Adam Schwab, CFA, CPA
Analyst Mastermind
A podcast
Good podcast? Give it some love!
Adam Schwab, CFA, CPA
Analyst MastermindEpisodes
Adam Schwab, CFA, CPA
Analyst Mastermind
A podcast
Good podcast? Give it some love!
Rate Podcast
Episodes of Analyst Mastermind
Mark All
Search Episodes...
The importance of publishing content is critical to distinguish yourself from competition. #1: Earnings Reports/10-Q/10-K Summaries Summarize the valuable information from the noise. Find the takeaways other investors are missing. Most investo
It’s no secret how demanding top-tier internships and full-time positions are in finance. Doesn’t matter if its investment banking, consulting, or asset management, colleges are pumping out record numbers of highly qualified (on paper at least)
What is Deliberate Practice? Why you should focus on things you can't do well Target 60-80% accuracy Focus on long-term improvement. Progress doesn't happen overnight yet people quit because they expect easy gains to happen immediately What ar
This is episode #10 in my series on CFA preparation. We discuss why it's so critical to incorporate rapid and constant testing in the study process. Topics covered: Why testing is a stacking function and why it matters Why feedback loops are
Today's episode explores the distinction between active and passive studying. Active studying is the key to a successful study program yet is neglected and unknown by most candidates. All work is not created equal. The study process must be an
Today we discuss the importance of setting up a detailed and systematic study program for CFA candidates. Topics Covered: - How stress and anxiety arise from not having a proper plan - Why candidates need to fight the status quo bias - How am
In today's episode we talk with Matt Westra, who works for Goldman Sachs. Matt has passed CFA Level I and took Level II this past June. We covered a wide range of topics, including CFA preparation, the role of the MBA and CFA in investment bank
In the 7th episode of the CFA exam prep series, we explore the important of following a rigorous, data-driven approach to passing the CFA exam. A majority of candidates simply follow an unstructured, ad-hoc approach to the exam. They often lack
In today’s episode, we dive into the 6th lesson for CFA candidates. This episode is all about grit. Grit is a critical trait present in successful athletes, musicians, and entrepreneurs. We explore the work of Angela Duckworth, a professor at t
In today's episode, we discuss the "Mastery" mindset and how CFA candidates can implement strategies to act like a master, not an amateur. All work and effort is not created equal. Do not mistake activity for achievement! The mastery mindset is
In today's episode, I interview Mike Bonander and discussCFA exam preparation, helpful tips, and big mistakes candidatesmake. We also discuss the role of the CFA for career advancementand how an MBA can help candidates.Direct Link: http://b
In today's episode, we dig into the reason why failure is so misunderstood and why its a critical part to achieving expertise and mastery in the CFA program. Most people are raised to avoid failure and avoid any situation that involves the chan
In today's episode we talk with David Seifert, CFA, a principal at Velocis. David is a good friend from Chicago Booth who has a ton of useful knowledge on the CFA exam, MBA, and career advice. We get into a lot of detail on all three topics, so
In today's episode, we dive into the third lesson for CFA candidates. The importance of recognizing a flexible vs. fixed mindset is critical for lasting success. Most candidates have never considered how their mental approach and beliefs have l
In today's episode, I describe why candidates need to radically rethink how they approach their CFA study plan. Old habits and methods will not work for the CFA exam.Most candidates jump into the program without ever thinking about creating a
Today I interview one of my good friends from Chicago Booth, Susie Qu. Susie has a great and diverse background which brings a lot of insight for candidates. She has experience coming from a corporate background as well as her experience from C
In today’s episode, I begin with the first lesson out of 25 for CFA candidates. My goal is to build up into a complete program for CFA candidates. I cover the foundations of my program and how it’s different than every other study program out t
Welcome to Episode 1 of the Analyst Mastermind Podcast. I'm excited to launch the podcast because there is a wealth of information out there for CFA candidates and financial professionals that is currently neglected. My goal is to curate and co
In today's episode we talk with Brett Peterson, who is a CFA charterholder and current investment banker. We get into how the CFA program has helped in the investment banking world, his career path and how the CFA has helped his progression. Th
On this episode, we talk with Jason Bednar, a current sell-side analyst and good friend from Chicago Booth. We discuss CFA preparation tips, his experience, how he managed the workload of a full career while studying for the CFA exam. We also g
Join Podchaser to...
- Rate podcasts and episodes
- Follow podcasts and creators
- Create podcast and episode lists
- & much more
Unlock more with Podchaser Pro
- Audience Insights
- Contact Information
- Demographics
- Charts
- Sponsor History
- and More!
- Account
- Register
- Log In
- Find Friends
- Resources
- Help Center
- Blog
- API
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More
- © 2024 Podchaser, Inc.
- Privacy Policy
- Terms of Service
- Contact Us