How to take the CFA exam: Comprehensive analysis of preparation strategies and hot information
In recent years, the CFA (Chartered Financial Analyst) exam has become a popular choice among financial practitioners and students due to its high gold content and global recognition. As the 2023 exam season approaches, discussions about the CFA exam continue to rise across the Internet. This article will combine the hot topics in the past 10 days to give you a structured analysis of the entire process of the CFA exam and provide you with preparation suggestions.
1. Basic information about CFA exam

The CFA exam is divided into three levels, covering ten major knowledge areas such as ethics, financial analysis, and investment tools. The following is the exam schedule that candidates are most concerned about in the past 10 days:
| Exam level | 2023 exam window | Deadline for registration (early bird price) |
|---|---|---|
| Level 1 | August/November | May 16 (November session) |
| Level 2 | August/November | May 9 (November session) |
| Level three | August | May 2 |
2. Analysis of hot topics on the entire network
According to social media data monitoring, CFA-related topics in the past 10 days have mainly focused on:
| Topic classification | Amount of discussions (articles) | core concerns |
|---|---|---|
| Exam preparation material selection | 18,200+ | Official textbooks vs third-party Notes |
| Pass rate fluctuations | 12,700+ | The pass rate for Level 3 in February 2023 hit a five-year low |
| Computer-based test adaptation strategies | 9,500+ | Interface operation/time management skills |
3. Staged preparation guide
1. Early preparation (3-6 months)
•Data combination:78% of high-scoring candidates used the combination of "official textbook + Quicksheet + question bank"
•Time allocation:It is recommended that Level 1 candidates invest 300+ hours, and Level 2/3 candidates require 400+ hours.
2. Sprint phase (last month)
•Key breakthroughs:Ethics and Financial Reporting account for the highest proportions
•Mock test suggestions:Complete at least 5 sets of complete mock tests, and the accuracy rate must be stable above 70%
| learning stage | Recommended tools | average daily time |
|---|---|---|
| basic learning | Official textbooks/video lessons | 2-3 hours |
| intensive training | Question bank/wrong question book | 3-4 hours |
| sprint mock test | AssociationMock Exam | 4-5 hours |
4. Latest policies and trends
1.Changes to the 2024 exam syllabus:The first level will add Python related content, and the third level will adjust the IPS writing format.
2.Test site selection:Five new mainland test centers have been added, including second-tier cities such as Xi'an and Qingdao.
3.Results announced:Starting from 2023, graded transcripts will be used to display the percentile ranking of each subject.
5. Common misunderstandings among candidates
• Over-reliance on recall of real questions (the question bank update rate has reached 40% in recent years)
• Ignore the Ethics section (one-vote veto affects passage)
• Level 3 candidates underestimate the time pressure in writing (need to practice English writing speed)
Summary:The CFA exam requires systematic preparation. It is recommended that candidates develop a personalized plan based on the latest syllabus, focus on changing content, reasonably allocate study time to each subject, and continuously adjust exam strategies through mock exams. In the near future, you can pay more attention to the pre-exam reminders on the association’s official website to get the latest exam updates.
check the details
check the details