Thanks for sharing your wisdom. Now subscribed to your channel specifically for the CFA content. As for me, I passed the June 2009 CFA Level 1 exam. Ran low on time for a true review (as I would suspect is the most obvious culprit), so I failed the June 2010 CFA Level 2 exam, band 7. (When they gave those rankings.) The job market at the time being lame, I chose not to continue. It was only within the past 5 years of getting hired in the industry and collecting the securities licenses that I attempted to go back a second time on the Level 2 for the August 2021 session, but ultimately wasn't the top priority that time and it showed on my lackluster performance. It's only lately when it started to make sense again to consider going back, despite the upside for me likely being further out if I pass. Helps of course that a studious coworker wants to enter the Program too. As anybody who has taken these exams can tell you is a critical element, study early and study often and be vigilant on time. As until you take one or more of these, you don't know how well you are pacing your study time.
Thanks for your sharing. I am a medical diagnostic radiographer without any background in accounting, finance, economics and related fields but would like to learn to be a good retail investor for my personal finance. I would like to seek your advice on whether passing CFA exams would really help me gain the necessary knowledge and skills required to be a decent retail investor? I don't intend to take CFA exams for professional and occupational purposes like the majority of CFA candidates. I just would like to be an above-average one among the non-professional retail investors in the market (or I would like to be my own portfolio manager for my personal finance). Thanks very much for your advice.
Hi, I think CFA level 1 would give you a good knowledge base to understand broadly how the financial system & markets work. Then, for a retail investor perspective, something like Mark Meldrum's applied series would serve you best, specifically the portfolio construction chapter. Then you can learn basic stock options strategies, one of the best tools to reduce risk or generate income for a retail investor.
@@HaarisZamir Thanks very much Haaris for your invaluable advice. Do you mean that for my purpose of learning for retail investing from scratch, I can sit and pass CFA level 1 exam in the first place, then forgo CFA level 2 and level 3 but go straight to Mark Meldrum's applied series? Having said that, do you think that the content CFA levels 2 and 3 is highly irrelevant to the techniques commonly adopted for retail investing? And to ask further, do Mark Meldrum's applied series basically assume a good grasp of the content of CFA level 1 beforehand? Is it possible for me to learn effectively from Mark Meldrum's applied series if I do not have any grasp of the content of CFA level 1? I ask these questions because it appears to me that those very decent non-professional retail investors rarely learn the related knowledge and techniques through CFA curriculum but from other avenues. Thanks very much for your professional advice .
Hi Zamir, I am currently registered for the May 2022 exams. I try to do the practice questions and some of the solutions i do not understand. I have gotten to a point where i am not sure if i am ready because everything feels a lot. Any advice or way to help me out?
Hmm - very difficult to know your exact situation, and Level 2 is definitely info heavy. Have you covered all the material? At this stage I'd do questions, reference the curriculum and watch review videos regularly. If really struggling, get a tutor / defer the exam. Sorry difficult to guide more without specifics
Thanks for sharing your wisdom. Now subscribed to your channel specifically for the CFA content. As for me, I passed the June 2009 CFA Level 1 exam. Ran low on time for a true review (as I would suspect is the most obvious culprit), so I failed the June 2010 CFA Level 2 exam, band 7. (When they gave those rankings.) The job market at the time being lame, I chose not to continue. It was only within the past 5 years of getting hired in the industry and collecting the securities licenses that I attempted to go back a second time on the Level 2 for the August 2021 session, but ultimately wasn't the top priority that time and it showed on my lackluster performance. It's only lately when it started to make sense again to consider going back, despite the upside for me likely being further out if I pass. Helps of course that a studious coworker wants to enter the Program too. As anybody who has taken these exams can tell you is a critical element, study early and study often and be vigilant on time. As until you take one or more of these, you don't know how well you are pacing your study time.
Love your story - hope you manage to make the comeback and complete the set! Best of luck
Thanks bro...btw u are quite less popular on YT but u have got huge potential....keep it up i think u can make it really big
Thank you very much, I appreciate that
Thank you for sharing the tips. They were very helpful.
Thank you. Practice, practice, practice.
Harris, your content is top notch. Keep up with the great work man. When is the level 3 detailed video dropping?
Thank you I appreciate that! It’s in the pipeline - dropping in next couple of weeks
Thoughtful advice, thank you
Excellent quality and explanation
Cannot wait to study L2!
How is it going? Just gave my L1 exam a week ago and awaiting my results. I cant stop watching these L2 strategy videos.
I have failed Level II four times using Kaplan. 2,500 hours of studying. Did not come close to figuring out this "game".
Time for a new strategy! Have a go and what I suggested, and use Mark Meldrum!
top video thanks for sharing the tips
this is pro level.
Excellent video.
How to get books/study material.
Please guide.
Thanks - the best way is online tbh. Depends which provider you want to use - they all have their own websites. Or try Amazon. Good luck
Thanks for your sharing. I am a medical diagnostic radiographer without any background in accounting, finance, economics and related fields but would like to learn to be a good retail investor for my personal finance. I would like to seek your advice on whether passing CFA exams would really help me gain the necessary knowledge and skills required to be a decent retail investor? I don't intend to take CFA exams for professional and occupational purposes like the majority of CFA candidates. I just would like to be an above-average one among the non-professional retail investors in the market (or I would like to be my own portfolio manager for my personal finance). Thanks very much for your advice.
Hi, I think CFA level 1 would give you a good knowledge base to understand broadly how the financial system & markets work. Then, for a retail investor perspective, something like Mark Meldrum's applied series would serve you best, specifically the portfolio construction chapter. Then you can learn basic stock options strategies, one of the best tools to reduce risk or generate income for a retail investor.
Agree with this - not worth doing the full charter for retail investing. Level 1 + applied series your best bet
Good luck
@@deedler11676 Thanks very much for your invaluable advice.
@@HaarisZamir Thanks very much Haaris for your invaluable advice. Do you mean that for my purpose of learning for retail investing from scratch, I can sit and pass CFA level 1 exam in the first place, then forgo CFA level 2 and level 3 but go straight to Mark Meldrum's applied series? Having said that, do you think that the content CFA levels 2 and 3 is highly irrelevant to the techniques commonly adopted for retail investing? And to ask further, do Mark Meldrum's applied series basically assume a good grasp of the content of CFA level 1 beforehand? Is it possible for me to learn effectively from Mark Meldrum's applied series if I do not have any grasp of the content of CFA level 1? I ask these questions because it appears to me that those very decent non-professional retail investors rarely learn the related knowledge and techniques through CFA curriculum but from other avenues. Thanks very much for your professional advice .
1:36. Each passage have 4 only.
fair call out
Can you share that formula sheet please?
This evolves every year so not in a position to share
9:12
Ayoo Sundar Pichai did the CFA?!
looool
Hi Zamir, I am currently registered for the May 2022 exams. I try to do the practice questions and some of the solutions i do not understand. I have gotten to a point where i am not sure if i am ready because everything feels a lot. Any advice or way to help me out?
Hmm - very difficult to know your exact situation, and Level 2 is definitely info heavy. Have you covered all the material? At this stage I'd do questions, reference the curriculum and watch review videos regularly. If really struggling, get a tutor / defer the exam. Sorry difficult to guide more without specifics
@@HaarisZamir Thank you very much. At this stage, this is what i am doing. Hopefully it goes well for me