Notes from Late ’09 and 2010 on CFA


Updated Apr 11th, 2021

To help study for CFA, i may want to start a blog with posts steming from CFA readings.

Change Pitch from C# down to B (-10.91). Audacity output volume: .3; computer volume: betwen 2 and three (try between 3 and four from bottom to curb interference).

CFA: No summary for reading 48, 49, 50 ,and 52 just short conclusions.
3 parts to a typical CFA reading: Reading/Notes, Q+A/notes, Record/Listen. Break this up and do other things in between.

Readings 47 – 50 should be used to lighten things up in between dryer readings.

I did Reading 27 notecards but do questions when I find my financial calculator.

I wanted to put my handwritten CFA notecards into new excel format. I did a 6 page trial and found it took over six minutes per page to type in. With 54 pages to type in that equals over five and a half hours of work! This task is not worth it. Maybe down the road if I’m that much of a loser (try scanning)

New Excel Notecard Method: Row heights are not fixed with their texts which makes filtering an issue. If anything is bigger than standard row height then add extra lines in word as whitespace filler to be able to use the autosize row height feature in excel.

Listen to CFA Glossary while working out and setting up crock pot

CFA Study need to put in at least 2.5 hours a day for 5 days a week is 12.5 hours a week. Consider this like class and get in the fucking car, or in the garage. It’s like going to school or a part time job

CFA Study Tools:
Text reading
Text Questions
Tangible Notecards for formulas and Readings
CFA Glossary PowerPoint’s (Timed, Clickable, Phone)
CFA Audio (4GB) (Separated By topic except randomized glossary recordings)
Bionic Turtle Videos (Get Playlists)

CFA Glossary Tests (Just need to import)
CFA Notecard Moodle Tests (Requires input AND import)

Audio Recordings: The summaries are god, the glossaries are good. There are also Notecard recordings and Explain_discuss Recordings. The explain_discuss readings are pretty good, and it allows me to not bother with them on in the text, instead I can focus on the test-like questions (confirm they are all in). The notecard recordings are too fast and I’m unsure where they even came from. I think they are from the ranom hardcopy notecards on printed paper. Maybe they can be slowed down but i don’t think they really fit. The other random Q_A is alright but it seems like too much.
CFA Study 3 hours a day five days a week. Focus on Reading, Formula Cram and Questions. Use Audio Recordings (Reading Summaries and E_D in area playlist) and Timed Notecard Powerpoints to study while in car/exercising.
Recording Bionic Turtle Youtube videos to Audio: After listening to these. This isn’t worth the time. The videos are very visual and should be used as a supplement to readings (watch in bed or while working out). Use breaks from studying (or hanging around the house) to save the videos into sorted playlists (quant/derivs) to try and bring some order to the 250+ videos available.
Using Moodle to make quizzes: short answer, missing word, and matching seems to be the question format that makes the most sense. Numerical questions have potential but I feel like I will just “remember the answer.” No multiple choice for CFA. Use a pound to provide feedback after answers but For short answer, feedback is shown only when students input the corresponding correct answer.
CFA Notecards tab in CFA Book: These need to be sorted. We don’t need formulas. Long ones only belong in print / powerpoint form: no test/no audio. The short answer (or the ones that can be quickly converted to short answer need to go powerpoint and moodle first and maybe, just maybe, bec onverted to audio. DO IT.
Audio is great, but we don’t want to do more work than necessary. EOC Readings Summaries and E_D questions are already in audio format. That’s a lot of audio. The thing is audio is more of a supplement than a core learning method. Visual Notecards are just that so after some absorption and projecting time needed to convert EOC Summaries, weigh that option.
Tag notecards and Glossary Questions for being “good short answer candidates” and “good recording candidates”. Some notecards and formulas should not be recorded. Formulas may be too complex for understanding through audio and some notecards may not be short answer (i.e., List questions or long answer)
“Edit CFA Glossary Recordings 5, 6, 7
Get formulas into PowerPoint Slides
Get Explain_Discuss recordings into its own playlist in addition to Playlists by Topic
Do a sample of sorting Existing CFA notecards and glossary into area.
Get Content up into my Moodle
Do a trial scan of EOC Summaries to PowerPoint to estimate time/benefit of that project.
Sort Bionic Turtle videos into playlists, watch 2 videos.
The New E-book turned the GMST process on its head. The Great thing is that the content is copy/pasteab;e. This means that is will be much easier to get chapter summaries into Powerpoint shows. Super Pumped. When I return I need to make (without burning too much time) the EOCS shows, pretest, refilter, audio, and test. Also need to strat cramming questions in book and Studybank. Goodbye free time because this work/admin/CFA Study/Job Search/nice weather will hurt!!!!
The good thing about turning things like the glossary and EOCs into PPT shows is the ability to test knowledge and leave out what I know to focus on what I don’t know.
It takes about 3 minutes to draw a formula card in flash, save it as an image, and upload to powerpoint.
Giving Questions Unique ID #s is a great idea to be able to pre-test, elimate known, and focus on unknown.
We’ve got gloss, formulas, EOCS, E_D, Book Questions (non-E_D), existing and more notcards, Allen Test Bank)
CFA Tips from Analyst Forum: 1.) Always be reading study notes 2) Questions, Questions, Questions and 3) 2 days per study session is 36 days.