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A Day in the Life of a CFA Charterholder 

Straight Talks - AJ Srmek
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Here is the much requested "day in the life" video. I discuss my schedule throughout the day and some of the tasks I handled on this typical Tuesday. Recorded this on my cell phone so this isn't the best production, but it gets the idea across. Let me know if you have any questions on the items I mentioned here!
Twitter: / asrmek
LinkedIn: / aj-srmek-cfa%c2%ae-cfp...
Patreon: / straighttalks
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12 сен 2024

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Комментарии : 66   
@nicholaslynn9278
@nicholaslynn9278 4 года назад
Great video, love your insights into the journey of pre CFA and post CFA.
@Abhishek-gr7rp
@Abhishek-gr7rp 4 года назад
This kinda gave me motivation to study more for my L2 exam rn
@straighttalks-ajsrmek323
@straighttalks-ajsrmek323 4 года назад
Good! Get to it. Best of luck studying.
@Abhishek-gr7rp
@Abhishek-gr7rp 4 года назад
@@straighttalks-ajsrmek323 yes sir!☺️
@theniftytrade5807
@theniftytrade5807 3 года назад
@@Abhishek-gr7rp can you give me your contact no abhishek need to discussions somthing
@soniyasuvarna1503
@soniyasuvarna1503 4 года назад
You're just perfect, keep posting. We'll keep studying, keep motivating people like me. Love you❤ Love from India AJ❤
@straighttalks-ajsrmek323
@straighttalks-ajsrmek323 4 года назад
Keep up the hard work, Soniya!
@soniyasuvarna1503
@soniyasuvarna1503 4 года назад
@@straighttalks-ajsrmek323 Yes definitely, wish to meet you one day!🤩
@abhishekbal399
@abhishekbal399 3 года назад
@@soniyasuvarna1503 Did you succeed in your quest of meeting AJ ?
@iroddo
@iroddo 4 года назад
Kudos on the new headphones... Audio was perfect!
@straighttalks-ajsrmek323
@straighttalks-ajsrmek323 4 года назад
Thanks for the feedback.
@anthonyikedakolar9375
@anthonyikedakolar9375 4 года назад
thanks for showing a day in the life. informative!
@shaunleonard4738
@shaunleonard4738 4 года назад
good luck with the CFP! i started the coursework last month (i’ve heard really good things about brett danko’s review course, you might want to check it out)
@straighttalks-ajsrmek323
@straighttalks-ajsrmek323 4 года назад
Thanks! I already have a book from Kaplan.
@ruanmoolman6227
@ruanmoolman6227 4 года назад
Hey man, quick question on CFA level 1. If you get 70+ for all topics on end of chapter questions and blue-box questions, should you be fine for the exam or are exam questions on another level
@straighttalks-ajsrmek323
@straighttalks-ajsrmek323 4 года назад
In my opinion, you will be fine on the real exam. The exam is a big easier than the blue box questions. It's probably equal in difficulty to the EOCs I think.
@Forever-iz2dv
@Forever-iz2dv 4 года назад
This is really off-topic but you're handsome lol 😂❤️
@TheMelvin63450
@TheMelvin63450 4 года назад
Hi there thanks for the video, could you make a video about the last month of study with some exemples for Level 1 ? Thanks you and keep goin
@straighttalks-ajsrmek323
@straighttalks-ajsrmek323 4 года назад
Yes, I have a video about this.
@harshavardhan8748
@harshavardhan8748 Год назад
Whenever he says straight talks, Am I the only one who hear it as Street dogs? Lol!
@straighttalks-ajsrmek323
@straighttalks-ajsrmek323 Год назад
Lol I think I like that name even more. Might use it in my next video.
@jeetthakkar087
@jeetthakkar087 4 года назад
Hey man!...your videos help a lot..so thanks for that. Just wanted to ask you a quick question...what could be the salary of a L2 cleared candidate?(with no significant experience) I know it depends on other factors as well but could you atleast give an estimate?
@straighttalks-ajsrmek323
@straighttalks-ajsrmek323 4 года назад
I have a video about CFA salary!
@agamdeepmalhotra6955
@agamdeepmalhotra6955 4 года назад
Hi AJ I hope you are in the best of your health. Just a small help. Can you take some doubt sessions wherein you can come live on RU-vid and solve some conceptual doubts of people persuing cfa. I know you should be very busy but just in case you get time this will be very beneficial for us
@straighttalks-ajsrmek323
@straighttalks-ajsrmek323 4 года назад
This might be a good idea. What types of questions are you thinking?
@agamdeepmalhotra6955
@agamdeepmalhotra6955 4 года назад
@@straighttalks-ajsrmek323 the questions can be some terms or conceptual doubts. Like i am from India. I was going through working capital management chapter and came across terms like giro system , direct debit , lockbox system and all. We don't follow these here in india and so i am not sure exactly what they are . I tried finding something on google but couldn't understandmuch . I know there can be many terms for alot of people those are hard to understand. Some doubt session like once a month or so can help us to understand these things
@saltpepper12
@saltpepper12 2 года назад
Out of curiosity what type of glasses are those?
@maxwellgalbraith9022
@maxwellgalbraith9022 4 года назад
Assuming you work for a registered BD, did you have to get permission from your co to start this channel, being considered retail communication? Specifically being approved by your co’s principal?
@straighttalks-ajsrmek323
@straighttalks-ajsrmek323 4 года назад
It depends on if I am discussing investments or my identity, or linking my company website on RU-vid.
@shaunleonard4738
@shaunleonard4738 4 года назад
you mentioned that you would sell her positions pro rata to increase monthly distributions, is it possible that selling long term positions with the lowest capital gain is be a better idea for tax purposes? the main problem i can think of is that it would throw off the current allocation of the portfolio
@straighttalks-ajsrmek323
@straighttalks-ajsrmek323 4 года назад
Yes, that can be better in some cases.
@randybrickson4290
@randybrickson4290 4 года назад
Once awarded the charter does one have any obligation to work to "keep" the credential, e.g. continuing education credits, annual fees, social events/volunteering
@straighttalks-ajsrmek323
@straighttalks-ajsrmek323 4 года назад
Just annual fees of $375
@gopalkrusnajena7383
@gopalkrusnajena7383 2 месяца назад
Hey bro at what position you are working now...its been 3 years
@straighttalks-ajsrmek323
@straighttalks-ajsrmek323 2 месяца назад
In a similar position at the same company.
@starlord6088
@starlord6088 4 года назад
Can I get by buying 2020 Schwezer books for level 1 for the 2021 February level 1 Exam? Not trying to spend tons of money on new books. Thank you!
@straighttalks-ajsrmek323
@straighttalks-ajsrmek323 4 года назад
If you study really well, this could work out for you.
@mostafabadr8105
@mostafabadr8105 4 года назад
Do you think it's worth it to go for the mba if i am intersted to work in the financial analysis sector? As also i would love to contact you to get more information concerning the finance field in general and stuff like that if you don't mind ☺️🙏 Ps: i am seeking also to do the cfa
@straighttalks-ajsrmek323
@straighttalks-ajsrmek323 4 года назад
I think getting an MBA depends on the market that you want to work in. Financial analysis can mean a few different things so my best advice is look to others in the sector you will be applying to. You can email me at straighttalksbusiness@gmail.com
@Hi-sp4et
@Hi-sp4et 4 года назад
Do you take decisions of which stock should be bought in the portfolio for your clients?
@straighttalks-ajsrmek323
@straighttalks-ajsrmek323 4 года назад
No, my firm does not build portfolios from individual stocks.
@noirmd6458
@noirmd6458 4 года назад
Any chance you could say what your actual job title is? Just trying to get an idea as to whats out there
@straighttalks-ajsrmek323
@straighttalks-ajsrmek323 4 года назад
Associate Financial Advisor
@Rage958
@Rage958 2 года назад
In Which city do you live? And also, I am very hopeful in future I will be a CFA one day IA as today I am just 18 year old pakistani kid😀
@aniketthakur611
@aniketthakur611 7 месяцев назад
What is the basic salary of a CFA??
@straighttalks-ajsrmek323
@straighttalks-ajsrmek323 6 месяцев назад
Its a wide range, but median is around $160k USD.
@vineetagarwal3126
@vineetagarwal3126 4 года назад
I'm from India, currently doing FRM your veiws for this professional course? Will be doing CFA after completing this course.
@straighttalks-ajsrmek323
@straighttalks-ajsrmek323 4 года назад
I don't know too much about FRM but I personally would just stick to the CFA.
@lolodile6207
@lolodile6207 2 года назад
🙏
@Mona1930
@Mona1930 3 года назад
I am curious what your undergrad was in?
@straighttalks-ajsrmek323
@straighttalks-ajsrmek323 3 года назад
Management in Finance
@mageshc1463
@mageshc1463 2 года назад
After completing cfa can i get skilled worker visa of uk...pls tell me
@straighttalks-ajsrmek323
@straighttalks-ajsrmek323 2 года назад
Only if you get a job in the UK.
@gonzojones8422
@gonzojones8422 3 года назад
What private school did you go ?
@straighttalks-ajsrmek323
@straighttalks-ajsrmek323 3 года назад
Public high school
@peterlouis7574
@peterlouis7574 4 года назад
Bro.how is your CFP study going on ...pls.update us...
@straighttalks-ajsrmek323
@straighttalks-ajsrmek323 4 года назад
I haven't really started. I will next week.
@mdjohnnyhsssan5667
@mdjohnnyhsssan5667 Год назад
R u frm pak IS
@nerdvanaaa
@nerdvanaaa 4 года назад
Wowww 😍😍
@ayushzaveri8193
@ayushzaveri8193 3 года назад
How old are you? And at what age did you earn your CFA Charter?
@straighttalks-ajsrmek323
@straighttalks-ajsrmek323 3 года назад
27 and 26.
@husseinarslan7173
@husseinarslan7173 Год назад
​@@straighttalks-ajsrmek323I'm 22 years old and i will start CFA, 22 years level 1 and level 2 23 and level 3 24 years, so i get the certification at 25 oe 26? And do you advise me to study level 1 and 2 then FRM 1 and 2 then CFA level 3
@husseinarslan7173
@husseinarslan7173 Год назад
In 24 25 years study FRM or complete CFA level 3.
@straighttalks-ajsrmek323
@straighttalks-ajsrmek323 Год назад
@@husseinarslan7173 Age 25 yes because you only need 36 months of work experience now. I would do CFA L3 before FRM.
@husseinarslan7173
@husseinarslan7173 Год назад
@@straighttalks-ajsrmek323 so, i het the certification in 25 years and i will finish CFA at 24. Then i start FRM.
@aishamohammed8044
@aishamohammed8044 4 года назад
You make it look so easy. Then again, a 130 IQ probably helps :)
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