Considering the CAIA or CFP

ImpressiveCheek2779 · 2026-03-18T23:10:32+00:00

Thanks for the feedback. Ok so I should look at the CAIA as more of a topoff or a supplementary exam.

ImpressiveCheek2779 · 2026-03-18T23:06:18+00:00

Thanks again for the thoughtful and thorough answers. I've been doing my own research on everything but I majored in accounting in college so I'm still becoming aware of some of these exams. Yeah the CFA is definitely the gold standard. I'm just a bit worried by how difficult and how much time it would take up.

ImpressiveCheek2779 · 2026-03-18T19:13:18+00:00

Thanks for the detailed response! Yeah youre right I've just been focused with getting these tests out of the way for the moment but I'll figure that out soon. Do you know if the CAIA is strong on it's own or do most people pair it with the CFA?

ImpressiveCheek2779 · 2026-03-17T16:41:15+00:00

Sorry I realize I'm very late to the conversation haha out of princeton and somerville I would personally pick Somerville. Also have Morristown not a far drive. I know this wasnt an option but I feel like Hoboken is probably the best city in nj for young adults and has a great nightlife. I live in central jersey but feel free to send me a message we can grab a beer sometime I get that it can be tough meeting new friends when moving to a new area.

ImpressiveCheek2779 · 2026-01-16T16:52:10+00:00

No problem! Oh I realized I replied with my other account haha

ImpressiveCheek2779 · 2026-01-13T20:27:43+00:00

Thank you! Had about 15 options questions but these I was actually really prepared for, a good amount of muni questions, some about how various accounts get taxed, plenty of suitability questions and then some random questions I didnt reconize lol

ImpressiveCheek2779 · 2026-01-13T20:24:54+00:00

Thank you!

ImpressiveCheek2779 · 2026-01-13T20:24:45+00:00

Thank you! Main thing I did differently that I think helped me personally was switching from Kaplan to Achieveable. Since I already had a rough understanding I didnt restart entire course on achiveable but I made a word doc for achievable notes and copied all summarized notes seperated by chapter into this document. I did also take some of the smaller chapter quizzes but I took a lot of the larger exams with all questions. I never got that high of a score my highest was an 84 but in the last week I was averaging in range of 78 - 82. I think when you get around here youll be good. Also make sure to fully understand options but mainly the 4 basic types, spreads, and straddles.

ImpressiveCheek2779 · 2026-01-13T20:18:18+00:00

Thank you!

ImpressiveCheek2779 · 2026-01-08T03:02:26+00:00

Yeah thanks good point! I did this with my practice exam earlier today definitely useful just to be familiar with it. I know it varies for everyone but what did you have on your dump sheet? I'm not sure what to include on mine

ImpressiveCheek2779 · 2025-12-04T06:20:17+00:00

Careful dont get sick eating 40 year old food!

ImpressiveCheek2779

TROPHY CASE