Waiting for Your CFA Score: What to Do in the Meantime?
It’s been a little over a week since the CFA Exam. Isn’t the free time wonderful!? After a few days […]
Category: Jim
Learning Options: The Lottery Ticket Technique
Learning Options for the SIE Exam, Series 7 Exam, or the CFA® Exam can be daunting. Consider it like learning […]
What Are the Hardest Sections of the SIE Exam?
(Updated 7/26/23) Looking for SIE Exam hardest sections? Good question, and one that is easily answered after a once-through of […]
A CFA Exam Checklist For Your Last Two Weeks of Studying
Do you have a CFA Exam checklist to keep you on track these last couple weeks? If not, let me […]
SIE Study Habits: Get a Routine to Improve Your Focus
Looking for a way to bolster your SIE study habits to ensure that you pass the SIE Exam? A complaint […]
What They Don’t Always Tell You at Day-Long FINRA Exam Classes
Are you planning on taking a class for any of your FINRA exams? There is something missing from FINRA exam […]
The Best Series 86 Study Material: Where’s the Beef?
Try to do a search for Series 86 study material and you may be underwhelmed. I have been a Series […]
How Long to Study for the Series 7 Top-Off Exam? Here is the Answer
So you passed the SIE exam…Congratulations! Now it’s on to the Series 7 Top-Off Exam (or maybe the Series 6). […]
Quantitative Methods Section: A CFA Level 2 Exam Gauntlet
The Quantitative Methods section for the CFA Level 2 exam is arguably the hardest topic on the exam. If you […]
Barely Missed Passing…or Missed By a Lot? How to Deal with Either
After many months as a SIE exam tutor (and years as a Series 7 tutor), I have noticed two types […]
SIE Options Section: The “Help Me Please!?” Topic
By far, the most frequent request that I get for my tutoring services is for the SIE Options section. The […]
CFA Level 2 Easy? Why I Never Get Asked This Question
Is the CFA Level 2 easy? Despite being a CFA tutor for hundreds of students, this is a question I […]
SIE Text: Which Should You Buy? What My Students Are Saying…
[Updated 10-16-19] The SIE Text from which you decide to study can be a make or break decision in some […]
Failed Series 86 Exam Got You Down? There’s Hope
When a student comes to me after a failed Series 86 exam, it’s not surprising. Of all the different FINRA […]
SIE vs Series 7 Exam: What’s the Difference Between Them?
Lately I’ve received a lot of questions about the SIE vs Series 7 exam. Specifically, what’s the difference between the […]
CFA Level 1 vs Level 2: A Tale of Two Difficult Exams
What are the main differences between the CFA Level 1 vs Level 2 exam? There are plenty. In today’s post, […]
CFA Exam Difficulty: How Hard is it to Pass All Three?
So you’ve heard from your friends and colleagues that the CFA exam is hard. In fact, the CFA exam difficulty […]
Series 7 Top-Off Difficulty: How Hard is the New Series 7 Exam?
Below I will walk you through the Series 7 Top-Off Exam’s difficulty level. This new exam was first offered in […]
CFA Level 1 Exam Preparation: When Should You Start?
How early should you start your CFA Level 1 Exam preparation? This is a question that I get asked quite […]
SIE Exam: Making Sense of This Important FINRA Exam
The Securities Industry Essentials (SIE) Exam has been offered for almost three full months now. Throughout that time, I have […]
Worried About a Failed Series 79 Exam? Here’s What to Do
Last week, I had a session with a student that experienced a failed Series 79 exam…twice. He had studied for […]
Failed SIE Exam? Avoid This Outcome With These Tidbits to Consider
To avoid a failed SIE exam, one simple thing that I can highly recommend is…efficient studying. Ok, so that might […]
CFA Study Plan: How to Tackle One of the Most Daunting Financial Exams Out There
Whether you put together a formalized CFA study plan or not, the real challenge when it comes to CFA exam […]
SIE Exam Difficulty Level: How Hard Is It to Pass?
The SIE Exam difficulty level is hard to pinpoint precisely. While the SIE exam is hard for some test takers, […]
Is the CFA Exam Worth It? How to Justify All of That Studying
Is the CFA exam worth it? Of course it is. Those late nights. Those gallons of coffee. Those thousands of […]
SIE Exam Study Material: My Top Choices to Help You Pass
The SIE Exam study material that you’ll need to help you pass is as important as ever. This is not […]
Series 86 Exam Pass Rate: How to Get Yourself Over The Hump
[Updated 3/10/19]* The Series 86 exam pass rate is not a metric that you can easily find with a quick […]
CFA Level 1 Exam Date – It Comes Faster Than You Think
With just over seven weeks until the CFA Level 1 exam date, now is a good time to solidify your […]
CFA Level 1 Portfolio Management Section: Does It Matter?
The CFA Level 1 Portfolio Management section is relatively small compared to the other ones on the exam. You can […]
SIE Exam Prep: How and When Do I Start?
Well, it’s official. The SIE exam and the new Series 7 exam will be here in a few days. With […]