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Simplify your CFA exam review with A-Plus Study Notes, By: Samuel J. Gottlieb, CFP, CFA

Jane Vessey, CFA is a wealth management advisor at Merrill Lynch, specializing in financial planning; estate and philanthropic planning issues; and portfolio management for baby boomers and non profits. He is an attorney admitted in New York State. Sam has been providing legal, financial and wealth management advice and services since 1988.

David Stewart has extensive experience in venture capital and business structural reorganizations. As president of a private client broker dealer firm, he has business valuation and project valuation experience on the venture capital side and portfolio management on the asset management side. His analysis, commentary, books, and study guides have appeared in the financial management, securities, and exam prep industries.



CFA certification is becoming a necessary credential in today’s job market. But passing the exam is getting harder every year. The pass rate for Level 1 in June 2006 was 36%. Using A-Plus Study Notes™ in conjunction with the materials themselves, you can be the one-in-three to pass!

A-Plus Study Notes are:

Portable. Once you’ve done the initial reading, these Q & As will allow you to do your brush-up anytime and anywhere.

User-friendly, well-organized, clear. The Q & As were created by CFAs who passed all three levels on their first try.

Cost-effective. Much more affordable than other review software. Once you pass the exam you can easily earn back the cost in less than a week.

Time-efficient. The Q & A Software allow you to be flexible. Work at your own speed. Focus on the parts you need to review. Work at your comfort level.


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