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Marcus Lo

Senior Manager

Corporate Valuation and Advisory Firm

CFA, FRM, CAIA, CPA Program

Marcus: When I chose Kaplan, I made the right choice!

Marcus Lo

Senior Manager

Corporate Valuation and Advisory Firm

CFA, FRM, CAIA, CPA Program

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Marcus: "I always choose my learning partner very carefully, as I need to get the right professional qualifications, before I make my next career move.  Kaplan helped me to do it in the right way!

 

They have more than 20 years experience in teaching professional examination courses. Students receive excellent teaching materials and learning support.

 

Kaplan lecturers have strong financial backgrounds and high degrees of experience in teaching for professional examinations. They do not just teach the knowledge; they also make the lectures more dynamic and interactive, by sharing their professional experiences and explaining examination techniques. 

 

Kaplan have provided me with a value added service, that I could not have received through self-study. When I chose Kaplan, I made the right choice!

 

The market is changing so fast, that it is not easy for us to maintain a competitive edge in our industry, as well as in Hong Kong. Kaplan do not just limit themselves to the main courses, they also follow the market trends and offers diversified courses to meet today’s needs.

 

By doing so, this enables us to increase our advantages and maintain our competitive edge. I made my move, how about you?"

Anthony Tran

Investment Communications Specialist

Asset Management Company

CFA

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

Anthony Tran

Investment Communications Specialist

Asset Management Company

CFA

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Anthony works at a investment firm. He develops, writes and manages production of communications about the firm’s investment ideas, market commentary and product marketing collateral. When Anthony is not studying for CFA or creating content that matters, you can find him running in the neighborhood and improving open-water swimming.

“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.
 

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!"