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Level II Update 12

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18 views

Level II Update 12

Uploaded by

Tejasvi Brar
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Chalk & Board

CFA® Level II ~ Update #12


Friday March 17, 2023

20
23
Ronen Methodology
Study Plan
CFA® Level II~ Update: #12
Date: Friday March 17, 2023

Hello C&B 2023 Candidates!


For May 2023 Candidates only:

Time to Register on the C&B website for Nathan’s “3” Computer-Based (Item Set) Exams
MOCK EXAM FORMAT: ON-DEMAND (w/ RECORDING) AT YOUR CONVENIENCE –

Q: What’s included in each mock exam?

A: Each mock exam includes:


Full mock exam;
Recording of Nathan timing you on each item set, one at a time, and then
reviewing the answer for each question within the item set. Nathan will
let you know whether you passed, hit the MPS or did not pass each item
set;
Detailed answer key; and
Access to Nathan if you have any questions.

Note: *Mock exams #1, #2 and #3 are completely different item sets and exams.

These THREE exams will be the best simulation of the types of Item Sets you will have on exam
day.

Candidates taking the exam in May 2023 are welcome to contact me directly to find out what they
should be doing between now and their exam.

All candidates will continue receiving these bi-weekly schedules (in their personal Chalk and
Board account online) which mimic the zoom study plan session we did.

Note: Do not rush through Equity, Derivatives, Fixed Income, and Portfolio Management.
These four topics are important to digest well because they have a high point value. These topics
are a core part ("meat") of Level II. There are other topics and readings presented later in the
curriculum, that easier to get through.

©2022 Chalk & Board Confidential


May 2023 Candidates:
By this time, you should have already:
Reviewed Nathan’s Introduction recording on how to prepare for the Level II exam correctly.
Reviewed Nathan’s recordings on Ethics (do not read the Ethics material in the CFA books or
third-party prep materials yet).
Completed reading the Equity readings in the CFA curriculum books or other prep materials you
may be using.
Completed creating notes, notecards, index cards, etc. for yourself in Equity.
Completed reviewing Nathan's recordings on Equity in sync with the readings in the CFA
curriculum books or other third-party prep materials you may be using.
Completed problems at the end of chapters in the CFA curriculum books for Equity.
Completed reading the Fixed Income readings in the CFA curriculum books or other prep
materials you may be using.
Completed creating notes, notecards, index cards, etc. for yourself in Fixed Income.
Completed reviewing Nathan's recordings on Fixed Income in sync with the readings in the CFA
curriculum books or other third-party prep materials you may be using.
Completed doing problems at the end of chapters in the CFA curriculum books for Fixed
Income.
Completed reading the Derivatives readings in the CFA curriculum books or other prep
materials you may be using.
Completed creating notes, notecards, index cards, etc. for yourself in Derivatives.
Completed reviewing Nathan's recordings on Derivatives in sync with the readings in the CFA
curriculum books or other third-party prep materials you may be using.
Completed doing problems at the end of chapters in the CFA curriculum books for Derivatives.
Completed reading the Alternative Investments readings in the CFA curriculum books or othe
prep materials you may be using.
Completed creating notes, notecards, index cards, etc. for yourself in Alternative Investments.
Completed reviewing Nathan's recordings on Alternative Investments in sync with the readings
in the CFA curriculum books or other third-party prep materials you may be using.
Completed doing problems at the end of chapters in the CFA curriculum books for Alternative
Investments.
Completed reading Financial Statement Analysis readings in the CFA curriculum books or other
prep materials you may be using.
Completed creating notes, notecards, index cards, etc. for yourself in Financial Statement
Analysis.
Completed reviewing Nathan's recordings on Financial Statement Analysis in sync with the
readings in the CFA curriculum books or other third-party prep materials you may be using.
Completed doing problems at the end of chapters in the CFA curriculum books for Financial
Statement Analysis.

©2022 Chalk & Board Confidential


By this time, you should have already (CONTINUED):
Completed reading Quantitative Methods readings in the CFA curriculum books or other prep
materials you may be using.
Completed creating notes, notecards, index cards, etc. for yourself in Quantitative Methods.
Completed reviewing Nathan's recordings on Quantitative Methods in sync with the readings in
the CFA curriculum books or other third-party prep materials you may be using.
Completed doing problems at the end of chapters in the CFA curriculum books for Quantitative
Methods.
Completed reading Portfolio Management readings in the CFA curriculum books or other prep
materials you may be using.
Completed creating notes, notecards, index cards, etc. for yourself in Portfolio Management.
Completed reviewing Nathan's recordings on Portfolio Management in sync with the readings in
the CFA curriculum books or other third-party prep materials you may be using.
Completed doing problems at the end of chapters in the CFA curriculum books for Portfolio
Management.

Next Steps :
Complete reading Economics readings in the CFA curriculum books or other prep materials you
may be using.
Complete creating notes, notecards, index cards, etc. for yourself in Economics.
Complete reviewing Nathan's recordings on Economics in sync with the readings in the CFA
curriculum books or other third-party prep materials you may be using.
Complete doing problems at the end of chapters in the CFA curriculum books for Economics.
Begin reading Corporate Issuers readings in the CFA curriculum books or other prep materials
you may be using.
Begin creating notes, notecards, index cards, etc. for yourself in Corporate Issuers.
Note: Nathan’s recordings on Corporate Issuers are not yet on the website but they will b
uploaded in the upcoming week or two. Focus on completing the readings and taking notes at
this time.
Begin doing problems at the end of chapters in the CFA curriculum books for
Corporate Issuers.
Begin daily review of your notes, notecards, index cards etc. in all topics you have completed
to date. I highly recommend on working days, reviewing your personal notes for up to two
hours (no more) each day in the morning OR evening. Review your notes in Equity, Fixed
Income, Derivatives, Alternative Investments, Financial Statement Analysis and Quantitative
Methods. This is the way you reinforce your learning so that you do not feel you forgot this
material later a few weeks/months from now.

©2022 Chalk & Board Confidential


August 2023 Candidates:
By this time, you should have already:
Registered for your CFA Level II exam with CFA Institute and secured an actual date for your exam.
Reviewed Nathan’s Introduction recording on how to prepare for the Level II exam correctly.
Reviewed Nathan’s recordings on Ethics (do not read the Ethics material in the CFA books or third-
party prep materials yet).
Completed reading the Equity readings in the CFA curriculum books or other prep materials you may be
using.
Completed creating notes, notecards, index cards, etc. for yourself in Equity.
Completed reviewing Nathan's recordings on Equity in sync with the readings in the CFA curriculum
books or other third-party prep materials you may be using.
Completed doing problems at the end of chapters in the CFA curriculum books for Equity.
Completed reading the Fixed Income readings in the CFA curriculum books or other prep materials you
may be using.
Completed creating notes, notecards, index cards, etc. for yourself in Fixed Income.
Completed reviewing Nathan's recordings on Fixed Income in sync with the readings in the CFA
curriculum books or other third-party prep materials you may be using.
Completed doing problems at the end of chapters in the CFA curriculum books for Fixed Income.

Next Steps :
Complete reading the Derivatives readings in the CFA curriculum books or other prep materials
you may be using.
Complete creating notes, notecards, index cards, etc. for yourself in Derivatives.
Complete reviewing Nathan's recordings on Derivatives in sync with the readings in the CFA
curriculum books or other third-party prep materials you may be using.
Complete doing problems at the end of chapters in the CFA curriculum books for Derivatives.
Read the Alternative Investments readings in the CFA curriculum books or other prep materials
you may be using.
Create notes, notecards, index cards, etc. for yourself in Alternative Investments.
Review Nathan's recordings on Alternative Investments in sync with the readings in the CFA
curriculum books or other third-party prep materials you may be using.
Do problems at the end of chapters in the CFA curriculum books for Alternative Investments.
Begin daily review of your notes, notecards, index cards etc. in all topics you have completed
to date. I highly recommend on working days, reviewing your personal notes for up to two
hours (no more) each day in the morning OR evening. Review your notes in Equity, Fixed
Income, Derivatives, Alternative Investments, Financial Statement Analysis and Quantitative
Methods. This is the way you reinforce your learning so that you do not feel you forgot this
material later a few weeks/months from now.

©2022 Chalk & Board Confidential

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