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CFA Level 2 Introduction - Smart Tips To Start CFA Level 2
Rating: 4.6 out of 5(4 ratings)
44 students

CFA Level 2 Introduction - Smart Tips To Start CFA Level 2

Learn planning to pass Level 2, key topics to revise, differences between Level 1 and 2 PLUS why Level 2 is the hardest!
Last updated 6/2023
English

What you'll learn

  • Identify the key differences between the CFA Level 1 and Level 2 exams.
  • Understand the case-study format and higher caliber peer-group of the CFA Level 2 exam.
  • Apply a comprehensive plan, guidelines, and strategies to prepare effectively for the CFA Level 2 exam
  • Analyze the challenges and potential pitfalls faced by CFA Level 2 candidates.
  • Evaluate the relevance of the CFA designation in today's financial industry.
  • Create a personal study schedule and time management plan for CFA Level 2 exam preparation.
  • Remember the background and significance of the CFA designation as the gold standard in the industry.
  • Understand the true cost of pursuing the CFA designation in terms of time commitment.
  • Apply effective exam preparation strategies while balancing post-grad CFA studies with university education.
  • Analyze the benefits and drawbacks of different study materials and providers in comparison to Jhan's CFA course.
  • Evaluate the career options and opportunities available to CFA designation holders.
  • Create a plan to leverage the CFA designation as a gold-plated passport to wholesale finance.
  • Remember the complexities and challenges faced by engineers pursuing the CFA program
  • Understand the role of accountancy and its complexity in the CFA program.
  • Apply Jhan's unique teaching style, incorporating stories, mnemonics, tips, and tricks.
  • Analyze the advantages of pursuing the CFA designation over a finance honors degree.
  • Evaluate the support and community available to CFA candidates through Jhan's online courses.
  • Create a plan to overcome failure and maintain a work-life balance while preparing for the CFA exam.
  • Remember the importance of passing all three levels of the CFA exam for securing certain job opportunities.
  • Understand the significance and recognition of each level of the CFA program as a gold standard.
  • Apply effective strategies to approach CFA exam questions and case studies.
  • Analyze real-world scenarios and apply CFA principles to make informed investment decisions.
  • Evaluate the ethical considerations and responsibilities of CFA designation holders.
  • Create a personalized study plan based on individual strengths and weaknesses.
  • Remember key concepts and formulas related to investment analysis and portfolio management.
  • Understand the importance of continuous learning and professional development as a CFA designation holder.
  • Apply critical thinking skills to analyze financial data and draw meaningful conclusions.
  • Analyze and evaluate different investment strategies and their implications.
  • Evaluate personal progress and learning throughout the course through self-assessment and reflection.
  • Create a roadmap for success in the CFA Level 2 exam and future levels of the program.

Course content

6 sections33 lectures3h 46m total length
  • Introduction5:00

    In this lesson we explain more about CFA and the specific topic lessons you will get in this course. Remember to introduce yourself and tell us your goals, plus take advantage of the community, worksheets, downloads and much more! We wish you well in your CFA journey.

  • Jhan Burger (CFA) Introduces Himself: I've Taught CFA Students For 20 Years1:14

    In this lesson, Jhan introduces himself as a highly experienced CFA expert and trainer, who has taught at the world's top investment banks and asset managers like BlackRock, Fidelity, Goldman Sachs, JP Morgan, Aberdeen Standard and PIMCO. Now he is here in this course to help you pass your CFA exam; so find out more about who he is and how he can help you. In other sections of this course there are snippets from live interviews with Jhan where he talks more about his brand, what he offers as well as the CFA exams.

  • Download The CFA Workbook With All The Key Takeaways In This Course2:43

    In this lesson, we explain the worksheets and workbook that you get with this course. You will also be able to download the workbook from the resources section of this lesson.

  • Introduce Yourself To Your Fellow Students And Tell Everyone What Are Your Goals0:17

    This is your opportunity to share something about yourself with the rest of the students in this course. Tell us all about your goals and what you want to achieve. You can come back to this board and add more thoughts as you go through the course and achieve your goals. Seeing all the other students in the course will also motivate you and keep you going as you participate in this community of learning.

  • CFA Student Recommendations From Jhan's LinkedIn Page19:02

    In this lesson, I show you a number of recommendations from Jhan's LinkedIn page where he has received very positive recommendations from CFA students who have experienced his training. Many of them credit Jhan with helping them get through CFA but also highlight his humorous and memorable teaching style as well as his dedication to students. A very common theme in these recommendations is that Jhan is clearly able to take complex topics, break them down for you and teach them in a way that you remember them on exam day and beyond!

  • Let's Celebrate Your Progress In This Course: 25% > 50% > 75% > 100%!!1:20

    Throughout this course we will celebrate your progress at 25%, 50%, 75% and 100%. I really want you to succeed but you need to take action and keep going so look forward to these milestones of progress. I will see you there and cheer you on as you keep going from one milestone to the next >>

Requirements

  • There are no requirements or prerequisites for this course, but the items listed below are a guide to useful background knowledge which will increase the value and benefits of this course.
  • A basic understanding of finance and investment concepts will enhance comprehension and engagement with the course material.
  • Familiarity with the CFA Level 1 curriculum or having successfully passed the CFA Level 1 exam will provide a solid foundation for the Level 2 content.
  • Access to a computer or mobile device with a stable internet connection to access the course materials, lectures, and interactive components.

Description

Are you ready to take your CFA journey to the next level? Join me and Jhan Burgeras we guide you through the CFA Level 2 Introduction course. In this comprehensive and engaging online course, we will share our passion for the CFA program and provide you with invaluable insights, tips, and strategies to excel in the Level 2 exam.

With the financial industry evolving rapidly, employers seek professionals who possess a deep understanding of investment analysis, portfolio management, and ethical practices.

What can you expect from this course? We'll address common concerns and questions about my CFA online courses. You might be wondering if this course is right for you or if it's the ideal time to start. We designed this course to cater to various backgrounds and knowledge levels. Even if you have no prior financial knowledge, we'll provide the necessary guidance to ensure your success.

Before we delve into Level 2 exam preparation, we'll highlight key differences between Level 1 and Level 2 exams. We'll explore the unique challenges posed by the Level 2 exam, such as the higher caliber peer group and case-study format. We'll equip you with a comprehensive plan, guidelines, and strategies to overcome these challenges and pass the Level 2 exam with flying colors.

For those seeking further insights, we offer an optional interview segment where we delve into the significance of the CFA designation as the gold standard in the industry. We'll share advice on how to succeed in the program and reveal the true cost, which extends beyond financial considerations and requires a significant investment of time.

Furthermore, We'll provide guidance on integrating post-grad CFA studies with university education and effective exam preparation strategies. You'll discover my unique teaching style, which incorporates engaging stories, mnemonics, and practical tips and tricks. We'll explore the career prospects the CFA designation offers, serving as your gold-plated passport to wholesale finance.

Throughout the course, we'll address common questions and misconceptions surrounding the CFA program. We'll explore the popularity of engineers in the CFA field and the complexities of accountancy. You'll learn how I make accountancy enjoyable and gain insights into whether pursuing a CFA designation is more beneficial than a finance honors degree.

In addition to the course content, you'll benefit from a supportive community, access to online courses, and my personal commitment to your success. We understand the challenges candidates face, including the fear of failure and maintaining a work-life balance while studying so we'll provide guidance to help you overcome obstacles and maximize your chances of passing the exam.

While passing all three levels of the CFA exam is highly recommended for securing a job in the industry, each level is recognized as a gold standard. We'll explore the significance of each level and clarify any misconceptions about job requirements.

But wait, there's more! Join me for an optional full-length interview, where we share valuable insights on careers, CFA exams, and teaching approaches. Gain a deeper understanding of the industry and the path ahead.

To enhance your learning experience, you'll receive a full workbook for the course. This workbook consists of one-page worksheets for each individual lesson, allowing you to reinforce your understanding and track your progress.

Enroll in the CFA Level 2 Introduction - Smart Tips To Start CFA Level 2 course today and gain the confidence, knowledge, and strategies you need to conquer the Level 2 exam. Together, let's unlock new opportunities and propel your career in the financial industry.

Who this course is for:

  • Aspiring finance professionals looking to enhance their knowledge and skills in preparation for the CFA Level 2 exam.
  • Individuals who have successfully completed the CFA Level 1 exam and are determined to pass the challenging Level 2 exam.
  • Finance students or recent graduates seeking a comprehensive understanding of the CFA Level 2 curriculum to boost their career prospects.
  • Working professionals in finance or related fields aiming to strengthen their expertise and advance their careers by obtaining the CFA designation.
  • Individuals with a strong interest in investment analysis and portfolio management, eager to delve into the complex concepts and case-study format of the CFA Level 2 exam.
  • Self-motivated learners who prefer a unique teaching approach that combines engaging stories, mnemonics, tips, and tricks to make the CFA content more enjoyable and memorable.