Three Types of Note Taking

  1. Reading & Lecture Capture – 8 ½ “ x  11”  Notebook.
  2. Page Scribble.
  3. Study Capture – 5” x 7” Notebook.


Progressive Methodology – Distillation Process

  1. Capture initial information on Reading/Lecture Capture.
  2. Reinforce information on course and review material provided study aids & pages.
  3. Transpose #1 & #2 information into a catalog system (aka Study Capture).


The Power of Transposing & Distilling “The Study Capture” (“my little books”)

  1. Condensing highly testable topics onto smaller sheets will force use of a shorthand that will help capture underlying concepts, depict them in a visual presentation and allow a review experience that requires less keystrokes, less page flipping and hunting through loose materials.

  • Section off each chapter to coincide with your review program.
  • Flag pages of complex topics & sample questions.
  • Section off a section to catalog all questions you did not answer (or really struggled with) for easy look-up and review later.


  1. Cataloging each Study Capture page will allow for easy reference to course & review materials.

  • The additional benefit is it will enable you to pass through the entire subject matter a minimum of 3 times.


  1. Abandoning your Reading/ Lecture Captures & Page Scribbles — after transferring to the Study Capture – enables heavy reliance on the Study Capture.

  • The greatest benefit? Study time devoted to subjects is greatly reduced.
  • Memorization & synthesis is greatly boosted.
  • Significant more time can be devoted to question banks, case practice & calculation practice.
  • This is especially important in the last 3 weeks when you want to maximize your time to work through questions/ cases.


Joe D’Amore, CFP®, MSFS, M.Ed.