Adventures in Financial Analysis

My continuing journey into the world of finance.

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CFA Level 3 Final Conditions Check

I finally finished up my comprehensive final review of the CFA level 3 material. I now have 4 weeks left until test day. I like using Schweser’s Q-bank as a proxy for my understanding of the material. It is just… Continue Reading →

Implementation Shortfall

Every once in a while, there is a subject I come across while studying for the CFA exams which crushes my soul. Today I found a new one, implementation shortfall. According to the glossary of the CFA level 3 curriculum, implementation shortfall… Continue Reading →

One Month Until The CFA Exam

Only 30 days remain. That’s it. I have been living the dream this past week. I completed the Schweser 3-day intensive review. I have been digging deep into alternative investments, risk management and derivatives in the curriculum and Schweser Notes…. Continue Reading →

CFA Exam Weapons Of Choice

The CFA Institute is fairly restrictive about what you may bring into the examination with you: Pencils Erasers Pencil sharpener Calculators (only 2 types are allowed and they will be inspected). Extra batteries for your calculator and a small screwdriver… Continue Reading →

The Lean Six Sigma Lense

In February 2015, I participated in the Army’s Lean Six Sigma Greenbelt training. It was a great course and it provided me with an opportunity to put my quantitative analysis skills to use in a setting other than a CFA… Continue Reading →

The Fatal Funnel

40 Days are all that remain until I write for the CFA level 3 exam. I am entering the fatal funnel. The fatal funnel refers to the entry point of a room that is being cleared of possible enemy combatants…. Continue Reading →

Assuming Some Risks

Of all the material in the CFA level 3 curriculum, Reading 18, Currency Management, is my least favorite subject. I did not enjoy dealing with currencies during my CFA level 2 studying and they as just as frustrating in my… Continue Reading →

NIRP

So there I was. Alone in my HMMWV (Humvee), reading Study Session 7 in the CFA level 3 curriculum and I started laughing out loud. It is not often that I laugh at something I read in the CFA curriculum…. Continue Reading →

Below Glide Path

I spoke a fellow classmate from Creighton’s MIMFA (Master’s of Investment Management and Financial Analysis) program last weekend. Me: “So, how far along are you in Schweser?” Classmate: “Oh, I am burnt out. I am about 40% through the Q-Bank and averaging about… Continue Reading →

Do Taxes Reduce Risk?

While studying for the CFA (Chartered Financial Analyst) level 3 exam, there is a concept I came across which is new to me. In a taxable investment, volatility lowers risk. Here’s the formula: σAT = σ ( 1 – t… Continue Reading →

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