Category: Jim

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 […]

Series 7 Convertible Bonds Sound Familiar? Not So Much? The Series 7 Convertible Bonds subject is easier than you might […]

Are you looking for a career upgrade? Or, quite simply a career change? Either way, the career opportunities CFA Charterholders […]

If you need a Series 7 options tutor, you’re not the only one. It’s no secret that this section is the […]

At this point, I have tutored countless students for the Series 7. With all those students there is a question […]

Studying for the CFA Level 2 Exam? The CFA Level 2 exam has a reputation as the hardest of the three […]

There is no shortage of tutoring services in New York City. For the Chartered Financial Analyst exam however, the typical […]

Looking for the best CFA tutors NYC has to offer? Well, we did it again. Similar to our blog post […]

[Updated August 15, 2019] Looking for the best Series 7 tutors NYC has to offer? After hours of research, I’ve […]

How hard is the Series 7 exam? In this blog post, I break it down.   Some Key Points: Six hour […]

CFA Salaries?…Yes, Please! Wondering if the CFA is worth it? Is all of this studying going to pay off? In […]