Prepping for the CFA Exams

CFA Designation and Program

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 are currently prepping for one of these exams, do any of these questions cross your mind?

  • Am I taking the right approach to studying?
  • Am I spending as much time as I should on the exercises?
  • What should I do on the day of the exam to put the odds in my favour?
  • Should I be referring to a wider variety of learning resources?
  • How can I manage and alleviate my stress?
  • How can I strike a balance between this and the other areas in my life?

If any of these sound familiar and you are looking for ideas on how to increase your chances of passing, you might benefit from the advice of people who have been in your shoes and lived to tell the tale! Plus, hearing from other professionals who have successfully completed Level III may very well give you that motivational boost that makes all the difference.

Our speakers will share their own experiences with you. They will relate some of the obstacles they encountered and how they overcame them, flag some of the pitfalls you’ll want to avoid, and let you in on some of the secrets of their success. You’ll leave with some helpful pointers on how to prepare both mentally and logistically, how to stay focused and balanced in the years to come, and where to find the resources you’ll need.

You will be sent the webinar link the day before the event.

Discussions will be held in both French and English.

Panelists

Andréanne Grégoire Boudreau, CFA
Director of Institutional Relations on the business development
Desjardins Global Asset Management
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Chaeyoung Lee, CFA
Associate, Mid-Market M&A
RBC
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David Nadeau, CFA
Financial Analyst
Gestion Thap inc.
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Matthew Pitts, CFA
Wealth Advisor
Manulife
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Moderator

Karl W. Gagné, CFA
Director of Institutional Business Development and Client Relations for Quebec and Atlantic Canada
Sun Life Global Investments
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Agenda

PANEL | 12:00 PM

Q&A | 12:45 PM

END | 1:15 PM