Category: Jim

What are the main differences between the CFA Level 1 vs Level 2 exam? There are plenty. In today’s post, […]

So you’ve heard from your friends and colleagues that the CFA exam is hard. In fact, the CFA exam difficulty […]

How early should you start your CFA Level 1 Exam preparation? This is a question that I get asked quite […]

The Securities Industry Essentials (SIE) Exam has been offered for almost three full months now. Throughout that time, I have […]

To avoid a failed SIE exam, one simple thing that I can highly recommend is…efficient studying. Ok, so that might […]

Whether you put together a formalized CFA study plan or not, the real challenge when it comes to CFA exam […]

The SIE Exam difficulty level is hard to pinpoint precisely. While the SIE exam is hard for some test takers, […]

Is the CFA exam worth it? Of course it is. Those late nights. Those gallons of coffee. Those thousands of […]

The SIE Exam study material that you’ll need to help you pass is as important as ever. This is not […]

[Updated 3/10/19]* The Series 86 exam pass rate is not a metric that you can easily find with a quick […]

With just over seven weeks until the CFA Level 1 exam date, now is a good time to solidify your […]

The CFA Level 1 Portfolio Management section is relatively small compared to the other ones on the exam. You can […]

Well, it’s official. The SIE exam and the new Series 7 exam will be here in a few days. With […]

As a CFA tutor (and a Series 7 tutor NYC has on offer) I have tutored candidates for the CFA […]

When it comes to failing the Series 7, self-imposed challenges and external pressures are often the culprit. As many of […]

For years, I tutored mostly CFA candidates and Series 7 hopefuls. This past year however, I had a student approach […]

The CFA exam December candidates for CFA Level 1 sit for, and the June exam, are the only two options […]

Looking for a CFA Level 1 study guide? With the exam fast approaching you’re right to prepare early. The right […]

Worried about a failed CFA Level 1 exam? You’re not the only one. According to the CFA Institute’s website, barely more […]

There is a new Series 7 exam coming to town. It’s been in the works for a while now but […]

I’m very selective on the study material that I suggest for my students. And, when it comes to studying for […]

At this point I’ve tutored all sorts of students. No matter the background, the same question inevitably comes up: Where […]

A current student of mine was in the midst of a mock exam, and I suddenly got a text from […]

[Updated 10-19-19] If you are studying for the Series 7, your employer has likely provided you with Series 7 study […]

Lately, Series 7 Suitability questions have come up over and over as a key reason candidates believe they failed the […]

When should you start working toward your CFA designation? You can start your CFA Level 1 prep before you graduate […]

There are so many reasons why you should learn how to use the CFA financial calculator. Don’t waste time. Before […]