An overview of the key testable basics for estate planning for CFA L3 and how estate planning interacts with taxes, longevity risk, and concentrated positions.

No matter which CFA level you are studying for, at this point the chances are you fall into one of just four categories of CFA Candidates. Which one are you?

Everything you need to know about Price Risk vs. Reinvestment Risk in Fixed-income Investing for the CFA Exams.

How to manage the duration and convexity of assets in a liability-driven investing context will be extensively tested on the CFA L3 exam. This article covers all the nuances around immunization and the structural risks inherent in the different approaches. 

There are four mistakes you're probably making as a CFA L1 Candidate that will derail your studying.

This post is all about breaking down the L3 exam and giving you a holistic understanding of what it is all about.

A review of how the CFA Level 1 exam tests arbitrage and why it matters for pricing futures and forward contracts. 

There's a right way and a wrong way to study for the CFA exam. Here's what not to do.

Within the CFA Level 1 curriculum understanding portfolio risk and return is non-negotiable. And that knowledge starts with understanding the Capital Asset Allocation Line (CAL) and its similarities and differences to the Capital Market Line (CML) and the Securities Market Line (SML).

For the CFA Level 1 exam you need to have a firm grasp on how to calculate both basic and diluted EPS under both simple and complex capital structures. Expect at least a few exam questions: one requiring the use of the Diluted EPS equation, another using the basic EPS calculation, and perhaps others testing your general understanding of dilutive vs. non-dilutive securities.