AuthorTopic: Begging for wisdom
@2018-06-12 10:20:27
OK,....So i'm a rookie here. I don't know anyone who's taking or has taken the CFA. But I have an extreme desire to learn as much as I can about investing. I already have my Ser 7 & Ser 63 bacause I work in a brokerage call center, studied Economics on college, and am looking to become a portfolio manager in Asia. Finally came to a decision (partially from the info on this site), that getting my CFA would be more valuable than getting an MBA.

So, I am planning to take the summer 2018 level 1. At this point from all of you CFA gurus, what's the best way to start? Any comments are welcome.

@2018-06-14 18:03:05
Register. Get the books. They come with registration. Read them. Do all the questions in the books. Practice here on analystnotes when you've done all that. Give yourself 3 months of no life up to the exam. Repeat each year until level 3 complete.
@2018-07-02 05:26:37
Studying Economics in college does do much except for the fact that you will have a headstart in the Economics section of the material. I don't know how much knowledge you have gained from working at the call center. If possible, try to talk to some traders or analysts working in the same firm.

CFA and MBA are two different things. There probably are some Asian countries (I know about India) that do not officially recognize the CFA charter. Look into such issues since you have made a decision to work in Asia. Possibly an MBA where you have to spend a semester in an Asian university will be better for you.

In any case, find out some more people, possibly working in your brokerage firm, and talk to them about the program. And at the very least, look at the detailed curriculum of the CFA program, and then decide if it's something for you.

CFA Discussion Topic: Begging for wisdom

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I just wanted to share the good news that I passed CFA Level I!!! Thank you for your help - I think the online question bank helped cut the clutter and made a positive difference.
Edward Liu

Edward Liu