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[CFA] 分享CFA三级经验和教训,奖励论坛币   [推广有奖]

131
了士安 发表于 2018-9-5 14:53:38

回帖奖励 +2

2013年6月考CFA Level 1,到2018年6月通过CFA Level 3。2013年12月考FRM Level 1,2015年12月通过FRM Level 2。可以说这俩考试跨过了整个研究生,到了工作生涯。谈一下得与失。
CFA一级基本上就是本科内容的大综合,梳理金融学全面的框架。
CFA二级有比较多计算,有一定难度。看notes+听视频就可以。
CFA三级,这个是考的最为纠结的,有过毕业实习复习时间不够弃考的经历,也有过认真复习最后压线没过的经历,最后终于在全部考生中top10%通过三级(essay5A1B1C,top10%拿的A,item也是top10%),其中的心路历程真是如过山车一般。考三级的时候,FRM已经取得证书,觉得从事金融投资的工作,只写FRM title特别丢人,所以铆足了劲通过三级。考过了主要经验是,一定要完整的看notes,只看视频或是讲义都是远远不够的,因为essay真的是需要很强的逻辑去写,看完notes后,一定要留出半个月到一个月的时间,把原版书课后题做一遍,然后做历年真题三遍。做过课后题后你会发现,考试的原题,尤其是下午的item,很多都是课后题的思路,不一定是原题,但是逻辑是一毛一样的。看notes,做课后题+真题三遍,这个是我最后高分通过的致胜秘诀。牢记。
FRM一级很简单,基本上是金融工程的本科知识,我本科是学的金工,所以比较容易。
FRM二级,认真的看了遍notes,做了真题,然后就去考了,考完感觉很悬,但是最后高分过了。可能看多了书,做题会有感觉把。

开心,明年就是 name CFA/FRM了,终于也是有title的人了。
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132
dulciegu 在职认证  发表于 2018-9-6 08:35:22
dulciegu 发表于 2018-8-30 01:36
AnalystForum 有几个DO 和DONT 回头分享给大家
这个是摘自analystforum Gooman过CFA LEVEL3的DO和DONT 个人觉得写得非常好 也非常有帮助 上次说好了要分享 特意找出来 大家可以借鉴下

I was a 5 time L3 taker (passed on try 5 and KILLED it after a band 6 on time 4), so I will add my two cents as well. First the do’s then the don’ts.

This worked for me, I don’t know if it will work for you. All I know is after 13 years and 11 total tries (some of which I knew I would fail, some of them I was pissed off to fail)  and  5 of them at level III, I am done and can finally watch a guilt free Indianapolis 500 and maybe catch a trout before the first week of June…..

Things to do:

1) Don’t get hung up on the Schweser notes - they are there for support not for study or focus

2) Do every single blue box example. in year 4 (fail) I read the blue boxes, and did most EOCs, but this year I did every blue box and when it was a tough one, I use the framework of the question and then created my own questions in addition, so I was extremely familiar with the format

3) Take your notes from the CFAI textbook. Then, and only then, review schweser or stalla to get overview and extra questions. CFAI says they don’t, but I am convinced that they look for esoterica in the book and include that to weed out the Schweser

4) Take the online Schweser class if Marc Lefebvre is teaching it, and if he isn’t, go to Omaha. Period.  They should put that guy’s name on my charter, that’s how insightful he was for me. Windsor didn’t work for me, probably because I had WAY too much fun drinking beer and hanging out (hence the 5 trips to level III)

5) Print out the Ethics and GIPs PDF’s from the CFA website. Break each into 21 bite sized chunks, and separate them each into 1 week sets (7 of each for 7 days). Every day, (in the AM for me) read one ethics piece and one gips piece. Do this for a minimum set of 4 3 week segments, finishing in mid may.

6) In late March, convince yourself that it is late April, and get suitably freaked out that the exam is near. I think a key factor thus year was the warm weather in the NE tricked my body into thinking it was later in the spring than it was. I woke up every warm day in March and April convinced  that the exam was VERY VERY SOON. This focused me on studying. And in reality, the exam WAS very soon, given the volume.

7) If you have a schedule or a class weekly, don’t miss it.

8) At the beginning of April, start arriving at work an hour before everyone else. Use that to study or to read. The daily thing was a new one for me this year and it really helped.

9) Try and go through about a thousand flash cards. Make them yourself and keep them simple (three points, or one formula, or one definition, etc.)

10) Download every practice exam you can. Buy the CFAI ones, (multiple times if you have to because you failed them) and get the Boston exam. Start doing AM practice exams in March. If you see a question you haven’t studied when you do that, skip it. My bugaboo was writing, so I needed this a lot.

11) Recognize the toll that this test takes on everyone who loves you. Without a supportive wife and kids, I would never have been able to continue. When I started my 19 year old son was in grade 3. My oldest son who is now himself an investment banker was in grade 5.  As he pointed out Tuesday, I have been doing this more than half his life. It’s been a constant spring shadow in our house. My first thought on passing was to recognize that this was as much their accomplishment as mine.


DON’Ts

1) Don’t freak out when you fail a practice - just redo the questions a few times.

2) Don’t rely on any study provider. The exam comes from the notes. You have no guarantee that the person writing study notes thinks like you do. Study notes are great for review and airplane rides and to flip through while watching a hockey game, but that’s it.

3) Don’t quit. Once you pass level II you go from being someone who wants the CFA to someone who will one day get it. This thought kept me going when I failed band 9 (try 3) and band 3 (try 2) and even band 6 (try 4).

4) if you don’t get the time to study or work/life  interferes with your plans, don’t waste money and think a one week review class in Windsor or Omaha will save you. It won’t (try #1 - failed band 7).

5) Don’t buy the Stalla practice exams.Unless your idea of a good investment is spending almost 200$ on a bound version of old exam questions reshuffled (questions that the CFAI will let you download for free). Man that one pissed me off. I kept the book to remind me never to buy anything from them again…. Jerks.

I spent more time lurking on this site than posting. It was always entertaining and sometimes useful, so this is my farewell to you all. The stuff above worked for me, it may not work for you. Except the Stalla note. You’re throwing money away of you buy that exam book……that’s for everyone.

Hope to see you soon on top of the mountain….frankly all I feel is relief……..

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133
小5茜 发表于 2018-9-6 14:51:38

回帖奖励 +2

水星寒 发表于 2018-8-29 10:05
昨天刚刚知道CFA level 3通过,终于可以成为一名charter holder,内心还是比较激动的。下面简单说一下从一级 ...
感谢分享

134
小5茜 发表于 2018-9-6 14:55:08
nbbobdog 发表于 2018-8-29 13:20
在论坛受益良多,三级侥幸通过,希望能抛砖引玉~

三月开始复习三级,先看的原版书(一直看各种攻略,说n ...
很有用,感谢分享

135
小5茜 发表于 2018-9-6 14:55:15
nbbobdog 发表于 2018-8-29 13:20
在论坛受益良多,三级侥幸通过,希望能抛砖引玉~

三月开始复习三级,先看的原版书(一直看各种攻略,说n ...
很有用,感谢分享

136
小5茜 发表于 2018-9-6 14:55:28
nbbobdog 发表于 2018-8-29 13:20
在论坛受益良多,三级侥幸通过,希望能抛砖引玉~

三月开始复习三级,先看的原版书(一直看各种攻略,说n ...
很有用,感谢分享

137
zxfcomcn 发表于 2018-9-11 08:35:01 来自手机

回帖奖励 +2

数术 发表于 2018-8-29 09:20
CFA三级成绩已经公布,不管是否通过,来分享一下你的学习经验、方法、过程和教训吧。

根据不同营养度, ...
首先说一下,我是属于天资愚钝的一类人。三级考了三次,而且是擦线而过。上午题最后两题没时间做 下午也是刚刚做完就收卷了。上午题不足50%,下午题接近90%。本来以为很难通过 但侥幸通过了。最重要的经验就是,上班没时间,周末按照工作分配,带一天小孩,那就每天在地铁上看视频,多做题,认真理解题意,下午题能做多好就做多好。天道酬勤,大家努力。

138
reduce_fat 发表于 2018-9-11 11:04:36

139
X-Raaay 学生认证  发表于 2018-9-11 15:55:11

回帖奖励 +2

明年来分享!

140
绮绮a 在职认证  发表于 2018-9-12 09:50:57
dulciegu 发表于 2018-9-6 08:35
这个是摘自analystforum Gooman过CFA LEVEL3的DO和DONT 个人觉得写得非常好 也非常有帮助 上次说好了要分 ...
哈哈哈哈哈哈哈哈真是太有用了!谢谢分享~~~

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