Nov 11, 2022Mutual Funds Practice QuestionThe question asks how to calculate a client’s net worth. I’ll cover this question, but then I’ll go a little…
Apr 22, 2022Mutual Funds QuestionA question that deals with the level of risk associated with different types of mutual funds, or even segregated funds. …
Apr 11, 2022Peloton Accountability ChallengeI’m going to be honest with you, I don’t love working out, but I do enjoy the results and it’s…
Apr 11, 2022Don’t Commit to Goals“Don’t commit to goals”? What does that mean? I just got off the phone with a student that’s having a…
Nov 30, 2021Study Smart… Pick the Low hanging Fruit! But first, an analogy. If you were in an apple orchard and feeling a…
Oct 25, 2021My CSC® Experience & Study JourneyCreativity is more my forte, financial stuff, not so much. So I’m going to share with you the good, the…
Sep 20, 2021Blind BiddingBreaking down the concept of blind bidding – some of the pros and cons. Important to understand for home buyers/sellers…
Aug 09, 2021Settlement DatesWe’re going to talk about ‘Settlement’. What is the accrued interest period on a bond that trades in the secondary…
Jul 17, 2021Exam Tip – Don’t Get Tricked!In exam questions and answers wording matters! Sometimes you need to get tricked to have that “Aha Moment”. How do…
Jul 06, 2021On No .. I Think I Failed!You seemed so confident going into the exam and I thought you really knew your stuff. What gives you the…
Jun 14, 2021CSC® Practice Question – Part 1If you’re currently studying for the CSC® or plan to start soon, this video is a great introduction to the…
Jun 07, 2021My Experience Writing the CSC®An important CSC study tip is to ‘take advantage of the power of repetition’, and do a brain dump. Hey,…