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Totten Prep: A CFA® Level I Exam-Prep Podcast

by Totten Prep LLC

Totten Prep is a CFA® Level I exam-prep podcast that breaks down the CFA® Program Level I curriculum one topic at a time, as a two-host conversation between an instructor and a candidate reasoning through the material out loud. The current season is a ten-part deep dive on Ethics and the Standards of Professional Conduct: how the framework is structured, the reasoning traps the exam is built around, and how to work vignettes methodically instead of on instinct. Future seasons extend the same approach across the rest of the Level I curriculum. This podcast is independent educational content for exam preparation only. It is not investment advice, and nothing in it guarantees any exam result or score. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. Totten Prep is not affiliated with, endorsed by, or sponsored by CFA Institute, and CFA Institute does not endorse, promote, or warrant the accuracy or quality of Totten Prep's products or services.

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Latest episodes

Showing 9 · updated from the feed

Standard VII: Responsibilities as a Member or Candidate

Standard VII of the CFA Institute Code of Ethics and Standards of Professional Conduct is the one aimed at you as a candidate rather than at a client. In a two host forma

Oct 17
41 min

Standard VI: Conflicts of Interest

Standard VI of the CFA Institute Code of Ethics and Standards of Professional Conduct, Conflicts of Interest, is about what happens when your own interests quietly pull a

Oct 2
59 min

Standard V: Analysis, Recommendations, and Actions

Standard V of the CFA Institute Code of Ethics and Standards of Professional Conduct, Investment Analysis, Recommendations, and Actions, is about the work behind a recomm

Sep 29
59 min

Standard IV: Duties to Employers

Standard IV of the CFA Institute Code of Ethics and Standards of Professional Conduct, Duties to Employers, governs the relationship you live inside every working day: lo

Sep 24
58 min

Standard III: Suitability, Performance, and Confidentiality

Standard III of the CFA Institute Code of Ethics and Standards of Professional Conduct, Duties to Clients, is one of the most heavily tested areas in Ethics, so this seas

Sep 19
1 h 03 min

Standard III: Loyalty and Fair Dealing

Standard III of the CFA Institute Code of Ethics and Standards of Professional Conduct, Duties to Clients, is one of the most heavily tested areas in Ethics, so this seas

Sep 16
57 min

Standard II: Integrity of Capital Markets

Standard II of the CFA® Program Code and Standards is about protecting the market itself. An instructor and a Level I candidate reason out loud through the two sub-standa

Sep 9
22 min

Standard I: Professionalism

Standard I of the CFA® Program Code and Standards is where Ethics gets practical. An instructor and a Level I candidate reason out loud through the four sub-standards of

Sep 6
1 h 00 min

Ethics and the Standards of Professional Conduct: The Framework

Season 1, Episode 1. Two hosts — an instructor and a Level I candidate — walk through how the CFA® Level I Ethics material is structured: the Code of Ethics, the seven St

Aug 30
37 min