strategy

Assurance on the CFE
Date: July 15, 2019
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I’m not sure why people are afraid of Assurance on the CFE. I find this the easiest of all the competency areas. It is comprised of a few simple topics and required that keep coming up in different forms and scenarios on the CFE. Internal Control weaknesses/issues- Use the WIR format here. Weakness, Implication, Recommendation […]

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How to study and pass Day 1 of the CFE
Date: June 28, 2019
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Many students have reached out to me WRT rewriting and passing day 1 of the CFE. The good news is, it’s an easy day to pass! I’m sure you’ve already heard this from many people, but trust me, they are telling you the truth! Day 1 is in fact easy to pass. you most likely […]

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Passing profile and levels explained for the CFE
Date: June 15, 2019
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Level 1- passing at level 1 means you have achieved a sufficient number of RC’s and C’s across the 2 days of the CFE. Level 2- passing profile at level 2 means that you’ve achieved DEPTH on Financial Reporting (FR) OR Management Accounting throughout the 2 days of the CFE. Keep in mind that you […]

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The balance between Technical, Theory and Case writing
Date: January 30, 2019
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This is around the time where you begin  your first round of technical studying. You should complete all the hot tested technical topics for each competency area. Remember what I always say- CFE is not a purely technical exam. It is testing the application of your technical knowledge for all 6 competency areas. No matter […]

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How to format and prepare your Exhibits/Appendices
Date: January 15, 2019
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When preparing quants, it is easy to get lost in the details. Make sure you use some of the time allocated to actually think of what your analysis will entail. The main components of a quantitative analysis are as follows: Label: Exhibit/Appendix I,I,III etc Purpose: Here you will indicate what exactly you’re responding to or […]

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study
New Year, New You!
Date: January 5, 2019
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Those holidays sure did fly by. If you weren’t successful on the 2018 CFE I hope you took some well deserved time off from the whole thing. January is time to start again. Here’s some things to think about. What went wrong: ​You need to figure out why you did not succeed. I know you received […]

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ABC’s of Planning
Date: December 14, 2018
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When you are planning your response, there are a few critical factors to consider: – Identification of your Required – Identification of issues within each required – Ranking of issues – Time allocation and finally – Time management If you miss the ID of a required or an issue within the required, then no matter […]

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The PLAN
Date: January 8, 2018
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​So you’ve heard numerous times that you need to prepare a plan/outline sheet for all your cases. There are two ways to plan: Paper or Computer. Planning on paper will allow you to see each required and issues within the required during the time you draft your response. You can scribble timelines and org charts. […]

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study
Let’s get started
Date: April 13, 2017
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Welcome 2017 CFE writers. For those of you writing in September, it’s time to get started with your exam/study prep. You have a solid 5 months before the CFE.  Here’s a play by play list of what you should be doing for the coming months… April: your goal during this month is to write two […]

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Building your foundation. Study technical smart, not hard…
Date: April 3, 2017
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Technical studying can get overwhelming. There are so many topics in each competency area. Essentially you’re relearning everything you were taught in your undergrad accounting courses. Technical and theory is the foundation of your CFE. I recommend that you first get your hands on the technical notes available. Once you have all your technical competency […]

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