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While Campion does make some excellent suggestions regarding how to study, he correctly explains that each candidate will have a different study style. There are some good prep providers. There is no magic bullet for preparing for the exams. You have to understand the content and be to apply what you have learned and explain it in the context of the exam format. For those candidates who are aghast at the piles of books on your desk, I am sorry to say that there are no shortcuts!
You have go to go through them.
However, you can study efficiently, and Campion presents ways to do that successfully that worked for him. Needless to say it is considerable, but worth it. I am sitting for the Level Three exam for the second time in June and found Campion's book to be just the encouragement I needed to stay motivated. I don't necessarily agree with Campion that Schweser material makes the best foundation material, although I do use them.
I think you have to read the curriculum at least once and do all the end of chapter problems. This can get a bit tricky in the quantitative parts so the prep provider chapters for those topics can be a real lifesaver. I do agree strongly with Campion that you have to take as many practice tests as possible. I liked this book and found it informative, realistic and useful. I don't know the author -- I found out about the book from a forum on LinkedIn.
Thanks to Greg for writing it, and for sharing his experience. This is required reading if you are thinking of pursuing the CFA designation. Greg is very honest and upfront about what it takes to pass these brutal exams as well as a few strategic points which are not to be overlooked. The chapter on CFA vs.
MBA will be quite useful to those thinking about a career in Finance and which option to choose or perhaps both. Having passed 2 of these exams and getting ready for Level 3 exam next June, I can tell you that many of his suggestions are right on point. For anyone thinking of taking the CFA exams or if you are going through the program, then this book is for you.
The author shares his struggles and in this way provides an insight in the mind of a CFA candidate. If you are considering taking the CFA exams then this book gives you a good insight of what to expect and what toll it can take on your personal life. I thoroughly enjoyed reading about the author's struggles in a non-sadistic way should I add. It is great to read a book written by CFA person who has a real life job, family and conditions for studying as majority of us. I really recommend to read this book for everyone deciding to sign up for CFA journey.
I thoroughly enjoyed Greg's book.
Since I'm not in finance myself I have never actually known anyone who holds the CFA charter nor anyone who's actually taken one of the exams either, so his honesty and openness about his own struggles with the path to the charter were illuminating to me personally.. I also gained some very practical tips about timelines to preparation, etc. I think this book occupies a unique or niche space in this particular area.
I'd encourage anyone involved with the CFA pursuit either past or present to read the book. Thanks for writing it Greg!! See all 33 reviews. Amazon Giveaway allows you to run promotional giveaways in order to create buzz, reward your audience, and attract new followers and customers. Learn more about Amazon Giveaway.
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After completing the education requirement, candidates may sit for the CFP Exam.
CFA Confidential: What It Really Takes to Become a Chartered Financial Analyst [Gregory M Campion CFA] on www.farmersmarketmusic.com *FREE* shipping on qualifying. Editorial Reviews. Review. "Entertaining and instructive " - Charles Brandes, CFA Chairman CFA Confidential: What It Really Takes to Become a Chartered Financial Analyst - Kindle edition by Gregory Campion. Download it CFA Confidential: What It Really Takes to Become a Chartered Financial Analyst by [ Campion.
This written exam combines multiple-choice and scenario questions, and measures knowledge, critical thinking ability, comprehension, problem-solving ability, analysis and evaluation of financial planning topics. After completing the educational, experience and examination requirement to become a CFP, candidates must fulfill the ethics requirement. Once candidates have fulfilled the education, experience, examination and ethics requirement, they may apply online to complete the CFP certification application.
They will be contacted via postal mail when the CFP Board has approved their application. They must also report 30 hours of continuing education CE hours every two years. Among other things, the AICPA provides to its members professional advocacy services, professional development opportunities, networking, guidance and discounts.
Candidates must have two years of full-time experience in the business or teaching of personal financial planning, equivalent to hours. This must be completed within five years of applying for PFS certification. If claiming teaching for experience, candidates must have been a full-time professor and taught at least four accredited college courses, with 50 percent of the material taught being from the PFS Body of Knowledge.
Candidates must have completed 80 hours of Personal Financial Planner PFP -related education within the past five years. Types of courses that count include:. The PFS Application kit may be downloaded here for candidates that have met all of the requirements. Candidates apply online or mail applications to: Once designees have received their PFS credential, they must fulfill certain requirement to maintain it.
See the section on CFA certification below for criteria and qualifications to obtain this professional designation. The following experiential criteria must be met prior to applying for the CIC credential:. While there are no specific educational requirements to obtain the CIC credential, candidates must have passed the CFA exam and currently hold a CFA charter, which means they must have satisfied the educational requirements to become a CFA. See the CFA section below for those requirements. See the CFA section below for exam requirements.
Contact the IAA at with questions. However, designees must fulfill all of the continuing education requirements to keep their CFA credential see CFA section below. Candidates must also submit a form to the IAA each year verifying that they still work for an IAA firm in an eligible occupational position and that they have not had disciplinary proceedings against them for professional conduct.
There are more than , CFAs around the world. All CFAs must be well versed in the Candidate Body of Knowledge CBOK , which includes ethical and professional standards, as well as information on quantitative methods, economic principles, financial reporting and analysis, corporate finance, equity investments, fixed income, derivatives, portfolio management, wealth planning and alternative investments. Experience To become a CFA charter holder, candidates must have four years of qualifying investment work experience. This must reflect at least one of the following areas:.
The latest curriculum materials may be purchased here. Registration must be completed online for all three exams. Test center locations are disclosed upon registration. Once candidates have completed the educational, experience and examination requirements, they must pledge to adhere to the CFA Institute Code of Ethics and Standards of Professional Practice. Designees must activate their CFA membership online. Candidates must complete three years of full-time experience in business within the five years preceding their application for the ChFC award. Students may choose from self-study classes, live online webinars, and Horizons individual and group study programs.
Course credits are only good for five years, after which time they expire. This means that the educational component must be completed in a five-year period. The American College, P. Box , Bryn Mawr, PA Examinations must be taken after the completion of each class in the ChFC curriculum. Candidates must apply for their examination no more than two weeks before the exam quarter begins. After completing each exam, they will be notified immediately on screen if they have passed.