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Date Title Categories, Tags
May 9th, 2020 Tracking the progress made preparing my CFA Level 1 Exam

Use simple shortcodes to insert progress bars in WordPress posts and pages — you will need to install and activate the Tracking Progress WordPress Plugin —. A few examples are provided at this page.

Ethical and Professional Standards

Planned

Quantitative Methods

Working on it

Economics

Done

Financial Reporting and Analysis

Finalizing

Corporate Finance

Working on it

Equity Investments

Stuck

Fixed Income

Planned

Derivatives

Working on it

Alternative Investments

Done

Portfolio Management and Wealth Planning

Planned
Personal Projects,
May 9th, 2020 Habit #1: Be proactive

Don’t sit and wait in a reactive mode, waiting for problems to happen (Circle of Concern) before taking action — Stephen Covey, The 7 Habits of Highly Effective People.

Stephen Covey, The 7 Habits of Highly Effective People
7 Habits,
May 9th, 2020 Habit #2: Begin with the end in mind

Envision what you want in the future so you can work and plan towards it — Stephen Covey, The 7 Habits of Highly Effective People.

Stephen Covey, The 7 Habits of Highly Effective People
7 Habits,
May 9th, 2020 Habit #3: Put first things first

Do things that are important before they become urgent — Stephen Covey, The 7 Habits of Highly Effective People.

Stephen Covey, The 7 Habits of Highly Effective People
7 Habits,
May 9th, 2020 Habit #4: Think win-win

Genuine feelings for mutually beneficial solutions or agreements in your relationships — Stephen Covey, The 7 Habits of Highly Effective People.

Stephen Covey, The 7 Habits of Highly Effective People
7 Habits,
May 9th, 2020 Habit #5: Seek first to understand, then to be understood

Use empathetic listening to genuinely understand a person, which compels them to reciprocate the listening and take an open mind to being influenced by you — Stephen Covey, The 7 Habits of Highly Effective People.

Stephen Covey, The 7 Habits of Highly Effective People
7 Habits,
May 9th, 2020 Habit #6: Synergize

Combine the strengths of people through positive teamwork, so as to achieve goals that no one could have done alone — Stephen Covey, The 7 Habits of Highly Effective People.

Stephen Covey, The 7 Habits of Highly Effective People
7 Habits,
May 9th, 2020 Habit #7: Sharpen the Saw

Balance and renew your resources, energy, and health to create a sustainable, long-term, effective lifestyle — Stephen Covey, The 7 Habits of Highly Effective People.

Stephen Covey, The 7 Habits of Highly Effective People
7 Habits,

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