Ethics & Conduct - CFA Smart Tips To Pass Your Level 1 Exam

"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"

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)

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