CFA PLANNER

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help@edupristine.com
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Toll Free No.
+91 18002005835
www.edupristine.com
EduPristine

NER

Exam Date

5-Dec-15

Personal Information
Name
Age
Current location
E-mail.id
Contact Number

27

First name
Rahul
Years
INDIA
abc@gmail.com
12345678

Surname
Kumar

Educational Background
Highest Qualification

Professional Information

Preparation Information

(1 being lowest & 5 being highest )

Expected Start Date of Preparation
23-Sep-15
Ethics
Global Investment Performance Std.
Guidance for Standards
Code of Ethics

3
5
2

Quantitative Methods
Statistical Concepts
Sampling Estimation
Hypothesis Testing

5
5
5

Fixed Income
Fixed Income Securities and Market
Fixed Income - Analysis of Risk
Fixed Income Valuation

5
5
5

Corporate Finance

Derivatives

*all the tabs in white needs to be filled

Financial Statement Analysis

Financial Statement
Financial Analysis Technique
Long Term Assets& Income Taxes

Equity Investments
Securities Market
Market Efficiency & Anomalies
Equity Analysis and Valuation

Economics
Micro Economic Analysis
Macro Economic Analysis
Economics in a Global Context

5
5

Portfolio Theory

Alternative Investments

neev Knowledgement management-Edu

ducational Background
Highest Qualification
Stream

Others
Education

Functional Area
No. of years

Analytics
2 < 3

ofessional Information

ancial Statement Analysis

Financial Statement
ancial Analysis Technique
erm Assets& Income Taxes

5
5
5

uity Investments
Securities Market
ket Efficiency & Anomalies
ity Analysis and Valuation

5
5
5

Micro Economic Analysis

Macro Economic Analysis
omics in a Global Context

5
5
5

rtfolio Theory

ernative Investments

5
5

www.edupristine.com
Knowledgement management-EduPristine

Dear Rahul,
Greetings from Pristine!

Given your expected start date of23-09-15, there are approx. 10 weeks remaining for the examination. Seeing your current level of preparation,we would recommend approx. 270
prepration,which means 27 hours of study every week.
(Please note that this is an indicative number and in no way means that this would be sufficient/ necessary)
In CFA, weights of all subjects is not equal. Remember to focus on the right subjects. We would like to bring to your notice to the following two subjects:
1) Ethics :

Traditionally CFA Institute has been focusing on building strong ethical and moral values. They lay enormous stress on the fact that Ethics is the key to building good managers. T
reflected in the examination pattern as well and morover,

more over, Its seen people do very well in rest of the sections, barring Ethics and not being able to clear CFA. So make sure you do well here. The key to do well, is to read throug
and do cases.
2) FSA (Financial statement analysis) :

This subject by FAR is the most important subject from CFA point of view and the finance world in general. If you do well in FSA, half the problem is solved! Hence, we recommend
of study for Ethics and 40 hours for FSA.
Ethics and FSA are like the pre-requisite to doing well in CFA.
We have charted out a schedule for your preparation, so that you can be successful in the examination. Please try to follow it.
No. of weeks left

Subjects
Ethics
FSA
Quantitative methods
Equity Investments
Fixed Income
Economics
Corporate Finance
Portfolio
Derivatives
Alternative Investments

Current level
of Prepration
1
2
3 4
+
-

10

5
+
+
+
+
+
+
+
+
+

No.of hours to be devoted every week

No.of weeks
Required
2
1
1
1
1
1
1
2
1
1

Start
Week
1
X
3
4
5
6
7
8
9
11
12

1
X
1
1
1
1
1
1
1
1
1

X
1X
1
1
1
1
1
1
1
1

4
1

X
1X
1
1
1
1
1
1
1

No. of Hours spent

X
1X
1
1
1
1
1
1

5
1
1

6
1
1
1

X
1X
1
1
1
1
1

X
1X
1
1
1
1

7
1
1
1
1
X
1X
1
1
1

8
1
1
1
1
1

9
1
1
1
1
1
1

X
1X
1
1

10
1
1
1
1
1
1
1
X

1
1

X
1X
1

11
1
1
1
1
1
1
1

Divide the time equally between Theory

& Numerical Portion

50
40

Ethics

FSA

40
20

20

20

20

20

Quantitative
methods

Equity
Investments

Fixed Income

Economics

Corporate
Finance

Portfolio

20

20

Derivatives

Alternative
Investments

To know a more personalized schedule, please fill in your personal details and send the excel sheet to paramdeep@edupristine.com or call us on our Toll Free No. +91 18002005835.
Contact Information:

702, Raaj Chambers , R.K. Paramhans Marg,

Andheri (E) Mumbai - 400 069
www.edupristine.com
About EduPristine:

EduPristine is an institution focused on creating world class professionals in the area of finance and particularly risk management & investment banking.It has been started by team with significant ex
field of risk management/ Private Equity/Consulting and Investment Banking, with educational background of IIT/IIMs and SIBM.
Authorised training provider for CFA, FRM and PRM

Neev KnowledgeManagement-EduPristine

Calculation
50

50

FSA

40

40

Quantitative metho
Equity Investments
Fixed Income
Economics
Corporate Finance
Portfolio

24
20
24
20
20
42

20
20
20
20
20
40

Derivatives

20

20

Alternative Investm

20

20
270

Ethics

g your current level of preparation,we would recommend approx. 270 hours of

o your notice to the following two subjects:

stress on the fact that Ethics is the key to building good managers. This is

. So make sure you do well here. The key to do well, is to read through the code

you do well in FSA, half the problem is solved! Hence, we recommend 50 hours

se try to follow it.

27
12
12
1
1
1
1
1
1
1
1
X
X

13
1
1
1
1
1
1
1
1
1
X

the time equally between Theory

erical Portion

40

Portfolio

20

20

Derivatives

Alternative
Investments

e.com or call us on our Toll Free No. +91 18002005835.

14
1
1
1
1
1
1
1
1
1
1

15
1
1
1
1
1
1
1
1
1
1

16
1
1
1
1
1
1
1
1
1
1

17
1
1
1
1
1
1
1
1
1
1

18
1
1
1
1
1
1
1
1
1
1

19
1
1
1
1
1
1
1
1
1
1

1
1
Ethics
FSA
Quantitativ
Equity Inve
Fixed Incom
Economics
Corporate F
Portfolio
Derivatives
Alternative

50
40
20
20
20
20
20
40
20
20

ement & investment banking.It has been started by team with significant experience in the
BM.
Neev KnowledgeManagement-EduPristine