For our prospective clients and non-clients alike, we have compiled below a list of tips for successful CFA^® preparation:

1. Start no later than January for the June exam and July for the December exam.
   Keep a structured study plan, pace yourself, and do NOT fall behind. If you happen to fall behind, do everything possible –- including taking personal or vacation days –- to CATCH UP!
2. Do NOT memorize formulas blindly.
   Make sure you understand what each formula means and why each variable is there. Exam makers are masters at tricking candidates who do not know how to apply the formulas. Working with Proactive Testing, you will grasp the underlying concepts behind the formulas and learn to appreciate them in the context of business, finance, and the exam.
3. When studying on your own, try to do so on Saturday, Sunday, and during holidays.
   Many people find it difficult to concentrate in the evening during the week, after a full day of work, and find their efforts wasted with little retention of new material. During the weekends or holidays, the mind is fresher and can learn and retain concepts more efficiently. Therefore it is better to have a good study/life balance, and spend most evenings during the week on personal activities, and only study during the weekends and holidays. A sensible plan is to meet with your tutor once a week during a weekday, and spend the weekend studying on your own.
4. Minimize distractions.
   If you live with your family or have difficulty staying away from the TV, phone, or other temptations, then don’t study at home. Many of our clients find it beneficial to study at libraries or offices on weekends. And remember, TURN OFF YOUR CELL PHONE WHEN STUDYING!
5. Do NOT fall behind!
6. Don’t get stuck by difficult concepts within the lecture study notes.
   It may be better to “reverse engineer” and work on the sample problems to learn the chapter concepts.
7. Don’t get stressed.
   The best way to gain confidence and minimize frustration is have your questions and concerns addressed quickly. So speak to us. Call or e-mail with your questions. We will answer them on the same day or, at the latest, within 24 hours.
8. Don’t spend all your free time studying. After finishing your agenda on a given day, spend the rest of your time relaxing, be it meeting with friends or significant other, playing with your children, exercising, or whatever.
9. Do NOT fall behind!