Nice one, great points, behavioural stuff it great to clock in an article and I’ve caught myself at it now I’m aware of it. I remember level II being full of eureka moments but I do feel the need to go back and review some of it, you do forget the details. It’s of course the stuff we use as part of our day to day that sticks best.
Level III wealth management was great, going through it, creating my own economic balance sheet was added to the to do list! Had a little girl so rethinking insurance beyond covering the mortgage is certainly needed.
Cauldron of finance is a great term I see the CFA materials like they’re a set of encyclopedias that we know where to find stuff from now.
My next steps aren’t going to be pursuing another course that comes with exams but to try and implement as much as is relevant to my job and managing my own book. This is why I’m curious to know everyone’s favourite nuggets