08/21/17
06/23/18
10
6 Hours (Two parts of 3 Hours)
18
10 Item Sets (Morning)
10 Item Sets (Evening)
Study Seission No:
I
1-‐2
Month
Week
Dates
Activity
Study
Session
Reading
Topics
FinQuiz Notes / Curriculum Reading 9 Correlation and Regression
End-‐of-‐chapter Questions 10 Multiple Regression and Issues in Regression Analysis
11 Time-‐Series Analysis
FinQuiz Practice Questions 12 Excert from "Proabilistic Approaches"
Review (FinQuiz Smart Summary)
FinQuiz Notes / Curriculum Reading 13 Currency Exchange Rates: Determination & Forcasting
End-‐of-‐chapter Questions 14 Economic Growth and the Investment Decision
FinQuiz Practice Questions 15 Economics of Regulations
FinQuiz Notes / Curriculum Reading 47 The Portfolio Management Process & the Investment Policy Statement
End-‐of-‐chapter Questions 48 An Introduction to Multifactor Models
FinQuiz Practice Questions 49 Measuring & Managing Market Risk
50 Economies and Investment Markets
51 Analysis of Active Portfolio Management
52 Algorithmic Trading & High Frequency Trading
FinQuiz Notes / Curriculum Reading 16 Intercorporate Investments
End-‐of-‐chapter Questions 17 Employee Compensation: Post-‐Employment and Share-‐Based
FinQuiz Practice Questions 18 Multinational Operations
FinQuiz Notes / Curriculum Reading 19 Evaluating Financial Reporting Quality
End-‐of-‐chapter Questions 20 Integration of Financial Statement Analysis Techniques Quantitative Methods for Valuation
Alternative Investments
5-‐10
Derivatives
10/16/17 -‐ 11/05/17
Investment Tools (total)
30-‐55
Asset Classes (total)
35-‐70
(Actual exam weights may vary slightly and some topics are combined for testing purposes)
Review (FinQuiz Smart Summary)
10-‐20
Portfolio Management & Wealth Planning
5-‐10
Financial Reporting and Analysis
15-‐20
5-‐15
Equity Investments
15-‐25
Approximately 43 Weeks (300 Days)
Topic Area Weights for the CFA Exam
Topic Area
% Weight
Quantitative Methods
5-‐10
Corporate Finance
5-‐15
Economics
10-‐15
Ethical & Professional Standards
FinQuiz
Exam Length
Total Study Sessions
Attempt Quantitative Methods Questions from FinQuiz Mock Exams 1 & 2
Starting Date
Total Questions
Total Time Available
(Till Exam)
Review (FinQuiz Smart Summary)
6
5 09/18/17 -‐09/24/17 Review Quantitative Methods and Economics
Economics
Portfolio Management Process 2
Month
Week
Dates
Activity
Study
Session
Reading
Topics
FinQuiz Practice Questions
FinQuiz Notes / Curriculum Reading 21 Capital Budgeting
End-‐of-‐chapter Questions
FinQuiz Practice Questions
FinQuiz Notes / Curriculum Reading 7 23 Dividends and Share Repurchases: Analysis
End-‐of-‐chapter Questions 24 Corporate Performance Governance and Business Ethics
FinQuiz Practice Questions 25 Corporate Governance
FinQuiz Notes / Curriculum Reading
End-‐of-‐chapter Questions
FinQuiz Practice Questions
FinQuiz Notes / Curriculum Reading 27 Equity Valuation: Applications and Processes
End-‐of-‐chapter Questions 28 Return Concepts
FinQuiz Practice Questions
FinQuiz Notes / Curriculum Reading 29 Industry and Company Analysis
End-‐of-‐chapter Questions 30 Discounted Dividend Valuation
FinQuiz Practice Questions 11 31 Free Cash Flow Valuation
FinQuiz Notes / Curriculum Reading 32 Market-‐Based Valuation: Price and Enterprise Value Multiples
End-‐of-‐chapter Questions 33 Residual Income Valuation
FinQuiz Practice Questions 34 Private Company Valuation
FinQuiz Notes / Curriculum Reading 35 The Term Structure & Interest Rate Dynamics
End-‐of-‐chapter Questions 36 The Arbitrage Free Valuation Framework
FinQuiz Practice Questions 13 37 Valuiation & Analysis: Bonds with Embeded Options
FinQuiz Notes / Curriculum Reading 38 Credit Analysis Models
End-‐of-‐chapter Questions 39 Credit Default Swaps
FinQuiz Practice Questions
FinQuiz Notes / Curriculum Reading 40 Pricing & Valuation of Forward Commitments
End-‐of-‐chapter Questions 41 Valuation of Contingent Claims
FinQuiz Practice Questions 42 Derivatives Strategies 17 12/11/17 -‐ 12/17/17
25 02/05/18 -‐ 02/11/18 Review (FinQuiz Smart Summary)
Mergers and Acquisitions
26 -‐ 28
Review (FinQuiz Smart Summary) 01/01/18 -‐ 01/07/18
16
22
15
26
03/05/18 -‐ 03/11/18 Review (FinQuiz Smart Summary)
10
12 11/06/17 -‐ 11/12/17 Review (FinQuiz Smart Summary)
Review (FinQuiz Smart Summary)
21
7
18 12/18/17 -‐ 12/24/17
Financial Reporting Analysis (FRA)
Attempt FRA Questions from FinQuiz Mock Exams 1 & 2
Review Portfolio Management Process and Financial Reporting Analysis Section
13
Review Corporate Finance and Equity Investments
Month
Week
Dates
Activity
Study
Session
Reading
Topics
FinQuiz Smart Summary / Curriculum
Reading 1 Code of Ethics and Standards of Professional Conduct
End-‐of-‐chapter Questions 2 "Guidance" for Standards I-‐VII
FinQuiz Practice Questions 3 CFA Institute Research Objectivity Standards
4 The Glenarm Company
FinQuiz Smart Summary / Curriculum
Reading 5 Preston Parners
End-‐of-‐chapter Questions 6 Super Selection
FinQuiz Practice Questions 7 Traade Alocation: Fair Dealing & Disclosure
8 Changing Investment Objectives
43 Private Real Estate Investments
44 Publicaly Traded Real Estate Securities
End-‐of-‐chapter Questions 45 Private Equity Valuation
FinQuiz Practice Questions 46 Commodities & Commodity Derivatives: An Introduction
43
(Last 5-‐Days)
15
Complete Review of Level II Study Material
1
31 -‐ 33
Review (FinQuiz Smart Summary)
42 06/04/18 -‐ 06/17/18 04/23/18 -‐ 05/06/18 36 -‐ 37
Actual Exam on June 23, 2018
04/09/18 -‐ 04/22/1806/18/18 -‐ 06/22/18
FinQuiz Notes / Curriculum Reading
Review (FinQuiz Smart Summary)
Final Review
Attempt CFA Sample Exam
Book 1 & 2
Complete Review
Attempt FinQuiz Mock Exams 3 & 4 for Respective Topic Areas
Complete Review
Book 3 & 4
Attempt FinQuiz Mock Exams 3 & 4 for Respective Topic Areas
05/07/18 -‐ 05/20/1838 -‐ 39
Alternative Investments
Attempt Alternatives Questions from FinQuiz Mock Exams 1 & 2
Attempt FinQuiz Mock Exam 6
Attempt FinQuiz Mock Exam 5
34 -‐ 3530 03/12/18 -‐ 03/18/18 Review Fixed Income and Derivatives
40 -‐ 41
Book 5 & 6
Attempt FinQuiz Mock Exams 3 & 4 for Respective Topic Areas
05/21/17 -‐06/03/18Complete Review
Ethical & Professional Standards
Attempt Ethics Questions from FinQuiz Mock Exams 1 & 2 2
03/19/18 -‐ 04/08/18
10
11 8
