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Retaker.

Done Corp Fin and Port Man so far, about 1/4 through Equity... Need to get going!

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retaker (band 10) Started Nov 1st going straight through CFAI books and EOC questions. Wrapping up Corp Fin now and will start Equities very very soon. Should be done with all readings third week in April with five weeks for hardcore review. Probably in a few weeks I'll start going back to previous readings to do some light review and memorization. Also doing homemade study sheets to help study.... the act of actually making them is great studying alone.

I will not fail this time.

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Done with SS-01 - SS-04 in the CFAI books and Stalla lectures, passmaster, and books. Feeling pretty good about my prep strategy so far:

I've been scanning through the CFAI books, highlighting crucial formulas and sections, then watching the Stalla lectures and taking notes on the presentations there. After the Stalla video I try to knock out the passmaster the same day or next day, and go through the Stalla workbook as a refresher if I did poorly (<80%) on the Passmaster.

I definitely agree with you LincolnLogs on making your own study sheets - just taking the time to write down formulas or steps to solve problems in your notes or sheets really helps me memorize the material better.

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FRA, Corporate Finance, Equities, Alternate and Econ all done. Working on Quant. Reading mostly CFAI but some Schweser. Did EOCs for all readings thus far.

I've been at it since November. Failure is not an option.

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As a retaker I've a bit more focus this year, and have decided to go through the topics in a customised order. I have CAIA 2 exams in 2 weeks so there has been a bit of overlap in the material fortunately. Last year I exclusively used the Schweser material which in addition to not nearly doing enough study was a massive mistake in my opinion.

I just do the readings first without doing the problems at chapter end. Does anyone else do this?

I'm planning for a study time of approximately 325-350 hours in total.

So far I've covered Ethics; Quants & Econ; Alts & Fixed Income; Derivatives & Port Mgmt. In all that's 44 readings of the 70.

I'm hoping to have Corporate finance done by the end of the week at which point it's a week off to concentrate on CAIA.


The plan is to complete the review of the official cirriculum by the 26th of March

I'll then do a review of the Schweser material which won't be in great detail, hopefully finishing that by the 15th of April.

The remaining time will be spent completing end of chapter problems and mock exams plus revising the material on an ad hoc basis.

Anyone got any thoughts of the effectiveness of this approach?

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