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how to keep up with all the things you learned in the CFA program, in your post charter life

I have put away my CFA study material after passing my level 3.  But every now and then i wonder, i have put massive amount of learning into getting the charter, but how do i retain all that?  I wish there was a self test that the institute can roll out to see if you are up to par, years after obtaining the charter… with only one caveat that the test would be treated as tool for self assessment and not a measure of professional competence.

how are the other charter holders staying in touch with the knowledge gained?

Chasing alpha

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Why on earth would you torture yourself with a test?  Just do some continuing ed and go live your life!!!

“Mmmmmm, something…” - H. Simpson

heshoos wrote:
how are the other charter holders staying in touch with the knowledge gained?

By trying to teach it to youse guys.

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

Financial Exam Help 123: The place to get help for the CFA® exams
http://financialexamhelp123.com/

I will look forward to learn something in depth which is relevant to my work. I will dig dipper into Derivatives/Fixed Income/Alts/Risk Management/Quants areas and will definitely never bother about if I remember FRA/Equity Valuation well unless they come up again. 

Yeah, at times I go to local coaching centers, and do some part time teaching. 

Magina, the Antimage II Never ever give up!!

I don’t think you can or should retain all that. I learned a lot of stuff in college as well that I could relearn if I need to, same for CFA. I think you should be pushing in the direction you want to go. If you want to work in equities or debt, keep learning and building relevant experience and knowledge in what you want.

We’re gonna win so much, you may even get tired of winning. And you’ll say, 'Please, please. It’s too much winning. We can’t take it anymore. Mr. President, it’s too much.' And I’ll say, 'No, it isn’t!' We have to keep winning!

Once I learn something I never forget!

I love my cheese. I got to have my cheddar.

heshoos wrote:

I have put away my CFA study material after passing my level 3.  But every now and then i wonder, i have put massive amount of learning into getting the charter, but how do i retain all that?  I wish there was a self test that the institute can roll out to see if you are up to par, years after obtaining the charter… with only one caveat that the test would be treated as tool for self assessment and not a measure of professional competence.

how are the other charter holders staying in touch with the knowledge gained?

Read the forum and try answering questions raised by candidates. 

By trading options, stocks, bonds, futures and hedge funds of course!

125mph wrote:

By trading options, stocks, bonds, futures and hedge funds of course!

But not FX?

PSH!

¯\_(ツ)_/¯ It be like that sometimes.

FX is part of my hedge funds play!

Hi, Everyone.  

Interesting thread on life after you obtain your charter.  I work for CFA Institute and am responsible for the Continuing Professional Development (CPD) Platform—our collection of digital products and services to help you keep up with all the things you learned in the CFA program.

We’re looking for feedback regarding our digital products (website, mobile apps, etc.) and content (articles, videos, etc.).  If your status is CFA charter pending or CFA charterholder of less than 5 years, and you would like to participate in a 30 minute interview, please respond to my comment here and/or reach out to me on LinkedIn, https://www.linkedin.com/in/jeromecann/ (please do not post any personal contact information here). 

We won’t be able to interview everyone, but we will acknowledge your interest and may reach out to you to schedule an interview. 

Unfortunately, we cannot offer any financial compensation for your time or ideas. However, we sincerely appreciate your feedback and will do our best to make the most of it.

Jerome

Jerome Cann
CFA Institute
Director, CPD Platform & Production
https://www.linkedin.com/in/jeromecann/

I will trade for the interview. I would like to see 2019 AM paper, since that is no longer being offered to the public  angry

125mph wrote:

I will trade for the interview. I would like to see 2019 AM paper, since that is no longer being offered to the public  angry

Hmmm, I’m not sure what you’re looking for.  I don’t work with the CFA Program (curriculum, testing, etc.), but if you can explain what you’re looking for, I’d be happy to ask my peers about it.

Is it something that is normally made available and you simply can’t find it?

Is it something that is only made available for a limited time, which has expired?

Jerome

Jerome Cann
CFA Institute
Director, CPD Platform & Production
https://www.linkedin.com/in/jeromecann/

Jerome Cann wrote:

Hmmm, I’m not sure what you’re looking for.  I don’t work with the CFA Program (curriculum, testing, etc.), but if you can explain what you’re looking for, I’d be happy to ask my peers about it.

Is it something that is normally made available and you simply can’t find it?

Is it something that is only made available for a limited time, which has expired?

Jerome

Every year, the prior Level3 morning paper is published around January. On CFAI’s website is usually several years worth of Level3 morning papers, and if you search a bit, you can find the papers going as far back as 2003.

I was notified this year, the 2019 exams will not longer be published! And it looks like moving forward, its going to be that way.

Jerome Cann wrote:
125mph wrote:
I will trade for the interview. I would like to see 2019 AM paper, since that is no longer being offered to the public  angry

Hmmm, I’m not sure what you’re looking for.  I don’t work with the CFA Program (curriculum, testing, etc.), but if you can explain what you’re looking for, I’d be happy to ask my peers about it.

Is it something that is normally made available and you simply can’t find it?

Is it something that is only made available for a limited time, which has expired?

Jerome

Every year, around the end of December, CFA Institute would publish on its website that year’s Level III morning exam questions and guideline answers as a study aid for the Level III candidates.

As of 2019, they’ve decided to stop doing that, which I and most candidates believe is a real shame, as it has always proven to be an excellent study tool.

If you want to research it – and, perhaps, try to get the decision rescinded – I encourage you to talk to Dan McKenna, Manager, Supplemental Study Tool, CFA Institute.

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

Financial Exam Help 123: The place to get help for the CFA® exams
http://financialexamhelp123.com/

I would LOVE to share my opinion. 

¯\_(ツ)_/¯ It be like that sometimes.

Let them struggle!

I love my cheese. I got to have my cheddar.

125mph wrote:

Every year, the prior Level3 morning paper is published around January. On CFAI’s website is usually several years worth of Level3 morning papers, and if you search a bit, you can find the papers going as far back as 2003.

I was notified this year, the 2019 exams will not longer be published! And it looks like moving forward, its going to be that way.

S2000magician wrote:

Every year, around the end of December, CFA Institute would publish on its website that year’s Level III morning exam questions and guideline answers as a study aid for the Level III candidates.

As of 2019, they’ve decided to stop doing that, which I and most candidates believe is a real shame, as it has always proven to be an excellent study tool.

If you want to research it – and, perhaps, try to get the decision rescinded – I encourage you to talk to Dan McKenna, Manager, Supplemental Study Tool, CFA Institute.

Thanks for the background, and especially for the point-of-contact.  I’ll reach out to Dan McKenna and see if I can get and share an explanation with you, preferably a discussion with those in the know!

Jerome

Jerome Cann
CFA Institute
Director, CPD Platform & Production
https://www.linkedin.com/in/jeromecann/

CEO10K-DAY wrote:

I would LOVE to share my opinion. 

We would LOVE to have it!

I believe sharing contact information in this forum is a violation of the forum terms of service, and it’s just not a good idea in general.  Feel free to reach out to me on LinkedIn and we’ll try to pull you into the study.

Jerome

Jerome Cann
CFA Institute
Director, CPD Platform & Production
https://www.linkedin.com/in/jeromecann/

I would also like to give my opinion and have added you on Linkedin. 

I also think you should go back to the tradition of giving the CFA SWAG to new Charterholders.  The time, commitment, energy and sacrifices one puts to for the CFA journey the swag definitely has some symbolic reference and reward.

https://imgur.com/a/vVGRcoj

The difference between ordinary and extraordinary is that little "extra"