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ETHICS
Study Session Reading 20111 Ethics & Professional Standards Read
1 Code of Ethics and Standards of Professional Conduct
2 Guidance for Standards I-VII
3 CFA Institute Soft Dollar Standards
4 CFA Institute Research Objectivity Standards
2 Ethics & Professional Standards: APPLICATIO Read
5 The Glenarm Company
6 Preston Partners
7 Super Selection
8 Trade Allocation: Fair Dealing and Disclosure
9 Changing Investment Objectives
10 Prudence in Perspective
3 Quantitative Methods for Valuation Read
11 Correlation and Regression
12 Multiple Regression and Issues in Regression Analysis
13 Time-Series Analysis
4 Economics for Valuation Read
14 Economic Growth
15 Regulation & Antitrust Policy in a Globalized Economy
16 Trading with the World
17 The Exchange Rate and the Balance of Payments
18 Currency Exchange Rates
19 Foreign Exchange Party Relations
20 Measuring Economic Activity
5 Economics for Valuation Read
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INVESTMENT TOOLS
21 Intercorporate Investments
5 FRA Read
21 Inventories: Implications for Financial Statements and Ratios
22 Long-lived Assets: Implications for Financial Statements and Ratios
6 FRAPost Employment & Share-Based Compensation &
Multinational Operations Read
23 Intercorporate Investments
24 Employee Compensation: Post-Employment & Share-Based
25 Multinational Operations
7 FRAEarnings Quality Issues & Financial Ratio Analysis Read
26 The Lessons We Learn
27 Evaluating Financial Reporting Quality
28 Integration of Financial Statement Analysis Techniques
8 Corporate Finance Read
29 Capital Budgeting
30
31
9 Corporate FinanceFinancing and Control Issues Read
32 Corporate Governance
33 Mergers and Acquisations
10 Equity Valuation
Valuation Concepts Read34 A Note on Asset Valuation
Capital Structure and Leverage
Dividends and Dividend Policy Share Repurchases: Analysis
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A
SSET VALUATION
35 Equity Valuation: Applications & Processes
36 Equity: Markets & Instruments
37 Return Concepts
11 Equity ValuationIndustry & Company Analysis in a Global Context Rea
38 Equity: Concepts & Techniques
39 The Five Competitive Forces that Shape Strategy
40 Industry Analysis
41 Valuation in Emerging Markets
42 Discounted Divident Valuation
12 Equity InvestmentsValuation Models Rea
43 Free Cash Flow Valuation
44 Market-Based Valuation: Price & Enterprise Value Multiples
45 Residual Income Valuation
46 Private Company Valuation
13 Alternative Asset Valuation Rea
47 Investment Analysis
48 Income Property Analysis And Appraisal
49 Private Equity Valuation
50 Investing in Commodities
51 Evaluating the Performance of Your Hedge Funds
52 Buyers Beware: Evaluating & Managing the Many Facets of the
Risks of Hedge Funds
14 Fixed IncomeValuation Concepts Rea
53 General Principles of Credit Analysis
54 The Liquidity Conundrum
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55 Term Structure & Volatility of Interest Rates
56 Valuing Bonds with Embedded Options
15 Fixed IncomeStructured Securities Rea
57 Mortgage-Backed Sector of the Bond Market
58 Asset-Backed Sector of the Bond Market
59 Valuing Mortgage-Backed & Asset-Backed Securities
16 Derivative InstrumentsForwards and Futures Rea
60 Forward Markets & Contracts
61 Futures Markets & Contracts
17 Derivative InstrumentsOptions, Swaps, Interest Rate & Credit Derivatives Rea
62 Option Markets & Contracts
63 Swap Markets & Contracts
64 Interest Rate Derivative Instruments
65 Using Credit Derivatives to Enhance Return & Manage Risk
PORTFOLIO MANAGEMENT 18 Portfolio Management
Capital Market Theory and the Portfolio Management Process Rea
66 Portfolio Concepts
67 A note on Harry M.Markowitz's "Market Efficienct: A Theoratical
Distinction & So What?"
68 International Asset Pricing
69 The Theory of Active Portfolio Management
70 The Portfolio Management Process & the Investment
Policy Statement
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Week Ending Week No.
1 10-Sep-10 1
2 17-Sep-10 23 24-Sep-10 3
4 1-Oct-10 4
5 8-Oct-10 5
6 15-Oct-10 6
HOLIDAY 7 22-Oct-10 7
HOLIDAY 8 29-Oct-10 8
HOLIDAY 9 5-Nov-10 9
10 12-Nov-10 10
11 19-Nov-10 11
12 26-Nov-10 12
13 3-Dec-10 13
14 10-Dec-10 1415 17-Dec-10 15
16 24-Dec-10 16
17 31-Dec-10 17
18 7-Jan-11 18
19 14-Jan-11 19
20 21-Jan-11 20
21 28-Jan-11 21
22 4-Feb-11 22
23 11-Feb-11 23
24 18-Feb-11 24
25 25-Feb-11 25
26 4-Mar-11 2627 11-Mar-11 27
28 18-Mar-11 28
29 25-Mar-11 29
30 1-Apr-11 30
31 8-Apr-11 31
32 15-Apr-11 32
33 22-Apr-11 33
34 29-Apr-11 34
35 6-May-11 35
36 13-May-11 36
37 20-May-11 37
38 27-May-11 3839 3-Jun-11 39
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JUN 2011Reading
FRA 21, 22 2 wks vacation in between
FRA 23, 24
Catch up
CORP 29, 30, 31 Read thru self made notes
CORP 32, 33 Read thru CFAI summary
Catch up Do Schweser Qs
EQUITY 34, 35, 36 Do CFAI Qs
EQUITY 37, 38, 39
EQUITY 40, 41, 42
Catch upEQUITY 43, 44
EQUITY 45, 46
ALT 47, 48, 49
ALT 50, 51, 52
Catch up
FIXED 53, 54, 55
FIXED 56, 57
FIXED 58, 59
DERIV 60, 61
Catch up
DERIV 62, 63
DERIV 64, 65PORT 66, 67, 68
Catch up
QUANT 11, 12, 13
ETHICS 1- 10
Practice Questions
Practice Questions
Practice Questions
Practice Questions
Exam admission tickets available
FRA 25, 26, 27
FRA 28, ECON 14
ECON 15, 16, 17 Sample exams available
ECON 18, 19, 20
PORT 69, 70
Mock exams available
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ETHICS
Study Session Reading 20101 Ethics & Professional Standards Read
1 Code of Ethics and Standards of Professional Conduct
2 Guidance for Standards I-VII
3 CFA Institute Soft Dollar Standards B1 pg 101
4 CFA Institute Research Objectivity Standards B1 pg 111
2 Ethics & Professional Standards: APPLICATIO Read
5 The Glenarm Company B1 pg 121
6 Preston Partners
7 Super Selection
8 Trade Allocation: Fair Dealing and Disclosure
9 Changing Investment Objectives
10 Prudence in Perspective
S
3 Quantitative Methods for Valuation Read
11 Correlation and Regression
12 Multiple Regression and Issues in Regression Analysis 17-Apr 13 Time-Series Analysis 27-Feb
4 Economics for Valuation Read
14 Economic Growth
15 Regulation & Antitrust Policy in a Globalized Economy 22/08/09
16 Trading with the World
17 The Exchange Rate and the Balance of Payments 28-Feb
18 Currency Exchange Rates 2-Mar
19 Foreign Exchange Party Relations 5-Mar
20 Measuring Economic Activity 5-Mar
5 Economics for Valuation Read
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INVES
TMENT TOO 21 Intercorporate Investments 8-Mar
6 FRAPost Employment & Share-Based Compensation &
Multinational Operations Read
22 Employee Compensation: Post-Employment & Share-Based 10-Jan
23 Multinational Operations 13-Jan
7 FRAEarnings Quality Issues & Financial Ratio Analysis Read
24 The Lessons We Learn 13-Jan
25 Evaluating Financial Reporting Quality 17-Jan
26 Integration of Financial Statement Analysis Techniques 24-Jan
8 Corporate Finance Read
27 Capital Budgeting 26-Jan
28 Capital Structure and Leverage 30-Jan
29 Dividends and Dividend Policy 3-Feb
9 Corporate FinanceFinancing and Control Issues Read
30 Corporate Governance 3-Feb
31 Mergers and Acquisations 6-Feb
10 Equity ValuationValuation Concepts Read
32 A Note on Asset Valuation
33 Equity Valuation: Applications & Processes
34 Equity: Markets & Instruments
35 Return Concepts
11 Equity Valuation
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ASSET VALU
ATION
Industry & Company Analysis in a Global Context Read
36 Equity: Concepts & Techniques
37 The Five Competitive Forces that Shape Strategy
38 Industry Analysis
39 Valuation in Emerging Markets
40 Discounted Divident Valuation
12 Equity InvestmentsValuation Models Read
41 Free Cash Flow Valuation 14-Nov
42 Market-Based Valuation: Price & Enterprise Value Multiples 18-Nov
43 Residual Income Valuation 20-Nov
44 Private Company Valuation 28-Nov
13 Alternative Asset Valuation Read
45 Investment Analysis 28-Nov
46 Income Property Analysis And Appraisal 29-Nov
47 Private Equity Valuation 6-Dec
48 Investing in Commodities 6-Dec49 Evaluating the Performance of Your Hedge Funds 6-Dec
50 Buyers Beware: Evaluating & Managing the Many Facets of the 8-Dec
Risks of Hedge Funds
14 Fixed IncomeValuation Concepts Read
51 General Principles of Credit Analysis 12-Dec
52 The Liquidity Conundrum 12-Dec
53 Term Structure & Volatility of Interest Rates 15-Dec
54 Valuing Bonds with Embedded Options 18-Dec
15 Fixed IncomeStructured Securities Read
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55 Mortgage-Backed Sector of the Bond Market 20-Dec
56 Asset-Backed Sector of the Bond Market 22-Dec
57 Valuing Mortgage-Backed & Asset-Backed Securities 23-Dec
16 Derivative InstrumentsForwards and Futures Read
58 Forward Markets & Contracts 9-Feb59 Futures Markets & Contracts 11-Feb
17 Derivative InstrumentsOptions, Swaps, Interest Rate & Credit Derivatives Read
60 Option Markets & Contracts 16-Feb
61 Swap Markets & Contracts 21-Feb
62 Interest Rate Derivative Instruments 22-Feb
63 Using Credit Derivatives to Enhance Return & Manage Risk 22-Feb
PORTFOLIO MANAGE
MENT 18 Portfolio Management
Capital Market Theory and the Portfolio Management Process Read
64 Portfolio Concepts 29-Dec65 A note on Harry M.Markowitz's "Market Efficienct: A Theoratical 30-Dec
Distinction & So What?"
66 International Asset Pricing 1-Jan
67 The Theory of Active Portfolio Management 5-Jan
68 The Portfolio Management Process & the Investment 6-Jan
Policy Statement
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# 27 (Deleted from 2010)
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Week Ending Week No.
1 7-Aug-09 1
2 14-Aug-09 23 21-Aug-09 3
4 28-Aug-09 4
5 4-Sep-09 5
6 11-Sep-09 6
7 18-Sep-09 7
8 25-Sep-09 8
9 2-Oct-09 9
10 9-Oct-09 10
11 16-Oct-09 11
12 23-Oct-09 12
13 30-Oct-09 13
14 6-Nov-09 1415 13-Nov-09 15
16 20-Nov-09 16
17 27-Nov-09 17
18 4-Dec-09 18
19 11-Dec-09 19
20 18-Dec-09 20
21 25-Dec-09 21
22 1-Jan-10 22
23 8-Jan-10 23
24 15-Jan-10 24
25 22-Jan-10 25
26 29-Jan-10 2627 5-Feb-10 27
28 12-Feb-10 28
29 19-Feb-10 29
30 26-Feb-10 30
31 5-Mar-10 31
32 12-Mar-10 32
33 19-Mar-10 33
34 26-Mar-10 34
35 2-Apr-10 35
36 9-Apr-10 36
37 16-Apr-10 37
38 23-Apr-10 3839 30-Apr-10 39
40 7-May-10 40
41 14-May-10 41
42 21-May-10 42
43 28-May-10 43
44 4-Jun-10 44
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Reading
3, 4, 5, 6, 7, 8, 9, 10
1114, 15
Brussels Weekend
1, 2, 12
13,14
17,18
Vacation
19, 20
21
Catch up22, 23
24, 25
26 + Catch up
27, 28
29, 30
31 + Catch up
32, 33 Book 4
34, 35 + Catch up Book 4
36, 37 Book 4
38, 39 Book 4
40 + Catch up Book 4
41, 42 Book 443, 44
45, 46
47, 48
49, 50 + Catch up
51, 52
53, 54
55, 56 (Ex 22,23, 24)
57, 58 + Catch up (Ex 25,26,27,28,29, 30)
61, 62 (Ex 41, 42, 43, 44, 45, 46, 47, 48, 49, 50)
63, 64 (Ex 51, 52, 53, 54, 55 ,
65, 66 (Ex 56, 57, 58, 59, 60)
Revision + Practice Papers
Revision + Practice Papers
Revision + Practice Papers
Revision + Practice Papers
59, 60 (Ex 31, 32, 33, 34, 35, 36, 37, 38, 39, 40,)
67, 68 (Ex 61, 62, 63, 64, 65, 66, 67, 68) (12)
Revision + Practice Papers (Ex 11, 12, 13)
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JUN 2010 - FAIL Band 9
TopicAlternative Investments 18Corporate Finance 36
Derivatives 36Economics 18Equity Investments 72Ethical & Professional Standards 36Financial Reporting & Analysis 72Fixed Income Investments 36Portfolio Management 18
Quantitative Methods 18
Pts
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>70%- * -- - *
- - *- * -- * -- * -* - -- * -* - -
- - *
% 70%
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DECEMBER 2008 - FAIL Band 10
Alternative Investments 8Corporate Finance 20Derivatives 12
Economics 24Equity Investments 24Ethical & Professional Standards 36Financial Reporting & Analysis 48Fixed Income Investments 28Portfolio Management 12Quantitative Methods 28
JUN 2009 - PASS
Alternative Investments 8
Corporate Finance 20Derivatives 12Economics 24Equity Investments 24Ethical & Professional Standards 36Financial Reporting & Analysis 48Fixed Income Investments 28Portfolio Management 12Quantitative Methods 28
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- - *- * -* - -
- - *- - *- * -- - *- * -* - -- * -
* - -
- - *- - *- - *- - *- - *- - *- - *- - *- - *
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1 & 234
56789
10111213141516
1718
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Et cs & Pro ess ona Stan ar s 1 2
Quantitative Methods for Valuation 1 2
Economics for Valuation 1 2
Financial Reporting and Analysis Intercorporate Investments 1 2Post-Ret rement an S are-Base Compensat on an Mu t nat o 1 2
Earnings Quality Issues and Financial Ratio Analysis 1
Corporate Finance 1 2*
Corporate F nance - F nanc ng an Contro Issues 1*
Equity Investments Valuation Concepts 1 2
Equity Investments Industry and Company Analysis in a Global C 1 2
Equity Investments Valuation Models 1 2
A ternat ve Asset Va uat on 1 2
Fixed Income Valuation Concepts 1 2
Fixed Income Structured Securities 1 2
Der vat ves Forwar s an Futures 1
Der vat ves Opt ons, Swaps, an Interest Rate an Cre t Der va 1 2Capital Market Theory and the Portfolio Management Process 1 2
Schweser TEST Qbank 1 2
2010 Schweser MOCK Book 1 AM1 PM1
Schweser SELF-TEST 1 2
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3 4 5 6 7 8
3
3
3
3 4
3
3
3 4
3 4 5 6 7 8 9 10
AM2 PM2 AM3 PM3
3 4 5 6 7 8 9 10 11 12 13 14 15 16 17