Planning and CFA

Hey everyone!

I am back to blogging again! I mentioned I would talk about how planning helps us in grad school. Developing time management and planning skills is particularly useful especially during the holidays. This year many of my peers traveled back home to spend Thanksgiving with their families. Thus many teams had to plan ahead how our schedules would look like, what times would be best to meet, before or after the holidays, dividing up the work, etc.

One thing that was particularly helpful in our planning process was the development of a project management plan. I was given the opportunity to develop a project management plan following a template that we were provided after one of our speaker’s presentations. In this project management plan, we assigned tasks to each member of our group would be responsible for and set deadlines to complete each milestone of our projects.

CFA Planning

I have been amazed by the level of effort, skills and diversity of knowledge that peers bring to class every day. I asked a couple of my peers preparing for the CFA and CFA Research Challenge to share about their experiences. This is what they said.


Joey Nguyen, Interested in Investments Track

How has your experience been getting ready for the CFA exam?

Since I’m taking it in December, while we are overloaded with a lot of projects and I also have to work on the CFA research challenge, I just think I would try my best for the exam. Everything you learn in the exam materials is what you need if you want to work as an equity analyst or break into investment management.

What are some takeaways of studying for the CFA?

Two things I learned from the preparation for the exam: first is stick to your schedule because it’s a big commitment, and second is being patient because you might have to take one level more than one. So just do it when you are really interested in asset management. One good thing is that 70% of the materials for level one will be covered from all courses in Fisher.

How has your experience been preparing for the CFA Research Challenge?

I have applied what I learned from class to a real investments project, also to work and to think as a real analyst. Bloomberg and modeling are two big key skills you can leverage from the classes while working. You also have to read a lot and try to find the key points (conceptualize it), learn where to start while reading a 10K and spot out the company’s problems. The CFA society also asks the company selected for the challenge to give a presentation about their company to all the participant teams so we need to know which questions we should ask to make them disclose some unique information.


Rizvi Bari, Interested in Investments Track

What are some takeaways of studying for the CFA?

I would say start as early as you can and do a lot of practice questions. I’m still trying to find more sources, but I think the professors are good resources. Working closely with the CFA institute helps a lot as well.


Jayaprabha Dhavale, Interested in Investments Track

What advice do you have for someone who is thinking about taking the CFA?

Personally, as I was already working, I studied on weekends only. Many of the topics were not as hard but some topics were new. Topics covered in the Financial Analysis Valuation class are covered in the exam. Regarding planning, I’d say you have to have a time line such as finish studying equity by this date, derivatives by this date.


Thank you to my peers who collaborated on this 😊

Cheers and Go Bucks!

The End Is Near

I spent a part of this morning going through photos from the past year, and man, it is crazy how quickly these past eight months have gone. Reminds me of this old country song by Trace Adkins. As our email inboxes get flooded with graduation information, ways to purchase regalia, and other information regarding diplomas; graduation is starting to become a real idea indeed.

Looking back on these photos brought back great memories. For example, I remember our orientation and our Turbo Finance class, where I was planting the foundation of my current financial knowledge and getting to know my new classmates better. Another example is the numerous dinners that we went to as a class and all the great food and conversations we had.

My first team at Fisher

Fast forward to the Fisher Follies Auction event in the fall, to accepting my job, to traveling to NYC and meeting with the banks, to finishing out the first half of the program on a strong note. Christmas vacation was an awesome time to have some rest, start studying for the CFA exam, and begin to prepare for the second half of the school year.

Classmates and me in NYC in the fall.

Looking back on the past two months, I also did a lot of traveling: Denver, New York, Chicago, and Islamorada. It was awesome being able to enjoy these places with family, friends, and classmates. It was also nice to do a little traveling while I was still in school and before I started my job.

Skiing out in Denver at Keystone.

Now, we have just over one month left and I am going to cherish these moments a little bit more than the rest as I recognize that this is the end. We have a few more events planned, including the Fisher Follies Variety Show event and a few other SMF events. I am looking forward to this next month and walking across the stage with my classmates at graduation.