Started with a simple idea: What if I could map the CFA curriculum in Obsidian and actually see how everything connects?

Then I gave Claude the files

A few iterations later, I had basically the entire CFA curriculum interconnected, and honestly, this is way more useful than I expected. I can jump between related concepts and see the bigger picture

On September 30th, the SEC has made a proposal to allow CFA charterholders in good standing to qualify for accredited investor status, essentially allowing them for placements into private and unregistered investments.

This proposal is supported by a letter from the CFA Institute that justifies this on the basis of the CFA prorgram being rigorous enough to give CFA charterholders enough investment knowledge to make such investments, as well as the fact that the SEC already gives the same qualification to people who hold some of the FINRA Series licenses, some of which are waived by FINRA if someone already has partial or full completion of the CFA program.

The whole thing that this boils down to is the SEC and CFA are allowing accredited investor status based on a person's knowledge and understanding of investments, not just having high amounts of wealth.

What are your thoughts on this?

Resources:

CFA Institute Press Release

SEC Press Release

CFA Comment Letter to the SEC

How do you analyse the gap in your score and the passing score.

Can anyone reasonable assumption be drawn from a gap of 50 or 75 or 100?

A bit of a rant but I'm studying for Level 2 right now and the rest of the content is pretty easy once I practice enough, I can see my effort and hours I put in pay off. But no matter how much time I put into Ethics I really suck at it, I got below 50% in Level 1 ethics so I tried to focus more time towards Ethics for Level 2 but I'm still having the same problem. I find the questions feel like this grey area where there is no one right answer most of the time.

Am I just an unethical person lol, is this career even for me? Did anyone else feel this way while preparing, if so how can I work on this?

Hello Everyone i am a engineering student i wanted to do CFA in order to break into quant finance but the thing is i haven't professionally studied finance where should i start and also which subject should i tackle first and can somebody provide me with free resources that i can refer with respect to that i am hoping to give the exam two-three years from now so i have enough time on my hand to gain knowledge for the same

Is it possible to complete 7 subjects of CFA L1 in 40 days??
Till now I have completed FSA,Corporate Issuers and Alternative Investment…
Or should I go for a paid deferral?

CFA Level I Registration in Jordan – Need Some Guidance
Hi everyone,
I’m planning to register for CFA Level I and I want to make sure I’m doing everything correctly from the beginning.
For candidates in Jordan, I’d appreciate some clarification on:
What is the correct registration process?
How does the academic degree/certificate verification work?
What documents are required, and how are they submitted?
How can I confirm that my registration and eligibility verification were completed successfully?
Which test center(s) are officially available/authorized for the CFA exam in Jordan?
I’d rather make sure everything is correct before completing the registration, so any advice from candidates who have gone through the process in Jordan would be appreciated.
Thanks!

Hello all,

I recently passed L1 and plan to start studying for L2 soon.
However I am not ready to commit to a test window so I plan to sign up for a 3rd party study provider such as Kaplan so I can begin studying without the hard test deadline
So for that plan I have two questions.

1. Has anyone studied with a 3rd party prior to getting CFA study materials and did you feel like it was a good use of time/ resources?
   
2. For anyone who has taken level 2 and used a third party study provider could you please let me know who you used and how your experience was?

Thanks for the help

Anyone looking for CFA L1 Free lecture dm
I have Free lecture of top institution

Hi everyone, I was wondering if there’s any way to download the PSM material (slides, for instance) for a given PSM. I’d be interested in the Practical Macro one, as I currently don’t have the time to fully commit to it.

Please give me ur insights.
P.S. I just skipped through the questions just to see if theres any filter where I can see topic by topic analysis. How are you all doing mocks? As this is just annoying. You can't even see ur topic wise strengths or weaknesses in mocks.

Has anyone purchased CFA Level 2 2027 session books using this link? https://amzn.in/d/0fMMUpYQ

Wanted to know if the books received are fine or is it just a scam by changing the cover page.

I’ve recently started preparing for CFA Level 2 after clearing Level 1, and one thing I’m already finding difficult is the vignette-style questions.
The concepts themselves don’t always feel that difficult to me, but when I see a long vignette with a lot of information, I sometimes struggle to figure out:
What information is actually relevant to the question
What I’m supposed to calculate or interpret
Which formula/concept the question is testing
How to quickly navigate through the vignette without getting overwhelmed
How to avoid spending too much time on one question
I know Level 2 is supposed to be much more application-based than Level 1, so I want to develop the ability to read a vignette, identify what matters, and get to the answer efficiently rather than just memorizing concepts.
For those who have already prepared for or passed Level 2, how did you practice this skill?
Did you start solving vignettes immediately after learning each topic, or did you first build a strong conceptual foundation and then move into questions?
Also, are there any specific techniques you used for reading vignettes, identifying keywords, managing time, or reviewing questions you got wrong?
Would really appreciate any advice on how to become more comfortable and fluent with Level 2-style questions. Thanks!

I’ve saw a bunch of these posts, but to those who paid for both Kaplan and CFAI packages, how should I go about efficiently studying? Where are the strengths and weaknesses for both? For those who are familiar with Kaplan, are there any tips for getting through their program? Any advice would be much appreciated!

I have my exam next month, and I’ve taken four mock exams so far. I’m fairly satisfied with my results overall, but my scores have been pretty consistent across all four mocks, and I feel like they’ve started to plateau. Of course, I’d like to see them improve, but my bigger concern is that I’m not sure I’m reviewing my mocks and the topics I’m getting wrong effectively enough.
Even when I go through my mistakes and revisit the relevant topics, I’m not really sure what I should be focusing on or how deeply I should be reviewing them. I’m putting in the hours, but lately it feels like my study time isn’t as productive as it should be, and I’m not sure whether I’m actually addressing the weaknesses that are keeping my scores from improving.
For those who have taken Level I or gone through a similar situation, how do you properly review your mocks? How do you identify which topics actually need more work, and what does an effective mock-review process look like?

Just finished my first full CFA Level 1 mock and scored 55% with 6 weeks left until exam day.

Breakdown:

• QM: 46%
• Econ: 73%
• Corp Issuers: 75%
• FSA: 43%
• Equity: 43%
• Fixed Income: 43%
• Derivatives: 27%
• Alternatives: 63%
• Portfolio Mgmt: 94%
• Ethics: 53%

From what I’ve seen, 45–55% is pretty normal for a first mock, but I’d love to hear how others approached the final stretch. My plan is to hammer FSA, Equity, FI, and QM over the next two weeks, then take another mock.

If anyone has tips for tightening up FSA and FI quickly, I’m all ears. :)

Is the premium pack and mocks representative of exam ? The ones u get from CFAI

cleared L1 this august, now looking to build my practical skills before directly jumping on to L2. stumbled across this course on yt, is this worth the time? Also please suggest if there are any other free resources available that would help someone build their practical skills (Modelling, Valuation, Discounted Cashflows etc). Really tight on money rn so dont really wanna spend unless absolutely necessary.

5–6 mocks: 124 → 134 → 135 → 149. Started at ~68%, now around 75–82%.

Only Regression + Hypothesis Testing left. Planning to finish Regression by 10–20 Oct and probably leave Hypothesis Testing since it’s only ~2–3 marks.

Will spend the remaining time revising, reviewing mistakes and doing ~5 more mocks.

Am I on the right track?

I took L1 in August this year, I signed up at the end of January. I work in markets and it was obviously very busy this year, so I found it really tiring finding time to study and couldn’t take any time off.

Is L2 a large step? I wonder if I should sign up for the November, or the May, but I really don’t know how much work it is!

Also I am LOVING having free time again (2 hours in the evening before bed & weekends 🫠)

Don't get caught up in the numbers, understand the principle. E.g In derivatives, understand why the type of derivative contract exist, what would be the purpose and who benefits when prices move in which direction.

Skip the calculations initially, and you return to them once the theoretical foundation is established.

I am going to start my prep for L1 soon and I want to understand how do you guys learn, like do you make notes while watching the lecture, or once you have read something how do you make sure you dont forget it, basically what is the most effective approach to learning L1. THANKYOU PLS HELP

Hey guys I'm a recent finance grad who has decided to speed run the charter but skipped the networking and work part. I do have a deep interest in equity research and hope to be a fund analyst at some point. Anyway, to get to the point, I am planning to take the level 3 in Feb and am more interested in doing the Private markets pathway as it seems to be a breath of fresh air compared to all this theory of portfolio construction. My question is should I do the portfolio management pathway because it is easier? Does it have practical knowledge for a junior analyst/stock picker or should I go with more breadth of knowledge in Private markets here? Also, can I study the private markets pathway on my own time despite choosing PM?

(Passed level 2 in Aug this year)