I passed all 3 levels by age of 25. And I'm not ashamed to admit I didnt really have a plan on what to do with the CFA certification. I'm a finance grad so I did CFA just because it felt like "the next step up" or "the next big achievement to advance my career". I guess I just vaguely assumed it will either open up more doors in job search, or lead to higher pay via some kind of "CFA premium". I probably make higher salary than my peers doing same job as me, so I suppose there is some CFA premium in the job market

@federalfreemoneylackofrese9937

Жыл бұрын

There is an education and age premium in the market

Hi AJ, thank you! I used your advice from pervious videos on how to get a finance internship, specifically in Private Wealth Management. I am happy to say that I have successfully secured an internship for this summer. I will be joining Baird and working within their wealth management division. Your tips in the previous videos were helpful, and I greatly appreciate it. I am looking forward to begining my internship next week!

@straighttalks-ajsrmek323

Жыл бұрын

Hey Tanner, Thanks for sharing that the tips helped you get an internship! That is great to hear. I hope you enjoy the role and it set you up for a great career! AJ

Great video and go Irish!

@straighttalks-ajsrmek323

Жыл бұрын

Go Irish!!

I had an employee working towards a CFA, he told me it was hard. I took it as a challenge and signed up myself. Turns out that it was pretty challenging!

You're really out here living my dream

@straighttalks-ajsrmek323

Жыл бұрын

How so? You can make it your reality.

Hi AJ. I also had years long dilemma about CFA. After my finance degree I wanted to do either CFA or CFP. I went to CFA summit and got spooked by the course’s intensity. So I did my CFP instead and went on working as Investor Relations. However after 13 years of the same job I want to expand my horizons n reconsidering CFA with Master of an affiliate program. It’s more appealing now as there’s wealth management L3 CFA module and MSc wealth management. Thinking of doing both at the same time. Before I do, I need to brush up on technical side. Any recommendations for me before I start my CFA-Msc journey?

@straighttalks-ajsrmek323

Жыл бұрын

Do you have to do them at the same time?

Hey AJ, can you believe they are now charging $50 USD for digital PDF download versions of the CFA PDF books for the 2024 levels. I just signed up for Level 1 in February 2024. It's crazy!!!

@straighttalks-ajsrmek323

Жыл бұрын

Yea that is pretty crazy. And it feels dirty to me.

Hey Aj. I just took Cfa l1 exam 2 days ago. And I had spent like 450hrs quality time of study on it for 6 months. However, I have a feeling that I am not going to pass the exam. I cant sleep and cant really do anything since I took the exam. Do you have ways to manage your anxiety before the results came in 2 months? Or any kinds of motivation if i have to do the exam second attempt ? How did you feel when you took the test? Did you feel like you were going to pass? Thanks AJ. Your reply would really help me

@straighttalks-ajsrmek323

Жыл бұрын

You really just need to get past it. You can't know if you passed or failed, but worrying only makes life worse. I'm not the best for advice on this because I simply just stop worrying about things when I know they are out of my control. Do whatever you need to, to get there.

@gauravpatil7977

Жыл бұрын

how long you used to study daily?

@straighttalks-ajsrmek323

Жыл бұрын

@@gauravpatil7977 3 hours each day, every day.

@federalfreemoneylackofrese9937

Жыл бұрын

I scored above the 90th percentile for 1 & 2, and was always super nervous before my scores. It's normal.

Hi AJ, I am confused which should I pursue, ACCA or CFA, though I have interest in finance. Which will have more scope and pay in future?

@straighttalks-ajsrmek323

Жыл бұрын

CFA for sure.

what test prep and study books do you recommend for the CFP exam?

@straighttalks-ajsrmek323

Жыл бұрын

I liked Kaplan CFP prep. But I only used their accelerated course, not the whole thing.

Hi AJ. I did not have finance in my graduation. I have been working as a bank teller for the last 6 years. Do you think passing CFA will fetch me better jobs in the finance domain. Though I don't have any degree in finance.

@straighttalks-ajsrmek323

10 ай бұрын

Yes the CFA would definitely help!

Hi AJ, I have a question regarding the level 3 corequisite. The CFAI website says candidates need 4 yrs of experience in relevant fields to take the exam. I wonder if the experience needs to be directly related to portfolio management, asset management, and investment, or does finance roles in general will suffice the corequisite. Thanks in advance.

@mcm5528

Жыл бұрын

4y to obtain CFA charter, not to take the exams. Research more on elegibility criteria, you can sign up even before graduating.

@wugino3986

Жыл бұрын

@@mcm5528 So you can take the level 3 exam without four yrs of experience? Does that mean if I take the level 3 and pass it without four yrs experience, they would put the charter on hold until I gained 4yrs of experience?

@kailokli753

Жыл бұрын

​@wu Gino Mate, 4 years of experience is to get the charter not to take the exam. Bascily in most cases, the only requirement to take the exam is to have a degree in any field (and of course passing the previous level).

@pollroll7128

Жыл бұрын

Yo u can write cfa level 3 without work ex...then get 4 yrs work ex for charter

@Chessmapling

Жыл бұрын

@@wugino3986 you're correct. you don't need any work experience to take the exams, but if you don't yet have 4 years by the time you pass L3 you'll have to wait to get that work experience to then get the charter. But I will say CFAI has become quite lenient in what kind of jobs they accept as "investment management" or whatever it is they require

what was your age when you cleared level 3?

@straighttalks-ajsrmek323

Жыл бұрын

25

@gauravpatil7977

Жыл бұрын

@@straighttalks-ajsrmek323 great!

You are so handsome 😍😍😍