CFA Level 2 Introduction - Smart Tips To Start CFA Level 2
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.
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.
Instructors
- 4.4 Instructor Rating
- 61,435 Reviews
- 416,593 Students
- 294 Courses
"What an amazing course! After finishing this course, I have confidence. Thank so much Dr Peter Alkema" ... "This is exactly the jump-start I needed. Very clear and concise"
I lead Digital Transformation & Architecture at ABB and I've been featured on CNBC Africa and won the Gartner CIO Of The Year in 2016. I founded and led the largest banking hackathon in South Africa which was published in 2019 as a case study by Harvard Business School.
I've taught over 100,000 students about technology, business, academics and self-development. In 2020 I completed my PhD at Wits University In Johannesburg. The study introduced a ground-breaking theory of Agile software development teams. My woodworking book was published in 2014 and has sold over 10,000 copies.
Olugbenga Gbadegesin: "Excellent delivery" / Lebogang Tswelapele: "This is what I have been longing for" / Paskalia Ndapandula: "Peter speaks with so much clarity" / Amantle Mangwedi: "It was straight to the point and the sections are cut into nice short segments which made it easier to go through" Kathy Bermudez: "Excellent material. Well organized..."
Werner van Wyk: "Thank you Peter, once again your lesson and course have given me so much knowledge and understanding" / Yvonne Rudolph "I really look forward to take everything i learned in action" / Josephine Mahlangu: "exactly what I needed to know, absolutely valuable and helpful for my personal growth"
- 3.8 Instructor Rating
- 81 Reviews
- 903 Students
- 16 Courses
Hi, I am Jabran Ata. I have 17 years of experience in investment banking, financial analysis, CFA exam preparation, financial modelling workshops, and teaching finance courses at various business schools. My academic background includes three credentials:
1. Bachelor of Sciences in Computer Sciences
2. Masters in Business Administration
3. Chartered Financial Analyst (CFA) Designation (CFA Institute)
- 3.9 Instructor Rating
- 225 Reviews
- 3,226 Students
- 17 Courses
A short story: I was running yet another 5-day public CFA revision course for clients in Zurich when a few delegates approached me saying, "Jhan, there are so many little tips and tricks, hacks and useful ways of memorising stuff that you've shared with us on this course. It would be really great if you could put all of those things together and sell it as a stand alone course". So that is how I find myself here on Udemy and why I founded Analyst Secrets. No death by PowerPoint, just the very best of the tips and tricks I've learnt as a student from a non-accounting/quants background and as a specialist CFA lecturer for nearly 15 years for Kaplan Schweser.
You'll be in good company - feel free to look up my LinkedIn profile to read the testimonials from previous students. Here are a few:
"Jhan’s tips and tricks have been invaluable in getting me through the first two levels of the CFA curriculum. He’s got a teaching style that’s like no other and would definitely recommend his services to anyone without hesitation." Chike
"Jhan has been incredible with getting me through CFA I and II with his knack for simplifying complex concepts. His tricks and workarounds alongside his interactive and fun teaching style gave me hope of passing my exams as well as made me feel more confident in my abilities. I hope to land in one of his classrooms again for Level III!" Bumika
"Jhan's teaching ability is fantastic. He teaches subjects in a clear concise and engaging format. Sharing all the tips and tricks he has picked up over his experience and happily sharing them so we are best able to succeed in exams. His teaching style is captivating, as is his delivery and own understanding of what he is teaching. Absolutely superb" Dan
WHAT I DO:
I help CFA candidates pass the exam through unique methodologies accumulated in a decade of specialized CFA teaching. I teach the best and easiest ways to get around the hardest and most confusing areas of the curriculum in the most effective way possible without drowning under content. I will do more with less and you will be learning through stories, anecdotes, mnemonics, diagrams and the best teaching CFA teaching money can buy.
"Jhan taught me through Level 1 and 2 of the CFA. His ability to distil complex topics into simple ideas, come up with creative (and hilarious) ways to memorize content, and explain great analytical methods for approaching questions was invaluable throughout the learning process. Thanks Jhan!" Tom
WHO I WORK WITH:
CFA candidates feeling a little overwhelmed by the sheer volume of content they have to master and need to know where and how to focus their efforts in the little time remaining
CFA candidates struggling with specific areas like deferred taxes or hypothesis testing or fixed income or derivatives and need a boost.
CFA candidates who started to question their decision but can’t give up now for the great opportunity cost.
CFA candidates wanting to pass the exam in the most efficient and less painful way
Having taught for many years, there is not a top 10 investment bank or asset manager who's employees I haven't taught at some stage or another.
"Jhan was my tutor for both CFA levels I and II. I passed both of these first time and I owe a huge amount to Jhan's teaching techniques. He has tricks and techniques for remembering all parts of the syllabus and his enthusiasm for teaching makes it much easier to grind through the hard work that the CFA requires." Patrick
WHAT MAKES THIS PROGRAM DIFFERENT:
There is a plethora of CFA course note, textbook, question bank, slide-by-slide YouTube videos, forums and apps out there. There are also plenty of Udemy providers providing exhaustive end-to-end solutions. We are not looking to replace or endorse these. Rather, what you get access to is a CFA teaching specialist, a mentor, a truly expert guide who has been teaching CFA to the employees of the world’s largest banks and asset managers, for more than a decade.
All you need is your BA II Plus authorized calculator and some blank paper. You will be constructing your own notes with me, from scratch, using the special techniques and methods that I have refined over the last decade. We will do more with less and you will be learning through stories, anecdotes, mnemonics, diagrams and the best teaching CFA teaching money can buy.
Regardless of your academic background, you will be able to turn your head around some of the most challenging content in the best possible way.
"Jhan was my class tutor was CFA level 2 and is without doubt the best tutor I have had while working toward the CFA charter.
He has an in-depth knowledge of the syllabus and the key areas on which to focus. He helped me to feel extremely comfortable with areas which I had previously struggled with and simplified the way in which to answer questions, by showing me new methods I had not seen before in any text book. He also explained very tricky areas in a clear, understandable way.
Furthermore, he helped me to keep a level of organisation and set tangible study goals for myself along the way, in telling us exactly where we should be by which stage. I found this very useful" Jake