Professional Documents
Culture Documents
INVESTMENT TOOLS
5 FRA Read Ques CFAI
21 Inventories: Implications for Financial Statements and Ratios
22 Long-lived Assets: Implications for Financial Statements and Ratios
6 FRA
Post Employment & Share-Based Compensation &
Multinational Operations Read Ques CFAI
23 Intercorporate Investments
24 Employee Compensation: Post-Employment & Share-Based 23
25 Multinational Operations 24
7 FRA
Earnings Quality Issues & Financial Ratio Analysis Read Ques CFAI
26 The Lessons We Learn 25 N/A
27 Evaluating Financial Reporting Quality
28 Integration of Financial Statement Analysis Techniques 26
9 Corporate Finance
Financing and Control Issues Read Ques CFAI
32 Corporate Governance 31
33 Mergers and Acquisations 32
10 Equity Valuation
Valuation Concepts Read Ques CFAI
34 A Note on Asset Valuation N/A
35 Equity Valuation: Applications & Processes 34
36 Equity: Markets & Instruments 35
37 Return Concepts 36
11 Equity Valuation
Industry & Company Analysis in a Global Context Read Ques CFAI
38 Equity: Concepts & Techniques 37 N/A
39 The Five Competitive Forces that Shape Strategy 38 N/A
40 Industry Analysis 39 N/A
41 Valuation in Emerging Markets 40 N/A
42 Discounted Divident Valuation 41
12 Equity Investments
Valuation Models Read Ques CFAI
43 Free Cash Flow Valuation 42
44 Market-Based Valuation: Price & Enterprise Value Multiples 43
45 Residual Income Valuation
46 Private Company Valuation
14 Fixed Income
Valuation Concepts Read Ques CFAI
53 General Principles of Credit Analysis 52
54 The Liquidity Conundrum 53 N/A
ASSE
55 Term Structure & Volatility of Interest Rates 54
56 Valuing Bonds with Embedded Options 55
15 Fixed Income
Structured Securities Read Ques CFAI
57 Mortgage-Backed Sector of the Bond Market
58 Asset-Backed Sector of the Bond Market
59 Valuing Mortgage-Backed & Asset-Backed Securities
16 Derivative Instruments
Forwards and Futures Read Ques CFAI
60 Forward Markets & Contracts 60
61 Futures Markets & Contracts 61
17 Derivative Instruments
Options, Swaps, Interest Rate & Credit Derivatives Read Ques CFAI
62 Option Markets & Contracts 62
63 Swap Markets & Contracts 63
64 Interest Rate Derivative Instruments 64
65 Using Credit Derivatives to Enhance Return & Manage Risk 65
18 Portfolio Management
PORTFOLIO MANAGEMENT
Capital Market Theory and the Portfolio Management Process Read Ques CFAI
66 Portfolio Concepts 66
67 A note on Harry M.Markowitz's "Market Efficienct: A Theoratical 67 N/A
Distinction & So What?"
68 International Asset Pricing 68
69 The Theory of Active Portfolio Management 69
70 The Portfolio Management Process & the Investment 71
Policy Statement
`
JUN 2011
Week Ending Week No.
1 10-Sep-10 1
2 17-Sep-10 2
3 24-Sep-10 3
4 1-Oct-10 4
5 8-Oct-10 5
6 15-Oct-10 6
HOLIDAY 7 22-Oct-10 7
HOLIDAY 8 29-Oct-10 8
HOLIDAY 9 5-Nov-10 9
10 12-Nov-10 10
11 19-Nov-10 11
12 26-Nov-10 12
13 3-Dec-10 13
14 10-Dec-10 14
15 17-Dec-10 15
16 24-Dec-10 16
17 31-Dec-10 17
18 7-Jan-11 18
19 14-Jan-11 19
20 21-Jan-11 20
21 28-Jan-11 21
22 4-Feb-11 22
23 11-Feb-11 23
24 18-Feb-11 24
25 25-Feb-11 25
26 4-Mar-11 26
27 11-Mar-11 27
28 18-Mar-11 28
29 25-Mar-11 29
30 1-Apr-11 30
31 8-Apr-11 31
32 15-Apr-11 32
33 22-Apr-11 33
34 29-Apr-11 34
35 6-May-11 35
36 13-May-11 36
37 20-May-11 37
38 27-May-11 38
39 3-Jun-11 39
JUN 2011
Reading
FRA 21, 22 2 wks vacation in between
FRA 23, 24
FRA 25, 26, 27
FRA 28, ECON 14
Catch up
ECON 15, 16, 17 Sample exams available
ECON 18, 19, 20
CORP 29, 30, 31 Read thru self made notes
CORP 32, 33 Read thru CFAI summary
Catch up Do Schweser Qs
EQUITY 34, 35, 36 Do CFAI Qs
EQUITY 37, 38, 39
EQUITY 40, 41, 42
Catch up
EQUITY 43, 44
EQUITY 45, 46
ALT 47, 48, 49
ALT 50, 51, 52
Catch up
FIXED 53, 54, 55
FIXED 56, 57
FIXED 58, 59
DERIV 60, 61
Catch up
DERIV 62, 63
DERIV 64, 65
PORT 66, 67, 68
PORT 69, 70
Catch up
QUANT 11, 12, 13
ETHICS 1- 10
Practice Questions
Practice Questions
Practice Questions
Practice Questions
6 FRA
Post Employment & Share-Based Compensation &
Multinational Operations Read Ques CFAI
22 Employee Compensation: Post-Employment & Share-Based 10-Jan 23 17-Mar
23 Multinational Operations 13-Jan 24 18-Mar
7 FRA
Earnings Quality Issues & Financial Ratio Analysis Read Ques CFAI
24 The Lessons We Learn 13-Jan 25 N/A
25 Evaluating Financial Reporting Quality 17-Jan 19-Mar
26 Integration of Financial Statement Analysis Techniques 24-Jan 26 20-Mar A SYSTHESIS # 27 (Deleted f
9 Corporate Finance
Financing and Control Issues Read Ques CFAI
30 Corporate Governance 3-Feb 31 24-Mar
31 Mergers and Acquisations 6-Feb 32 25-Mar
10 Equity Valuation
Valuation Concepts Read Ques CFAI
32 A Note on Asset Valuation N/A
33 Equity Valuation: Applications & Processes 34 25-Mar
34 Equity: Markets & Instruments 35 26-Mar
35 Return Concepts 36 27-Mar
11 Equity Valuation
Industry & Company Analysis in a Global Context Read Ques CFAI
36 Equity: Concepts & Techniques 37 N/A
37 The Five Competitive Forces that Shape Strategy 38 N/A
38 Industry Analysis 39 N/A
39 Valuation in Emerging Markets 40 N/A
40 Discounted Divident Valuation 41 29-Mar
12 Equity Investments
Valuation Models Read Ques CFAI
41 Free Cash Flow Valuation 14-Nov 42 31-Mar
42 Market-Based Valuation: Price & Enterprise Value Multiples 18-Nov 43 1-Apr
43 Residual Income Valuation 20-Nov 2-Apr
44 Private Company Valuation 28-Nov 14-May 3-Apr
14 Fixed Income
Valuation Concepts Read Ques CFAI
51 General Principles of Credit Analysis 12-Dec 52 5-Apr
52 The Liquidity Conundrum 12-Dec 53 N/A
53 Term Structure & Volatility of Interest Rates 15-Dec 54 6-Apr
54 Valuing Bonds with Embedded Options 18-Dec 55 8-Apr
15 Fixed Income
Structured Securities Read Ques CFAI
55 Mortgage-Backed Sector of the Bond Market 20-Dec 9-Apr
56 Asset-Backed Sector of the Bond Market 22-Dec 10-Apr
57 Valuing Mortgage-Backed & Asset-Backed Securities 23-Dec 10-Apr
16 Derivative Instruments
Forwards and Futures Read Ques CFAI
58 Forward Markets & Contracts 9-Feb 60 11-Apr
59 Futures Markets & Contracts 11-Feb 61 12-Apr
17 Derivative Instruments
Options, Swaps, Interest Rate & Credit Derivatives Read Ques CFAI
60 Option Markets & Contracts 16-Feb 62 14-Apr
61 Swap Markets & Contracts 21-Feb 63 16-Apr
62 Interest Rate Derivative Instruments 22-Feb 64 16-Apr
63 Using Credit Derivatives to Enhance Return & Manage Risk 22-Feb 65 16-Apr
18 Portfolio Management
PORTFOLIO MANAGEMENT
Capital Market Theory and the Portfolio Management Process Read Ques CFAI
64 Portfolio Concepts 29-Dec 66 21-Apr
65 A note on Harry M.Markowitz's "Market Efficienct: A Theoratical 30-Dec 67 N/A
Distinction & So What?"
66 International Asset Pricing 1-Jan 68 23-Apr
67 The Theory of Active Portfolio Management 5-Jan 69
68 The Portfolio Management Process & the Investment 6-Jan 71 20-Apr
Policy Statement
A SYSTHESIS # 27 (Deleted from 2010)
`
Week Ending Week No.
1 7-Aug-09 1
2 14-Aug-09 2
3 21-Aug-09 3
4 28-Aug-09 4
5 4-Sep-09 5
6 11-Sep-09 6
7 18-Sep-09 7
8 25-Sep-09 8
9 2-Oct-09 9
10 9-Oct-09 10
11 16-Oct-09 11
12 23-Oct-09 12
13 30-Oct-09 13
14 6-Nov-09 14
15 13-Nov-09 15
16 20-Nov-09 16
17 27-Nov-09 17
18 4-Dec-09 18
19 11-Dec-09 19
20 18-Dec-09 20
21 25-Dec-09 21
22 1-Jan-10 22
23 8-Jan-10 23
24 15-Jan-10 24
25 22-Jan-10 25
26 29-Jan-10 26
27 5-Feb-10 27
28 12-Feb-10 28
29 19-Feb-10 29
30 26-Feb-10 30
31 5-Mar-10 31
32 12-Mar-10 32
33 19-Mar-10 33
34 26-Mar-10 34
35 2-Apr-10 35
36 9-Apr-10 36
37 16-Apr-10 37
38 23-Apr-10 38
39 30-Apr-10 39
40 7-May-10 40
41 14-May-10 41
42 21-May-10 42
43 28-May-10 43
44 4-Jun-10 44
Reading
3, 4, 5, 6, 7, 8, 9, 10
11
14, 15
Brussels Weekend
1, 2, 12
13,14
17,18
Vacation
19, 20
21
Catch up
22, 23
24, 25
26 + Catch up
27, 28
29, 30
31 + Catch up
32, 33 Book 4
34, 35 + Catch up Book 4
36, 37 Book 4
38, 39 Book 4
40 + Catch up Book 4
41, 42 Book 4
43, 44
45, 46
47, 48
49, 50 + Catch up
51, 52
53, 54
55, 56 (Ex 22,23, 24)
57, 58 + Catch up (Ex 25,26,27,28,29, 30)
59, 60 (Ex 31, 32, 33, 34, 35, 36, 37, 38, 39, 40,)
61, 62 (Ex 41, 42, 43, 44, 45, 46, 47, 48, 49, 50)
63, 64 (Ex 51, 52, 53, 54, 55 ,
65, 66 (Ex 56, 57, 58, 59, 60)
67, 68 (Ex 61, 62, 63, 64, 65, 66, 67, 68) (12)
Revision + Practice Papers (Ex 11, 12, 13)
Revision + Practice Papers
Revision + Practice Papers
Revision + Practice Papers
Revision + Practice Papers
JUN 2010 - FAIL Band 9
Max
Topic Pts
Alternative Investments 18
Corporate Finance 36
Derivatives 36
Economics 18
Equity Investments 72
Ethical & Professional Standards 36
Financial Reporting & Analysis 72
Fixed Income Investments 36
Portfolio Management 18
Quantitative Methods 18
<=50 51%-
% 70% >70%
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DECEMBER 2008 - FAIL Band 10
Alternative Investments 8
Corporate Finance 20
Derivatives 12
Economics 24
Equity Investments 24
Ethical & Professional Standards 36
Financial Reporting & Analysis 48
Fixed Income Investments 28
Portfolio Management 12
Quantitative Methods 28
Alternative Investments 8
Corporate Finance 20
Derivatives 12
Economics 24
Equity Investments 24
Ethical & Professional Standards 36
Financial Reporting & Analysis 48
Fixed Income Investments 28
Portfolio Management 12
Quantitative Methods 28
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1&2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
Ethics & Professional Standards 1 2
Quantitative Methods for Valuation 1 2
Economics for Valuation 1 2
Financial Reporting and Analysis Intercorporate Investments 1 2
Post-Retirement and Share-Based Compensation and Multinational 1 Operations
2
Earnings Quality Issues and Financial Ratio Analysis 1
Corporate Finance 1 2*
Corporate Finance - Financing and Control Issues 1*
Equity Investments Valuation Concepts 1 2
Equity Investments Industry and Company Analysis in a Global Context
1 2
Equity Investments Valuation Models 1 2
Alternative Asset Valuation 1 2
Fixed Income Valuation Concepts 1 2
Fixed Income Structured Securities 1 2
Derivatives Forwards and Futures 1
Derivatives Options, Swaps, and Interest Rate and Credit Derivatives
1 2
Capital Market Theory and the Portfolio Management Process 1 2
Schweser SELF-TEST 1 2
3 4 5 6 7 8
3
3
3
3 4
3
3
3 4
3 4 5 6 7 8 9 10
3 4 5 6 7 8 9 10 11 12 13 14 15 16 17