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Anthony Tran

Senior Manager, Insights & Investment Communications

Asset Management Company

CFA

The Schweser‘s end of chapter formula are a good skeleton of the studies – coupled with Secret Sauce

Anthony Tran

Senior Manager, Insights & Investment Communications

Asset Management Company

CFA

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Anthony is an investment communication specialist with a non-business academic background. He received his bachelor degree of Cognitive Science from the University of Hong Kong and earned another master degree in Journalism from the Chinese University of Hong Kong. He is working at a buy-side asset management firm’s product marketing department and is reponsible for conceiving and producing fund pitch-books, sales flyers, and conduct portfolio performance evaluation analysis for private bank and institutional clients.

 

“Studying CFA helped me a lot in understanding different products across various departments, investment market and market trends. It can also widen my horizons and enhance my career development. Kaplan’s CFA prep course can help me relieve the pressure in preparing the exam. Kaplan instructor explained the difficult investment concepts well and make it easier to understand which help me to master the exam and achieve max results in both exam and work.” Anthony said.

 

For those who have failed in CFA exam, Anthony suggested them not to give up easily. “Everyone should have their own goals. CFA is not a very difficult examination, as long as you can understand the reasons of failure and face the problem. You will be able to pass the exam and achieve the goal.”

 

What is his formula for success?

That is how Anthony reponsed "I spent about 400 hours to prepare for CFA level 3 and I did past 10 year’s mock and essay questions at least once”

Seems there is no shortcut to success.

Ryan Lai

CFA Lecturer

Kaplan Financial

CFA

It is not exaggeratedly to say that taking a CFA examination just like having a war. You need to be very clear about your objective, and then go straightforward.

Ryan Lai

CFA Lecturer

Kaplan Financial

CFA

An alumnus in Kaplan | Ryan, who has got CAIA, FRM and CFA qualifications, is currently a CFA lecturer in Kaplan. The most intriguing fact is that Ryan was also our student in Kaplan few years ago. 

Ryan has only spent 24 months to pass his three levels of the CFA examinations, and two parts of the FRM examinations (five exams in total!). What is the recipe for his success? Ryan told us directly, “The answer is actually simple - determination, persistence and patience.”  He also described himself as a mountain climber. “It is not exaggeratedly to say that taking a CFA examination just like having a war. You need to be very clear about your objective, and then go straightforward without any hesitation. Normally, one has to take about half a year to prepare for one CFA examination paper." During the examination period, Ryan had to manage his works and studies in a balanced way. Needless to say, you don’t have much spare time when you are working in the finance industry, but Ryan could still squeeze plenty of time for studying after his work and at each weekend.

You may know the maxim - “Rome wasn’t built in a day!” Sure, it is a long road to pass the three CFA examinations but Kaplan may help you. No one wants to take the risk of sitting the same exam again next year, so if you take our courses, Ryan and our experienced team will share their examination skills with you without any reservation! Good luck!

Neo Lo Tsz Him

Products Analyst

KGI Securities

CAIA

Kaplan is certainly your best choice. This is how I passed my CAIA exams in one go.

Neo Lo Tsz Him

Products Analyst

KGI Securities

CAIA

"Kaplan is certainly your best choice. This is how I passed my CAIA exams in one go." - Neo Lo

 

Graduated from the University of Hong Kong, Neo is now working in the wealth management department of KGI Securities as a products analyst. He took the CAIA exams in 2016 and now is a CAIA Charterholder.
 
"As my job is related to structured products, CAIA is highly related to my work. CAIA provides in-depth financial knowledge to me and that is why I took the CAIA exams . I can now do a lot of comparisons to different products before providing investment advice to relationship managers." Neo said. The feedback is positive. 
 
For those who would like to take the CAIA exams, Neo suggested them to remember all of the regulations in detail. He emphasized that the Kaplan online tests and practice exams are very useful. "Do it again, again and again!"
 
The final thing that Neo would like to share to CAIA candidates is "Take it easy. It's not that hard. Kaplan did provide all you need for the exam!"