Reading #

Schweser #

Topic

R Complete

STUDY SESSION 1: Ethic and pro standards 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 Code of Ethics and Standards of Professional Conduct Yes Guidance for Standards IVII No CFA Institute Soft Dollar Standards No CFA Institute Research Objectivity Standards No STUDY SESSION 2: ETHICAL AND PROFESSIONAL STANDARDS: Application The Glenarm Company No Preston Partners No Super Selection No Trade Allocation: Fair Dealing and Disclosure No Changing Investment Objectives No Prudence in Perspective No STUDY SESSION 3: QUANTITATIVE METHODS FOR VALUATION Correlation and Regression No Multiple Regression and Issues in Regression Analysis Time-Series Analysis STUDY SESSION 4: ECONOMICS FOR VALUATION Economic Growth Regulation and Antitrust Policy in a Globalized Economy Trading with the World Currency Exchange Rates Foreign Exchange Parity Relations Measuring Economic Activity STUDY SESSION 5: FINANCIAL REPORTING AND ANALYSIS: Inventories and Long-lived Assets No No No No No No No No

20

Inventories: Implications for Financial Statements and Ratios

No

Long-lived Assets: Implications for Financial Statements and Ratios No 21 STUDY SESSION 6: FINANCIAL REPORTING AND ANALYSIS: Intercorporate Investments, Post-Employment and Share-Based Compensation, and Multinational Operations 22 23 24 Intercorporate Investments Employee Compensation: Post-Employment and ShareBased Multinational Operations No No No

STUDY SESSION 7: FINANCIAL REPORTING AND ANALYSIS: Earnings Quality Issues and Financial Ratio Analysis 25 26 27 28 29 30 31 32 The Lessons We Learn Evaluating Financial Reporting Quality No No

Integration of Financial Statement Analysis Techniques No STUDY SESSION 8: CORPORATE FINANCE Capital Budgeting No Capital Structure No Dividends and Share Repurchases: Analysis No STUDY SESSION 9 CORPORATE FINANCE: Financing and Control Issues

Corporate Governance No Mergers and Acquisitions No STUDY SESSION 10: EQUITY VALUATION: Valuation Concepts A Note on Asset Valuation No 33 Equity Valuation: Applications and Processes No 34 Return Concepts No 35 STUDY SESSION 11: EQUITY VALUATION: Industry and Company Analysis in a Global Context 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 The Five Competitive Forces That Shape Strategy Industry Analysis Valuation in Emerging Markets Discounted Dividend Valuation STUDY SESSION 12: EQUITY INVESTMENTS: Valuation Models Free Cash Flow Valuation Market-Based Valuation: Price and Enterprise Value Multiples Residual Income Valuation Private Company Valuation STUDY SESSION 13: ALTERNATIVE INVESTMENTS Investment Analysis Income Property Analysis and Appraisal Private Equity Valuation Investing in Hedge Funds: A Survey STUDY SESSION 14: FIXED INCOME: Valuation Concepts General Principles of Credit Analysis Term Structure and Volatility of Interest Rates Valuing Bonds with Embedded Options STUDY SESSION 15: FIXED INCOME: Structured Securities Mortgage-Backed Sector of the Bond Market Asset-Backed Sector of the Bond Market No No No No No No No No No No No No No No No No No

Valuing Mortgage-Backed and Asset-Backed Securities No STUDY SESSION 16: DERIVATIVE INVESTMENTS: Forwards and Futures Forward Markets and Contracts No 54 Futures Markets and Contracts No 55 STUDY SESSION 17: DERIVATIVE INVESTMENTS: Options, Swaps, and Interest Rate and Credit Derivatives 56 Option Markets and Contracts No

Swap Markets and Contracts No Interest Rate Derivative Instruments No Using Credit Derivatives to Enhance Return and Manage Risk No 59 STUDY SESSION 18: PORTFOLIO MANAGEMENT: Capital Market Theory and the Portfolio Management Process 57 58

60

Portfolio Concepts A Note on Harry M. Markowitzs Market Efficiency: A Theoretical Distinction and So What? International Asset Pricing The Theory of Active Portfolio Management The Portfolio Management Process and the Investment Policy Statement

No

61 62 63 64

No No No No

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 No No No No

S: Application

UATION

LYSIS:

No

No stments, Post-Employment and ations No Progress No

ues and Financial Ratio Analysis No No No No No No No No No No No

ntrol Issues

oncepts

ysis in a Global Context No No No Progress No No No No No No No No No No No No No No

Models

epts

rities

and Futures

No No st Rate and Credit Derivatives No

No No

No e Portfolio Management Process

No

No No No No

Days left: Hours available start (Thu 26th Jan): Hours available now: Target hours Hours worked You have and have put in while completing In the last 3 days you've been

-549 840 0 350 19 0.00 5.43% 7.81% times the amount of time suggested to study. of the targeted hours. of the curriculum.

#DIV/0! productive

Date
Tue 24 Jan Wed 25 Jan Thu 26 Jan Fri 27 Jan Sat 28 Jan Sun 29 Jan Mon 30 Jan Tue 31 Jan Wed 01 Feb Thu 02 Feb Fri 03 Feb Sat 04 Feb Sun 05 Feb Mon 06 Feb Tue 07 Feb Wed 08 Feb Thu 09 Feb Fri 10 Feb Sat 11 Feb Sun 12 Feb Mon 13 Feb Tue 14 Feb Wed 15 Feb Thu 16 Feb Fri 17 Feb Sat 18 Feb Sun 19 Feb Mon 20 Feb Tue 21 Feb Wed 22 Feb Thu 23 Feb Fri 24 Feb Sat 25 Feb

Free time 5 5 5 5 7 7 5 5 Day off 5 5 7 7 5 5 5 5 5 8 8 5 5 5 5 5 8 8 5 5 5 5 5 8

Worked 2 4 4 4 5

0 Tue 24 Jan
Tue 31 Jan

Tue 07 Feb

Tue 24 Jan

Tue 31 Jan

Tue 07 Feb

Sun 26 Feb Mon 27 Feb Tue 28 Feb Wed 29 Feb Thu 01 Mar Fri 02 Mar Sat 03 Mar Sun 04 Mar Mon 05 Mar Tue 06 Mar Wed 07 Mar Thu 08 Mar Fri 09 Mar Sat 10 Mar Sun 11 Mar Mon 12 Mar Tue 13 Mar Wed 14 Mar Thu 15 Mar Fri 16 Mar Sat 17 Mar Sun 18 Mar Mon 19 Mar Tue 20 Mar Wed 21 Mar Thu 22 Mar Fri 23 Mar Sat 24 Mar Sun 25 Mar Mon 26 Mar Tue 27 Mar Wed 28 Mar Thu 29 Mar Fri 30 Mar Sat 31 Mar Sun 01 Apr Mon 02 Apr Tue 03 Apr Wed 04 Apr Thu 05 Apr Fri 06 Apr Sat 07 Apr Sun 08 Apr Mon 09 Apr Tue 10 Apr Wed 11 Apr Thu 12 Apr Fri 13 Apr Sat 14 Apr Sun 15 Apr

8 5 5 5 5 5 8 8 5 5 5 5 Weekend away Weekend away Weekend away 5 5 5 5 5 8 8 5 5 5 5 5 8 8 5 5 5 5 5 8 8 5 5 5 5 5 8 8 5 5 5 5 5 8 8

Mon 16 Apr Tue 17 Apr Wed 18 Apr Thu 19 Apr Fri 20 Apr Sat 21 Apr Sun 22 Apr Mon 23 Apr Tue 24 Apr Wed 25 Apr Thu 26 Apr Fri 27 Apr Sat 28 Apr Sun 29 Apr Mon 30 Apr Tue 01 May Wed 02 May Thu 03 May Fri 04 May Sat 05 May Sun 06 May Mon 07 May Tue 08 May Wed 09 May Thu 10 May Fri 11 May Sat 12 May Sun 13 May Mon 14 May Tue 15 May Wed 16 May Thu 17 May Fri 18 May Sat 19 May Sun 20 May Mon 21 May Tue 22 May Wed 23 May Thu 24 May Fri 25 May Sat 26 May Sun 27 May Mon 28 May Tue 29 May Wed 30 May Thu 31 May Fri 01 Jun Sat 02 Jun Sun 03 Jun Mon 04 Jun

5 Moving Moving Moving Moving 8 8 5 5 5 5 5 8 8 5 5 5 5 5 8 8 5 5 5 5 5 8 8 5 5 5 5 5 8 8 5 5 5 5 5 8 8 5 5 5 5 5 8 8 5

Hours worked against tar

Tue 01 May

Tue 24 Apr

How you're doing recently:

Tue 17 Apr

Hours worked

Tue 10 Apr

#DIV/0!

Tue 03 Apr

Potential hours

Tue 27 Mar

Tue 20 Mar

Tue 13 Mar

Tue 06 Mar

Tue 28 Feb

Tue 21 Feb

Tue 14 Feb

time suggested to study.

Tue 07 Feb

Tue 01 May

Tue 24 Apr

Tue 17 Apr

Tue 10 Apr

Tue 03 Apr

Tue 27 Mar

Tue 20 Mar

Tue 13 Mar

Tue 06 Mar

Tue 28 Feb

Tue 21 Feb

Tue 14 Feb

Tue 07 Feb

tly:

Hours worked against target

5%

Target hours Hours worked 95%

Tue 01 May

Tue 08 May

Tue 15 May

Tue 22 May

Tue 29 May

Tue 29 May

Tue 22 May

Tue 15 May

Tue 08 May

Tue 01 May