"Entertaining and instructive..."
- Charles Brandes, CFA
Chairman
Brandes Investment Partners, L.P.
“The CFA ethics education reinforced my foundation to make more difficult stock calls. I strongly recommend the CFA charter and hope CFA Confidential will help to advertise its many benefits.”
- Mike Mayo, CFA
Bank Analyst & 2013 CFA Award Winner for Ethics and Standards of Investment Practice
CLSA
"Greg's cost/benefit analysis of the CFA designation versus an MBA is worth the price of admission. This book is an honest introspection on the process of obtaining a CFA charter. Its authenticity is so accurate, my stomach knotted when reading about the exam day details. An entertaining and informative read".
- Jeffrey deGraaf, CMT, CFA
Chairman/CEO
Renaissance Macro Research, LLC
“Greg’s wealth of experience – both good and not so good – within the CFA program has led to a highly entertaining handbook that every CFA candidate should read before taking a single step on their own journey."
- Bill Thompson, CFA
President and Portfolio Manager
Round Table Investment Management Company
“Anyone thinking about trying for their CFA Charter will enjoy reading about the highs and lows of Greg’s journey and the insight it provides into the overall process. Becoming a CFA Charterholder is one of the most difficult tasks one will face in life and Greg does a great job at providing an insider’s view.”
- Daniel A. Ward, CFA
Director of Investments
Virginia Tech Foundation
"Although I went through the ordeal of getting a CFA back in the ‘90s, I wish I’d read this book before I embarked on the campaign. The practical advice on how to work effectively throughout the arduous process is extremely helpful and could be the most important factor for many candidates between passing the tests and getting through all three levels of the exam – or not. It might seem irrelevant initially, but having the proper chair, creating a calm work space, setting up a study timeline, and dealing with the psychological pitfalls are just the sorts of things which are critical to success in the pursuit of the designation."
- Anthony Leggett, CFA
International Equity PM
Oechsle International Advisors
"The question of whether to pursue the CFA and its benefits compared to grad school is a common one for many professionals starting their careers. CFA Confidential does nice job laying out the pros and cons and is a helpful tool to those dealing with this important question. "
- Daniel Farley, CFA
Senior Managing Director
Chief Investment Officer - Investment Solutions Group
Boston-based investment firm
“CFA Confidential is an entertaining and insightful guide that explains the ins and outs of the CFA program. An absolute must read for every CFA candidate.”
- Chris Lafemina, CFA
- Charles Brandes, CFA
Chairman
Brandes Investment Partners, L.P.
“The CFA ethics education reinforced my foundation to make more difficult stock calls. I strongly recommend the CFA charter and hope CFA Confidential will help to advertise its many benefits.”
- Mike Mayo, CFA
Bank Analyst & 2013 CFA Award Winner for Ethics and Standards of Investment Practice
CLSA
"Greg's cost/benefit analysis of the CFA designation versus an MBA is worth the price of admission. This book is an honest introspection on the process of obtaining a CFA charter. Its authenticity is so accurate, my stomach knotted when reading about the exam day details. An entertaining and informative read".
- Jeffrey deGraaf, CMT, CFA
Chairman/CEO
Renaissance Macro Research, LLC
“Greg’s wealth of experience – both good and not so good – within the CFA program has led to a highly entertaining handbook that every CFA candidate should read before taking a single step on their own journey."
- Bill Thompson, CFA
President and Portfolio Manager
Round Table Investment Management Company
“Anyone thinking about trying for their CFA Charter will enjoy reading about the highs and lows of Greg’s journey and the insight it provides into the overall process. Becoming a CFA Charterholder is one of the most difficult tasks one will face in life and Greg does a great job at providing an insider’s view.”
- Daniel A. Ward, CFA
Director of Investments
Virginia Tech Foundation
"Although I went through the ordeal of getting a CFA back in the ‘90s, I wish I’d read this book before I embarked on the campaign. The practical advice on how to work effectively throughout the arduous process is extremely helpful and could be the most important factor for many candidates between passing the tests and getting through all three levels of the exam – or not. It might seem irrelevant initially, but having the proper chair, creating a calm work space, setting up a study timeline, and dealing with the psychological pitfalls are just the sorts of things which are critical to success in the pursuit of the designation."
- Anthony Leggett, CFA
International Equity PM
Oechsle International Advisors
"The question of whether to pursue the CFA and its benefits compared to grad school is a common one for many professionals starting their careers. CFA Confidential does nice job laying out the pros and cons and is a helpful tool to those dealing with this important question. "
- Daniel Farley, CFA
Senior Managing Director
Chief Investment Officer - Investment Solutions Group
Boston-based investment firm
“CFA Confidential is an entertaining and insightful guide that explains the ins and outs of the CFA program. An absolute must read for every CFA candidate.”
- Chris Lafemina, CFA