I apologize in advance for the length of this post, but I'm trying to plan for the next twelve months and need a little help. First, some background:
I am currently scheduled to begin work as a full-time associate in June. The firm that I am with has no set timeline for completing your licensing exams and the Series 86 and 87 are not immediately required. As I would also like to begin working my way through CFA, I am wondering what the best order to take these exams would be. Since I will miss the June CFA exam date, I am thinking that I will start with the Series 7 and 63, but am unsure where I should go from there. Tentatively, my plan is as follows:
June - Begin working, apply for Series 7 and begin studying (may only have time for one week of studying)
July - Take Series 7, begin studying for Series 63
August - Take Series 63, begin studying for...???
September - November - ???
December - Take CFA Level I
January - May of Next Year - ???
June of Next Year - Take CFA Level II
Therefore, my question is this: Could I squeeze the Series 86 and/or 87 into that August - November time frame, or should I put them off until next year? If I put them off, should I put them off until after CFA Level II (in which case I wouldn't need to take the 86), or should I try to squeeze them in before CFA Level II just in case I don't pass? Also, would it be possible to study for the Series 86 and CFA Level I simultaneously, instead of studying for one and then the other? I've heard that the exams are somewhat similar, but am unsure how feasible this would be.
