Portfolio Management - CFA Smart Tips To Pass Your L1 Exam

This training is extremely different from the other programs and has been battle tested by thousands of CFA Candidates.

No matter where you stand in your preparation this program is powerful and will give you the confidence and the elements you are missing.

The program has been designed to make complicated concepts easy. It is especially intended for those who have difficulties going through the material alone.

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 >>

Whatever the material you like and picked for your preparation, this program will help you take the most out of your investment and time spent actually studying.

Investing in this training is like getting a personal one-on-one helicopter ride to the top of the mountain. You don't have to climb it yourself.

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 >>

The lecture introduces you to another important area for the CFA Level 1 Exam i.e. Portfolio Management. Jhan will start with the most important points to remember for this topic area.

After completing this lecture, you will learn about Mean-Variance Analysis. More specifically, you will learn about the Minimum Variance Frontier, Global Minimum Variance Portfolio, and Utility Curves. This is one of the pivotal lectures on Portfolio Management and a very important one for the exam.

• Understand the difference between efficient and inefficient portfolios on the Minimum Variance Frontier.

• Learn what constitutes the Markowitz Efficient Frontier on the Minimum Variance Frontier.

• The second half of the lecture is a transition from Modern Portfolio Theory to Capital Market Theory.

• Combining Risky Assets with a Risk-Free Asset

• Learn the difference between Capital Allocation Line (CAL) and Capital Market Line (CML)

• Comprehend Sharpe Ratio, Roy's Safety First Ratio, and Treynor Ratio

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 >>

• In this Lecture, Jhan explains the concept of Total Risk

• You will learn the two components of total risk: Diversifiable Risk and Undiversifiable Risk

• You will also learn about Systematic and Unsystematic Risk

Important concepts that you will learn in this video lecture:

• Security Market Line

• Beta as a major source of systematic risk

• Capital Asset Pricing Model (CAPM)

Watch and Practice with Jhan one of the most important calculations for the CFA Level 1 Exam i.e. CAPM or in other words learn how to calculate the required rate of return for common equity. You will also understand the concept of Jensen's Alpha.

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 >>

In this introduction to the webinar interview, Jhan explains his background as a CFA trainer. He explains what the CFA is, as well as other, similar qualifications that people consider. Jhan calls CFA the "gold standard" in the finance industry, especially with the top firms at which he has been spending many years training employees.

Jhan gives advice for people thinking about getting into CFA and he emphasizes the investment in time that it will require. He compares CFA to the other qualifications which are more expensive but require less time and are less well known. Jhan talks about the number of hours required and the different levels of the CFA.

An audience member asks about how university finance degrees fit with the CFA curriculum. Jhan explains that he does a lot of work with universities and although CFA is a post graduate qualification, often universities will give students time and support towards their CFA exams. Another student asked what advice Jhan would give to be prepared for their Level 1 exam in a few months time.

Peter asks Jhan about his unique teaching style for CFA and why he started recording all his teaching lessons. Jhan talks about how he had a non-financial background and has developed very interesting and memorable ways of teaching, precisely because he had to work it all out for himself. His lessons focus on a way of of learning rather than adding to the high volume of material that CFA students already have to deal with.

An audience member with a BCom in Financial Management asks if CFA would be useful in pursuing a career in financial crime. Jhan explains that CFA has such huge credibility in the industry and it's the world's largest and most recognised financial literacy qualification which would definitely prepare a student for many financial careers.

Jhan answers a question and provides the career options for CFA; wholesale finance, portfolio analysts and roles on the "buy side". He emphasizes that any financial centre such as London, New York or Shanghai will recognise the CFA "passport".

An engineer asks about how complex the accountancy is in the exam and how long it would take to cover that aspect of the exam. Jhan explains that there are many engineers who have done CFA and that engineering is also an analytical career, just like CFA. Jhan doesn't teach in the traditional accountancy format, like a book keeper, he uses real life examples and helps people make sense of the economic realities of investment decisions.

Peter talks about how he found Jhan's accountancy lecture to be very authentic, which uses the "ALE" mnemonic (Assets = Liabilities + Equity). An audience member asks whether Jhan would recommend a CFA over finance honours. Watch to find out Jhan's answer.

Peter quizzes Jhan on the support that he plans to provide students. Jhan explained:

(1) It's all about community, which is available in the CFA Secrets Facebook group and how people will be able get more help and also help each other.

(2) Support and access to experts through the group and online courses which will be rolled out in the coming months to give CFA students the topic based teaching they need.

Jhan explains how his courses are not "cover to cover" but rather focus on the critical areas that will ensure you pass.

An audience member explains that he failed the CFA Level 1 5 years ago and Peter asks Jhan if he can help this person. Jhan gives the data on the very low pass rates for CFA but is very proud of his own student pass rates which is very high in the industry. Peter mentions the endorsements that Jhan has on his LinkedIn page which are an indication of the credibility that Jhan has in the industry. Jhan offers everyone to connect with him on LinkedIn.

Jhan explains the options after passing each of the levels of CFA. Tracey Ashington joined the webinar interview; she is a graduate recruiter for large international banks and explained that CFA is always the most reliable finance qualification that banks look for.

Peter and Tracey announce the winner of the laptop and there was a big surprise: another laptop had become available so Tracey was able to give another one away, based on the rules of the competition. Then Jhan gives a laptop away to the first person who was able to answer the question about how many levels there are in CFA.

In this one hour interview, Peter and Jhan talk extensively about CFA teaching, careers, his teaching techniques and Jhan answers a number of questions from the audience. Learn more about CFA from one of the most respected CFA trainers in the industry and find out more about the teaching content, community and support he is making available to help even more people achieve CFA success. You will also see an audience member win a laptop by answering a question in the webinar.

The CFA exams are 6 weeks away and we are here to help. Jhan Burger is one of the industry's leading CFA instructors with satisfied students all around the world. Make sure you have the right plan to pass, join us in this webinar and get the best advice and support for your success!