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Author: Jim Moore

May 29, 2018September 6, 2018Jim

What To Do On Your CFA Exam Lunch Break

A current student of mine was in the midst of a mock exam, and I suddenly got a text from […]

May 11, 2018October 19, 2019Jim

Series 7 Study Material: STC or Kaplan? Here’s Your Answer

[Updated 10-19-19] If you are studying for the Series 7, your employer has likely provided you with Series 7 study […]

April 26, 2018April 29, 2024Jim

Series 7 Suitability Questions: How to Tackle Them

Lately, Series 7 Suitability questions have come up over and over as a key reason candidates believe they failed the […]

April 12, 2018May 22, 2023Jim

CFA Level 1 Prep – When Should You Start Working Toward Your Designation

When should you start working toward your CFA designation? You can start your CFA Level 1 prep before you graduate […]

Croissant, cappuccino, and book ready for Series 7 license prep
April 9, 2018April 24, 2024Jim

Series 7 License Prep and Studying for the CFA: Where To Do It

Where are you going to start your CFA Exam and/or Series 7 license prep? The library? A coffee shop? Your […]

April 5, 2018May 22, 2023Jim

The CFA Financial Calculator; Spend Some Time to Save Some Time

There are so many reasons why you should learn how to use the CFA financial calculator. Don’t waste time. Before […]

March 21, 2018March 9, 2021Jim

Learn the Series 7 Convertible Bonds Topic…It’s Easier than You Think

Series 7 Convertible Bonds Sound Familiar? Not So Much? The Series 7 Convertible Bonds subject is easier than you might […]

March 14, 2018May 22, 2023Jim

Career Opportunities for CFA Charterholders

Are you looking for a career upgrade? Or, quite simply a career change? Either way, the career opportunities CFA Charterholders […]

March 11, 2018October 7, 2019Jim

Need a Series 7 Options Tutor? You’re Not Alone

If you need a Series 7 options tutor, you’re not the only one. It’s no secret that this section is the […]

February 3, 2018September 6, 2018Jim

The CFA Level 2 Exam is Hard, Here’s Why

Studying for the CFA Level 2 Exam? The CFA Level 2 exam has a reputation as the hardest of the three […]

September 13, 2017April 24, 2024Jim

Searching “CFA Private Tutor NYC” and Not Sure Where to Start?

There is no shortage of tutoring services in New York City. For the Chartered Financial Analyst exam however, the typical […]

August 14, 2017January 20, 2021Uncategorized

The Series 7 Exam Tutor That Will Change Your Life

I assure you that a series 7 exam tutor can in fact change your life. I have seen former coworkers, […]

June 19, 2017September 6, 2018Jim

The 5 Best CFA Tutoring Services in NYC

Looking for the best CFA tutors NYC has to offer? Well, we did it again. Similar to our blog post […]

June 15, 2017April 22, 2024Uncategorized

The Top 5 Reasons Why You Failed the Series 7 Exam

Have you had the unfortunate luck of a failed series 7 exam? Fret not, you’re not the only one. While […]

June 13, 2017February 8, 2018Uncategorized

Observations From My Series 7 Tutoring Experiences in NYC

My Series 7 Tutoring Experiences in NYC My Series 7 tutoring experiences in New York City come from thousands of […]

June 6, 2017August 28, 2017Uncategorized

5 Things to Know Before Passing the Series 7

Thousands of Registered Representative candidates take the Series 7 exam every year. Not everyone needs a tutor to make passing […]

May 17, 2017May 22, 2023Uncategorized

CFA Level 1 Exam Prep…When There Are Only A Few Weeks to Go

Well, it’s that time of year again. Thousands of hopeful first-time CFA candidates are busy hitting the books. For many, […]

May 14, 2017August 15, 2019Jim

Best Series 7 Tutors In New York City? Here’s a List

[Updated August 15, 2019] Looking for the best Series 7 tutors NYC has to offer? After hours of research, I’ve […]

April 20, 2017September 6, 2018Uncategorized

What is the CFA Exam Pass Rate? It’s Complicated…

If you want to boost your career prospects in finance, start out by taking the CFA Level I exam. Unfortunately, […]

March 22, 2017August 28, 2017Uncategorized

Series 7 Test Prep Can Seem Daunting…Here’s How to Approach It

If you are reading this post, your Series 7 test prep has most likely begun. Of all of the licensing exams […]

March 15, 2017November 15, 2020Uncategorized

This Might Be More Important Than Your CFA or Series 7 Tutors

What could be more important in the exam process than your CFA, or Series 7 tutors? In this blog post I […]

March 8, 2017November 15, 2020Uncategorized

Why Some Hire a Tutor for the Series 7 Exam…and Why Some Don’t

Are you trying to figure out if you need a tutor for the Series 7 exam? Below I explain why […]

January 27, 2017November 15, 2020Uncategorized

How I Passed the CFA Level 1 Exam On My First Try

I passed the CFA Level 1 exam on my first try in June 2011. How I did it is similar […]

December 22, 2016August 31, 2018Uncategorized

Take These Five Simple Steps to Pass the Series 7

FINRA’s General Securities Representative exam (or the Series 7) is the primary hurdle you need to clear in order to […]

November 29, 2016April 10, 2021Uncategorized

What Is The Series 7 Exam?

Recently offered a job and find out that you need to take the Series 7 exam? Seems like it would […]

November 12, 2016April 24, 2024Uncategorized

5 Simple Steps to Make Sure You Pass the CFA Level 1 Exam

Stressed out about the upcoming CFA Level 1 Exam? No doubt. It’s hard, it covers a huge amount of material, […]

November 3, 2016April 24, 2024Uncategorized

MBA vs CFA? Finally, Here’s the Answer

MBA vs CFA. Curious about the comparison? You’re not alone. This decades-old question happens to be the most common one that […]

September 17, 2016April 24, 2024Uncategorized

CFA Level 3 Exam Prep: Essay Section = Ugh Section

This Often-Underestimated Section Can Be the Key to Passing CFA Level 3  I think you’ll agree when I say that […]

August 18, 2016May 22, 2023Uncategorized

Does the CFA Curriculum Teach You About the Real World?

[Updated September 17, 2019] A question that I invariably get asked by many CFA candidates during the tutoring process: “Am […]

August 18, 2016September 6, 2018Jim

How Hard is the Series 7 Exam? And How to Pass It

How hard is the Series 7 exam? In this blog post, I break it down.   Some Key Points: Six hour […]

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