PASSED! (and had two boxes)
Congratulations to those who made it!
And best wishes for those who didn’t… Dont give up!
Dec 2012: Jedi 1 - 0 CFAI Jun 2013: Jedi 1 - 1 CFAI Jun 2014: Jedi 1 - 2 CFAI Jun 2015: Jedi 2 - 2 CFAI Jun 2016: Jedi 3 - 2 CFAI Game. Set. Match.
Passed with two boxes. Congrats to all passers. The other ones will follow us next year, no doubt. Game over. Bang.
Passed! Thank you to everyone who helped along the way! See ya!
Essay
Q#
Topic
Max Pts
<=50%
51%-70%
>70%
1
Portfolio Management - Institutional
20
*
2
Fixed Income Investments
22
*
3
Equity Investments
19
*
4
Portfolio Management - Asset Allocation
13
*
5
Portfolio Management - Monitor&Rebalance
13
*
6
Portfolio Management - Individual
22
*
7
Portfolio Management - Individual
17
*
8
Portfolio Management - Risk Management
20
*
9
Economics
18
*
10
Portfolio Management - Indiv/Behavioral
16
*
Item Set
Q#
Topic
Max Pts
<=50%
51%-70%
>70%
Alternative Investments
18
*
Economics
18
*
Ethical & Professional Standards
36
*
Fixed Income Investments
18
*
Portfolio Management - Asset Allocation
18
*
Portfolio Management - Individual
18
*
Portfolio Management - Institutional
18
*
Portfolio Management - Performance Eval.
18
*
Portfolio Management - Risk Management
18
*
Rather average matrix. But who cares.
Q# Topic Max Pts <=50% 51%-70% >70% 1 Portfolio Management - Institutional 20 - * - 2 Fixed Income Investments 22 - - * 3 Equity Investments 19 - * - 4 Portfolio Management - Asset Allocation 13 - - * 5 Portfolio Management - Monitor&Rebalance 13 - * - 6 Portfolio Management - Individual 22 - * - 7 Portfolio Management - Individual 17 - - * 8 Portfolio Management - Risk Management 20 - - * 9 Economics 18 * - - 10 Portfolio Management - Indiv/Behavioral 16 * - - Item Set Q# Topic Max Pts <=50% 51%-70% >70% - Alternative Investments 18 - - * - Economics 18 - - * - Ethical & Professional Standards 36 - - * - Fixed Income Investments 18 - - * - Portfolio Management - Asset Allocation 18 - * - - Portfolio Management - Individual 18 - - * - Portfolio Management - Institutional 18 - - * - Portfolio Management - Performance Eval. 18 - * - - Portfolio Management - Risk Management 18 - - *
Pass
Essay Q# Topic Max Pts <=50% 51%-70% >70% 1 Portfolio Management - Institutional 20 * - - 2 Fixed Income Investments 22 - - * 3 Equity Investments 19 * - - 4 Portfolio Management - Asset Allocation 13 - * - 5 Portfolio Management - Monitor&Rebalance 13 * - - 6 Portfolio Management - Individual 22 * - - 7 Portfolio Management - Individual 17 - * - 8 Portfolio Management - Risk Management 20 - * - 9 Economics 18 * - - 10 Portfolio Management - Indiv/Behavioral 16 - - * Item Set Q# Topic Max Pts <=50% 51%-70% >70% - Alternative Investments 18 - - * - Economics 18 * - - - Ethical & Professional Standards 36 - - * - Fixed Income Investments 18 - * - - Portfolio Management - Asset Allocation 18 - - * - Portfolio Management - Individual 18 - - * - Portfolio Management - Institutional 18 - - * - Portfolio Management - Performance Eval. 18 * - - - Portfolio Management - Risk Management 18 - - *
Passed!
Two boxes.
67 based on 40/60/80 scale 
What do you guys mean when you say ‘boxes’?
Humbling pass. Looks like I barely passed.
AM
6 topics <50, 2 topics 50-70, 2 topics >70
PM
1 topic <50, 3 topics 50-70, 5 topics >70
PASSED - wow that was really something - a long run marathon. I am glad that it is finished positively.
Looking forward to having a celebration party…
Cheers
PASS!
Maybe borderline passed
AM
below < 50% : 6
50%< < 70% : 1
above > 70% : 3
PM
below < 50% : 1
50%< < 70% : 2
above > 70% : 6
ANYONE WORSE THAN ME?
Band 8 fail. Portfolio Mgmt Individual and Institutional (which I thought were strong) were my downfall.
Essay
Q# Topic Max Pts <=50% 51%-70% >70% 1 Portfolio Management - Institutional 20 * - - 2 Fixed Income Investments 22 - - * 3 Equity Investments 19 - * - 4 Portfolio Management - Asset Allocation 13 - * - 5 Portfolio Management - Monitor&Rebalance 13 * - - 6 Portfolio Management - Individual 22 * - - 7 Portfolio Management - Individual 17 - * - 8 Portfolio Management - Risk Management 20 - - * 9 Economics 18 * - - 10 Portfolio Management - Indiv/Behavioral 16 * - -
Item Set
Q# Topic Max Pts <=50% 51%-70% >70% - Alternative Investments 18 * - - - Economics 18 - - * - Ethical & Professional Standards 36 - - * - Fixed Income Investments 18 - * - - Portfolio Management - Asset Allocation 18 * - - - Portfolio Management - Individual 18 - * - - Portfolio Management - Institutional 18 - - * - Portfolio Management - Performance Eval. 18 * - - - Portfolio Management - Risk Management 18 - * -
Congrats to those who passed. June of 2017 starts now for me.
3 out of 3 in eighteen months but L3 matrix is horrible.
Passed, 2 boxes
Super messy, but still a pass. Thanks to everybody in the forums over the years. So glad to put this behind me!
Pass!
Essay
| Q# | Topic | Max Pts | <=50% | 51%-70% | >70% |
|---|---|---|---|---|---|
| 1 | Portfolio Management - Institutional | 20 | * | - | - |
| 2 | Fixed Income Investments | 22 | * | - | - |
| 3 | Equity Investments | 19 | - | * | - |
| 4 | Portfolio Management - Asset Allocation | 13 | - | * | - |
| 5 | Portfolio Management - Monitor&Rebalance | 13 | * | - | - |
| 6 | Portfolio Management - Individual | 22 | * | - | - |
| 7 | Portfolio Management - Individual | 17 | - | - | * |
| 8 | Portfolio Management - Risk Management | 20 | - | * | - |
| 9 | Economics | 18 | * | - | - |
| 10 | Portfolio Management - Indiv/Behavioral | 16 | - | * | - |
Item Set
| Q# | Topic | Max Pts | <=50% | 51%-70% | >70% |
|---|---|---|---|---|---|
| - | Alternative Investments | 18 | - | - | * |
| - | Economics | 18 | - | * | - |
| - | Ethical & Professional Standards | 36 | - | - | * |
| - | Fixed Income Investments | 18 | - | * | - |
| - | Portfolio Management - Asset Allocation | 18 | - | * | - |
| - | Portfolio Management - Individual | 18 | - | * | - |
| - | Portfolio Management - Institutional | 18 | - | - | * |
| - | Portfolio Management - Performance Eval. | 18 | - | - | * |
| - | Portfolio Management - Risk Management | 18 | - | - | * |
Passed - didnt check your theory last night. Too busy recovering from a bachelor party.
Passed - 2 boxers. Did pretty well both in AM and PM.
Passed !!! on my last try, started in 2010
2 boxes, the theory stands
My Journey
2010 Dec - Level I pass
2011 June - Level II Fail
2012 June - Level II Pass
2013 June - Level III Fail
2014 June - Level III - Did not give
2015 June - Level III - Fail
2016 June - Level III - Pass
Q# Topic Max Pts <=50% 51%-70% >70% 1 Portfolio Management - Institutional 20 * - - 2 Fixed Income Investments 22 - * - 3 Equity Investments 19 - * - 4 Portfolio Management - Asset Allocation 13 * - - 5 Portfolio Management - Monitor&Rebalance 13 - - * 6 Portfolio Management - Individual 22 - - * 7 Portfolio Management - Individual 17 - * - 8 Portfolio Management - Risk Management 20 - - * 9 Economics 18 - * - 10 Portfolio Management - Indiv/Behavioral 16 - - *
Item Set
Q# Topic Max Pts <=50% 51%-70% >70% - Alternative Investments 18 - - * - Economics 18 - - * - Ethical & Professional Standards 36 - - * - Fixed Income Investments 18 - - * - Portfolio Management - Asset Allocation 18 * - - - Portfolio Management - Individual 18 - - * - Portfolio Management - Institutional 18 * - - - Portfolio Management - Performance Eval. 18 - * - - Portfolio Management - Risk Management 18 - - *
Passedddddd youhooooooo!!! 2 boxes Congrats all! Sorry for the others
2 boxer with a pass. Happy to be done! Sorry to everyone who got a fail today.
Q# Topic Max Pts <=50% 51%-70% >70% 1 Portfolio Management - Institutional 20 * - - 2 Fixed Income Investments 22 - * - 3 Equity Investments 19 - - * 4 Portfolio Management - Asset Allocation 13 * - - 5 Portfolio Management - Monitor&Rebalance 13 * - - 6 Portfolio Management - Individual 22 * - - 7 Portfolio Management - Individual 17 - - * 8 Portfolio Management - Risk Management 20 - - * 9 Economics 18 * - - 10 Portfolio Management - Indiv/Behavioral 16 - - * Q# Topic Max Pts <=50% 51%-70% >70% - Alternative Investments 18 - - * - Economics 18 - * - - Ethical & Professional Standards 36 - - * - Fixed Income Investments 18 - * - - Portfolio Management - Asset Allocation 18 - - * - Portfolio Management - Individual 18 - - * - Portfolio Management - Institutional 18 - - * - Portfolio Management - Performance Eval. 18 * - - - Portfolio Management - Risk Management 18 - - *