2024

Learning
Module

10

11

4
5

1
 2

1
2

3
4

10

11

12

13

14

15

16

17

18

19

3
4

10

3
4

5
 2024
Subject

Quantitative Methods

Rate and Return

The Time Value of Money in Finance

Statistical Measures of Asset Returns

Probability Trees and Conditional Expectations

Portfolio Mathematics

Simulation Methods

Estimation and Inference

Hypothesis Testing

Parametric and Non Parametric Tests of Independence

Simple Linear Regression

Introduction to Big Data Techniques

Economics

Firms and Market Structure

Understanding Business Cycles

Fiscal Policy

Monetary Policy
Introduction to Geopolictics

International Trade

Capital Flows and the FX Market

Exchange Rate Calculations

Portfolio Management

Portfolio Risk and Return: Part 1

Portfolio Risk and Return: Part 2

Portfolio Management

Portfolio Management: An Overview

Basics of Portfolio Planning and Construction

The Behavioral Biases of Individuals

Introduction to Risk Management

Corporate Issuers

Organization Forms, Corporate Issuer Features and Ownership

Investors and other Stakeholders

Corporate Governance: Conflicts, Mechanisms, Risks, and Benefits

Working Capital and Liquidity

Capital Investments and Capital Allocation

Capital Structure

Business Models

Financial Statement Analysis

Introduction of Financial Statement Analysis

Analyzing Income Statements

Analyzing Balance Sheet

Analyzing Statements of Cash Flows 1

Analyzing Statement of Cash Flows 2

Analysis of Inventories

Analysis of Long Term Assets

Topics in Long-Term Liabilities and Equity

Analysis of Income Taxes

Financial Reporting Quality

Financial Analysis Techniques

Introduction to Financial Statement Modeling

Equity Investments

Market Organization and Structure

Security Market Indexes

Market Efficiency

Overview of Equity Securities

Company Analysis: Past and Present

Industry and Competitive Analysis

Company Analysis: Forecasting

Equity Valuation: Concepts and Basic Tools

Fixed Income

Fixed Income Instrument Features

Fixed Income Cash Flows and Types

Fixed Income Issuance and Trading

Fixed Income Market for Coporate Issuers

Fixed Income Market for Government Issuers

Fixed Income Bond Valuations: Prices and Yields

Yield and Yield Spread Measures for Fixed rate Bonds

Yield and Yield Spread Measures for Floating Rate Instruments

The Term Structure of Interest Rates: Spot, Par and Forward Curves

Interest Rate Risk and Return

Yield Based Bond Duration Measures and Properties

Yield Based Bond Convexity and Portfolio Properties

Curve Based and Empirical Fixed Income Risk Measures

Credit Risk

Credit Analysis for Government Issuers

Credit Analysis for Corporate Issuers

Fixed Income Securitization

Asset Backed Security (ABS) Instrument and Market Features

Mortgage Backed Secrurity (MBS) Instrument and Market Features

Derivatives

Derivative Instrument and Derivative Market Features

Forward Commitment and Contingent Claim Features and Instruments

Derivative Benefits, Risks, and Issuer and Investor Uses

Arbitrage, Replication, and the Cost of Carry in Pricing Derivatives

Pricing and Valuation of Forward Contracts and for an Underlying with Varying
Maturities

Pricing and Valuation for Future Contracts

Pricing and Valuation of Interest Rates and Other Swaps

Pricing and Valuation of Options

Option Replication using Put-Call Parity

Valuing a Derivative using a One Period Binomial Model

Alternative Investment

Alternative Investment Features, Methods and Structures

Alternative Investment: Performance and Returns

Investments in Private Capital: Equity and Debt

Real Estate and Infrastructure

Natural Resources

Hedge Funds

Introduction to Digital Assets

Ethical and Professional Standards

Ethics and Trust in the Investment Profession

Code of Ethics and Standards of Professional Conduct

Guidance for Standards I-VII

Introduction to Global Investment Performance Standards (GIPS)

Ethics Applications

TOTAL
 20
Number Learning
No of LM's of Pages Module
11

1
39
2
39
3
45
4
19
5
21
6
17
7
20

25

19

60

13

8
45
9
28
10
25
11
34
 12
50
13
18
14
35
15
15

51
54
52
55
53

54

55
36
56
41
57
33
58
49

7
28

29
32
 30
27
31
27
32
37
33
37
34
36
35
28

12

16
32

17

51
18
29
19
30
20
17
21
32
22
30
23
34
24

25

26
33
 27
66

62

53

36
73
37
37
38
33
39
35

40
47
41
38

49

49

19

42
19

43

30

44

21
 45

27
46
19
47
28

28

20

26

25

28

21

22

35

25

29

20

29

34

10

18 1

29 2

21 3
 11 4

29 5

19 6

20 7

24 8

19 9

18 10

26 1

27 2

25 3

26

23

29

32

59
28
60
18
61
179
 62
8
63
35

93 3039 73
 2023

The Time Value of Money

Organizing, Visualizing, and Describing Data

Probability Concepts

Common Probability Distributions

Sampling and Estimation

Hypothesis Testing

Introduction to Linear Regression

Topics in Demand and Supply Analysis

The Firm and Market Structures

Aggregate Output, Prices, and Economic Growth

Understanding Business Cycles

Monetary and Fiscal Policy

Introduction to Geopolitics

International Trade and Capital Flows

Currency Exchange Rates

Portfolio Management: An Overview

Portfolio Risk and Return: Part I

Portfolio Risk and Return: Part II

Basics of Portfolio Planning and Construction

The Behavioral Biases of Individuals

Introduction to Risk Management

Technical Analysis

FinTech in Investment Management

8
Corporate Structures and Ownership

Introduction to Corporate Governance & Other ESG Considerations

Business Models

Capital Investments

Working Capital and Liquidity

Cost of Capital - Foundational Topics

Capital Structure

Measures of Leverage

12

Introduction to Financial Statement Analysis

Financial Reporting Standards

Understanding Income Statements

Understanding Balance Sheets

Understanding Cash Flow Statements

Financial Analysis Techniques

Inventories

Long-Lived Assets

Income Taxes

Non-Current (Long-Term) Liabilities

Financial Reporting Quality

 Applications of Financial Statement Analysis

Market Organization and Structure

Security Market Indexes

Market Efficiency

Overview of Equity Securities

Introduction to Industry and Company Analysis

Equity Valuation: Concepts and Basic Tools

Fixed Income Securities: Defining Elements

Fixed Income Markets: Issuance, Trading, and Funding

Introduction to Fixed Income Valuation

 Introduction to Asset-Backed Securities

Understanding Fixed Income Risk and Return

Fundamentals of Credit Analysis

10

Derivative Instrument and Derivative Market Features

Forward Commitment and Contingent Claim Features and Instruments

Derivative Benefits, Risks, and Issuer and Investor Uses

Arbitrage, Replication, and the Cost of Carry in Pricing Derivatives

Pricing and Valuation of Forward Contracts and for an Underlying with Varying Maturities

Pricing and Valuation of Future Contracts

Pricing and Valuation of Interest Rates and Other Swaps

Pricing and Valuation of Options

Option Replication Using Put–Call Parity

Valuing a Derivative Using a One-Period Binomial Model

Categories, Characteristics, and Compensation Structures of Alternative Investments

Performance Calculation and Appraisal of Alternative Investments

Private Capital, Real Estate, Infrastructure, Natural Resources, and Hedge Funds

Ethics and Trust in the Investment Profession

Code of Ethics and Standards of Professional Conduct

Guidance for Standards I-VII

Introduction to the Global Investment Performance Standards (GIPS)

Ethics Application
FinTree Comments

Pre-requisite readings for Quant

1. Interest Rates, Present Value, and Future Value
2.Organizing, Visualizing, and Describing Data
3.Probability Concepts
4.Common Probability Distributions
5.Sampling and Estimation
6.Basics of Hypothesis Testing
Hypothesis Testing + Parametric Test of Independence (2024) ~ Hypothesis
Statistical Measures of Asset Returns (2024) ~ Organizing, Visualizing, and D
Probability Trees and Conditional Expectations + Portfolio Mathematics (20
Estimation and Inference (2024)~ Sampling and Estimation(2023)
Hypothesis Testing + Parametric Test of Independence (2024) ~ Hypothesis
Simple Linear Regression (2024) ~Introduction to Linear Regression (2023)
Pre-requisite readings for Quant
1.Topics in Demand and Supply Analysis
2. Introduction to the Firm and Market Organization
3.Aggregate Output, Prices, and Economic Growth
4.Introduction to Business Cycles
5.Monetary and Fiscal Policy
6.International Trade and Capital Flows
7.Currency Exchange Rates
Firms and Market Structures (2024) ~ Topics of Demand and Supply + The Fi
Understanding Business Cycles (2024) ~ Understanding Business Cycles (202
Fiscal Policy + Monetary Policy (2024) ~ Monetary and Fiscal Ploicy (2023)
Geopolitics (2024) draws from 2023 version
International Trade (2024) + Capital Flows (2024) ~ International Trade and
Exchange Rate Calculations (2024) ~Currency Exchnage Rate (2023)

Portfolio Risk and Return _ Part I and II Draws from 2023 Readings
Portfolio Management: An Overview ~ Same as 2023
Basics of Portfolio Planning and Construction ~ Same as 2023
The Behavioral Biases of Individuals ~ Same as 2023
Introduction to Risk Management ~ Same as 2023

Organization Forms, Corporate Issuer Features and Ownership (2024)~ Add

Investors and other Stakeholders (2024) + Corporate Governance: Conflicts,
Introduction to Corporate Governance & Other ESG Considerations (2023)
Working Capital and Liquidity (2024) ~ Working Capital and Liquidity (2023)
Capital Investments and Capital Allocation (2024) ~ Capital Investments (20
Business Models (2024 ) ~ Business Models (2023)
Capital Structure (2024) ~ Capital Structure (2023)

Introduction of Financial Statement Analysis (2024) ~

Introduction to Financial Statement Analysis (2023) + Financial Reporting St

Analyzing Income Statements (2024) + Analyzing Balance Sheet (2024) + An

Cash Flows 1 (2024) +
Analyzing Statement of Cash Flows 2 (2024) + Inventories (2024) + Analysis

Topics in Long-Term Liabilities and Equity ~ Adds some of the Post Employm
Financial Reporting Quality (2024) ~ Financial Reporting Quality (2023)
Financial Analysis Technique (2024) ~ Financial Analysis Technique (2023)
Introduction to Financial Statement Modeling - Added reading from 2023 Le
Market Organization and Structure (2024) ~ Same as 2023
Security Market Indexes (2024) ~ Same as 2023
Market Efficiency (2024) ~ Same as 2023
Overview of Equity Securities (2024) ~ Same as 2023
Industry and Competitive Analysis (2024) ~ draws from Introduction to Indu

Company Analysis: Forecasting ~ New Content

Company Analysis: Past and Present ~ New Content
Equity Valuation: Concepts and Basic Tools ~ Same as 2023

Fixed Income Instrument Features (2024) + Fixed Income Cash Flows and Ty
(2023)

Fixed Income Issuance and Trading (2024) + Fixed Income Market for Copor
Fixed Income Market for Government Issuers (2024)
~Fixed Income Markets: Issuance, Trading, and Funding (2023)
Fixed Income Bond Valuations: Prices and Yields (2024) + Yield and Yield Sp
Yield and Yield Spread Measures for Floating Rate Instruments(2024 ) + The
Forward Curves (2024) ~ Introduction to Fixed Income Valuation (2023)
Interest Rate Risk and Return (2024) + Yield Based Bond Duration Measure
Yield Based Bond Convexity and Portfolio Properties (2024) + Curve Based a
Understanding Fixed Income Risk and Return (2023)
Credit Risk (2024) ~ Fundamentals of Credit Analysis (2023)
Credit Analysis for Government Issuers (2024) ~ Fundamentals of Credit An
Credit Analysis for Corporate Issuers (2024) ~ Fundamentals of Credit Analy
Fixed Income Securitization (2024) ~ Introduction to Asset-Backed Securitie
Asset Backed Security (ABS) Instrument and Market Features (2024) ~ Intro
Mortgage Backed Secrurity (MBS) Instrument and Market Features (2024) ~

No Changes
Alternative Investment Features, Methods and Structures (2024) ~ Categori
Alternative Investments (2023)
Alternative Investment: Performance and Returns (2024) ~ Performance Ca
Investments in Private Capital: Equity and Debt (2024) ~ Private Capital, Rea
Funds (2023)
Real Estate and Infrastructure (2024) ~ Private Capital, Real Estate, Infrastru
Natural Resources (2024) ~ Private Capital, Real Estate, Infrastructure, Natu
Hedge Funds (2024) ~ Private Capital, Real Estate, Infrastructure, Natural Re

No changes
s (2023)
2023 Curriculum
Reading 1
 Pre-requisite Material

------->

Learning Module 1

Learning Module 2

Learning Module 3

2024 Curriculum
1. Can I use 2023 Material to prepare for 2024 Exams --->
2. Is level of difficulty increasing --->
3. Is it manadatory to go through Pre-requiste material -->
4. Will it be helpful to go through Pre - requisite material -->
5. By when FinTree Videos will be updated --->
6. Will you be sharing this excel file --->
7. What about Practical Skills Module ?