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Is it against rules to share notes

Is it ok to give out my notes that I took while reading the CFAI curriculum to colleagues?

What if I copied some text from the books on the notes? That would mean I would have to reference the CFA text?

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If they’re your own notes, you certainly can give them away.

If you copied verbatim from the curriculum, I’d suggest e-mailing CFA Institute ( and asking them.

Simplify the complicated side; don't complify the simplicated side.

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