CFA Workplan

8/13/2019 CFA Workplan

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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



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



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



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



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



No

No

No

No

No

No

No

No

ent Process



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



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



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



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



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



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



1 M a y

8 M a y

5 M a y

M a y

9 M a y

CFA Workplan

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