FinQuiz

STUDY  PLAN  FOR  JUNE-­‐2018  EXAM

CFA  LEVEL-­‐II
Starting  Date 08/21/17
Exam  Date 06/23/18 Total  Topic  Areas 10
Exam  Length 6  Hours  (Two  parts  of  3  Hours) Total  Study  Sessions 18
10  Item  Sets  (Morning) Total  Time  Available
Total  Questions Approximately  43  Weeks  (300  Days)  
10  Item  Sets  (Evening) (Till  Exam)
Topic  Area  Weights  for  the  CFA  Exam

Topic  Area %  Weight Study  Seission  No:

I Ethical  &  Professional  Standards 10-­‐15 1-­‐2
II Investment  Tools  (total) 30-­‐55
i Corporate  Finance 5-­‐15 8-­‐9
ii Economics 5-­‐10 4
iii Financial  Reporting  and  Analysis 15-­‐20 5-­‐7
iv Quantitative  Methods 5-­‐10 3
III Asset  Classes  (total) 35-­‐70
i Alternative  Investments 5-­‐10 13
ii Derivatives 5-­‐15 16-­‐17
iii Equity  Investments 15-­‐25 10-­‐12
iv Fixed  Income 10-­‐20 14-­‐15
IV Portfolio  Management  &  Wealth  Planning 5-­‐10 18
(Actual  exam  weights  may  vary  slightly  and  some  topics  are  combined  for  testing  purposes)
Study  
Month Week Dates Activity Reading Topics
Session
FinQuiz  Notes  /  Curriculum  Reading 9 Correlation  and  Regression
End-­‐of-­‐chapter  Questions 10 Multiple  Regression  and  Issues  in  Regression  Analysis
1  -­‐  2 08/21/17  -­‐  09/03/17 3
11 Time-­‐Series  Analysis

FinQuiz  Practice  Questions 12 Excert  from  "Proabilistic  Approaches"

Review  (FinQuiz  Smart  Summary) Quantitative  Methods  for  Valuation

1 Attempt  Quantitative  Methods  Questions  from  FinQuiz  Mock  Exams  1  &  2

FinQuiz  Notes  /  Curriculum  Reading 13 Currency  Exchange  Rates:  Determination  &  Forcasting

3  -­‐  4 09/04/17  -­‐09/17/17 End-­‐of-­‐chapter  Questions 4 14 Economic  Growth  and  the  Investment  Decision

FinQuiz  Practice  Questions 15 Economics  of  Regulations

Economics
Review  (FinQuiz  Smart  Summary)
Attempt  Economics  Questions  from  FinQuiz  Mock  Exams  1  &  2

5 09/18/17  -­‐09/24/17 Review  Quantitative  Methods  and  Economics

FinQuiz  Notes  /  Curriculum  Reading 47 The  Portfolio  Management  Process  &  the  Investment  Policy  Statement

End-­‐of-­‐chapter  Questions 16 48 An  Introduction  to  Multifactor  Models

2 FinQuiz  Practice  Questions 49 Measuring  &  Managing  Market  Risk

6  -­‐  8 09/25/17  -­‐  10/15/17
50 Economies  and  Investment  Markets

17 51 Analysis  of  Active  Portfolio  Management

52 Algorithmic  Trading  &  High  Frequency  Trading

Portfolio  Management  Process

Review  (FinQuiz  Smart  Summary)
Attempt  Portfolio  Questions  from  FinQuiz  Mock  Exams  1  &  2

FinQuiz  Notes  /  Curriculum  Reading 16 Intercorporate  Investments

End-­‐of-­‐chapter  Questions 5 17 Employee  Compensation:  Post-­‐Employment  and  Share-­‐Based

FinQuiz  Practice  Questions 18 Multinational  Operations

9  -­‐  11 10/16/17  -­‐  11/05/17
FinQuiz  Notes  /  Curriculum  Reading 19 Evaluating  Financial  Reporting  Quality
3 6
End-­‐of-­‐chapter  Questions 20 Integration  of  Financial  Statement  Analysis  Techniques
 9  -­‐  11 10/16/17  -­‐  11/05/17

3 Study  
Month Week Dates Activity Reading Topics
Session
FinQuiz  Practice  Questions

Financial  Reporting  Analysis  (FRA)

12 11/06/17  -­‐  11/12/17 Review  (FinQuiz  Smart  Summary)
Attempt  FRA  Questions  from  FinQuiz  Mock  Exams  1  &  2

13 11/13/17  -­‐  11/19/17 Review  Portfolio  Management  Process  and  Financial  Reporting  Analysis  Section
1

FinQuiz  Notes  /  Curriculum  Reading 21 Capital  Budgeting

14 11/20/17  -­‐  11/26/17 End-­‐of-­‐chapter  Questions 7

22 Capital  Structure
FinQuiz  Practice  Questions

FinQuiz  Notes    /  Curriculum  Reading 7 23 Dividends  and  Share  Repurchases:  Analysis

15 11/27/17  -­‐11/03/17 End-­‐of-­‐chapter  Questions 24 Corporate  Performance  Governance  and  Business  Ethics
8
4 FinQuiz  Practice  Questions 25 Corporate  Governance

FinQuiz  Notes    /  Curriculum  Reading

16 11/04/17  -­‐  12/10/17 End-­‐of-­‐chapter  Questions 8 26 Mergers  and  Acquisitions

FinQuiz  Practice  Questions

Corporate  Finance
Review  (FinQuiz  Smart  Summary)
Attempt  Corporate  Finance  Questions  from  FinQuiz  Mock  Exams  1  &  2

FinQuiz  Notes    /  Curriculum  Reading 27 Equity  Valuation:  Applications  and  Processes

9
17 12/11/17  -­‐  12/17/17 End-­‐of-­‐chapter  Questions 28 Return  Concepts

FinQuiz  Practice  Questions

FinQuiz  Notes    /  Curriculum  Reading 29 Industry  and  Company  Analysis

10
18 12/18/17  -­‐  12/24/17 End-­‐of-­‐chapter  Questions 30 Discounted  Dividend  Valuation

5 FinQuiz  Practice  Questions 11 31 Free  Cash  Flow  Valuation

FinQuiz  Notes    /  Curriculum  Reading 32 Market-­‐Based  Valuation:  Price  and  Enterprise  Value  Multiples

19 12/25/17  -­‐  12/31/17 End-­‐of-­‐chapter  Questions 11 33 Residual  Income  Valuation

FinQuiz  Practice  Questions 34 Private  Company  Valuation

Equity  Investments
20 01/01/18  -­‐  01/07/18 Review  (FinQuiz  Smart  Summary)
Attempt  Equity  Questions  from  FinQuiz  Mock  Exams  1  &  2

21 01/08/18  -­‐  01/14/18 Review  Corporate  Finance  and  Equity  Investments

FinQuiz  Notes  /  Curriculum  Reading 35 The  Term  Structure  &  Interest  Rate  Dynamics
12
6 End-­‐of-­‐chapter  Questions 36 The  Arbitrage  Free  Valuation  Framework

FinQuiz  Practice  Questions 13 37 Valuiation  &  Analysis:  Bonds  with  Embeded  Options
22    -­‐  24 01/15/18  -­‐  02/04/18
FinQuiz  Notes  /  Curriculum  Reading 38 Credit  Analysis  Models

End-­‐of-­‐chapter  Questions 13 39 Credit  Default  Swaps

FinQuiz  Practice  Questions

Fixed  Income
25 02/05/18  -­‐  02/11/18 Review  (FinQuiz  Smart  Summary)
Attempt  Fixed  Income  Questions  from  FinQuiz  Mock  Exams  1  &  2

7 FinQuiz  Notes  /  Curriculum  Reading 40 Pricing  &  Valuation  of  Forward  Commitments

26  -­‐  28 02/12/18  -­‐  03/04/18 End-­‐of-­‐chapter  Questions 14 41 Valuation  of  Contingent  Claims

FinQuiz  Practice  Questions 42 Derivatives  Strategies

Derivatives
29 03/05/18  -­‐  03/11/18 Review  (FinQuiz  Smart  Summary)
Attempt  Derivatives  Questions  from  FinQuiz  Mock  Exams  1  &  2

30 03/12/18  -­‐  03/18/18 Review  Fixed  Income  and  Derivatives

8
 Study  
Month Week Dates Activity Reading Topics
Session
30 03/12/18  -­‐  03/18/18 Review  Fixed  Income  and  Derivatives

8 FinQuiz  Smart  Summary  /  Curriculum  

1 Code  of  Ethics  and  Standards  of  Professional  Conduct
Reading
End-­‐of-­‐chapter  Questions 1 2 "Guidance"  for  Standards  I-­‐VII

FinQuiz  Practice  Questions 3 CFA  Institute  Research  Objectivity  Standards

1
4 The  Glenarm  Company
31  -­‐  33 03/19/18  -­‐  04/08/18
FinQuiz  Smart  Summary  /  Curriculum  
5 Preston  Parners
Reading
End-­‐of-­‐chapter  Questions 2 6 Super  Selection
FinQuiz  Practice  Questions 7 Traade  Alocation:  Fair  Dealing  &  Disclosure
8 Changing  Investment  Objectives

Ethical  &  Professional  Standards

Review  (FinQuiz  Smart  Summary)
Attempt  Ethics  Questions  from  FinQuiz  Mock  Exams  1  &  2

43 Private  Real  Estate  Investments

9 FinQuiz  Notes    /  Curriculum  Reading
44 Publicaly  Traded  Real  Estate  Securities
34  -­‐  35 04/09/18  -­‐  04/22/18 15
End-­‐of-­‐chapter  Questions 45 Private  Equity  Valuation

FinQuiz  Practice  Questions 46 Commodities  &  Commodity  Derivatives:  An  Introduction

Alternative  Investments
Review  (FinQuiz  Smart  Summary)
Attempt  Alternatives  Questions  from  FinQuiz  Mock  Exams  1  &  2

Book  1  &  2
36  -­‐  37 04/23/18  -­‐  05/06/18 Complete  Review
Attempt  FinQuiz  Mock  Exams  3  &  4  for  Respective  Topic  Areas

Book  3  &  4
10 38  -­‐  39 05/07/18  -­‐  05/20/18 Complete  Review
Attempt  FinQuiz  Mock  Exams  3  &  4  for  Respective  Topic  Areas

Book  5  &  6
40  -­‐  41 05/21/17    -­‐06/03/18 Complete  Review
Attempt  FinQuiz  Mock  Exams  3  &  4  for  Respective  Topic  Areas

Complete  Review  of  Level  II  Study  Material  

42 06/04/18  -­‐  06/17/18 Attempt  CFA  Sample  Exam

Attempt  FinQuiz  Mock  Exam  5
11 Attempt  FinQuiz  Mock  Exam  6
43
06/18/18  -­‐  06/22/18 Final  Review
 (Last  5-­‐Days)

Actual  Exam  on  June  23,  2018