Main Page

Formulate a Plan

A quick, initial survey of topics will help you decide how to approach the material. You may choose to prioritize complex topics or you may find it easier to review familiar subjects first and ensure mastery of those before moving on to less familiar topics.

Master the Math

Learn the formulas; they will not be made available to you at the exam. Make sure you have an approved calculator and understand how to use it correctly. These tools will be critical to your ultimate success.

Time is of the Essence

Successful candidates report requiring an average of 155 hours of study time to get through the course material, so make a plan and stick to it. Cramming is not advised – it is best to get through the material at a comfortable pace, and then reserve the final weeks for a comprehensive review.

Know Before You Go

The course of study includes a bit of everything: ethical standards, performance measurement, performance attribution, performance appraisal and performance presentation, and Global Investment Performance Standards (GIPS®). Learning Outcome Statements in each reading are your best guide to what will be on the exam, so master them before you go to take your exam.

Practice Your Pace

There will be 100 multiple choice questions to complete over a three-hour period on your actual exam. On exam day, you will have just under two minutes for each question. Practice questions and mock exams are an important part of your study time. Time yourself as you take practice tests so that the pace becomes second nature. Plan to take multiple practice exams.