CFA: ten practical articles
Each article solves one real problem, from application to renewal, and points to the exact chapter of CredenTrek For CFA that carries it further. Facts are checked against CFA Institute documents.
- 01Decide · 7 min read
CFA, FRM, CPA or an MBA in finance: which route suits you?
Choose between the CFA Program, FRM, CPA and an MBA by the job you want, not the brand. A three-question test, a comparison table and a decision record to write.
- 02Prepare · 7 min read
Ethics first: why the CFA ethics topic deserves your best study hours
Ethics falls to 10 to 15 per cent of Level I in 2027, but it returns at Levels II and III. Learn how ethics questions work and a method for studying the Standards.
- 03Prepare · 8 min read
CFA quant without fear: the calculator skills and worked examples you need
Quantitative Methods rises to 11 to 14 per cent of Level I in 2027. Learn the two approved calculators, the time value of money core and four worked examples.
- 04Prepare · 8 min read
Reading a set of financial statements the way the CFA exam expects
Financial Statement Analysis is 11 to 14 per cent of Level I. Use a three-statement reading order, five ratios and a DuPont worked example to answer faster.
- 05Decide · 8 min read
Planning three CFA levels over three years around a real life
Plan all three CFA levels before you register for the first. Use the spacing rule, exam windows, work seasons and a retake buffer to build a three-year calendar.
- 06Prepare · 7 min read
Studying for the CFA while working full time: a weekly routine that holds
Build a CFA weekly routine around a real job: measure your free hours, pick a track, split the week into learn, practise and review blocks, and protect the busy weeks.
- 07Prepare · 7 min read
How to use CFA mock exams to raise your score
A mock exam is a measurement and a lesson, not a prediction. Learn when to sit them, how to review them and which pattern signals you are ready for Level I.
- 08Prepare · 7 min read
Choosing CFA study materials: the official curriculum or a prep provider?
Choose one CFA study route and stop buying. Compare the official curriculum, prep providers and a limited-time route, and use four checks before you pay for anything.
- 09Leverage · 7 min read
Jobs the CFA charter leads to: analyst, portfolio manager, risk and wealth
See the real roles behind the CFA charter, the buy side and the sell side, a realistic junior analyst week and a 30-day plan to find roles that value Level I and II.
- 10Decide · 7 min read
Before you register for CFA Level I: a ten-point readiness check
Check eligibility, passport name, early registration, hours, calendar, calculator and material before you pay for Level I. Ten points that prevent expensive mistakes.