CFA Workplan
Transcript of CFA Workplan
8/13/2019 CFA Workplan
http://slidepdf.com/reader/full/cfa-workplan 1/14
Reading # Schweser # Topic R Complete
1 Code of Ethics and Standards of Professional Conduct Yes
2 Guidance for Standards I–VII No
3 CFA Institute Soft Dollar Standards No
4 CFA Institute Research Objectivity Standards No
5 The Glenarm Company No
6 Preston Partners No
7 Super Selection No
8 Trade Allocation: Fair Dealing and Disclosure No
9 Changing Investment Objectives No
10 Prudence in Perspective No
11 Correlation and Regression No
12 Multiple Regression and Issues in Regression Analysis No
13 Time-Series Analysis No
14 Economic Growth No
15 Regulation and Antitrust Policy in a Globalized Economy No
16 Trading with the World No17 Currency Exchange Rates No
18 Foreign Exchange Parity Relations No
19 Measuring Economic Activity No
20
Inventories: Implications for Financial Statements and
Ratios No
21
Long-lived Assets: Implications for Financial Statements
and Ratios No
22 Intercorporate Investments No
23
Employee Compensation: Post-Employment and Share-
Based No
24 Multinational Operations No
STUDY SESSION 6: FINANCIAL REPORTING AND ANALYSIS: Intercorporate Investments, Post-Empl
Share-Based Compensation, and Multinational Operations
STUDY SESSION 1: Ethic and pro standards
STUDY SESSION 3: QUANTITATIVE METHODS FOR VALUATION
STUDY SESSION 4: ECONOMICS FOR VALUATION
STUDY SESSION 2: ETHICAL AND PROFESSIONAL STANDARDS: Application
STUDY SESSION 5: FINANCIAL REPORTING AND ANALYSIS:
Inventories and Long-lived Assets
8/13/2019 CFA Workplan
http://slidepdf.com/reader/full/cfa-workplan 2/14
25 The Lessons We Learn No
26 Evaluating Financial Reporting Quality No
27 Integration of Financial Statement Analysis Techniques No
28 Capital Budgeting No
29 Capital Structure No
30 Dividends and Share Repurchases: Analysis No
31 Corporate Governance No
32 Mergers and Acquisitions No
33 A Note on Asset Valuation No
34 Equity Valuation: Applications and Processes No
35 Return Concepts No
36 The Five Competitive Forces That Shape Strategy No
37 Industry Analysis No
38 Valuation in Emerging Markets No
39 Discounted Dividend Valuation No
40 Free Cash Flow Valuation No
41
Market-Based Valuation: Price and Enterprise Value
Multiples No
42 Residual Income Valuation No
43 Private Company Valuation No
44 Investment Analysis No
45 Income Property Analysis and Appraisal No
46 Private Equity Valuation No
47 Investing in Hedge Funds: A Survey No
48 General Principles of Credit Analysis No
49 Term Structure and Volatility of Interest Rates No
50 Valuing Bonds with Embedded Options No
51 Mortgage-Backed Sector of the Bond Market No
52 Asset-Backed Sector of the Bond Market No
53 Valuing Mortgage-Backed and Asset-Backed Securities No
54 Forward Markets and Contracts No
55 Futures Markets and Contracts No
56 Option Markets and Contracts No
STUDY SESSION 7: FINANCIAL REPORTING AND ANALYSIS: Earnings Quality Issues and Financial R
STUDY SESSION 8: CORPORATE FINANCE
STUDY SESSION 9 CORPORATE FINANCE: Financing and Control Issues
STUDY SESSION 10: EQUITY VALUATION: Valuation Concepts
STUDY SESSION 11: EQUITY VALUATION: Industry and Company Analysis in a Global Con
STUDY SESSION 12: EQUITY INVESTMENTS: Valuation Models
STUDY SESSION 13: ALTERNATIVE INVESTMENTS
STUDY SESSION 14: FIXED INCOME: Valuation Concepts
STUDY SESSION 15: FIXED INCOME: Structured Securities
STUDY SESSION 16: DERIVATIVE INVESTMENTS: Forwards and Futures
STUDY SESSION 17: DERIVATIVE INVESTMENTS: Options, Swaps, and Interest Rate and Credit D
8/13/2019 CFA Workplan
http://slidepdf.com/reader/full/cfa-workplan 3/14
57 Swap Markets and Contracts No
58 Interest Rate Derivative Instruments No
59
Using Credit Derivatives to Enhance Return and Manage
Risk No
60 Portfolio Concepts No
61
A Note on Harry M. Markowitz’s “Market Efficiency:
A Theoretical Distinction and So What?” No
62 International Asset Pricing No
63 The Theory of Active Portfolio Management No
64
The Portfolio Management Process
and the Investment Policy Statement No
STUDY SESSION 18: PORTFOLIO MANAGEMENT: Capital Market Theory and the Portfolio Manage
8/13/2019 CFA Workplan
http://slidepdf.com/reader/full/cfa-workplan 4/14
S Complete
R completion rate 1.56% S completion rate 7.81%
R progress rate 0.00% S progress rate 6.25%
Yes
Yes
Yes
Yes
Progress
Progress
No
No
No
No
Yes
No
No
No
No
NoNo
No
No
No
No
No
Progress
No
oyment and
8/13/2019 CFA Workplan
http://slidepdf.com/reader/full/cfa-workplan 5/14
No
No
No
No
No
No
No
No
No
No
No
No
No
No
Progress
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
tio Analysis
ext
erivatives
8/13/2019 CFA Workplan
http://slidepdf.com/reader/full/cfa-workplan 6/14
No
No
No
No
No
No
No
No
ent Process
8/13/2019 CFA Workplan
http://slidepdf.com/reader/full/cfa-workplan 7/14
Days left: -549
Hours available start (Thu 26th Jan): 840
Hours available now: 0
Target hours 350
Hours worked 19
You have 0.00
and have put in 5.43%
while completing 7.81%
In the last 3 days you've been #DIV/0! productive
Date Free time Worked
Tue 24 Jan 5 2
Wed 25 Jan 5 4Thu 26 Jan 5 4
Fri 27 Jan 5 4
Sat 28 Jan 7 5
Sun 29 Jan 7
Mon 30 Jan 5
Tue 31 Jan 5
Wed 01 Feb Day off
Thu 02 Feb 5
Fri 03 Feb 5
Sat 04 Feb 7
Sun 05 Feb 7
Mon 06 Feb 5
Tue 07 Feb 5
Wed 08 Feb 5
Thu 09 Feb 5
Fri 10 Feb 5
Sat 11 Feb 8
Sun 12 Feb 8
Mon 13 Feb 5
Tue 14 Feb 5
Wed 15 Feb 5
Thu 16 Feb 5
Fri 17 Feb 5Sat 18 Feb 8
Sun 19 Feb 8
Mon 20 Feb 5
Tue 21 Feb 5
Wed 22 Feb 5
Thu 23 Feb 5
Fri 24 Feb 5
Sat 25 Feb 8
of the targeted hours.
of the curriculum.
times the amount of time suggested to st
0
1
2
3
4
5
6
7
8
9
T u e2
T u e 3 1
T u e 0
8/13/2019 CFA Workplan
http://slidepdf.com/reader/full/cfa-workplan 8/14
Sun 26 Feb 8
Mon 27 Feb 5
Tue 28 Feb 5
Wed 29 Feb 5
Thu 01 Mar 5
Fri 02 Mar 5
Sat 03 Mar 8
Sun 04 Mar 8Mon 05 Mar 5
Tue 06 Mar 5
Wed 07 Mar 5
Thu 08 Mar 5
Fri 09 Mar eekend away
Sat 10 Mar eekend away
Sun 11 Mar eekend away
Mon 12 Mar 5
Tue 13 Mar 5
Wed 14 Mar 5
Thu 15 Mar5
Fri 16 Mar 5
Sat 17 Mar 8
Sun 18 Mar 8
Mon 19 Mar 5
Tue 20 Mar 5
Wed 21 Mar 5
Thu 22 Mar 5
Fri 23 Mar 5
Sat 24 Mar 8
Sun 25 Mar 8
Mon 26 Mar 5
Tue 27 Mar 5Wed 28 Mar 5
Thu 29 Mar 5
Fri 30 Mar 5
Sat 31 Mar 8
Sun 01 Apr 8
Mon 02 Apr 5
Tue 03 Apr 5
Wed 04 Apr 5
Thu 05 Apr 5
Fri 06 Apr 5
Sat 07 Apr 8Sun 08 Apr 8
Mon 09 Apr 5
Tue 10 Apr 5
Wed 11 Apr 5
Thu 12 Apr 5
Fri 13 Apr 5
Sat 14 Apr 8
Sun 15 Apr 8
4 J a n
J a n
7 F e b
8/13/2019 CFA Workplan
http://slidepdf.com/reader/full/cfa-workplan 9/14
Mon 16 Apr 5
Tue 17 Apr Moving
Wed 18 Apr Moving
Thu 19 Apr Moving
Fri 20 Apr Moving
Sat 21 Apr 8
Sun 22 Apr 8
Mon 23 Apr 5Tue 24 Apr 5
Wed 25 Apr 5
Thu 26 Apr 5
Fri 27 Apr 5
Sat 28 Apr 8
Sun 29 Apr 8
Mon 30 Apr 5
Tue 01 May 5
Wed 02 May 5
Thu 03 May 5
Fri 04 May5
Sat 05 May 8
Sun 06 May 8
Mon 07 May 5
Tue 08 May 5
Wed 09 May 5
Thu 10 May 5
Fri 11 May 5
Sat 12 May 8
Sun 13 May 8
Mon 14 May 5
Tue 15 May 5
Wed 16 May 5Thu 17 May 5
Fri 18 May 5
Sat 19 May 8
Sun 20 May 8
Mon 21 May 5
Tue 22 May 5
Wed 23 May 5
Thu 24 May 5
Fri 25 May 5
Sat 26 May 8
Sun 27 May 8Mon 28 May 5
Tue 29 May 5
Wed 30 May 5
Thu 31 May 5
Fri 01 Jun 5
Sat 02 Jun 8
Sun 03 Jun 8
Mon 04 Jun 5
8/13/2019 CFA Workplan
http://slidepdf.com/reader/full/cfa-workplan 10/14
udy.
#DIV/0!
How you're doing recently:
T u e1
T u e2
T u e2 8
T u e 0
T u e1
T u e2
T u e2
T u e 0
T u e1
T u e1 7
T u e2
Potential hours Hours worked
Hou
8/13/2019 CFA Workplan
http://slidepdf.com/reader/full/cfa-workplan 11/14
4 F e b
1 F e b
F e b
6 M a r
3 M a r
0 M a r
7 M a r
3 A p r
0 A p r
A p r
4 A p r
8/13/2019 CFA Workplan
http://slidepdf.com/reader/full/cfa-workplan 12/14
8/13/2019 CFA Workplan
http://slidepdf.com/reader/full/cfa-workplan 13/14
T u e 0
T u e 0
T u e1
T u e2 2
T u e2
95%
5%
rs worked against target
Target hours
Hours worked
8/13/2019 CFA Workplan
http://slidepdf.com/reader/full/cfa-workplan 14/14
1 M a y
8 M a y
5 M a y
M a y
9 M a y