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Straight Talks - AJ Srmek
United States
Приєднався 21 лип 2018
Hi, I'm AJ Srmek! I'm a CFA charterholder and CFP professional working in wealth management as a financial planner.
Thanks for checking out the channel! Email me at the address below if you have any questions.
*** The information discussed on this channel is not intended or implied to be a substitute for professional financial advice. All content, including text, graphics, images, and information, contained on this channel is for general information purposes only and does not replace a consultation with your financial or tax professional***
Thanks for checking out the channel! Email me at the address below if you have any questions.
*** The information discussed on this channel is not intended or implied to be a substitute for professional financial advice. All content, including text, graphics, images, and information, contained on this channel is for general information purposes only and does not replace a consultation with your financial or tax professional***
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.
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
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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
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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...
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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
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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)
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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
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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
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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...
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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
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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...
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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
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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
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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?
Reacting to Accurate CFA Exam Memes
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Reacting to Accurate CFA Exam Memes
Has Your Career/Money Become Your GOD?
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Has Your Career/Money Become Your GOD?
The NEW Highest CFA Exam Pass Rates We Have Seen!
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The NEW Highest CFA Exam Pass Rates We Have Seen!
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
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The Top Finance Interview Questions - And the Best Answers
How I Passed the CFP Exam on the First Attempt
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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
The MAJOR Problem With Dividend Investing
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The MAJOR Problem With Dividend Investing
Ranking the Best Finance YouTubers (Tier List)
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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
Amazing CFA Passing Results (2023 CFA Exams)
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Amazing CFA Passing Results (2023 CFA Exams)
Do they give any hard copies for mm
Another way to look at it, is ask does the advisor work for “the company” or work “directly for you”?!
Lv2 Econ is not easy
我是一个中国考生,来学习学习你的经验哈哈哈 thanks AJ!
Hey bro at what position you are working now...its been 3 years
In a similar position at the same company.
Anyone have any thoughts on financial analyst roles/pay?
Not a fan of your lighting.
Love the humor! Haha
excellent
worth every minute
Thanks for the support!
AI replace in cfa sir explain
Iam studying MBA finance 2nd year.After Business or CFA best . Please give me answer sir,iam confusion.
Iam studying MBA finance 2nd year.CFA or business best
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. 😅
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
Thank you for sharing this information...
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
Nice! Best of luck studying.
Please do a video on how to approach essay type questions
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
If you study 10 hours per day everyday, it is possible. But its going to be hard.
Which topic to do first can you pls tell the order or shld I go with FSA ETHICS FI Equity ..
@@Aakashh_7950 Not sure if my method was the best, but I just went in order. So ethics first.
The level of math seems rudimentary
I would call it university 101 math.
The cfa readings I don’t get it😢😢…it’s giving gibberish and overload…maybe not for me
Retail banking is the fast food service of a finance career. I'm in it now and am desperately trying to pivot out
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.
You are describing a buy-side finance job. Investment banking is a sell-side finance job.
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!
Best of luck to you as well!
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.
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.
University of Chicago and the arts? lol okay. I left as soon as I heard that.
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 😇
Where is Hult?
Too low on the list.
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.
Very true.
So Warren Buffett is in B tire list, come on man, we all knew he is a legend!
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
Last bit earned a sub lmaoo
LOL thanks.
Do you need a finance degree?
Yes
@@yetekt6953 thank you. I’m going back to school to get a finance degree since I minor in Biology
@@joshuatavra6678 Which School?
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.
Keep up the hard work! The BBA should help you move into a great role.
I needed to hear this.
This is non-sense. With AI and availability of information, knowing a formula is useless. They should provide a standard formula sheet.
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.
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!
@@straighttalks-ajsrmek323 Thanks for replying. Much appreciated! ☺️
The last part is a evil ego booster 😂😂
What are your thoughts on getting Life and Health Insurance licenses for CFP candidate working to be Financial Advisor?
Those licenses can be helpful if you work at a firm that brokers insurance products!
Link doesn’t work
Refreshing to see you're a Christian as well. Love your videos man
Thanks!
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.
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
Probably better to overstudy than to fail! Have you done any practice exams yet? That will tell a lot.
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
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.
is that alinity on the thumbnail lol?
I'm not sure, someone made it for me. Can you link Alinity?
@@straighttalks-ajsrmek323 just google alinity. the resememblance is remarkable lol
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 🥹
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.
Hi AJ did u use willey n practise blue box for L3?
Yes and yes!
@@straighttalks-ajsrmek323 so u did not read the curriculum yea
@@ericgregorious7047 I used the curriculum sometimes, in certain cases. Watch my other videos about how/when I used it.