Comments on: What’s in the Box http://luminouslogic.com/cfa-program-whats-in-the-box.htm ...contemplative and analytical by nature... Sun, 22 Aug 2010 17:40:23 +0000 hourly 1 http://wordpress.org/?v=3.0 By: Lumilog http://luminouslogic.com/cfa-program-whats-in-the-box.htm/comment-page-1#comment-2344 Lumilog Wed, 28 Oct 2009 14:43:26 +0000 http://luminouslogic.com/cfa-program-whats-in-the-box.htm#comment-2344 Hi Jahangir - the link below has entry requirements. Generally it's easy to sign up and become a CFA candidate and take all 3 tests with a bachelor's degree. To actually get the CFA charter, you need 4 years (investment) work experience - but that can come later. http://www.cfainstitute.org/cfaprog/charterholder/program/program_require.html good luck! lumi Hi Jahangir – the link below has entry requirements. Generally it’s easy to sign up and become a CFA candidate and take all 3 tests with a bachelor’s degree. To actually get the CFA charter, you need 4 years (investment) work experience – but that can come later.

http://www.cfainstitute.org/cfaprog/charterholder/program/program_require.html

good luck!
lumi

]]> By: Jahangir http://luminouslogic.com/cfa-program-whats-in-the-box.htm/comment-page-1#comment-2343 Jahangir Tue, 27 Oct 2009 16:36:42 +0000 http://luminouslogic.com/cfa-program-whats-in-the-box.htm#comment-2343 Hi I've completed BE Engineering (Mechanical) 4.5yrs back and doing job. Hearing from others I'm inetersted for CFA. Am I eligible Thanks Jahangir Hi
I’ve completed BE Engineering (Mechanical) 4.5yrs back and doing job. Hearing from others I’m inetersted for CFA. Am I eligible

Thanks

Jahangir

]]> By: Lumilog http://luminouslogic.com/cfa-program-whats-in-the-box.htm/comment-page-1#comment-660 Lumilog Mon, 31 Dec 2007 23:28:27 +0000 http://luminouslogic.com/cfa-program-whats-in-the-box.htm#comment-660 Thanks for the comments John. I'll definitely check out your blog as soon as I get a free moment and pass the link on to my friend who's prepping for the CPA. - Lumilog Thanks for the comments John. I’ll definitely check out your blog as soon as I get a free moment and pass the link on to my friend who’s prepping for the CPA.

- Lumilog

]]> By: John http://luminouslogic.com/cfa-program-whats-in-the-box.htm/comment-page-1#comment-649 John Mon, 24 Dec 2007 01:46:47 +0000 http://luminouslogic.com/cfa-program-whats-in-the-box.htm#comment-649 Awesome blog, my blog's primarily about Life as an auditor, and the CPA, but I found some striking similarities between studying for both exams. Added this link to my blogroll. Awesome blog, my blog’s primarily about Life as an auditor, and the CPA, but I found some striking similarities between studying for both exams. Added this link to my blogroll.

]]> By: Lumilog http://luminouslogic.com/cfa-program-whats-in-the-box.htm/comment-page-1#comment-602 Lumilog Thu, 29 Nov 2007 21:13:31 +0000 http://luminouslogic.com/cfa-program-whats-in-the-box.htm#comment-602 Hi Saurabh, Rather than try to list the course of study here, I'll just provide a link to it: <a href="http://www.cfainstitute.org/cfaprog/courseofstudy/topic.html" target="_blank" rel="nofollow">http://www.cfainstitute.org/cfaprog/courseofstudy/topic.html</a> I think the material for Exam 1 is about 3300 pages. -Lumilog Hi Saurabh,

Rather than try to list the course of study here, I’ll just provide a link to it:
http://www.cfainstitute.org/cfaprog/courseofstudy/topic.html

I think the material for Exam 1 is about 3300 pages.

-Lumilog

]]> By: Saurabh http://luminouslogic.com/cfa-program-whats-in-the-box.htm/comment-page-1#comment-601 Saurabh Thu, 29 Nov 2007 17:42:58 +0000 http://luminouslogic.com/cfa-program-whats-in-the-box.htm#comment-601 Hi Lumilog, Well I am another techie from CS background who share many traits with you and many other readers here. Your blog gave me real good insight about CFA program. Can you quantify material for level 1. From pictures I can see that there are 6 books and box weights points that each should weigh around 3 lbs. So, I was wondering how many pages u need to read counting all 6 books. All the best for ur preparation!! Hi Lumilog,

Well I am another techie from CS background who share many traits with you and many other readers here. Your blog gave me real good insight about CFA program. Can you quantify material for level 1. From pictures I can see that there are 6 books and box weights points that each should weigh around 3 lbs. So, I was wondering how many pages u need to read counting all 6 books.

All the best for ur preparation!!

]]> By: Ray http://luminouslogic.com/cfa-program-whats-in-the-box.htm/comment-page-1#comment-552 Ray Sat, 27 Oct 2007 17:31:55 +0000 http://luminouslogic.com/cfa-program-whats-in-the-box.htm#comment-552 Continuing the calculator line here, I followed your calculator links and if you haven't seen this, there's a bunch of free calculator video tutorials for the BAII here: http://movies.atomiclearning.com/k12/ti_ba2 (lusting after it). I also noticed for the HP that the 10c is permitted for the CFP exams and the CFA starts with the 12c. There is also 17bII that doesn't seem permitted on the CFA exams and is more expensive - I wonder what this baby does extra? Strangely, none of these specs mention "Black Scholes" and options. Hmmm. Also, thanks for the financial engineering school links. BTW, there's also one at Georgia tech. I looked at the FSU program and the "Festival of Financial Engineering" links and wondered whether "Larry Abele of Auriel Capital Mangement" is the son of the Provost of FSU, Larry Abele. Small World! By the way, here's my "Ethics&Professional Standards&Quantitative Methods" long form CFA essay test question that I made up: An aspiring CFA student with a past entrepeneurial mindset purchases the Series I CFA Exam study materials (Approximately 1000.00)! approximately 500 pages: copies of these materials can be made for $.01/copy for 1000 copies, $0.005/10000 copies at Kinkos. Alternatively a Canon D66 copier can be purchased for 58.00, 10 reams of 500/ream at 2.99/ream or 100 reams for 1.99 per ream and scan pages to make a pdf at 20 seconds/per scan. Assume that the CFA materials lifespan for currency declines 30%/year - approximately 100% for the first year, 70% for the second year 40% for the third year and initially 1000 at people are interested in purchasing this materially globally at significant discount rates online for unofficial copies per annum. Scanned PDF's could be shipped free and the paper copies at 12.00/package UPS for ground delivery. What is the profit potential/year and how much time should be spent on this to balance rate of return for passing the exam which the student is also studying for. Discuss risk and return here and the ethical implications of making such a return on investment. Discuss the time value of money. Calculate the return on investment (ROI) of what can be returned and reinvested throughout the CFA series here on a yearly basis assuming the same costs and a four year period. Also, assume for argument that the entrepeneurial student is primarily interested in global 'secondary derivative market's' (i.e. people not officially interested in the 'cfa materials' for the exam and designation but rather as ancillary study/current financial materials on which to trade). What are the ethical and financial implications of acting here? How do his or her decisions segway within the larger background of innovation/entrepeneurship and capitalist markets? Continuing the calculator line here, I followed your calculator links and if you haven’t seen this, there’s a bunch of free calculator video tutorials for the BAII here: http://movies.atomiclearning.com/k12/ti_ba2 (lusting after it).

I also noticed for the HP that the 10c is permitted for the CFP exams and the CFA starts with the 12c. There is also 17bII that doesn’t seem permitted on the CFA exams and is more expensive – I wonder what this baby does extra? Strangely, none of these specs mention “Black Scholes” and options. Hmmm.

Also, thanks for the financial engineering school links. BTW, there’s also one at Georgia tech. I looked at the FSU program and the “Festival of Financial Engineering” links and wondered whether “Larry Abele of Auriel Capital Mangement” is the son of the Provost of FSU, Larry Abele. Small World!

By the way, here’s my “Ethics&Professional Standards&Quantitative Methods” long form CFA essay test question that I made up:

An aspiring CFA student with a past entrepeneurial mindset purchases the Series I CFA Exam study materials (Approximately 1000.00)! approximately 500 pages: copies of these materials can be made for $.01/copy for 1000 copies, $0.005/10000 copies at Kinkos. Alternatively a Canon D66 copier can be purchased for 58.00, 10 reams of 500/ream at 2.99/ream or 100 reams for 1.99 per ream and scan pages to make a pdf at 20 seconds/per scan.

Assume that the CFA materials lifespan for currency declines 30%/year – approximately 100% for the first year, 70% for the second year 40% for the third year and initially 1000 at people are interested in purchasing this materially globally at significant discount rates online for unofficial copies per annum. Scanned PDF’s could be shipped free and the paper copies at 12.00/package UPS for ground delivery. What is the profit potential/year and how much time should be spent on this to balance rate of return for passing the exam which the student is also studying for. Discuss risk and return here and the ethical implications of making such a return on investment. Discuss the time value of money. Calculate the return on investment (ROI) of what can be returned and reinvested throughout the CFA series here on a yearly basis assuming the same costs and a four year period. Also, assume for argument that the entrepeneurial student is primarily interested in global ‘secondary derivative market’s’ (i.e. people not officially interested in the ‘cfa materials’ for the exam and designation but rather as ancillary study/current financial materials on which to trade). What are the ethical and financial implications of acting here? How do his or her decisions segway within the larger background of innovation/entrepeneurship and capitalist markets?

]]> By: Lumilog http://luminouslogic.com/cfa-program-whats-in-the-box.htm/comment-page-1#comment-493 Lumilog Sat, 13 Oct 2007 18:07:58 +0000 http://luminouslogic.com/cfa-program-whats-in-the-box.htm#comment-493 Hi Borj, Yes the CFA exams are not cheap for sure. Good luck! -Lumilog Hi Borj,

Yes the CFA exams are not cheap for sure. Good luck!

-Lumilog

]]> By: Borj http://luminouslogic.com/cfa-program-whats-in-the-box.htm/comment-page-1#comment-490 Borj Sat, 13 Oct 2007 07:09:41 +0000 http://luminouslogic.com/cfa-program-whats-in-the-box.htm#comment-490 Hi! I'm Borj from the Philippines... I'm also burning the mid night oil in preparation for the CFA Level I exam this June 2008... Sad to say I am not yet enrolled due to financial constraints... As of this week, I am browsing all stuff that I can find regarding the CFA exams... Its a bit hard for a newbie like me, specially Im from the province here in our country... Getting materials is so scarce... Hope I can be your review buddy... Thanks and God bless! Here is my email address samurai_x92003@yahoo.com or my gmail account (but i cant open it?) RGBorja.LGUPolangui@gmail.com Hi!
I’m Borj from the Philippines…
I’m also burning the mid night oil in preparation for the CFA Level I exam this June 2008… Sad to say I am not yet enrolled due to financial constraints… As of this week, I am browsing all stuff that I can find regarding the CFA exams…
Its a bit hard for a newbie like me, specially Im from the province here in our country… Getting materials is so scarce…
Hope I can be your review buddy…
Thanks and God bless!

Here is my email address samurai_x92003@yahoo.com or my gmail account (but i cant open it?) RGBorja.LGUPolangui@gmail.com

]]> By: Lumilog http://luminouslogic.com/cfa-program-whats-in-the-box.htm/comment-page-1#comment-484 Lumilog Fri, 12 Oct 2007 01:12:57 +0000 http://luminouslogic.com/cfa-program-whats-in-the-box.htm#comment-484 Hi Nayef, Re: (1) it's my understanding that starting with the 2008 exams the price of the exams automatically includes the curriculum, so yes you have to buy the whole package. Re: (2) No I haven't looked into any other resources so far. My plan is to work my way through the study guides from the CFA Institute until I feel I know the material, then take one of their practice tests. If I don't perform well on the practice test I might indeed look into 3rd party materials. Thanks, Lumilog Hi Nayef,

Re: (1) it’s my understanding that starting with the 2008 exams the price of the exams automatically includes the curriculum, so yes you have to buy the whole package.

Re: (2) No I haven’t looked into any other resources so far. My plan is to work my way through the study guides from the CFA Institute until I feel I know the material, then take one of their practice tests. If I don’t perform well on the practice test I might indeed look into 3rd party materials.

Thanks,
Lumilog

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