Finance Majors

November 24, 2008

Any tips for someone taking the CFA Exam who has been out of school for awhile?

investment seminars
Kenteman asked:


I graduated from a Top 10 MBA program 16 years ago with a Finance degree. Unfortunately at that time there was no emphasis on finance majors taking the CFA exam. I worked for several years as a financial analyst, consultant and later as an ERP software analyst. Along the way I started an import/export business (doing it full time for past 5 years). I got into investing right after starting my business.

However, the itch to learn more about investment management was always there, but I had too many other things keeping me occupied and busy in life. After attending a seminar, I recently purchased the Stalla materials for the Dec. 2007 exam and have been studying them for the past 3 weeks. I now realize that I would be crazy to take this test in December, as there are a lot of things I have forgotten that I need to review as well as some family commitments that will limit my time for the next 2 months.

Any words of wisdom from people who have sat for the CFA exam?

Thanks

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