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CFA  CISA + 1

2005 CFA Level Candidate Readings (CFA Institute, 2004)


Standards of Practice Handbook, 8th edition (AIMR, 1999)
Quantitative Methods for Investment Analysis, 2nd edition, Richard A. DeFusco, Dennis W.
McLeavey, Jerald E. Pinto, and David E. Runkle (CFA Institute, 2004)
Economics: Private and Public Choice, 10th edition, James D. Gwartney, Richard L. Stroup,
Russel S. Sobel, and David A. Macpherson (South-Western, 2003)
Fundamentals of Financial Management, 8th edition, Eugene F. Bringham and Joel F. Houston
(Dryden, 1998)
International Investments, 5th edition, Bruno Solnik and Dennis McLeavey (Addison Wesley, 2003)
The Analysis and Use of Financial Statements, 3rd edition, Gerald I. White, Ashwinpaul C. Sondhi,
and Dov Fried (Wiley, 2003)
Investment Analysis and Portfolio Management, 7th edition, Frank K. Reilly and Keith C. Brown
(SouthWestern, 2003)
Fixed Income Analysis for the Chartered Financial Analyst Program, 2nd edition, Frank J.
Fabozzi (Frank J. Fabozzi Associates, 2004)
Analysis of Derivatives for the CFA Program ,Don Chance (AIMR, 2003)

CFA  CISA + 2

2005 CFA Level Candidate Readings (CFA Institute, 2004)


Standards of Practice Handbook, 8th edition (AIMR, 1999)
Standards of Practice Casebook (AIMR, 1996)
Quantitative Methods for Investment Analysis, Richard A. DeFusco, Dennis W. McLeavey,
Jerald E. Pinto, and David E. Runkle (AIMR 2001)
International Investments, 5th edition, Bruno Solnik and Dennis McLeavey (Addison Wesley,
2003)
The Analysis and Use of Financial Statements, 3rd edition, Gerald I. White, Ashwinpaul C.
Sondhi, and Dov Fried (Wiley, 2003)

2


Financial Shenanigans, 2nd edition, Howard Schilit (McGraw-Hill, 2002)


Fundamentals of Financial Management, 8th edition, Eugene F. Bringham and Joel F. Houston
(Dryden, 1998)
Analysis of Equity Investments: Valuation, John D. Stowe, Thomas R. Robinson, Jerald E. Pinto,
and Dennis W. McLeavy (AIMR, 2002)
Fixed Income Analysis for the Chartered Financial Analyst Program, Frank J. Fabozzi
(Frank J. Fabozzi Associates, 2000)
Analysis of Derivatives for the CFA Program ,Don Chance (AIMR, 2003)

CFA  CISA + 3

2005 CFA Level Candidate Readings (CFA Institute, 2004)


Standards of Practice Handbook, 8th edition (AIMR, 1999)
Standards of Practice Casebook (AIMR, 1996)
Quantitative Methods for Investment Analysis, Richard A. DeFusco, Dennis W. McLeavey,
Jerald E. Pinto, and David E. Runkle (AIMR 2001)
Irrational Exuberance, Robert J. Shiller (Broadway Books, 2000)
International Investments, 5th edition, Bruno Solnik and Dennis McLeavey (Addison Wesley,
2003)
Fixed Income Readings for the Chartered Financial Analyst Program, 2nd edition, Frank J.
Fabozzi (Frank J. Fabozzi Associates, 2004)
The Psychology of Investing, John R. Nofsinger (Prentice Hall, 2002)
Analysis of Derivatives for the CFA Program ,Don Chance (AIMR, 2003)

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Standards of Practice Handbook, 8 ed.
3-4(5$ 2005 CFA Level Candidate Readings : Global Investment Performance Standards ~ Level
 6  $ Workbook
Global Investment Performance Standards
Quantitative Methods for Investment Analysis, 2nd ed. (DeFusco, McLeavey,
 "7
  (4
Pinto & Runkle), Ch. 1-8
Economics: Private and Public Choice, 10th ed. (Gwartney, Stroup, Sobel &
Macpherson) Ch. 8, 12-15, 17, 19-24, Special Topic 7
857
Fundamentals of Financial Management, 8th ed. (Bringham & Houston), Ch. 4
International Investments, 5th ed. (Solnik & McLeavey), Ch. 1, 2
The Analysis and Use of Financial Statements, 3rd ed. (White, Sondhi & Fried),
Ch. 2, 3, 6-11
 "7  $ Investment Analysis and Portfolio Management, 7th ed. (Reilly & Brown), Ch. 10
2005 CFA Level Candidate Readings : Kieso, Weygandt & Warfield; Schilit
(2 chapters)
 $9: 3 Fundamentals of Financial Management, 8th ed. (Bringham & Houston), Ch. 1, 9-14
  : ( $;-7
Investment Analysis and Portfolio Management, 7th ed. (Reilly & Brown), Ch. 1, 2, 7, 8
:$
+  $ Investment Analysis and Portfolio Management, 7th ed. (Reilly & Brown), Ch. 4-6
Investment Analysis and Portfolio Management, 7th ed. (Reilly & Brown), Ch. 11, 13, 15, 16
:$/$:$ International Investments, 5th ed. (Solnik & McLeavey), Ch. 6
2005 CFA Level Candidate Readings : Stowe, Robinson, Pinto & McLeavy
Fixed Income Analysis for the Chartered Financial Analyst Program, 2nd ed. (Fabozzi),
:$/$$)&
Ch. 1-7
:$/$ Analysis of Derivatives for the CFA Program, (Chance), Ch. 1-5, 7
$:;$97
:$/$ $;-7%*$< International Investments, 5th ed. (Solnik & McLeavey), Ch. 8

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Standards of Practice Handbook, 8 ed.
3-4(5$ Standards of Practice Casebook (Introduction plus three cases)
 6  $ 2005 CFA Level Candidate Readings : Train & Melfe; Four articles from Standards
Reporter
Quantitative Methods for Investment Analysis, (DeFusco, McLeavey, Pinto & Runkle), Ch.
 "7
  (4
7-9
International Investments, 5th ed. (Solnik & McLeavey), Ch. 1, 2, 4
857 2005 CFA Level Candidate Readings : Dornbusch, Fischer & Startz (2 chapters);
Gwartney, Stroup, Sobel & Macpherson (3 special topics); Benninga & Sarig
The Analysis and Use of Financial Statements, 3rd ed. (White, Sondhi & Fried),
Ch. 2, 4, 6, 8-15, 17
 "7  $ Financial Shenanigans, 2nd edition, (Schilit), Ch. 2, 3, 7, 8, 12
Investment Analysis and Portfolio Management, 7th ed. (Reilly & Brown), Ch. 10
2005 CFA Level Candidate Readings : Hawkins (2)
Fundamentals of Financial Management, 8th ed. (Bringham & Houston), Ch. 9-14
 $9: 3
2005 CFA Level Candidate Readings : Brealey & Myers (4chapters)
$" +%&#$/$  Analysis of Equity Investments: Valuation, (Stowe, Robinson, Pinto & McLeavy),
( $(="  Foreward, Ch. 1
International Investments, 5th ed. (Solnik & McLeavey), Ch. 5, 6
2005 CFA Level Candidate Readings : Copeland, Koller & Murrin (2 chapters)
Analysis of Equity Investments: Valuation, (Stowe, Robinson, Pinto & McLeavy), Ch. 2-5
:$/$:$ Investment Analysis and Portfolio Management, 7th ed. (Reilly & Brown), Ch. 15
2005 CFA Level Candidate Readings : Porter; Hooke; Dinwoodie; Abate & Grant
Fixed Income Analysis for the Chartered Financial Analyst Program, (Fabozzi), Level ,
:$/$$)& Ch. 7; Level , Ch. 1-5, 9
2005 CFA Level Candidate Readings : Fabozzi
:$/$$:;$97 Analysis of Derivatives for the CFA Program, (Chance), Ch. 2-5
Fixed Income Analysis for the Chartered Financial Analyst Program, (Fabozzi),
Level , Ch. 7
Investment Analysis and Portfolio Management, 7th ed. (Reilly & Brown), Ch. 24
  : ( $;-7 Investment Analysis and Portfolio Management, 7th ed. (Reilly & Brown), Ch. 7-9
:$ 2005 CFA Level Candidate Readings : Maginn, Tuttle, McLeavey & Pinto

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3-4(5$ Standards of Practice Handbook, 8 ed.
 6  $ Standards of Practice Casebook (Introduction plus four cases)
2005 CFA Level Candidate Readings : Articles from Standards Reporter
 "7
  (4 Quantitative Methods for Investment Analysis, (DeFusco, McLeavey, Pinto & Runkle),
   : ( Ch. 9-11
 $;-7:$
857  Irrational Exuberance, (Shiller), Ch. 1-3, 7, 11
  : ( $;-7:$ 2005 CFA Level Candidate Readings : Grinold & Kroner; Siegel (2 chapters);
Hopper; Shenfeld; Goldman, Sachs & Co.
+
$)+ :$/$ International Investments, 5th ed. (Solnik & McLeavey), Ch. 9
:$   2005 CFA Level Candidate Readings : Reilly & Brown; Hooke (2 chapters)
:$/$$)& Fixed Income Readings for the Chartered Financial Analyst Program, 2nd ed.
(Fabozzi, ed.), Ch. 1-6
:$/$ $;-7%*$< 2005 CFA Level Candidate Readings: Shilling (3 chapters); Prowse; Pratt, Reilly &
Schweihs (2 chapters); Purcell & Crowley; Jacobs; Steyn; Anson; Anson (2 chapters)
  : ( $;-7 The Psychology of Investing, (Nofsinger), Ch 1-5, 7
:$ Fixed Income Readings for the Chartered Financial Analyst Program, 2nd ed.
(Fabozzi, ed.), Ch. 7-9
Analysis of Derivatives for the CFA Program, (Chance), Ch. 6-9
International Investments, 5th ed. (Solnik & McLeavey), Ch. 11-13
2005 CFA Level Candidate Readings:
Maginn, Tuttle, McLeavey & Pinto; Bronson, Scanlan & Squires; AIMR; Barberis &
Thaler; Tschampion, Siegel, Takahashi & Maginn; Hempel & Simonson; Olson; Pinto &
McLeavy; Perold & Sharpe; Solnik; Arnott & Lovell; Horvits; Christopherson & Williams;
Hill; Sauter; Loftus; Wagner & Edwards; Schwartz & Wood; Culp, Miller & Neves;
Dowd (3 chapters); McCarthy; Reilly & Brown; Dor & Jagannathan; Siegel (2 chapters)
Belden & Waring; Siegel; GIPS Handbook; Global Investment Performance Standards
- Level Workbook

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