l2 cfa schedule - jun 2011

8/7/2019 L2 CFA Schedule - Jun 2011

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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




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



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



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



`



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



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

https://www.cfainstitute.org/cfaprogram/courseofstudy/Pages/sample_and_mock_exams_overview.aspx






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


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




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



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



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



# 27 (Deleted from 2010)

`



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



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




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)



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



>70%- * -- - *

- - *- * -- * -- * -* - -- * -* - -

- - *

% 70%



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



- - *- * -* - -

- - *- - *- * -- - *- * -* - -- * -

* - -

- - *- - *- - *- - *- - *- - *- - *- - *- - *



1 & 234

56789

10111213141516

1718



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



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

l2 cfa schedule - jun 2011

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