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Category: Jim

September 25, 2018Jim

CFA Level 1 Practice Questions: What is the Best Resource?

As a CFA tutor (and a Series 7 tutor NYC has on offer) I have tutored candidates for the CFA […]

September 17, 2018November 15, 2020Jim

Self-Imposed Challenges and External Pressures

When it comes to failing the Series 7, self-imposed challenges and external pressures are often the culprit. As many of […]

September 12, 2018December 11, 2018Jim

Best Series 79 Tutors: Where to Find Them

For years, I tutored mostly CFA candidates and Series 7 hopefuls. This past year however, I had a student approach […]

September 7, 2018Jim

CFA Exam December or June: For CFA Exam Level 1 Does it Matter?

The CFA exam December candidates for CFA Level 1 sit for, and the June exam, are the only two options […]

August 31, 2018September 6, 2018Jim

CFA Level 1 Study Guide: My Top Recommendation

Looking for a CFA Level 1 study guide? With the exam fast approaching you’re right to prepare early. The right […]

July 12, 2018September 6, 2018Jim

Failed CFA Level 1 Exam? Here’s What To Do Next

Worried about a failed CFA Level 1 exam? You’re not the only one. According to the CFA Institute’s website, barely more […]

June 28, 2018June 4, 2020Jim

A New Series 7 Exam Is Coming? What Are the Details?

There is a new Series 7 exam coming to town. It’s been in the works for a while now but […]

June 18, 2018September 6, 2018Jim

Five Reasons Why Schweser’s CFA QBank Can Help You Pass the CFA Level 1

I’m very selective on the study material that I suggest for my students. And, when it comes to studying for […]

June 11, 2018June 4, 2020Jim

Where Do I Start My Series 7 Exam Studying?

At this point I’ve tutored all sorts of students. No matter the background, the same question inevitably comes up: Where […]

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 […]

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 […]

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 […]

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 […]

August 18, 2016November 14, 2020Jim

CFA Salaries: What Should I Expect?

CFA Salaries?…Yes, Please! Wondering if the CFA is worth it? Is all of this studying going to pay off? In […]

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