A Plus Study Notes Cfa 2013 Level Ii Certification

A-plus Study Notes

A-Plus Study Notes Cfa 2013 Level II Certification

"I passed all three levels of the CFA on the first attempt. "How did I do it?"" Sam Gottlieb-former tax attorney, Merrill Lynch wealth management advisor, and now CFA exam instructor-tells you how he did it so you can pass your first time too. Two of the biggest concerns expressed by CFA Candidates are How many times should I attempt a Level before quitting? and What are the best ways to study? Here, Sam shares his answers to both questions. In this ONE handy workbook, Sam streamlines the grueling CFA study process for you. He distills the critical concepts from the 6-volume CFA curriculum into an easy-to-follow, boxed and numbered outline format. You can use his book as both a... PRE-STUDY GUIDE to prepare you to read the CFA curriculum materials. From his experience, Sam helps you separate information that's tangential or interesting to know from what's essential to pass the exam--a much more efficient way to study! REVIEW AID to ensure that you've mastered critical information likely to appear on the exam. Once you've done your initial reading, this portable aid allows you to brush-up anytime and anywhere. For each of the 18 Study Sessions, benefit from Sam's approach as he gives you: Short Overview of the CFA readings for the session from his perspective and then a brief summary of What the CFA Institute Says about it. Boxed listing of the relevant Readings and a boxed listing of the Learning Outcome Statements (LOS's) with an Introduction. Laser-sharp Summary of each major section and subsection of the LOS in an easy-to-follow, numbered outline format--plus definitions of relevant terms. Boxed Examples with realistic but fictional Situations and Sam's Comments to illustrate how to apply principles from the LOS's. In the sessions involving formulae and equations, Sam's Examples show you how to do the calculations, and interpret, evaluate, compare, and contrast the results. "Use the accompanying FREE DOWNLOAD of the FinancialExams test engine with 1000+ practice questions to test your readiness for the exam by identifying areas of weakness for further study." Samuel J. Gottlieb, CFP, CFA. Now an instructor of courses for the CFA, Financial Risk Manager, and securities licensing exams, Sam was formerly a New York trust/estate/tax attorney and then a successful Merrill Lynch wealth management advisor. He passed all three levels of the CFA exam on his first try by distilling only the essentials from the multi-volume CFA curriculum materials into the numbered outline form shown in this book. He found that other books cover the same material, offering less material than the CFA Institute, but still more than you really need. He makes it fast and easy for you to focus on what you need to pass the Level II exam in this streamlined course of study.

A-Plus Study Notes Cfa 2013 Level I Certification

The Chartered Financial Analyst (CFA) certification is becoming a necessary credential in today's job market. Further, it usually leads to greater career advancement and earnings. However, succeeding at this three-part exam is getting harder every year, with the pass rates for Level I usually around 39%. You could be the one-in-three who passes by using this streamlined, proven study method developed by a former Merrill Lynch financial advisor. He not only teaches CFA exam preparation internationally, but also passed all three levels of this famously difficult exam on his first try! Sam Gottlieb was an attorney specializing in trust, estate and tax planning before joining Merrill Lynch in 2000, where he created a successful wealth management practice that emphasized a holistic approach to investing. Since 2009, he has been a CFA program instructor for several leading financial training companies and recently taught CFA courses in Hong Kong. Here Sam takes the huge 6-volume set of CFA Learning Outcome Statements, which also includes a lot of materials that are tangential to the exam, and distills them into only the essential elements that you need to pass. He covers the critical concepts, along with relevant examples, in an easy-to-read format and helps you use your limited study time more efficiently. You'll find that Sam's A-Plus Study Notes are: Portable. Once you've done the initial reading, these notes will allow you to do your brush-up anytime and anywhere. User-friendly, well-organized, clear. The notes were created by a wealth management advisor who passed all three levels on the first try. Cost-effective. Much more affordable than a review course. Once you pass the exam you can easily earn back the cost in less than a week. Time-efficient. The notes allow you to be flexible. Work at your own speed. Focus on the parts you need to review. Work at your comfort level. Author Samuel J. Gottlieb, CFP, CFA is a former New York trust/estate attorney and successful Merrill Lynch wealth management advisor, providing legal and financial planning services since 1988. In 2009, Sam moved into a new career as an instructor for the CFA program at a leading financial training company. He recently completed a tour of duty with Kaplan Financial Markets as an instructor of courses for the CFA, Financial Risk Manager, and securities licensing examinations in Hong Kong. Currently Sam is an instructor for Year Up, a nationwide non-profit and youth development organization, where he teaches Financial Operations. He also continues to teach as an adjunct instructor for several training companies. Sam passed all three levels of the CFA exam on his first try by distilling only the essentials from the multi-volume CFA curriculum materials. He makes it fast as easy for you to concentrate on what you need to pass the Level II exam in this streamlined course of study.