Professional Documents
Culture Documents
Economics 5% - 10%
4
6
Corporate Finance 5% - 15%
7
10
11
13
17
Aggregate Study Reading
Sub Topic
Weight Order Number
Ethical & Professional Standards 1
9.2% 5 2
3
Ethics Application 4
5
2.0% 6 6
7
8
Quantitative Methods for Valuation 9
10
6.5% 1
11
12
Economics for Valuation 13
6.5% 2 14
15
Intercorp Investments, Post Employ & Share Based Comp 16
9.6% 3 17
18
Quality of FRA 19
6.4% 4
20
Corporate Finance 21
4.1% 7 22
23
Financing & Control Issues 24
4.1% 8 25
26
Valuation Concepts 27
4.4% 9
28
Industry and Company Analysis & Disc Dividend Valuation 29
4.4% 10
30
Free Cash Flow & Other Valuation Models 31
32
8.9% 11
33
34
FI Valuation Concepts 35
5.2% 15
36
Topics in Fixed Income Analysis 37
7.8% 16 38
39
Valuation & Strategies 40
8.1% 17 41
42
Alternative Investments 43
44
6.5% 12
45
46
Process, Asset Allocation & Risk Management 47
3.2% 13 48
49
Economic Analysis, Active Management & Trading 50
3.2% 14 51
52
Revise Target
Reading Title Study Time
Time Complete
Code of Ethics & Standards of Professional Conduct
Guidance for Standards 1-7 17.1 Days 4.1 Days 12/10/2017
CFA Institute Research Objectivity Standards
The Glenarm Company
Preston Partners
Super Selection 3.8 Days 0.9 Days 12/14/2017
Trade Allocation: Fair Dealing & Disclosure
Changing Investment Objectives
Correlation & Regression
Multiple Regression & Issues in Regression Analysis
12 Days 2.9 Days 10/13/2017
Time-Series Analysis
Excerpt from “Probabilistic Approaches: "
Currency Exchange Rates: Understanding Equilibrium Value
Economic Growth & the Investment Decision 12 Days 2.9 Days 10/25/2017
Economics of Regulation
Intercorporate Investments
Employee Compensation: Post-Employ & Share-Based 17.9 Days 4.3 Days 11/11/2017
Multinational Operations
Evaluating Quality of Financial Reports
11.9 Days 2.9 Days 11/23/2017
Integration of Financial Statement Analysis Techniques
Capital Budgeting
Capital Structure 7.6 Days 1.8 Days 12/22/2017
Dividends & Share Repurchases: Analysis
Corp Performance, Governance & Business Ethics
Corporate Governance 7.6 Days 1.8 Days 12/29/2017
Mergers & Acquisitions
Equity Valuation: Applications and Processes
8.2 Days 2 Days 1/7/2018
Return Concepts
Industry and Company Analysis
8.2 Days 2 Days 1/15/2018
Discounted Dividend Valuation
Free Cash Flow Valuation
Market-Based Valuation: Price and Enterprise Value
16.5 Days 4 Days 1/31/2018
Residual Income Valuation
Private Company Valuation
The Term Structure and Interest Rate Dynamics
9.6 Days 2.3 Days 3/6/2018
Arbitrage-Free Valuation Framework
Valuation and Analysis: Bonds with Embedded Options
Credit Analysis Models 14.4 Days 3.5 Days 3/20/2018
Credit Default Swaps
Pricing and Valuation of Forward Commitments
Valuation of Contingent Claims 15.1 Days 3.7 Days 4/5/2018
Derivatives Strategies
Private Real Estate Investments
Publicly Traded Real Estate Securities
12 Days 2.9 Days 2/12/2018
Private Equity Valuation Standards
Commodities and Commodity Derivatives: An Introduction
The Portfolio Management Process & the IPS
An Introduction to the Multifactor Models 6 Days 1.5 Days 2/18/2018
Measuring and Managing Market Risk
Economics and Investment Markets
Analysis of Active Portfolio Management 6 Days 1.5 Days 2/24/2018
Algorithmic Trading and High-Frequency Trading
Target Concept Practice
Read 5/16/2019 Date
Revise Checkers Problems
- - - Start Study 10/1/2017
4/22/2018 - - - End Study 4/5/2018
- - - Finish Revision 5/20/2018
- - -
- - -
4/23/2018 - - -
- - -
- - - Topic Sub Topic
- - - Standards
Ethics
- - - Application
4/7/2018
- - - Quant Valuation
- - - Economics Valuation
- - - Intercorp
FRA
4/10/2018 - - - Quality
- - - Corp
Corp Finance
- - - Issues
4/15/2018 - - - Valuation
- - - Equity Analysis
- - - Other
4/18/2018
- - - Concepts
Fixed Income
- - - Topics
4/24/2018 - - - Derivatives Strategy
- - - Alternative Inv Altern
- - - Process
Portfolio Mgmt
4/26/2018 - - - Analysis
- - -
- - -
4/28/2018
- - -
- - -
4/30/2018
- - - Inputs
- - - Dates Cells R2:R4
- - - Order Cells S10:S27
5/4/2018
- - - Weights Cells Z2:Z19
- - -
- - -
5/12/2018
- - -
- - -
5/16/2018 - - -
- - -
- - -
5/20/2018 - - -
- - -
- - -
- - -
5/7/2018
- - -
- - -
- - -
5/9/2018 - - -
- - -
- - -
5/10/2018 - - -
- - -
Study
Days Weeks
Session
1
186 26.6 2
45 6.4 3
4
5
6
7
Order 8
5 9
6 10
1 11
2 12
3 13
4 14
7 15
8 16
9 17
10
11
15
16
17
12
13
14
Complete
Topic Order Weight
Days
Ethical & Professional Standards 5 0.09 17.1
Ethics Application 6 0.02 3.8
Quantitative Methods for Valuation 1 0.06 12.0
Economics for Valuation 2 0.06 12.0
Intercorp Investments, Post Employ & Share Based Comp 3 0.10 17.9
Quality of FRA 4 0.06 11.9
Corporate Finance 7 0.04 7.6
Financing & Control Issues 8 0.04 7.6
Valuation Concepts 9 0.04 8.2
Industry and Company Analysis & Disc Dividend Valuation 10 0.04 8.2
Free Cash Flow & Other Valuation Models 11 0.09 16.5
FI Valuation Concepts 15 0.05 9.6
Topics in Fixed Income Analysis 16 0.08 14.4
Valuation & Strategies 17 0.08 15.1
Alternative Investments 12 0.06 12.0
Process, Asset Allocation & Risk Management 13 0.03 6.0
Economic Analysis, Active Management & Trading 14 0.03 6.0
upper % Avg.
10.0% 11.3%
6.7% 6.5%
6.7% 6.5%
13.3% 16.0%
10.0% 8.1%
16.7% 17.7%
13.3% 12.9%
10.0% 8.1%
6.7% 6.5%
6.7% 6.5%
Study
Topic Weight
Session
Ethical & Professional Standards
1
10% - 15%
2
Behavioral Finance, Individual Investors,
and Institutional Investors 3
4
40% - 55%
6
Capital Market Expectations 7
5% - 15%
Asset Allocation 8
40% - 55% 9
12
Alternative Investments, Risk 13
Management, and the Application of 14
Derivatives 10% - 30% 15
upper % Avg.
10.0% 11.3%
10.0% 8.1%
10.0% 8.1%
13.3% 12.9%
10.0% 8.1%
10.0% 8.1%
36.7% 43.3% 88.8%