Swift
INTELLECT
How to Use the Basic Retention Plan
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Start with Daily Refreshers
Each morning, glance at the day’s refresher. If it’s a formula or term you already know, great! If you’re a bit rusty, spend 2-3 minutes reviewing it in detail.
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Read the Weekly News Update
At the end of each week, check the update for any big happenings in finance. This keeps you “in the know.”
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Engage the AI Chat
If something comes up at work and you need a fast explanation, jump on Swift Intellect’s AI chat. You’ll get a clean, understandable answer without wasting time.
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Use Bookmarks Wisely
Whenever you come across something new—like a novel way of calculating VaR (Value at Risk)—bookmark it.
Introducing Our Basic Retention Plan
To help with all these challenges, we offer a Basic Retention Plan for people who have already passed their exams. It’s designed to be simple yet super effective at keeping you on top of your game. And the best part? It’s affordable:
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$9.99/month if you commit for a year (great for consistent learners)
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$19.99/month if you prefer a month-by-month plan (for those who like flexibility)
Key Features of the Basic Retention Plan
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You’ll receive short, daily reminders that recap key formulas, definitions, or updates in your field.
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Spend just 5 minutes checking these notifications, and you’ll keep your memory fresh without heavy studying.
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We scan for any major changes in the financial world related to CFA, FRM, CAIA, CIPM, GARP SCR, or ESG.
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Every week, you get a rundown of what’s happened and how it might affect your area of expertise.
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If you suddenly forget how to calculate the Sharpe ratio, no big deal. Type your question into the AI chat, and you’ll get an instant refresher.
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Found a new formula or rule you want to remember? Bookmark it for quick access later.
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This way, you’re building a personalized collection of must-know items.
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Connect with fellow professionals who also just passed their exams. Share work experiences, new strategies, and job opportunities.
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Great for networking and staying motivated to continue learning.
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Knowledge Fade
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It’s natural to forget certain formulas or terms when you stop studying every day.
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Over time, if you don’t keep practicing, you might lose some of that hard-earned knowledge.
New Industry Developments
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Finance and risk management aren’t static fields. New regulations, market instruments, or case studies can pop up at any time.
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Staying in the loop keeps your skills fresh and relevant.
Career Opportunities
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With your new certificate, doors open to higher positions or specialized roles. But those roles may require you to keep your skills sharp.
The “Post-Exam” Dilemma
You’ve Passed Your Exam—Now What?
Congratulations on passing your exam! You put in the hours, stayed focused, and now you have that official recognition—CFA, FRM, CAIA, CIPM, GARP SCR, or CFA ESG. But learning doesn’t stop once you have the certificate. In fact, financial rules, market conditions, and best practices can change fast. That’s why we created a special plan to help you maintain and grow your knowledge, even after the exam.
Who Is This Plan For?
Recent Exam Passers
Perfect for those who don’t want their new knowledge to vanish.
Industry Professionals
Even if you passed years ago, it’s never too late to reignite your knowledge.
Busy People
Each refresher is designed to take no more than 5 minutes, so it fits into any schedule.
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