Overview
LevelUp BootCamps are just that…they are “bootcamps,” in every sense of the definition. The LevelUp BootCamps are four long days of hard work that cover nearly every page of the CFA® Program curriculum. In our typical day, we…
- Provide overview and context – we need to figuratively understand the forest, the trees, the bark on the trees and the bugs that eat the bark on the trees to pass the exam
- Work hard white text examples,
- Work blue difficult box examples,
- Work multitudes of prior constructed-response questions
- Identify exam “blind spots” and traps that prevent every point from being in your favor
- Discuss exam strategy in the final month leading unto the exam, the final week of the exam, the night before and the day of the exam because every detail matters in your pursuit of success
Week 1 – Tuesday, January 26th
Behavioral Finance & Capital Market Expectations
5:00 pm – 7:00 pm EST
Details Coming Soon
Week 2 – Tuesday, February 2nd
CME part II & Asset Allocation
5:00 pm – 7:00 pm EST
Details Coming Soon
Week 3 – Tuesday, February 9th
Options, Futures, Swaps & Currency
5:00 pm – 7:00 pm EST
Details Coming Soon
Week 4 – Tuesday, February 16th
Fixed Income
5:00 pm – 7:00 pm EST
Details Coming Soon
Week 5 – Tuesday, February 23rd
Equity
5:00 pm – 7:00 pm EST
Details Coming Soon
Week 6 – Tuesday, March 2nd
Private Wealth
5:00 pm – 7:00 pm EST
Details Coming Soon
Week 7 – Tuesday, March 9th
Institutional
5:00 pm – 7:00 pm EST
Details Coming Soon
Week 8 – Tuesday, March 16th
Trading, Perf Eval & Mgr Selection
5:00 pm – 7:00 pm EST
Trading: Implementation Shortfall white text problems page 147-148
Core Slide book example
In text problem 6 page 151 -153
Perf Attribution: Equity Return Attribution: Brinson Fachler & Brinson Hood Beebower methods
Carhart Factor Model, BBox 11 perf appraisal measures
Mgr Selection: BBox 2, Mgt Fee EOC 21-26
LevelUp BootCamp Venue
Want to attend a virtual problem solving workshop focusing on the challenging and likely exam questions for the May 2021 exam taken directly from the CFA candidate curriculum?
This product will run 2 hours a week for 8 weeks with instructor Marc A. LeFebvre, CFA.
Classes begin Tuesday January 26th starting at 5pm EST, 4pm CST, 3pm MST and 2pm PST. Agenda to be posted soon.