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Chalk & Board - Level II Item Sets - Live Workshop

Saturday, May 18, 2019


In this one-day intensive workshop, candidates will learn from one of the premier CFA® instructors in the world, O. Nathan Ronen, CFA. Nathan has 23+ years of experience teaching Levels I, II and III CFA® Program courses, helping thousands of candidates around the world achieve the coveted CFA® designation. Candidates learn through his self-developed philosophy, the Ronen Methodology, “Master the concepts—don’t memorize,” which is transforming the CFA test-prep landscape. The Ronen Methodology is a tried and true approach to best position the candidate for success at each level.


Nathan pioneered the Item Sets Workshop in 2008 after observing candidates struggling with mastering the curriculum concepts and applying the concepts across the different topic areas to answer CFA® type item set questions. Level II item sets require a more analytical approach than the Level I multiple-choice questions.

Using the Ronen Methodology, candidates will learn how to analyze item set problems without overthinking to select the best answer. It is critical for candidates to avoid the trap of selecting the “second-guess” answer, which is the key reason many well-prepared candidates do not pass the exam. Nathan’s strong emphasis on item sets puts candidates in the best possible position to pass the June exam.

Level II Item Sets Workshop will be recorded and posted to the Chalk & Board website on May 20, 2019, for domestic and international candidates unable to attend the live session in NYC.

It is highly recommended that candidates attend Nathan’s live weekly class or recorded lectures prior to the one-day intensive Level II Item Sets Workshop. The workshop builds on the concepts learned in these sessions with focused-area learning on Level II topics. This workshop puts the final touches on a candidate’s preparation strategy.

Workshop Agenda

  • Candidates will be given, in exam format, 20 unique CFA® type item sets (10 in the morning session, 10 in the afternoon session) covering topics in the CFA® Level II program: Ethics, Financial Reporting & Analysis, Economics, Quantitative Methods, Portfolio Management, Equity, Derivatives, Fixed Income, Alternative Investments and Corporate Finance.

  • Candidates will answer workshop item sets, under simulated exam conditions, using the Ronen Methodology. Answers to the item sets will be reviewed and explanations provided so candidates understand why the correct answer is correct and why the other choices are incorrect.

  • Candidates will receive a formal answer key with explanations and associated Learning Outcome Statements (LOSs) at the end of the workshop.

Access to Nathan: Candidates have 24/7 access to Nathan for questions and answers related to this workshop. In most cases, responses are made by phone. This ensures direct contact with Nathan, so all follow-up questions and candidate concerns are addressed. Nathan’s phone number and email address are available on the Chalk & Board website.