllabus update, we have checked and compared all the 2023 …

Read more

CFA computer based testing guide

A Super Guide To CFA Computer Based Testing (CBT)

Since the introduction of computer-based testing (CBT) by CFA Institute in 2021, there has been a few minor tweaks, changes and improvements in the candidate experience. Here’s one epic summary of all the new CFA computer based testing process in one place, covering how things will work for Level 1, 2 (split screen for vignettes) …

Read more

CFA online proctored testing (OPT)

CFA Online Proctored Testing (OPT): A Timely Summary

Since the first mention of CFA online proctored testing (OPT) on 12th Jan 2021, CFA Institute has promptly revealed more information about this online proctored exam option in the last few weeks. Here’s a summary of the latest of what we know so far: What is Online Proctored Testing (OPT)? OPT candidates can take exams …

Read more

cfa financial times

CFA Institute Responds to FT’s “Falls Off Cliff” Article

You may have read an article recently published in the Financial Times (FT) with the headline: “Demand ‘falls off cliff’ for CFA financial analyst qualification“. While the FT article reports on the fall of registration numbers around the CFA exams and reasons why this may be happening, the article quickly became a flashpoint of disgruntled …

Read more

CFA Apps - features, reviews, download

CFA Apps: Our Top 5 Shortlist

While there currently is no technology that I know of to replace studying (now there’s a dream!), there are some apps and resources that make studying for CFA exams easier. I am going to share some of my favorite CFA apps with you that will help you prepare for the CFA exam rather than procrastinate. …

Read more

cfa august 2021 cancelled

CFA August 2021 Cancelled: Latest List of Locations

Here we go again, COVID cases are rising in certain countries and region which necessitates some CFA exam location closures. Here is the complete list of cities where CFA August 2021 exams have partial or full cancellations: Partial closures / Reduced capacity Sydney, Australia Buenos Aires, Argentina London (Ontario), Canada China Beijing Chengdu Dalian Guangzhou …

Read more