How I Passed the CFA Level 1 Exam [+95th Percentile Scorer?]

Рет қаралды 254,887

Brandon Hill - Bizness Professionals

Күн бұрын

🚨 Updated 2025 L1 materials are now posted 🚨 I'll share exactly what I did to pass the CFA Level 1 Exam on the first attempt and will teach YOU how to pass the CFA Level 1 Exam. I took Level 1 in August 2021 and scored well above the 90th percentile (possibly even over the 95th percentile).
I'll teach you how to study for the CFA Level 1 test and share all my tips, strategies, and methods to improve your chances of passing.
I created a system that will help you plan and study effectively while reducing wasted time. The key component to this system is the CFA Revision Spreadsheet, which uses spaced repetition to optimally schedule when you study each lesson.
Other tools used in the system include:
- 3rd party CFA test prep provider (I used Kaplan Schweser)
- Anki
- Notion
- CFA Institute textbooks and platform
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👨‍🏫 ACCESS THE CFA REVISION SPREADSHEET🚨🚨🚨:
- Find the CFA Revision Spreadsheet and my course on How to Study for (and Pass) the CFA Level I Exam by using the link below (with a 20% discount):
- bhillbiz.podia.com/?coupon=20...
Note: I'm no longer hosting the sheet or course on Patreon. It's only available through the Podia link above.
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If you are a young professional looking to improve personally, professionally, and financially, be sure to subscribe for content that serves to help you develop in a well-rounded manner!
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🔗 LINKS TO ALL TOOLS AND RESOURCES
- CFAI: www.cfainstitute.org/
- Kaplan Schweser Essentials Package: www.schweser.com/cfa/level-1/...
- Notion: www.notion.so/
- Anki: apps.ankiweb.net/
- CFA Revision Spreadsheet: bhillbiz.podia.com/?coupon=20...
💻 MY BLOG:
- biznessprofessionals.com/
📚 BOOKS AND READING:
- Reading list: Coming soon
- 30-day Audible free trial: amzn.to/3mHYlkS
- Kindle Oasis (the e-reader that transformed my reading): amzn.to/3kPhpuX
🧠 LEARNING NEW SKILLS
- Skillshare - One month free trial for Skillshare premium: skillshare.eqcm.net/EaZPje
Timecodes:
0:00 - Intro
0:41 - My CFA Level 1 Exam results
1:02 - What we'll go over in this video
1:28 - Why the CFA test is difficult to pass
2:42 - How I passed the CFA Level 1 Exam
5:20 - Quizzing self, practice questions, and mock exams
5:52 - Timing: How long I studied total and each day
7:06 - Tools and resources used in this system | CFAI & Kaplan
8:12 - Notion for note-taking
9:41 - Anki for flashcards
10:39 - CFA Revision Spreadsheet *Game-Changer*
12:35 - How to get the CFA Revision Spreadsheet
DISCLAIMER: Content on this channel is for entertainment, informational, and educational uses only. There may be affiliate links in this video description, which means I may receive a small commission for any purchases made through links in this description.

Пікірлер: 638

@noobwow2009 2 жыл бұрын

I passed CFA level 2 :D I also studied Python for finance Not sure if I ever want to get level 3 I had no life for 1 year. Work and go home sleep for 1 hour and shower and 15 mins dinner. 2.5 to 3 hours daily. 16 hours studying whole weekend. Exercise and sleeping for brain recovery. I did 6 mock up exam and 6000 plus questions. Pass at first time 34 year old I am single ;( Edit: I also got my Data Science master degree last year and I got a job pay me very well. I am not going to do level 3. It’s wasting time. I need to spend more time getting friends 😂. (Before I am getting mid age cry sis and feel like I am going to die alone lol)

@bhill-biznessprofessionals 2 жыл бұрын

Congrats!! That sounds like a tough regimen!

@pegah7482 2 жыл бұрын

yoooo i think you did great 34 is just the beginning take a a trip u deserve it

@realreviews4524 2 жыл бұрын

Is doing the MM mocks necessary ?

@realreviews4524 2 жыл бұрын

@noobwow2009 What all prep providers did you use ? Asking for level 2 .

@newmercies1 Жыл бұрын

@@stivemichel8021 this is my 4th time I am studying and I know a thing or two about discouragement. What helped you pass the 3rd time?

@georgemedd6170 Жыл бұрын

Cannot thank Brandon enough for this. Just recieved by result for L1. Passed and just missed the 90th percentile. Very nearly didn't drop below 70% on any topic area. The sheet was also my 'bread and butter' (watched this video so many times). Used the notion template and also anki just as Brandon describes. Worth every penny! Thank you Brandon.

@bhill-biznessprofessionals Жыл бұрын

Ah that's so amazing! Congrats on passing, George. I'm happy that the system was able to assist you in passing. Cheers to you!

@Devodrita Жыл бұрын

Hey how did you made the excel

@bhill-biznessprofessionals Жыл бұрын

@@Devodrita A lot of trial and error, experimenting with different formulas

@Devodrita Жыл бұрын

@@bhill-biznessprofessionals that's awesome!! In particular which function or formula did you use to determine the next date of revision depending on the 1-10 rating

@samueltaylor6460 Жыл бұрын

@@Devodrita just pay for it you cheap ass. it's $12.

@moreinmaths6134 3 ай бұрын

Hey Brandon, thanks a lot, these templates have been so useful to me I used them throughout my studies and have just found out that I passed my CFA Level 1!

@bhill-biznessprofessionals 3 ай бұрын

Congrats on passing! That's great to hear. Cheers!

@danielleolivia885 2 жыл бұрын

Extremely helpful! Thank you for sharing!

@bhill-biznessprofessionals 2 жыл бұрын

Thanks, Danielle - I'm glad you found it helpful!

@gaurikuwalekar1517 2 жыл бұрын

I can't believe that you have literally given all details , this is mind-blowing. a perfect video to clear all your prep doubts. Superb. Thanks a lot !

@bhill-biznessprofessionals 2 жыл бұрын

You're very welcome! :)

@pashpatitimsina 4 ай бұрын

Thank you so much for sharing your knowledge, B! Planning to take the test on Aug 2024.

@bhill-biznessprofessionals 4 ай бұрын

You're welcome! Good luck with your studying

@rohitjain1557 Жыл бұрын

Thanks for the video. You have explained it in a very calm and composed manner, unlike other videos that try to do everything under the sun. I am going for a L1 attempt in May 2023 and this is really helpful.

@bhill-biznessprofessionals Жыл бұрын

Thanks for the feedback! I wish you luck with your studies!

@chandrasekhar5746 10 ай бұрын

hello anyone who purchased it could u plz share link free for me because im not affordable this due to my financial situations for level 1 exam also i dont have money to pay but first im preparing for it after that ill took debt from anyone plz hepl me guys to get this excel link for free

@ceellama 3 ай бұрын

@rohitjain1557 Good luck on the exam

@rutyesikasimak616 2 жыл бұрын

Thank you Brandom, well explained and helpful:)

@bhill-biznessprofessionals 2 жыл бұрын

You’re welcome! Thanks for the positive feedback!

@addiejensen6926 9 ай бұрын

This was a fantastic video. Thank you for these resources!!!

@bhill-biznessprofessionals 9 ай бұрын

No prob! Thanks for the compliment. Btw, is that a University of Utah shirt? I graduated from the U in 2018 for undergrad!

@addiejensen6926 9 ай бұрын

@@bhill-biznessprofessionalsyes it totally is! I played soccer at the University of Utah. I graduated in 2016. So we were probably there for a bit at the same time! Crazy-small world! Go Utes 🤘

@bhill-biznessprofessionals 9 ай бұрын

@@addiejensen6926 That's awesome! Yeah, small world! Go Utes!!

@qaisoun99 Жыл бұрын

Thank you for this wonderfully laid out video Brandon! I have registered for the CFA L1 program with Kaplan Schweser two weeks ago and you can say I am excited but a bit uncertain at the beginning. Nonetheless, I hope I can make the most out of the study journey.

@bhill-biznessprofessionals Жыл бұрын

Thank you for the compliment and congrats on the start of your journey. Uncertainty at the beginning is normal. You'll find a routine that works after a while and things get easier. Good luck!

@chandrasekhar5746 10 ай бұрын

@dummy12367 2 жыл бұрын

Thanks man. Definitely will give this a go with my upcoming exams.

@bhill-biznessprofessionals 2 жыл бұрын

Nice, good luck with your exams!!

@nguyenhoangtrieuvo2222 Жыл бұрын

Hey Brandon, I just want to let you know that you are the person who made me pursue the CFA level 1 exam in a systematic and effective way (use active recall, spaced repetition, anki, notion, spreadsheet, etc.). I just sat for level 1 today and after all the study methods and all the recommendations I used from you, I took the exam with the highest confidence and certainty. Thank you so much for all what you did!

@bhill-biznessprofessionals Жыл бұрын

Hey Nguyen! Thank you for the kind words and I am so happy that my methods were able to help you. Congrats on taking the exam and I wish you the best of luck on passing. Please let me know if you do pass!

@nguyenhoangtrieuvo2222 Жыл бұрын

@@bhill-biznessprofessionals hey Brandon, I proudly say that I just received my CFA Level 1 Exam, and it's a pass (within the 90% percentile). My result looks really similar to yours. Thank you so much for your content, it makes a big contribution to my result!

@bhill-biznessprofessionals Жыл бұрын

@@nguyenhoangtrieuvo2222 CONGRATS! I'm so happy to hear about your results! And I'm happy the content was able to help you out. Be sure to celebrate!

@mahmoud.demerdash Жыл бұрын

@@nguyenhoangtrieuvo2222 Hi, I want to tell you something

@chandrasekhar5746 10 ай бұрын

@toddnugget2317 2 жыл бұрын

Wow thank you so much for this! I just signed up for the test in November and was feeling a little overwhelmed with where to start. I'll definitely be downloading your excel.

@bhill-biznessprofessionals 2 жыл бұрын

Sure thing Todd! I hope it can help you out. Good luck!

@shivenchetty1522 2 жыл бұрын

Hey @todd nugget same here I also signed up for November

@shivenchetty1522 2 жыл бұрын

Same here I also signed up for November

@thefsix 2 жыл бұрын

Let’s go Todd! I’m signing up tomorrow!

@johngonzales4342 Жыл бұрын

Thank you for this!

@bhill-biznessprofessionals Жыл бұрын

Of course!

@michaelniczky4261 2 жыл бұрын

I passed L1 with around 75% percentile. I tried to stick with a schedule. I got way ahead of it at the end of quant. But couldn't keep up when I reached economics. Eventually I just started studying topics randomly and taking tons of mocks and then drilling my worst subjects. I knew I couldn't keep to a strict schedule so I started 9 months early. With covid, it turned to 11 months early. So glad to have passed

@bhill-biznessprofessionals 2 жыл бұрын

Hey, at the end of the day, at least you passed!

@aminachauhan3532 Жыл бұрын

How many questions should be right to pass the exam? Approx

@A_cat_aspirant Жыл бұрын

@@aminachauhan3532 from where r u taking your coaching?

@samuelfeller1988 Жыл бұрын

Dear Brandon Thank you so much for this video! I did everything more or less the same as you and used your spreadsheet to prepare for the CFA Level 1 exam. Today I passed above the 90th percentile, perhaps even around the 95th just as you.🔥Thank you so much for your insights!

@bhill-biznessprofessionals Жыл бұрын

Let's go!! I'm so happy to hear about your results. Congrats on passing with flying colors!

@chandrasekhar5746 10 ай бұрын

@Laurensz-tr6ee Жыл бұрын

Thank you so much! I bought your spreadsheet template and absolutely love it!! It has helped me organize my thoughts and adjust learning pace day by day. Hopefully i will pass the exam in November!!

@bhill-biznessprofessionals Жыл бұрын

Hey! I'm so happy to hear the spreadsheet is helping you out :) Good luck with your exam! You got this

@mahmoud.demerdash Жыл бұрын

Hi, I want to tell you something

@Devodrita Жыл бұрын

Hey could you provide me the spreadsheet as the transaction is in usd i'm unable to purchase it

@chandrasekhar5746 10 ай бұрын

@amusement4604 4 ай бұрын

i have the same problem....@@Devodrita

@lingxiaoyue921 2 жыл бұрын

Brilliant, always be prepared in that long process must feels soooo good 😊

@bhill-biznessprofessionals 2 жыл бұрын

Thanks! Feeling prepared means less stress and less stress does so much for your mental state during the exam

@jkhaira4042 13 күн бұрын

thanks for the spreadsheet. plan on using it extensively to stay on track for my feb 2025 level 1 exam

@bhill-biznessprofessionals 13 күн бұрын

You're welcome! Good luck with your studying

@duckha7562 Жыл бұрын

Thank you so much Brandon! I have passed the CFA level 1 exam!

@bhill-biznessprofessionals Жыл бұрын

Congrats!!! That is so awesome to hear

@juliandavidperezcardozo7045 2 жыл бұрын

Thank You so much!!

@22nhm23 2 жыл бұрын

this is brilliant!!!

@bhill-biznessprofessionals 2 жыл бұрын

Thank you, glad you think so!

@NonStopRecordin Жыл бұрын

Hi Brandon, thank you so much for this video, I too also bought the study schedule. I passed L1 on my second try just under the 90th percentile :)

@bhill-biznessprofessionals Жыл бұрын

That's amazing! Congratulations on your results and thanks for letting me know!

@chandrasekhar5746 10 ай бұрын

@saifrumani 2 ай бұрын

Hey Brandon, I saw your video around a year back, and it was super helpful. I cleared my CFA L1 in my first attempt! (Feb'24).

@bhill-biznessprofessionals Ай бұрын

Congrats!! I'm happy to hear you passed and that the video could help 😄

@user-zk4nn6qe2b 2 жыл бұрын

I should have watched your video 2 months before! I am the one who handwrites all the mistakes from practice exam and eventually spent too much time on it. The way you did is very efficient and smart!!

@bhill-biznessprofessionals 2 жыл бұрын

That's a bummer! Maybe you can use the methods on the next level though. And thank you!

@jiachen8353 Жыл бұрын

But I feel hand writing helps me to learn tho.

@user-bz9hm7uf9n Жыл бұрын

this is amzing you are a genuis thank you brother ....

@bhill-biznessprofessionals 11 ай бұрын

Thank you as well!

@astral7919 Жыл бұрын

Thanks for sharing your techniques Love from India 🇮🇳

@bhill-biznessprofessionals Жыл бұрын

Thank you!

@Kwabena_4495 2 жыл бұрын

You're a beast 💪🏿

@bhill-biznessprofessionals 2 жыл бұрын

Thanks man!

@syeedmohammeduzzalhossain5452 2 жыл бұрын

Great system!

@bhill-biznessprofessionals 2 жыл бұрын

Thanks Syeed!

@dp5529 2 күн бұрын

Very nicely explained 😃

@dp5529 2 күн бұрын

Yes

@bhill-biznessprofessionals 2 күн бұрын

Thanks!

@lukelitzau1823 2 ай бұрын

Brandon, thank you for putting out this video. I will be signing up for the feb. 2025 level 1 exam when registration opens and I was curious when you anticipate updated 2025 material to be available on your website as I definitely plan on utilizing your tools. Thank you!

@bhill-biznessprofessionals 2 ай бұрын

I can't update my materials until Kaplan releases their 2025 materials, since the spreadsheet uses their structure of Topics, Readings, and Modules. I will update my sheet shortly after Kaplan releases their 2025 materials, which should happen within the next few months

@lukelitzau1823 2 ай бұрын

⁠@@bhill-biznessprofessionalsGreat, thanks Brandon!

@Hableet 2 жыл бұрын

Hi Brandon! I actually just started using notion, how do i customize my notes the way you did it? is there a tutorial somewhere? Thanks!

@prasadnagasubramanian266 Жыл бұрын

Hi Brandon! The spreadsheet looks amazing. I would like to seek some guidance on which subject to start my preparations with from first to last. That would be an amazing start.

@bhill-biznessprofessionals Жыл бұрын

I would follow the order than Kaplan recommends

@user-oj2od6nu9s 4 ай бұрын

Hello Brandon, great video and so helpful. A question regarding the Flashcards - why don’t you sell them and instead just the template?

@bhill-biznessprofessionals 4 ай бұрын

My notes and flashcards have a lot of text and screenshots from Kaplan's material in them. Selling my flashcards would probably run into legal issues because it could be a re-distribution of their material. So, I do not sell or give them away

@samuelfeller1988 Жыл бұрын

Dear Brandon I used your spreadsheet to prepare for the CFA Lvl 1 exam this February. Thank you so much for the effort, its genius! One question from my side: what were your schweser mock exam scores before the exam? Would be useful as a guidance after using your strategy for preparation...Kind regards Sam

@chandrasekhar5746 10 ай бұрын

@mikeyworldgaming2788 2 жыл бұрын

Extremely helpful! Thank you for sharing! Can you share your notes.

@joshuamagrdichian7339 2 жыл бұрын

Good shit!

@bhill-biznessprofessionals 2 жыл бұрын

Thanks man!

@daniels_a Жыл бұрын

Notion supports LaTeX math notation for equations. Great deal!

@shivamswaraj1086 5 ай бұрын

Thank you Sir

@davejleblanc 7 ай бұрын

Hey Brandon. Thank you for the awesome information and content to help everyone! Does your Level 1 spreadsheet include tracking for the pre-requisite readings as well for the new 2024 changes? Thanks again!

@bhill-biznessprofessionals 7 ай бұрын

Hi David - The sheet is updated for 2024 and contains the Topics, Readings, and Modules that Kaplan structures their course material with. I'm not sure what the pre-requisite readings are, so the sheet does not account for that

@ananthsuresh Ай бұрын

@@bhill-biznessprofessionals Basically CFAI took out some prerequisite knowledge from the tested syllabus and added it as pre-requisite readings required for learning the the other exam-centric readings. The pre-requisite readings will not be tested in the CFA exams but supplements and is required to learn the tested portion.

@tahamajid6715 10 ай бұрын

Genius! Please make a video for. the 2024 Cfa level 1 plan

@faizalabizar4477 Жыл бұрын

hi i want to ask, im using ANKI too for my language flash card, im curious how many daily repetition cards limit you use everyday for each sub-material? because if it repeated every single day i would assume that every day you will read a tons of flashcard? because in my ANKI deck for learning foreign language it took's about more than 100 cards every day. i assume the CFA material is for sure more than my foreign language deck in ANKI, that means it was a lot of repetition of cards each day right?

@bhill-biznessprofessionals Жыл бұрын

Hey Faizal - With the spaced repetition timing, the number of flashcards you study each day is more spread out than you'd think. With that said, I still had some days where I'd have 200 cards to study. But some of the cards would take a few seconds to answer, so it is still doable.

@thelibertines111 Жыл бұрын

Hi, is the notion template for level 2 updated for 2023 changes? LOS changed to learning modules, thanks

@abdulahadm 7 ай бұрын

Hey Brandon! I had another doubt. Let's say you complete a learning module and you head towards the practice questions. Do you solve all the EOC questions of the learning module at once and only then you proceed to the next module??... or you leave some questions to be solved for the next time you revise the topic again, as per the spreadsheet (to prevent repitition of questions)

@KaiserLandsknecht Жыл бұрын

Thanks a lot for the info. mate!

@bhill-biznessprofessionals Жыл бұрын

You're welcome!

@mikea3674 2 жыл бұрын

Love a good spreadsheet. I’m going to create my own. 2.5 months till I sit Lvl 1 😬

@bhill-biznessprofessionals 2 жыл бұрын

Good ol Excel haha! Good luck with Lvl 1!

@Trade_With_Mohit 2 жыл бұрын

Thank you Friend 🤝

@bhill-biznessprofessionals 2 жыл бұрын

You're very welcome Mohit!

@RahafAlmusallam Жыл бұрын

Hi, I'm not able to purchase the spreadsheet file through your website. there's no check out button.

@raffaelerosato7044 2 жыл бұрын

Hi Brandon Thank you for the content. May you share the skillshare course title? Also, I was wondering if such a spreadsheet is available for gmat learning. I appreciate the diligent and excellent content again. Thank you again! Take care

@bhill-biznessprofessionals 2 жыл бұрын

Hey Raffaele - First off, thanks! Although the video says the course is available on Skillshare, it is actually currently offered through a platform called Podia. The link is in the description of this video. In terms of the sheet being available for the GMAT, it is currently only constructed for the CFA Level 1 exam, but the whole sheet is editable. You could easily adapt it for the GMAT if you wish. I adapted this sheet for the CFP exam and other areas of study.

@raffaelerosato7044 2 жыл бұрын

@@bhill-biznessprofessionals Thank You Brandon, I've subscribed to the Podia and purchased the material. I'll be sure to follow up! Thank You again. All the best,

@yessir12378 Ай бұрын

great vid! is there any way you could share your flash cards with us

@growlife4779 4 ай бұрын

Hey thank you for great advice! Quick question please - how did you change your toggle background colour to be reader friendly (all black and white text)?

@bhill-biznessprofessionals 4 ай бұрын

It is a setting that is within Notion. You can change it to dark mode

@merc340sr 2 жыл бұрын

I lost you part way, but I like the 1 hour study blocks.

@ameerahannrosales1177 2 жыл бұрын

Great stuff and Congrats! Did you really not read any of the CFA textbooks nor smashed thosed CFA Practice Questions in the Learning Ecosystem?? *stunned*

@bhill-biznessprofessionals 2 жыл бұрын

Hey Ameerah, thanks! Honestly, I tried to read through the first book from CFAI and I didn't like it over Kaplan's textbooks. I flipped through other sections of the CFAI books and confirmed my initial judgment. As for the CFAI practice problems, I did the same thing. I tried working on problems for a few readings and did not prefer the platform over Kaplans. However, I did work on the CFAI's Ethics practice problems. It was all personal preference for me. Obviously, the content from the CFA is all you need, but I felt like it was easier for me to learn and practice through Kaplan's platform and textbooks.

@shubaeaswaran5465 11 ай бұрын

Brandon, I'm not able to pay for the spreadsheet as I'm in India. Can you help me get it please?

@madeira.forest 7 ай бұрын

Hello, Brandon! Thank you for sharing your study strategy. I am just at the beginning of my study track, and I am glad to discover your video at the right moment. I just wanted to clarify one particular question. Level 1 exam involves a plenty of math problem solving, especially in the quantitative methods section. Could you please share what tools did you use for that: was it a classic "pen and pencil" combination or a tablet with digital notes (iPad, Pencil and Goodnotes as an example), or maybe it was Notion? Thank you in advance for your attention and response.

@bhill-biznessprofessionals 7 ай бұрын

Hi Madeira - I took my notes in notion using the method shown in this video here. I'd take screenshots of formulas and create notion notes and flashcards with those screenshots. I'd memorize the formulas using flashcards. When I'd work on practice problems, I'd use my ipad as a scratch sheet of paper essentially, writing out the math to solve the problem. Also, when I studied flashcards and was asked for a formula, I'd write out that formula on my ipad before checking the answer

@madeira.forest 7 ай бұрын

@@bhill-biznessprofessionals Thank you for the clear and detailed answer. Have a good week!

@bhill-biznessprofessionals 7 ай бұрын

@@madeira.forest You too!

@GameboyMufti 2 жыл бұрын

Will you be able to share notes in Notion ?

@nathanthompson1444 3 ай бұрын

Hi Brandon, I am taking level 1 exam in august. Was wondering if you would do 1 on 1 sessions to go through textbook questions. I just need help with using the calculator (BA II Plus professional) is this something you could maybe help with?

@prachishinde2559 2 жыл бұрын

Hi Brandon. Can you tell me which template you used for taking notes on Notion?

@bhill-biznessprofessionals 2 жыл бұрын

Hi, I created my own template. I also sell my notes template for an affordable price at this link. bhillbiz.podia.com/cfa-notion-template

@xavierraju602 Жыл бұрын

Could you share the Anki decks you built?

@saras3707 16 күн бұрын

Hey Brandon ! Does the spreadsheet for 2025 only align with the Kapln content? Like it won’t help me if i just depends on the cfa content or Mark ? Thank you cz I already look forward to it

@bhill-biznessprofessionals 13 күн бұрын

It is built for Kaplan’s material because it references their table of contents. The spreadsheet can be easily edited and I know several have adapted the sheet for using Mark’s material. I have not done this myself though, so I can’t comment on the experience of doing so

@tamarastankovic7081 2 жыл бұрын

quality content

@bhill-biznessprofessionals 2 жыл бұрын

Thank you, Tamara!

@MerajLX Жыл бұрын

Hi Brandon! Thanks for your video. Did you make use of a learning ecosystem designed by CFA Institute. How would you compare it to Kaplans Platform and resources that you used. Is it worth blending Kaplan with CFAI or just following CFAs content and practising all their questions do it for the students. Thanks again!

@bhill-biznessprofessionals Жыл бұрын

Hi Meraj - I did not personally like the learning ecosystem designed by the CFA institute. I tried to use it, but ultimately used Kaplan's. I think Kaplan provides enough info and practice questions to pass the exam

@rossonero3052 Жыл бұрын

I still don’t understand how is the evaluation… from the 240 questions how many do you have to get for passing? Sorry for the question

@eramhayat Жыл бұрын

Hello Brandon, thank you so much for the video. I really want to get access to the spreadsheet, none of the payment options work for me. Is it possible to do PayPal?

@looyeeng9946 2 жыл бұрын

Hi Brandon, thanks for the great content and the study method. I bought the discount package and only got to know it was a monthly subscription through the comments below. How can I cancel the monthly subscription?

@bhill-biznessprofessionals 2 жыл бұрын

Hi - If you purchased today, it is NOT a monthly subscription. I moved the course and sheet from Patreon to Gumroad. If you purchased on Gumroad, it is a one time purchase :)

@mosawi94ify 2 жыл бұрын

Hi Brandon Thank you for the content . Regarding the CFA Revision Spreadsheet, I am ambiguous about the process of entering dates in .. Can you clarify it.

@bhill-biznessprofessionals 2 жыл бұрын

Hi Hassan - You simply enter the date that you first studied a lesson. Then you rate your study session from 1-10. Based on that 1-10 rating, the spreadsheet will automatically calculate the next date you have to review that lesson. For example, if I first studied lesson 3.2 on June 21st, I would enter 6/21 on the spreadsheet. If I graded myself a 4 out of 10, the spreadsheet would schedule me to review lesson 3.2 on 6/25

@user-lz8nx7rc3t Жыл бұрын

Hey, how do you reformat the date layout in excel from US to AUS? Thanks

@bhill-biznessprofessionals Жыл бұрын

Hi David - I just tried this out right now. Essentially, you will highlight all cells that will contain dates. Go to change the number format in Excel and select the "date" category. Then you'll see a dropdown list for "Locale (location)." From there, you would choose "English (Australia)". Let me know if this works for you. If it's hard to follow through this comment, email me at brandon@biznessprofessionals.com and I can include directions with screenshots

@GauravSharma-ur8dd 27 күн бұрын

hey wanted to ask if i want to decide myself which topics to study according to "Todays date" will the " todays studys column show " the topic youve put according to ur plan or can we choose what to study today accrding to own plan each day . Also, do we have to plan every topic to study on each day upfront ?

@bhill-biznessprofessionals 27 күн бұрын

You can study the topics in any order you like, at the pace you like. You do not need to plan each day upfront. You can study 3.1 one day and 51.1 the next day. I frequently studied things out of order as well.

@leotribouilloy4397 7 ай бұрын

Thank you for all your advices. I would like to get the spreadsheet but I'm not on the same support (actually I use Bloomberg prep exam), lessons are not managed the same way, there are like 1000 concepts distributed into 100 chapters. Does anyone have suggestions ?

@bhill-biznessprofessionals 7 ай бұрын

Hey! Hmm, well the spreadsheet is easily edited. If you are mainly interested in implementing this spaced repetition system, you could change out the curriculum titles from Kaplan to Bloomberg's. You could enter the 100 chapters, and the formulas that run the spaced repetition scheduling within the spreadsheet would still operate the same way. You may need to add or delete rows in the spreasheet, but the formulas can easily be copied into the newly created rows.

@TrinhVietAnh-vs6nu Ай бұрын

May I ask if you know how to get the pdf file of the CFA official textbook for level 1? They are nowhere to be found in my country (Vietnam) and I don't want to register for the test yet since the fees are high and I'm not sure if I can prepare myself in time for the test while also working 2 jobs?

@nirvankhaksarfard3129 Жыл бұрын

Hi Brandon, thanks for the great content. How intense of a review session did you have when the spreadsheet prompted you to review x amount of lessons for the day. In other words, were you going back and reviewing notion notes, doing practice questions/quizzes, or lightly skimming through the past material. I am curios because it seems as though reviewing 14 lessons in a day can potentially reduce the amount of progress made towards a fresh lesson that you were assigned to do that same day as well. Next thing you know, you don't end up getting through all the material. So just curious as to what review strategy I should be following on a daily basis when prompted and any advice of the alike. Thank you!

@bhill-biznessprofessionals Жыл бұрын

Good question! When I'd review, mostly I'd go through my flashcard deck and/or I would create practice quizzes on Kaplan for the lesson I was reviewing. Basically, when you review, your goal is to just prevent yourself from forgetting a concept of formula. Testing yourself quickly with flashcards will prevent you from forgetting. When you study flashcards though, make sure you actually try to generate the answer before viewing the answer. If you simply flip through the question and answers without trying to generate the answer yourself, this won't be effective. Active recall is key. Only if I didn't understand something would I go back and read my Notion notes, or even the textbook material

@nirvankhaksarfard3129 Жыл бұрын

@@bhill-biznessprofessionals Gotcha, thank you! So it's really just a quick refresher of the key concepts + formulas combined with a few practice questions. However, I assume, this done over and over again (as indicated on the spreadsheet) will produce optimal level mastery come exam time.

@bhill-biznessprofessionals Жыл бұрын

@@nirvankhaksarfard3129 Excatly. The first time you study a lesson is when you are LEARNING the material. All other review sessions are refreshers or sessions to learn the last little bits of concepts and formulas you may have not understood the previous study session

@cartermckibbin3802 3 ай бұрын

Can you do a deeper dive into your note taking? And how you use Notion

@dominiquefabianaaristilde733 2 жыл бұрын

Hello Brandon, do you have an amended version for 2023 exams? since there are some changes for the next year

@bhill-biznessprofessionals 2 жыл бұрын

Hey Dominique - I do not yet have an amended version for 2023. However, the spreadsheet can be easily edited to adjust for any changes from 2022 to 2023

@urvijain2823 Жыл бұрын

Hey, Brandon! Thank you for such a clear video. I do have one doubt tho. So I'm starting my prep 6 months in advance literally from today. I was wondering what the optimal order of studying would be. I'm thinking of going through all the material for the first time and making notes on Notion. After finishing each chapter (like quantitative methods), I would do some practice questions. Once I've done this for all the 10 chapters, I start doing the full length mock exams. Not sure where I can fit the flashcard reviewing and mini quizzes into this system. Would love your inputs on this. Thank you

@bhill-biznessprofessionals Жыл бұрын

Hi Urvi - Thanks for reaching out. With 6 full months, I believe you can do everything you plan on doing and you will be able to fit the flashcards and mini quizzes into your studies. If you studied on average, 2 hrs per day, over the 6 months, that's plenty of time to complete everything. I do believe that the most important part of the studying process is doing the practice questions, flashcards, and mini quizzes. Not because this is the system I showed in the video, but because it's critical to test yourself with active recall methods so you can remember the material. Taking notes and reading those notes won't be as effective.

@urvijain2823 Жыл бұрын

@@bhill-biznessprofessionals Thanks for replying! That makes perfect sense. Just another small question. Would you suggest I start doing the active recall once I've finished studying the entire material once, or?

@bhill-biznessprofessionals Жыл бұрын

@@urvijain2823 No, you will implement active recall throughout the whole process. Going through the material will be a cumulative acquiring of knowledge. You don't read all the material once and then study with active recall. You'll learn each lesson and you will review each lesson while still learning new lessons. This is what I talk about in the video. If you read through all the material once and then practice active recall, you will have forgotten everything. Too much time would have passed. The goal as you learn the material is to not forget anything. That is why the spaced repetition is implemented

@anxhelaelezaj6975 11 ай бұрын

hi, I am having trouble accessing the excel sheet. I purchased the sheet earlier today and downloaded, I emailed it to myself but when I tried to download it says that I can access it. Can you please help me

@bhill-biznessprofessionals 11 ай бұрын

Email me at brandon@biznessprofessionals.com and send some screenshots of what you see on your screen. This will help me resolve the issue for you

@chrisa.9977 6 ай бұрын

Brandon, Can you create a spreadsheet for other programs? Looking at the RICP and CFP. Thanks, love the content!

@bhill-biznessprofessionals 6 ай бұрын

Hey, thank you! Unfortunately, I don't create sheets for other programs. However, some people in the past have purchased this sheet here and have changed the curriculum text from the CFA to whatever program they are trying to study. The sheet can be easily edited, while maintaining the spaced repetition formulas

@chrisa.9977 6 ай бұрын

@@bhill-biznessprofessionals that sounds like a good idea and a good investment to me. Thanks!

@asadreza94 2 жыл бұрын

Brandon this was super interesting! Do you have a spreadsheet like this for Level 2? I passed Level 1 on the 11th just touching the 90th %ile line (was probably 87-89th%ile) and I feel if I had something like this I could have done so much better. Edit: You just got a new sub!

@bhill-biznessprofessionals 2 жыл бұрын

(UPDATE: Yes, I also have a sheet for L2. You can find it through the same link in the description) Hey Asad! Thanks for the sub. I haven’t started my L2 study yet (I will be really soon). All I’m going to do is take the spreadsheet and change the readings and modules for Level 2! The sheet is easily adapted.

@chandrasekhar5746 10 ай бұрын

@baby1621 Жыл бұрын

How you gonna gatekeep the spreadsheet 😢😊

@garrhettm7209 Жыл бұрын

I bought the study material package! Do you sell the Anki flash card deck you used to study?

@bhill-biznessprofessionals Жыл бұрын

Hey Garrhett, that's awesome. Thanks. No, I do not sell the flashcard deck.

@nugget895 Жыл бұрын

I bought your spreadsheet and I’m loving it so far! Aside from reading each lesson, making notes on notion, then studying on Anki (doing 2 lessons a day) around when did you start doing the extra problems available on Kaplan?

@bhill-biznessprofessionals Жыл бұрын

I would start reviewing the extra problems through Kaplan by creating mini quizzes. After the first or second review of a lesson, I would start creating mini quizzes for that lesson so I could see some new problems and test my competence.

@nugget895 Жыл бұрын

Thank you for the response! Just to clarify, so using the spreadsheet for example if I graded my 1.2 Calculating PV and FV a 3, in 3 days I would not only do Anki flashcards but throw in some Kaplan questions as well? And if I improve my grade to a 5 after then in another 5 days I do both Anki and Kaplan questions? So in general every time I study a lesson I should tackle my Anki cards + Kaplan questions? How many Kaplan questions do you like to do per lesson?

@bhill-biznessprofessionals Жыл бұрын

@@nugget895 That's correct. Basically, whenever you feel comfortable with what you have currently studied, that is when you should start doing Kaplan questions. Because at that point, you've mastered the current material you have seen and you need to test with new material (the Kaplan problems). Usually I would make a mini quiz of 5 kaplan problems per lesson. But you can do more if you think you need it / if you have time

@mahmoud.demerdash Жыл бұрын

@@nugget895 Hu Nugget, I want to tell you something. Could you please let me talk to you?

@chandrasekhar5746 10 ай бұрын

@Alpha-kv3ou Жыл бұрын

I'm giving my L1 on this 19th Sad that found this late, will definitely buy after the result, L1 if fail, L2 if pass. Looks useful

@bhill-biznessprofessionals Жыл бұрын

Good luck with your results!

@Alpha-kv3ou Жыл бұрын

@@bhill-biznessprofessionals thank you brandon

@Silverblade215 6 ай бұрын

Hello! I recently purchased your revision spreadsheet and have a question about balancing new lessons and revising old sections. Specifically, I'm curious about your approach when studying two new sections, 29.1 and 30.1, while also needing to review older sections such as 12.1, 12.3, and 14.1 within the same day. It seems like the revision workload could become quite substantial as you add new lessons. How do you efficiently manage this? Do you focus on reviewing specific areas within those sections that you find challenging, or do you quickly go over Anki and Qbanks? I'm eager to find an effective strategy, and your insights would be greatly appreciated! Thank you for your help! :)

@bhill-biznessprofessionals 6 ай бұрын

Hi, yes the workload can become quite large at some points throughout your studying journey. Sometimes you will have to review numerous lessons in one day, while still studying 2 new ones per day. The first thing that alleviates this workload is the mastery of a module. As you review modules and begin to rank them as 8, 9, and 10, you will start to see them scheduled less and less for review sessions. Secondly, most of the time when I reviewed a lesson, I quickly went through my flashcards and worked on about 5 practice questions for that specific lesson. Sometimes, going through my flashcards to review for a lesson would take 2-5 minutes. You'll become quite fast as you master the concepts. So, if your review sessions are taking 1 hour for a single lesson, that is too long of a review. It shouldn't take that long unless you truly don't understand something. If you don't understand, take your time to learn. But if you are reviewing material that you have learned, but are trying to memorize, then memorize through a quick review of the flashcards and move on.

@boomenterprise5840 5 ай бұрын

Hey possible I get that spreadsheet for free? I’m not taking the CFA yet due to financial constraints.

@BalnurAli-fg4xq 5 ай бұрын

Hi Brandon! I am planning to pass CFA 1 in May 2024. There's also basic package of Kaplan. I wanted to purchase the cheapest one. after your video I'm thinking to buy an essential package. WHat would you suggest?

@bhill-biznessprofessionals 5 ай бұрын

Hi Balnur - Does the basic package come with the Kaplan textbooks? I'm looking online and it doesn't look like basic comes with the textbook material (but maybe I'm misinterpreting the website). If what I saw is true, I would personally go with the essentials package because of the textbook material. Personally, I found Kaplan's textbook material to be more concise and digestible. Plus, the digital textbooks were essential for me to create my notion notes and Anki flashcards because I was able to copy and paste text into my notes and I was able to take screenshots of certain things in the textbook material

@SR-hf9kv Жыл бұрын

HI, have bought your spreadsheet - quite good. However can you clarify what the percentages are in each topic heading - in columns G & H. cheers

@bhill-biznessprofessionals Жыл бұрын

Thanks. Those percentages represent what percentage of questions on the exam will be related to those topics.

@aishwarya6127 2 жыл бұрын

can you explain how cfa scores and pass. What's percentile?

@teixeirao 7 ай бұрын

Hi Brandon. Do you have your completed notion and anki versions for sale? I am interested.

@bhill-biznessprofessionals 7 ай бұрын

Hey! Sorry, but I do not

@xiaoyangluo4626 Жыл бұрын

Hello Brandon, I bought your spreadsheet and the system studying course, they are very helpful, thank you! A question about the extra resources you mentioned in system study video, where can I find those links?

@bhill-biznessprofessionals Жыл бұрын

Hi! I have messaged you on Podia (where you purchased the sheet and course) with the links

@xiaoyangluo4626 Жыл бұрын

@@bhill-biznessprofessionals Thank you very much!

@bhill-biznessprofessionals Жыл бұрын

@@xiaoyangluo4626 Anytime!

@lavenderrosia01740 4 ай бұрын

Hii wanted to ask since level 1 has around 150 readings, how many does level 2 has, if anyone knows would be grateful if you could share!

@aravindulgent Жыл бұрын

Thanks for the great vid! I just wanted to know tho, how much of a difference would it make if I used a source of study material other than Kaplan? Is the CFAI material not recommended?

@bhill-biznessprofessionals Жыл бұрын

Hey! You can totally use the CFAI material or another test prep provider other than Kaplan. Plenty of people pass using those options. Since I used Kaplan personally, that is why my spreadsheet is tailor-made for Kaplan. But the system of studying that I shared can be used if you use the CFAI material or another provider's material.

@aravindulgent Жыл бұрын

@@bhill-biznessprofessionals Good to know! Thanks a lot for the reply Brandon!

@jude5811 2 жыл бұрын

Hi Brandon! Does the spreadsheet only work if you're using Kaplan or would it still be useful for someone using another prep provider?

@bhill-biznessprofessionals 2 жыл бұрын

Hi Jude - It is built to be used with Kaplan because they divide the 60 Readings into smaller Modules, but it can be used for any provider. Nothing about the spreadsheet is locked. It is fully editable!

@jude5811 2 жыл бұрын

@@bhill-biznessprofessionals Thanks Brandon! I just placed my order & I can't wait to start using it!

@user-kr2mi2bj3h Жыл бұрын

Hey Brandon! Before taking the CFA did you study a commerce subject at university? I just ask as 400 hours is a lot and I wonder if one has a background in commerce would that reduce the time?

@bhill-biznessprofessionals Жыл бұрын

I studied finance. 400 was a lot, even for someone like me who had a finance education. But I wanted to ensure I passed, so I went overboard and studied whenever I could fit time in with my schedule

@pascaltran668 8 ай бұрын

Dear Brandon, thanks a lot for all the brilliant material. I just started to prepare for CFA Level I in May 2024 and purchased your course. One question: did you also watch the videos in Kaplan when learning new lessons? Or did you only read the text and copied them into Notion and Anki? Greetings from Germany, Pascal

@bhill-biznessprofessionals 8 ай бұрын

Hey Pascal - I only watched the video lessons if I really wasn't understanding something. The videos are too slow and I preferred to only use the textbook material. But if I wasn't understanding something, I'd watch the video to see if it could provide me with more clarity

@pascaltran668 8 ай бұрын

Awesome, thanks for the quick and helpful feedback Brandon. I was thinking the same since those videos can be > 30 minutes@@bhill-biznessprofessionals

@41vinayak 5 ай бұрын

The payment portal doesnt seem to be working for me for the spreadsheet. Anyone else facing this problem?

@bhill-biznessprofessionals 5 ай бұрын

Sometimes people run into issues with payment. I always recommend they reach out to Podia's support team to figure out a solution. Podia is the platform where the spreadsheet and course are hosted. Unfortunately, I cannot help with the payments since I don't control the payment processing system

@torkelson4289 2 жыл бұрын

Hey let me know if you don’t pass level II because if you don’t, then I’ll know to stop studying immediately and return my materials. Thanks.

@pascaltran668 13 күн бұрын

Dear Brandon, are you planning to make a similar video for CFA Level II? That would be very awesome. And thanks a lot for all the tips, this helped me to pass the CFA Level I exam. Best, Pascal

@bhill-biznessprofessionals 13 күн бұрын

I’m glad i could help! Unfortunately, there’s no level 2 video planned. The methods would apply to level 2 as well.

@pascaltran668 13 күн бұрын

@@bhill-biznessprofessionals That's true that the techniques can be applied as well for the Level II exam. Will definitely use the excel tracking sheet again, that was such a powerful tool. Thanks again for all the tips and tricks!

@bhill-biznessprofessionals 12 күн бұрын

@@pascaltran668 You're welcome. Good luck with Level 2!

@pascaltran668 12 күн бұрын

@@bhill-biznessprofessionals Thanks Brandon!

@WorldWideSk8boarding 2 жыл бұрын

I just bought your 2022 Revision Spreadsheet + the Notion thing! these are great, I'm not sure how to use Anki but i guess ill find something else/ use my own method to replace Anki I have 104days left but no more full-time work or school, so I think I can do 4 lessons a day (8-10hrs per day 5 days a week + 4-5hrs per day for 2 days I'm working)

@bhill-biznessprofessionals 2 жыл бұрын

Thanks Alex. Yeah, Anki can be a bit weird at first, but after you conquer the learning curve, it becomes effortlessly useful. But whatever works for you is what you should go with. Good luck with your studying!

@WorldWideSk8boarding Жыл бұрын

@@bhill-biznessprofessionals Dudeee crushed it btw lol also around 95th percentile

@bhill-biznessprofessionals Жыл бұрын

@@WorldWideSk8boarding Let's gooo! That's awesome, Alex. Way to kill it! Congrats on the results

@WorldWideSk8boarding Жыл бұрын

@@bhill-biznessprofessionals thanks man! It was a while ago Im getting your excel thing for level 2 also! It was so worth it for L1!!

@bhill-biznessprofessionals Жыл бұрын

@@WorldWideSk8boarding That's awesome! Good luck with level 2!

@koleop3091 11 ай бұрын

Hi Brandon, thanks for the vid! Did you have to purchase the CFAI material and then the Kaplan material separately? If so, what was the total cost for those two items

@bhill-biznessprofessionals 11 ай бұрын

Yes - I purchased both. I bought the essentials kaplan package and the CFAI material came with the enrollment for the exam. Prices may have changed so you can look up the current prices for those two

@koleop3091 10 ай бұрын

@@bhill-biznessprofessionals Thanks!

@samhuddy123 11 ай бұрын

Hi Brandon. Question, what is the difference between the 2023 and 2024 spreadsheet if they are both a "blank revision timetable"?

@bhill-biznessprofessionals 11 ай бұрын

The curriculum changes a bit every year. Titles of Readings may change names or order. The 2024 should be used for those registered for a test in 2024

@jasonng4624 Жыл бұрын

Hey Brandon! I purchased your revision spreadsheet - since it focuses on doing 1-2 lessons per day, if you were using Kaplan, would you still follow their study plan with the qbanks + chapter summary videos? or did you just focus on doing each lesson and quiz and move on and use the chapter summary videos for review?

@bhill-biznessprofessionals Жыл бұрын

Hey Jason - I still completed the mini quizzes at the end of each module. I didn't watch the videos unless I wasn't fully grasping a topic from the text material

@jasonng4624 Жыл бұрын

@@bhill-biznessprofessionals thanks brandon! Another followup, what about the end of chapter qbank questions, how would you log those on the spreadsheet?