Date topics

1/5/2023 Corporate Issuers

1/6/2023 Corporate Issuers Ethics
1/7/2023 Fixed Income Quant
1/8/2023 Fixed Income Econ
1/9/2023 Economics FRA
1/10/2023 Economics Corp Finance done
1/11/2023 Economics Equity done
1/12/2023 Fixed Income done
1/13/2023 Ethics Derivs done
1/14/2023 Ethics / Econ AI done
1/15/2023 Port / Econ Port
1/16/2023 Financial Statement Analysis
1/17/2023 Financial Statement Analysis
1/18/2023 Financial Statement Analysis
1/19/2023 Port / Econ
1/20/2023 Port / Econ

AI
Derivs
Quant
Ethics
Econ
Port
Equity
FI
Corp Issuers
FRA

Sunday Acct

Mond
 31-Dec
1-Jan
15-Feb

done
done
done
done
done
 Long
Short
morning revise (3 to 7) evening (6-12)
BOTH TESTS from 8 to 12 and 6 to 10 revise rest
review revise rest

13th 14th
Port TEST from 9-1
Quant FSA
Derivs FI
AI Equity
Corp Issuers Ethics
Econ TEST from 6-10
Ethics
FSA
 Professionalism
Knowlefe of law
independencce and objectivity
positive negative misrepresentation
furtures misconduct
furtures
Integrity of CM
material np infor
market manu

Duties to clients
L
F
S
Duties to employers

L
A
R

Investment analysis
D
C
R

COI
D
P
R

Reponsibility as CFA
C
R
Professionalism
Knowlefe of law
independencce and objectivity
misrepresentation
misconduct

Integrity of CM
material np infor
market manu

Duties to clients
loyality pru care P perf prese
fair deal P preservation of confidentiality
suitabilitu
Duties to employers

loyalty
add compensation
resp of supervisory

Investment analysis
DD
communication with clients
record rentention

Disclosure of vconglicts
priopity of trans
referal fees

Reponsibility as CFA
 X Y FORECASTED Y FORECASTED Y _ YBAR
17 37 34.111842104 83.0256665282271
13 23 26.82236842 3.3210266582133
3 8 8.59868421 269.003159643303
12 32 24.999999999 1.00000016548075E-18
17 35 34.111842104 83.0256665282271
8 19 17.710526315 53.1364266043075
14 21 28.644736841 13.2841066401427

12 25 504.796052602421

SLOPE 1.822368421
Intercept 3.131578947

RANGOLI
W A B WA WB WAB
0.33 10 1 3.3 0.33 3.3
0.59 5 0 2.95 0 0
0.08 -3 7 -0.24 0.56 -1.68

6.01 0.89 1.62

-3.7289
ACTUAL - FORECASTED ACT - YBAR
8.34145603222716 144
14.6105003382133 4
0.358422783303324 289
49.000000014 49
0.788824448227152 100
1.66274238430748 36
58.4420013681427 16

133.203947368421 638
 0.1 0.1 ‒$4,662,005 $22,610,723
0 -190 -190 -190 -190
1 40 20 36.36364 18.18182 ‒$4,662,005 $22,610,723
2 45 20 37.19008 16.52893 0 1
3 45 20 33.80917 15.0263 -4662005 22610723
4 45 20 30.73561 13.66027 8 -4662005 20935854.6
5 45 20 27.94146 12.41843 15 -4662005 19661498.3
6 45 20 25.40133 11.28948 10 -4662005 20555202.7
7 45 20 23.09212 10.26316
8 45 20 20.99283 9.330148
9 45 20 19.08439 8.481952
10 45 20 17.34945 7.710866

81.96007 -67.10866 7.425704

‒$41,072,261 $33,116,550 ‒$10,000,000

‒$41,072,261 $33,116,550 ‒$10,000,000

2 3 4
-41072261 33116550 -10000000
-35212843.79 26288985.1 -7350298.528 -307.5898
-31056530.06 21774669.2 -5717532.456 99.93537
-33944017.36 24880954.2 -6830134.554 -0.011953
50 300 15000
40 450 18000 3000