Reading Course

41 Equity
42 Equity
43 Equity
44 Equity
45 Equity
46 Equity
47 Equity
48 Equity
Equity
49 F Income
50 F Income
51 F Income
52 F Income
53 F Income
54 F Income
55 F Income
56 F Income
57 F Income
58 F Income
59 F Income
60 F Income
61 F Income
62 F Income
63 F Income
64 F Income
65 F Income
66 F Income
67 F Income
F Income
68 Derivatives
69 Derivatives
70 Derivatives
71 Derivatives
72 Derivatives
73 Derivatives
74 Derivatives
75 Derivatives
76 Derivatives
77 Derivatives
Derivatives
78 Alt Inv
79 Alt Inv
80 Alt Inv
81 Alt Inv
82 Alt Inv
83 Alt Inv
84 Alt Inv
Alt Inv
29 FSA
30 FSA
31 FSA
32 FSA
33 FSA
34 FSA
35 FSA
36 FSA
37 FSA
38 FSA
39 FSA
40 FSA
FSA
12 Econ
13 Econ
14 Econ
15 Econ
16 Econ
17 Econ
18 Econ
19 Econ
Econ
1 Quant
2 Quant
3 Quant
4 Quant
5 Quant
6 Quant
7 Quant
8 Quant
9 Quant
10 Quant
11 Quant
Quant
20 Port Mgmt
21 Port Mgmt
85 Port Mgmt
86 Port Mgmt
87 Port Mgmt
88 Port Mgmt
Port Mgmt
89 Ethics
90 Ethics
91 Ethics
92 Ethics
93 Ethics
Ethics
22 Corp
23 Corp
24 Corp
25 Corp
26 Corp
27 Corp
28 Corp
Corp
Topic
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
EOC Questions & Question Bank
Fixed-Income Instrument Features
Fixed-Income Cash Flows and Types
Fixed-Income Issuance and Trading
Fixed-Income Markets for Corporate Issuers
Fixed-Income Markets for Government Issuers
Fixed-Income Bond Valuation: 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 Security (MBS) Instrument and Market Features
EOC Questions & Question Bank
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 Futures 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
EOC Questions & Question Bank
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
EOC Questions & Question Bank
Introduction to Financial Statement Analysis
Analyzing Income Statements
Analyzing Balance Sheets
Analyzing Statements of Cash Flows I
Analyzing Statements of Cash Flows II
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
EOC Questions & Question Bank
The Firm and Market Structures
Understanding Business Cycles
Fiscal Policy
Monetary Policy
Introduction to Geopolitics
International Trade
Capital Flows and the FX Market
Exchange Rate Calculations
EOC Questions & Question Bank
Rates and Returns
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
EOC Questions & Question Bank
Portfolio Risk and Return: Part I
Portfolio Risk and Return: Part II
Portfolio Management: An Overview
Basics of Portfolio Planning and Construction
The Behavioral Biases of Individuals
Introduction to Risk Management
EOC Questions & Question Bank
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
EOC Questions & Question Bank
Organizational 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
EOC Questions & Question Bank
 Date Weight
Monday, January 1, 2024

Tuesday, January 2, 2024

11-14%
Wednesday, January 3, 2024

Thursday, January 4, 2024

Friday, January 5, 2024
Monday, January 8, 2024

Tuesday, January 9, 2024

Wednesday, January 10, 2024

Thursday, January 11, 2024

Friday, January 12, 2024

11-14%
Monday, January 15, 2024

Tuesday, January 16, 2024

Wednesday, January 17, 2024

Thursday, January 18, 2024

Friday, January 19, 2024
Monday, January 22, 2024
Tuesday, January 23, 2024

Wednesday, January 24, 2024

Thursday, January 25, 2024

5-8%
Friday, January 26, 2024

Monday, January 29, 2024

Tuesday, January 30, 2024
Wednesday, January 31, 2024

7-10%
 Thursday, February 1, 2024
7-10%
Friday, February 2, 2024
Monday, February 5, 2024
Tuesday, February 6, 2024
Wednesday, February 7, 2024

Thursday, February 8, 2024

Friday, February 9, 2024

11-14%
Monday, February 12, 2024

Tuesday, February 13, 2024

Wednesday, February 14, 2024

Thursday, February 15, 2024

Friday, February 16, 2024

Monday, February 19, 2024

6-9%
Tuesday, February 20, 2024

Wednesday, February 21, 2024

Thursday, February 22, 2024
Friday, February 23, 2024

Monday, February 26, 2024

Tuesday, February 27, 2024

6-9%
Wednesday, February 28, 2024

Thursday, February 29, 2024

Friday, March 1, 2024
Monday, March 4, 2024
Tuesday, March 5, 2024

Wednesday, March 6, 2024

8-12%
Wednesday, March 6, 2024
8-12%
Thursday, March 7, 2024
Friday, March 8, 2024
Monday, March 11, 2024
Tuesday, March 12, 2024
Wednesday, March 13, 2024
15-20%
Thursday, March 14, 2024
Friday, March 15, 2024
Monday, March 18, 2024
Tuesday, March 19, 2024

Wednesday, March 20, 2024

6-9%
Thursday, March 21, 2024
Friday, March 22, 2024
Monday, March 25, 2024