Best study planner and Instructors support

A

Adel Galal

New member
Joined
Jun 18, 2026
Messages
0
Reaction score
0
Hello all,
I want to know best study planner online. Actually I used to use CFAI readings in Level I and II so I am new to preparation provider. In selecting a preparation provider, I search basically for the study planner and the support from academic staff or instructors in case I have questions.
Thank you all ……
Regards,
Bipoanalyst
 
I think I saw one on 300hours, if you search there site, you should find it.
I usually make my own by page count and time on an excel sheet.
 
I do something similar. Do you have the reading wise page counts for Level 3 2015 curriculum?
 
The best study planner for you is…you! Everybody has his own specific time constraints, study preferences etc. A one-fits-all study planner is not very useful IMHO.
 
Finquiz has one, but I think most of the people ask for a study planner so that they can actually edit the dates around the plan (the tasks for each one remains the same, isnt it).
 
sooraj wrote:
Finquiz has one, but I think most of the people ask for a study planner so that they can actually edit the dates around the plan (the tasks for each one remains the same, isnt it).
Click to expand...
 
Yes, Exactly FInQuiz is nice one, but not interactive.
I was looking for something online so, as you said, can edit the dates and the same time save time in preparing and printing an Excel Based study plan. The re-writing of topics and 35 Reading names is not so efficient (although I have one already).
One additional benefit is that you can get the sense of how much is needed for which reading - as suggested by the preparatory course provider who designed the study planner. For example, FinQuiz has 6 days on average for each reading and the plan span over 8.5 months and it starts by Fixed Income or Assets Classes in general then move to portfolio management.
This is why I prefer to see others study plans.
 
What ‘s the suggested reading order for the level III? In level II, I am advised to focus on heavy weighted topics like FRA, equity, ethic, etc first and It ‘s really helpful. In level III, since they changed the way of testing (no FRA, quant any more) and now PM takes a majority and the name of LOS really confused me. So, can anybody please give me a clue to make an efficient study plan .
 
Sorry data247, didnt understand what you mean by PM takes majority??
AM and PM are both 180 points. (or whatever, the points are equal).
Leave ethics and study in the same order and reading# is what I would suggest. Atleast thats what many of us did. But what is important with L3, is to understand how all the stand alone topics fit into the bigger picture as we could get tested like that in AM.
 
Haa, my bad, sorry data247 & thanks Jus4fun :) Blame it on the tension of waiting for results folks.
I actually went in the same order as - BF, individual and Institutional followed by CME/Economics/Equity/Fixed Income, then Risk Management and Derivatives..
I think moving this way gives you a good understanding of the big picture..
 
Like Sooraj, the order I will follow is:
SS 3 Behavioral Finance
SS 4 Private Wealth Management (1)
SS 5 Private Wealth Management (2)
SS 6 Portfolio Management for Institutional Investors
SS 7 Applications of Economic Analysis to Portfolio Management
SS 8 Asset Allocation and Related Decisions in Portfolio Management (1)
SS 9 Asset Allocation and Related Decisions in Portfolio Management (2)
SS 10 Fixed-Income Portfolio Management (1)
SS 11 Fixed-Income Portfolio Management (2)
SS 12 Equity Portfolio Management
SS 13 Alternative Investments for Portfolio Management
SS 14 Risk Management
SS 15 Risk Management Applications of Derivatives
SS 16 Trading, Monitoring, and Rebalancing
SS 17 Performance Evaluation
SS 18 Global Investment Performance Standards

Then Ethics,

any one noted that this year L III is two reading less, i.e 33 readings only…mainly removed the “Ethics in Practice”
 
sooraj wrote:
Haa, my bad, sorry data247 & thanks Jus4fun :) Blame it on the tension of waiting for results folks.
I actually went in the same order as - BF, individual and Institutional followed by CME/Economics/Equity/Fixed Income, then Risk Management and Derivatives..
I think moving this way gives you a good understanding of the big picture..
Click to expand...
^ ^ yeah, I mean portfolio managment, thanks for your advice.
 
Adel Galal wrote:
Like Sooraj, the order I will follow is:
SS 3 Behavioral Finance
SS 4 Private Wealth Management (1)
SS 5 Private Wealth Management (2)
SS 6 Portfolio Management for Institutional Investors
SS 7 Applications of Economic Analysis to Portfolio Management
SS 8 Asset Allocation and Related Decisions in Portfolio Management (1)
SS 9 Asset Allocation and Related Decisions in Portfolio Management (2)
SS 10 Fixed-Income Portfolio Management (1)
SS 11 Fixed-Income Portfolio Management (2)
SS 12 Equity Portfolio Management
SS 13 Alternative Investments for Portfolio Management
SS 14 Risk Management
SS 15 Risk Management Applications of Derivatives
SS 16 Trading, Monitoring, and Rebalancing
SS 17 Performance Evaluation
SS 18 Global Investment Performance Standards

Then Ethics,

any one noted that this year L III is two reading less, i.e 33 readings only…mainly removed the “Ethics in Practice”
Click to expand...
Thank you very much.
 
You must log in or register to reply here.
Back
Top