Straight Talks - AJ Srmek
Straight Talks - AJ Srmek
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The New CFA Private Equity Course
As the demand for private market investments increases, so does the need for the targeted knowledge and job-ready skills required to keep pace with the profession and client expectations. That’s why CFA Institute is excited to announce the launch of our Private Equity Certificate.
Developed in response to an identified need for private equity training that incorporates financial modeling, the certificate will prepare professionals to thrive in the competitive landscape of private equity. Additionally, the new certificate will cater to the needs of small to mid-sized PE firms by providing them with high-quality content to onboard new hires and improve retention.
Participants will learn how to build robust leveraged buyout (LBO) models, assess deals, and leverage value creation strategies through a self-paced learning experience.
Переглядів: 2 108

Відео

The Ultimate Life Hack | Be a Great Employee
Переглядів 1,1 тис.2 місяці тому
Most people don't actually own their own businesses... this is the real life hack. Link to The CFA Study Blueprint: aj-srmek-s-school.teachable.com/p/the-cfa-study-blueprint If you have an idea of something you want me to cover in depth, please let me know because I take your requests seriously. Will be back with more CFA Exam tips in a couple of weeks so please submit more questions you would ...
20 Things I Wish I Knew in My 20s
Переглядів 1,9 тис.3 місяці тому
Seeking Alpha Premium Link: www.sahg6dtr.com/371FH2X/R74QP/ I recently turned 30 which means I'm now way smarter than I have been over the past decade. Just kidding, but here are 20 things I learned in my 20s that I wish I had learned, earlier. 20. You CANNOT use the sense of humor that you use with your closest friends, with everyone. 19. Microwaves cook kittens much faster than oven do. 18. I...
Before taking your CFA exam...
Переглядів 2,1 тис.4 місяці тому
2 quick points for those taking the 2024 CFA exams soon. Link to my CFA formula sheets: www.patreon.com/StraightTalks If you have an idea of something you want me to cover in depth, please let me know because I take your requests seriously. Will be back with more CFA Exam tips in a couple of weeks so please submit more questions you would like to hear answered. Love you all! - AJ Please SUBSCRI...
The CFA is Broken - Practical Skills Modules Down
Переглядів 3 тис.4 місяці тому
The Practical Skills Modules are currently down, meaning you cannot move on to the next level of the CFA exams even after passing the last level. Link to The CFA Study Blueprint: aj-srmek-s-school.teachable.com/p/the-cfa-study-blueprint If you have an idea of something you want me to cover in depth, please let me know because I take your requests seriously. Will be back with more CFA Exam tips ...
Ranking Highest Paying Finance Careers by Salary (Tier List)
Переглядів 12 тис.5 місяців тому
Here is a tier list of the highest paying finance careers in 2024 based on salary! Link to The CFA Study Blueprint: aj-srmek-s-school.teachable.com/p/the-cfa-study-blueprint If you have an idea of something you want me to cover in depth, please let me know because I take your requests seriously. Will be back with more CFA Exam tips in a couple of weeks so please submit more questions you would ...
How to Pass the CFP Exam in 2024
Переглядів 8 тис.6 місяців тому
The CFP exam is very unique in the sense that, you can earn your qualification to sit for the exam in like 5 different ways. And because of this, everyone's CFP exam study journey will look a little bit different. Here are the main things that every CFP exam candidate needs to do well to pass the test, and a few items that pertain to the specific different paths you may have taken to sit for yo...
AI Can't Pass the CFA Exams
Переглядів 3,1 тис.7 місяців тому
ChatGPT can't pass the CFA Exams. A study by JPMorgan researchers and university academics found ChatGPT made a lot of "knowledge-based errors" and was not able to pass each of the exams. So don't be worried that AI is going to take your job... yet. Link to The CFA Study Blueprint: aj-srmek-s-school.teachable.com/p/the-cfa-study-blueprint If you have an idea of something you want me to cover in...
If You Are Taking the CFA Exam Next Week...
Переглядів 2,6 тис.7 місяців тому
ITS CRUNCH TIME!!! The November 2023 Level 1 CFA Exams start next week. Link to The CFA Study Blueprint: aj-srmek-s-school.teachable.com/p/the-cfa-study-blueprint If you have an idea of something you want me to cover in depth, please let me know because I take your requests seriously. Will be back with more CFA Exam tips in a couple of weeks so please submit more questions you would like to hea...
How to Pass the CFA Level 1 Exam in 2024
Переглядів 42 тис.8 місяців тому
Here are the 6 strategies I used to pass the CFA Level 1 Exam on the first attempt. Link to the video course: aj-srmek-s-school.teachable.com/p/the-cfa-study-blueprint First and maybe most important, was the amount of hours of studying. And let me direct, the common notion of 300 hours is NOT ENOUGH for 95% of CFA candidates. 0:00 - Study Hours 3:23 - Daily Routine 7:19 - Study Materials 9:10 -...
Lower CFA Pass Rates and Lower Exam Participation...
Переглядів 4 тис.8 місяців тому
The August 2023 CFA Exams results showed lower pass rates compared to earlier this year. But the pass rates are not the only issue with the recent CFA exam results. Link to The CFA Study Blueprint: aj-srmek-s-school.teachable.com/p/the-cfa-study-blueprint If you have an idea of something you want me to cover in depth, please let me know because I take your requests seriously. Will be back with ...
How Much Money Financial Advisors Make
Переглядів 3,6 тис.8 місяців тому
Forbes reports that the average new financial advisor just starting out in the industry will earn about $500,000 in total compensation. I'm totally kidding. Before we move on to the biggest numbers, we should talk about what makes for such a wide range. Link to The CFA Study Blueprint: aj-srmek-s-school.teachable.com/p/the-cfa-study-blueprint If you have an idea of something you want me to cove...
The 7 BIGGEST Mistakes I Made While Studying for the CFA Exams
Переглядів 7 тис.9 місяців тому
Avoid making any of these mistakes while studying for the CFA exams... Link to The CFA Study Blueprint: aj-srmek-s-school.teachable.com/p/the-cfa-study-blueprint If you have an idea of something you want me to cover in depth, please let me know because I take your requests seriously. Will be back with more CFA Exam tips in a couple of weeks so please submit more questions you would like to hear...
FINANCIAL ADVISOR EXPLAINS | Are You Doing Well Financially?
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FINANCIAL ADVISOR EXPLAINS | Are You Doing Well Financially?
30 CFA EXAM DAY TIPS
Переглядів 4,3 тис.10 місяців тому
30 CFA EXAM DAY TIPS
Reacting to Accurate CFA Exam Memes
Переглядів 2,5 тис.10 місяців тому
Reacting to Accurate CFA Exam Memes
Has Your Career/Money Become Your GOD?
Переглядів 79910 місяців тому
Has Your Career/Money Become Your GOD?
The NEW Highest CFA Exam Pass Rates We Have Seen!
Переглядів 2,6 тис.11 місяців тому
The NEW Highest CFA Exam Pass Rates We Have Seen!
Pass the August 2023 CFA Exams
Переглядів 3,7 тис.11 місяців тому
Pass the August 2023 CFA Exams
Why You'll Never Become a Top Financial Advisor
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Why You'll Never Become a Top Financial Advisor
The Top Finance Interview Questions - And the Best Answers
Переглядів 1,5 тис.Рік тому
The Top Finance Interview Questions - And the Best Answers
How I Passed the CFP Exam on the First Attempt
Переглядів 5 тис.Рік тому
How I Passed the CFP Exam on the First Attempt
CFA Charterholder Reacts to NEW CFAI Study Tips
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CFA Charterholder Reacts to NEW CFAI Study Tips
Does the CFA Make You More Money?
Переглядів 3,6 тис.Рік тому
Does the CFA Make You More Money?
Why I Decided to Pursue the CFA Exams
Переглядів 6 тис.Рік тому
Why I Decided to Pursue the CFA Exams
The MAJOR Problem With Dividend Investing
Переглядів 834Рік тому
The MAJOR Problem With Dividend Investing
Ranking the Best Finance YouTubers (Tier List)
Переглядів 2,6 тис.Рік тому
Ranking the Best Finance UA-camrs (Tier List)
The 2023 Level 3 CFA Exam Had the Highest Passing Score EVER
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The 2023 Level 3 CFA Exam Had the Highest Passing Score EVER
THE CFA HAS SPOKEN ABOUT THE CHANGES
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THE CFA HAS SPOKEN ABOUT THE CHANGES
Amazing CFA Passing Results (2023 CFA Exams)
Переглядів 3,7 тис.Рік тому
Amazing CFA Passing Results (2023 CFA Exams)

КОМЕНТАРІ

  • @sabareeshs6314
    @sabareeshs6314 6 годин тому

    Do they give any hard copies for mm

  • @SS-qr5qk
    @SS-qr5qk 2 дні тому

    Another way to look at it, is ask does the advisor work for “the company” or work “directly for you”?!

  • @62294838
    @62294838 2 дні тому

    Lv2 Econ is not easy

  • @ricejimmy5641
    @ricejimmy5641 2 дні тому

    我是一个中国考生,来学习学习你的经验哈哈哈 thanks AJ!

  • @gopalkrusnajena7383
    @gopalkrusnajena7383 2 дні тому

    Hey bro at what position you are working now...its been 3 years

  • @matthewhoward1958
    @matthewhoward1958 3 дні тому

    Anyone have any thoughts on financial analyst roles/pay?

  • @RobertBeedle
    @RobertBeedle 4 дні тому

    Not a fan of your lighting.

  • @JohnUmar-jn1kj
    @JohnUmar-jn1kj 6 днів тому

    Love the humor! Haha

  • @brandonkealiher5572
    @brandonkealiher5572 7 днів тому

    excellent

  • @brandonkealiher5572
    @brandonkealiher5572 8 днів тому

    worth every minute

  • @pasupuletimasthan6099
    @pasupuletimasthan6099 8 днів тому

    AI replace in cfa sir explain

  • @pasupuletimasthan6099
    @pasupuletimasthan6099 8 днів тому

    Iam studying MBA finance 2nd year.After Business or CFA best . Please give me answer sir,iam confusion.

  • @pasupuletimasthan6099
    @pasupuletimasthan6099 8 днів тому

    Iam studying MBA finance 2nd year.CFA or business best

  • @markramos7245
    @markramos7245 9 днів тому

    I like the point about not knowing how to actually invest. That’s so true some of the most successful advisors I met in my career came from non financial backgrounds and didn’t really know much about the market other than real basics. Long story short I left the industry. 😅

  • @ambiven10
    @ambiven10 9 днів тому

    IB is great if you are in 20s and right out of the college. If you are in your 30s, IB is not for you ..thats my humble opinion

  • @pcdihealth
    @pcdihealth 10 днів тому

    Thank you for sharing this information...

  • @Sam-bg5bj
    @Sam-bg5bj 10 днів тому

    I graduated from a board certified university in May. Joined an RIA in June and am now studying and reviewing for the November CFP exam. I’m giving myself a ton of time to study. I hope to finish the Kaplan review twice. I really want to only take this thing once. Thanks for the advice

  • @revantharyan
    @revantharyan 11 днів тому

    Please do a video on how to approach essay type questions

  • @Aakashh_7950
    @Aakashh_7950 11 днів тому

    2 months enough for preparation??? My exam is in Aug so is it possible to start now n study for 10 hrs a day ?? Using Schweser please guide

    • @straighttalks-ajsrmek323
      @straighttalks-ajsrmek323 9 днів тому

      If you study 10 hours per day everyday, it is possible. But its going to be hard.

    • @Aakashh_7950
      @Aakashh_7950 9 днів тому

      Which topic to do first can you pls tell the order or shld I go with FSA ETHICS FI Equity ..

    • @straighttalks-ajsrmek323
      @straighttalks-ajsrmek323 4 дні тому

      @@Aakashh_7950 Not sure if my method was the best, but I just went in order. So ethics first.

  • @Sui_Generis0
    @Sui_Generis0 12 днів тому

    The level of math seems rudimentary

  • @charmainewilliams1875
    @charmainewilliams1875 13 днів тому

    The cfa readings I don’t get it😢😢…it’s giving gibberish and overload…maybe not for me

  • @criminalscum8472
    @criminalscum8472 16 днів тому

    Retail banking is the fast food service of a finance career. I'm in it now and am desperately trying to pivot out

  • @aseelshahbari5997
    @aseelshahbari5997 17 днів тому

    Hello AJ Srmek Is the job of investment banking very risky? I'm asking myself this question because I'm aware from a certain perspective that as an investment banker you invest millions of euros that belong to your clients. On this basis, there is a dangerous possibility that if you lose money as an investment banker, then....... 🤦👹🤦👹🤦👹 (there is possibly a risk). That's why I'm asking whether this job is risky or not.

    • @straighttalks-ajsrmek323
      @straighttalks-ajsrmek323 12 днів тому

      You are describing a buy-side finance job. Investment banking is a sell-side finance job.

  • @dwoodieva
    @dwoodieva 17 днів тому

    Was just recently licensed as an insurance producer in my state and now my firm needs me to take the SIE then Series 6/7 before I can start my contract and I am very excited. Thank you for these tips! I'm attempting my firms condensed 6 week study calendar. Best of luck to everyone on their SIE test!

  • @SS18w4531g00
    @SS18w4531g00 18 днів тому

    Memorizing 200 formulas won`t make you a good investor. AI/ML already got these inbuilt and can use them in miliseconds. Thats about the CFA.

  • @SS18w4531g00
    @SS18w4531g00 18 днів тому

    The worst thing is its become pretty obsolete these days. Massive investment in time & personal life sacrifice to only find out no one cares if you got it or not (Europe speaking here) and indeed I`ve met quite a lot of really smart guys in the industry that have a deep dislike about CFA charterholders citing them to be arrogant and assholes in general. At the end, its a proof you can take an exam, thats it - in 2Y time you`d have forgotten about 85% of it. HRs in here will take someone with experience/uni degree over a charterholder anytime. And yet - its not a waste of time as you`d learn a lot but if aiming at it to build a career - better abort now.

  • @Jeff-312
    @Jeff-312 18 днів тому

    University of Chicago and the arts? lol okay. I left as soon as I heard that.

  • @Jatra1316
    @Jatra1316 18 днів тому

    Anyone from Singapore could be able to share the experience in getting the CFP in Spore? Starting from the very first AFP cert please. Appreciate 😇

  • @Ian18741
    @Ian18741 19 днів тому

    Where is Hult?

  • @dapingzheng8016
    @dapingzheng8016 20 днів тому

    Sales is a wild card that based by personal ability and emotional connections to convert it. I knew people makes millions in life insurance and many people can’t really make more than 60k per year and end it up quitting.

  • @dapingzheng8016
    @dapingzheng8016 20 днів тому

    So Warren Buffett is in B tire list, come on man, we all knew he is a legend!

  • @Therevolution7
    @Therevolution7 21 день тому

    Great video; Taking my CFA l2 but am also a professional ( accountant), agreed with all your points on showing up and being the best employee

  • @therealfrost
    @therealfrost 22 дні тому

    Last bit earned a sub lmaoo

  • @joshuatavra6678
    @joshuatavra6678 22 дні тому

    Do you need a finance degree?

    • @yetekt6953
      @yetekt6953 12 днів тому

      Yes

    • @joshuatavra6678
      @joshuatavra6678 12 днів тому

      @@yetekt6953 thank you. I’m going back to school to get a finance degree since I minor in Biology

    • @NadidLinchestein
      @NadidLinchestein 10 днів тому

      @@joshuatavra6678 Which School?

  • @elasiatico.
    @elasiatico. 23 дні тому

    I’m 30 with no degree 10 years of accounting experience, been moving up the corporate ladder with my current employer and now facing a road block where I cannot grow no more within the company which is why I am now finishing up my BBA in Finance, which should be done next May. Thank you for sharing this information.

  • @mazenselim22
    @mazenselim22 25 днів тому

    I needed to hear this.

  • @pedroo255
    @pedroo255 26 днів тому

    This is non-sense. With AI and availability of information, knowing a formula is useless. They should provide a standard formula sheet.

  • @Firestriker098
    @Firestriker098 26 днів тому

    I'm in the insurance industry and pretty new to finance in general but I want to gain more knowledge to help create better value for my clients. Would you recommend CFP or CFA. Or are these designations not useful for the industry.

    • @straighttalks-ajsrmek323
      @straighttalks-ajsrmek323 25 днів тому

      The CFP is great, but its overkill if you are just going to do insurance. BUT if you want to get into broader financial services, go for it!

    • @Firestriker098
      @Firestriker098 22 дні тому

      @@straighttalks-ajsrmek323 Thanks for replying. Much appreciated! ☺️

  • @Joe_2263
    @Joe_2263 27 днів тому

    The last part is a evil ego booster 😂😂

  • @aliz9047
    @aliz9047 28 днів тому

    What are your thoughts on getting Life and Health Insurance licenses for CFP candidate working to be Financial Advisor?

    • @straighttalks-ajsrmek323
      @straighttalks-ajsrmek323 25 днів тому

      Those licenses can be helpful if you work at a firm that brokers insurance products!

  • @jonm57
    @jonm57 Місяць тому

    Link doesn’t work

  • @user-sx8bu8co3z
    @user-sx8bu8co3z Місяць тому

    Refreshing to see you're a Christian as well. Love your videos man

    • @straighttalks-ajsrmek323
      @straighttalks-ajsrmek323 25 днів тому

      Thanks!

    • @user-sx8bu8co3z
      @user-sx8bu8co3z 25 днів тому

      Hey I sent you an email from my school email @asu. I’m sure you get a lot. I’m about to graduate and start interviewing. I have a Ch. 7 BK from about five years ago and asked you some questions about it. Would really appreciate your feedback as I prepare for these interviews.

  • @carolamoriau
    @carolamoriau Місяць тому

  • @trevorbooth4074
    @trevorbooth4074 Місяць тому

    This seems like crazy low study time to me. I test in July. I’m currently a younger FC (27 years old). I’ve never failed any standardized exam and found most of the series exam straight forward. Idk why this one has got me really worried. I’m studying so much and worried I will fail first time. I’m making lots of sacrifices and hope it’s not for nothing

    • @straighttalks-ajsrmek323
      @straighttalks-ajsrmek323 25 днів тому

      Probably better to overstudy than to fail! Have you done any practice exams yet? That will tell a lot.

  • @Harambe0
    @Harambe0 Місяць тому

    I’m personally interested since our PE managers send us their models when they offer coinvest. Hoping to better interpret their assumptions and make any adjustments on our side

  • @samerkaddoura2587
    @samerkaddoura2587 Місяць тому

    I'm HOPING the PE cert is more useful than the Private Market & Alt Invest cert that was released. Thankfully my firm will just reimburse me once I complete the PE cert so I don't mind shelling out the $900 in the mean time.

  • @magnificencetv7424
    @magnificencetv7424 Місяць тому

    is that alinity on the thumbnail lol?

    • @straighttalks-ajsrmek323
      @straighttalks-ajsrmek323 Місяць тому

      I'm not sure, someone made it for me. Can you link Alinity?

    • @magnificencetv7424
      @magnificencetv7424 Місяць тому

      @@straighttalks-ajsrmek323 just google alinity. the resememblance is remarkable lol

  • @nayleacamarena9954
    @nayleacamarena9954 Місяць тому

    I got a job opportunity at Vanguard and I am so nervous because my background comes from marketing. I read the practice tests and got extremely discouraged. Thank you for breaking this down for me, this is something I’m really trying to retain 🥹

  • @georgeluke6382
    @georgeluke6382 Місяць тому

    As a Christian, love this. Because Christianity claims to fulfill human nature through union with Christ and repentance, this really applies to all people. John Piper's resources, and Doug Wilson's and Gary North's have helped me alot here. Randy Alcorn also has work on this.

  • @ericgregorious7047
    @ericgregorious7047 Місяць тому

    Hi AJ did u use willey n practise blue box for L3?