Thông tin tài liệu
FinQuiz STUDY PLAN FOR JUNE-‐2018 EXAM CFA LEVEL-‐II Starting Date 08/21/17 06/23/18 Total Topic Areas Hours (Two parts of 3 Hours) Total Study Sessions 10 Item Sets (Morning) Total Time Available 10 Item Sets (Evening) (Till Exam) Exam Date Exam Length Total Questions 10 18 Approximately 43 Weeks (300 Days) Topic Area Weights for the CFA Exam Topic Area % Weight Study Seission No: 10-‐15 30-‐55 1-‐2 8-‐9 I II Ethical & Professional Standards Investment Tools (total) i Corporate Finance 5-‐15 ii Economics 5-‐10 iii Financial Reporting and Analysis 15-‐20 5-‐7 5-‐10 iv Quantitative Methods III Asset Classes (total) 35-‐70 i Alternative Investments 5-‐10 13 ii Derivatives 5-‐15 16-‐17 iii Equity Investments 15-‐25 10-‐12 iv Fixed Income 10-‐20 14-‐15 IV Portfolio Management & Wealth Planning 5-‐10 18 Month Week -‐ 2 Dates (Actual exam weights may vary slightly and some topics are combined for testing purposes) Study Activity Reading Topics Session FinQuiz Notes / Curriculum Reading Correlation and Regression End-‐of-‐chapter Questions 10 Multiple Regression and Issues in Regression Analysis 11 Time-‐Series Analysis 12 Excert from "Proabilistic Approaches" 08/21/17 -‐ 09/03/17 FinQuiz Practice Questions Quantitative Methods for Valuation Review (FinQuiz Smart Summary) Attempt Quantitative Methods Questions from FinQuiz Mock Exams 1 & 2 FinQuiz Notes / Curriculum Reading -‐ 4 09/04/17 -‐09/17/17 End-‐of-‐chapter Questions FinQuiz Practice Questions 09/25/17 -‐ 10/15/17 16 FinQuiz Practice Questions Economics of Regulations The Portfolio Management Process & the Investment Policy Statement 48 An Introduction to Multifactor Models 49 Measuring & Managing Market Risk 50 Economies and Investment Markets 51 Analysis of Active Portfolio Management 52 Algorithmic Trading & High Frequency Trading Attempt Portfolio Questions from FinQuiz Mock Exams 1 & 2 FinQuiz Notes / Curriculum Reading 16 Intercorporate Investments 17 Employee Compensation: Post-‐Employment and Share-‐Based FinQuiz Practice Questions 18 Multinational Operations FinQuiz Notes / Curriculum Reading 19 Evaluating Financial Reporting Quality 20 Integration of Financial Statement Analysis Techniques End-‐of-‐chapter Questions 10/16/17 -‐ 11/05/17 47 Portfolio Management Process Review (FinQuiz Smart Summary) 15 Review Quantitative Methods and Economics 17 -‐ 11 Economic Growth and the Investment Decision 09/18/17 -‐09/24/17 End-‐of-‐chapter Questions -‐ 8 14 Attempt Economics Questions from FinQuiz Mock Exams 1 & 2 FinQuiz Notes / Curriculum Reading Currency Exchange Rates: Determination & Forcasting Economics Review (FinQuiz Smart Summary) 13 End-‐of-‐chapter Questions Month -‐ 11 10/16/17 -‐ 11/05/17 Week Dates Activity Study Session Reading Topics FinQuiz Practice Questions 12 11/06/17 -‐ 11/12/17 13 11/13/17 -‐ 11/19/17 Financial Reporting Analysis (FRA) Review (FinQuiz Smart Summary) Attempt FRA Questions from FinQuiz Mock Exams 1 & 2 Review Portfolio Management Process and Financial Reporting Analysis Section FinQuiz Notes / Curriculum Reading 14 11/20/17 -‐ 11/26/17 End-‐of-‐chapter Questions FinQuiz Practice Questions FinQuiz Notes / Curriculum Reading 15 11/27/17 -‐11/03/17 End-‐of-‐chapter Questions FinQuiz Practice Questions 21 Capital Budgeting 22 Capital Structure 23 Dividends and Share Repurchases: Analysis 24 Corporate Performance Governance and Business Ethics 25 Corporate Governance 26 Mergers and Acquisitions FinQuiz Notes / Curriculum Reading 16 11/04/17 -‐ 12/10/17 End-‐of-‐chapter Questions FinQuiz Practice Questions Corporate Finance Review (FinQuiz Smart Summary) FinQuiz Notes / Curriculum Reading 17 12/11/17 -‐ 12/17/17 End-‐of-‐chapter Questions Attempt Corporate Finance Questions from FinQuiz Mock Exams 1 & 2 27 Equity Valuation: Applications and Processes 28 Return Concepts 29 Industry and Company Analysis 30 Discounted Dividend Valuation 31 Free Cash Flow Valuation 32 Market-‐Based Valuation: Price and Enterprise Value Multiples 33 Residual Income Valuation 34 Private Company Valuation FinQuiz Practice Questions FinQuiz Notes / Curriculum Reading 18 12/18/17 -‐ 12/24/17 End-‐of-‐chapter Questions FinQuiz Practice Questions 10 11 FinQuiz Notes / Curriculum Reading 19 12/25/17 -‐ 12/31/17 End-‐of-‐chapter Questions 11 FinQuiz Practice Questions 20 01/01/18 -‐ 01/07/18 21 01/08/18 -‐ 01/14/18 End-‐of-‐chapter Questions 22 -‐ 24 01/15/18 -‐ 02/04/18 Attempt Equity Questions from FinQuiz Mock Exams 1 & 2 Review Corporate Finance and Equity Investments FinQuiz Notes / Curriculum Reading Equity Investments Review (FinQuiz Smart Summary) FinQuiz Practice Questions 12 13 FinQuiz Notes / Curriculum Reading End-‐of-‐chapter Questions 13 35 The Term Structure & Interest Rate Dynamics 36 The Arbitrage Free Valuation Framework 37 Valuiation & Analysis: Bonds with Embeded Options 38 Credit Analysis Models 39 Credit Default Swaps FinQuiz Practice Questions 25 02/05/18 -‐ 02/11/18 Attempt Fixed Income Questions from FinQuiz Mock Exams 1 & 2 FinQuiz Notes / Curriculum Reading 26 -‐ 28 02/12/18 -‐ 03/04/18 End-‐of-‐chapter Questions FinQuiz Practice Questions Fixed Income Review (FinQuiz Smart Summary) 29 03/05/18 -‐ 03/11/18 30 03/12/18 -‐ 03/18/18 Review (FinQuiz Smart Summary) 14 40 Pricing & Valuation of Forward Commitments 41 Valuation of Contingent Claims 42 Derivatives Strategies Derivatives Attempt Derivatives Questions from FinQuiz Mock Exams 1 & 2 Review Fixed Income and Derivatives Month Week Dates 30 03/12/18 -‐ 03/18/18 Activity Study Session End-‐of-‐chapter Questions FinQuiz Practice Questions 31 -‐ 33 03/19/18 -‐ 04/08/18 FinQuiz Smart Summary / Curriculum Reading End-‐of-‐chapter Questions FinQuiz Practice Questions 04/09/18 -‐ 04/22/18 End-‐of-‐chapter Questions FinQuiz Practice Questions Review (FinQuiz Smart Summary) 36 -‐ 37 04/23/18 -‐ 05/06/18 Code of Ethics and Standards of Professional Conduct "Guidance" for Standards I-‐VII CFA Institute Research Objectivity Standards The Glenarm Company Preston Parners Super Selection Traade Alocation: Fair Dealing & Disclosure Changing Investment Objectives Attempt Ethics Questions from FinQuiz Mock Exams 1 & 2 FinQuiz Notes / Curriculum Reading 34 -‐ 35 Ethical & Professional Standards Review (FinQuiz Smart Summary) Topics Review Fixed Income and Derivatives FinQuiz Smart Summary / Curriculum Reading Reading 15 43 Private Real Estate Investments 44 Publicaly Traded Real Estate Securities 45 Private Equity Valuation 46 Commodities & Commodity Derivatives: An Introduction Alternative Investments Attempt Alternatives Questions from FinQuiz Mock Exams 1 & 2 Book 1 & 2 Complete Review Attempt FinQuiz Mock Exams 3 & 4 for Respective Topic Areas 10 38 -‐ 39 05/07/18 -‐ 05/20/18 Book 3 & 4 Complete Review Attempt FinQuiz Mock Exams 3 & 4 for Respective Topic Areas 40 -‐ 41 05/21/17 -‐06/03/18 Book 5 & 6 Complete Review Attempt FinQuiz Mock Exams 3 & 4 for Respective Topic Areas Complete Review of Level II Study Material 42 06/04/18 -‐ 06/17/18 Attempt CFA Sample Exam Attempt FinQuiz Mock Exam 5 Attempt FinQuiz Mock Exam 6 11 43 (Last 5-‐Days) 06/18/18 -‐ 06/22/18 Final Review Actual Exam on June 23, 2018 ... Swaps FinQuiz Practice Questions 25 02/ 05/18 -‐ 02/ 11/18 Attempt Fixed Income Questions from FinQuiz Mock Exams 1 & 2 FinQuiz Notes / Curriculum Reading 26 -‐ 28 02/ 12/ 18... 12/ 18/17 -‐ 12/ 24/17 End-‐of-‐chapter Questions FinQuiz Practice Questions 10 11 FinQuiz Notes / Curriculum Reading 19 12/ 25/17 -‐ 12/ 31/17 End-‐of-‐chapter Questions 11 FinQuiz. .. Questions 20 01/01/18 -‐ 01/07/18 21 01/08/18 -‐ 01/14/18 End-‐of-‐chapter Questions 22 -‐ 24 01/15/18 -‐ 02/ 04/18 Attempt Equity Questions from FinQuiz Mock Exams 1 & 2 Review
Ngày đăng: 07/03/2018, 09:37
Xem thêm: 2018 finquiz CFA level 2 study plan
