This is what the plan is - anybody see any big hurdles here? Too early, too late? Do I need to do the ‘Behavioral’ twice? It was book with the IPS for Ind/Inst’s so I lumped it in there. Dates: SS: Topic: 11/07-11/13 14-19 PM-PWM 11/14-11/20 20-22 PM-Institutional 11/21-11/27 7-13 PM-Behavioral 11/28-12/04 12/05-12/11 1-2 Ethics: Code 12/12-12/18 3-6 Ethics: Practice 12/19-12/25 12/26-01/01 01/02-01/08 23 Cap Mkt Exp in PM 01/09-01/15 24-25 Econ Concepts: Valuation & PM 01/16-01/22 26-27 Asset Allocation 01/23-01/29 28-29 FI PM: Active/Passive 01/30-02/05 30-31 PM: Global Bonds/FI Derivatives 02/06-02/12 32 Equity PM 02/13-02/19 33-35 Equity PM 02/20-02/26 36-38 Alternative Investments PM 02/27-03/05 39-40 Risk Management 03/06-03/12 41-43 Risk Management: Derivatives 03/13-03/19 44-45 Monitoring and Rebalancing 03/20-03/26 46-47 Perf: Evaluation & Attribution 03/27-04/02 48 GIPS 04/03-0409 Review Notes 04/10-04/16 Exam Practice exam - ID weaknesses 04/17-04/23 14-19 PM-PWM 04/24-04/30 20-22 PM-Institutional 05/01-05/07 7-13 PM-Behavioral 05/08-05/14 Exam Practice exam - ID weaknesses 05/15-05/21 Review Weaknesses 05/22-05/28 Exam Practice exam - ID weaknesses 05/29-06/04 Review Ethics/Weaknesses
This looks pretty solid and it’s similar to what I did last year. I started at the same time, allowed myself a break around the holidays and made sure I was done with reading/note taking by mid-April. Some readings didn’t take a full week and others I took some more time. Good luck!
bjg23nyc Wrote: ------------------------------------------------------- > This looks pretty solid and it’s similar to what I > did last year. I started at the same time, > allowed myself a break around the holidays and > made sure I was done with reading/note taking by > mid-April. Some readings didn’t take a full week > and others I took some more time. Good luck! Thanks much. Appreciate the feedback - I’m hoping for the same result (assuming you passed, which by your post seems like you did). Congrats if that’s the case.
Looks great jcole. I never had a problem with ethics so I left it late till I had done the rest at least twice both for L2 and 3.
Me too. I left GIFS and ethics to the last because both require short term memory.
Thanks Butt & B_C.
looks good to me jcole21! as they always say: plan your work and work your plan! Ha!!
This is very similar to the approach I took, at least in terms of the timeline. Having 7 weeks to review, take exams and all that was really important I thought and something I did not have for Level I (first time studying in 10 years so not efficient) and II (December to June turnaround). FWIW, I felt more prepared for Level 3 than I did for the others (I passed each on first try, thankfully) but I also thought that Level 3 was the hardest exam even though it was the more interesting curriculum. I would do the CFAI EOC questions twice, once on your first go through and then again during that last ~5 weeks review period. And finally, yeah do behavioral twice. It is almost guranteed to show up and it’s really not that hard if you put in the time.