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Prepping for the CFA Exams

Getting ready for any one of the three CFA exams involves a lot of studying, a lot of practice, and a lot of dedication. Only those who have gone through the process truly understand how gruelling, and rewarding, it can be.

If you're currently preparing for exams, do any of these questions cross your mind?

  • Am I studying the right way?
  • Do I devote enough time to my studies?
  • How can you face exam day in the best possible conditions?
  • Should I diversify my learning sources?
  • What can I do to reduce my stress?
  • How can I maintain balance with the other spheres of my life?


If you've answered "yes" to at least one question and would like to increase your chances of success, we suggest that you look for solutions from those who have already passed Level III. And who knows? Maybe these encounters will provide you with a good dose of motivation!

At this event, our panelists will share their experiences with you: their obstacles, their winning formulas, their tips, the pitfalls to avoid, and so on. Whether it's a question of practical or mental preparation, maintaining your balance in the years to come or the resources at your disposal, they'll advise you on the various facets of this challenge to help you optimize your efforts.

The link to the webinar will be sent to you the day before the event.

Discussions will be held both in French and English.

Panelists

Andréanne Grégoire Boudreau, CFA

Director of Institutional Relations
Desjardins Global Asset Management
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Chaeyoung Lee, CFA

Advisor, Mid-Market Mergers & Acquisitions
RBC
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David Nadeau, CFA

Financial analyst
Gestion Thap inc.
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Matthew Pitts, CFA

Wealth management advisor
Manulife
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Moderator

Karl W. Gagné, CFA

Director of Corporate Business Development and Customer Relations for Quebec and Atlantic Canada
Sun Global Investments
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Date

January 24, 2025

Time

12:00 - 1:15 p.m.

Location

Webinar

Registration deadline

January 22, 2025

Credits

Credit type: None
No. of credits: 0

Agenda

PANEL | 12 h 00
QUESTION PERIOD | 12:45 p.m.
END | 1:15 p.m.

For more information

activity@cfamontreal.org 514.990.4720

Cancellation policy

No cancellations will be accepted after noon on January 22, 2025.