FinQuiz

STUDY PLAN FOR JUNE-2017 EXAM

CFA LEVEL-I
Starting Date 01/30/17 Total Topic Areas 10

Exam Date 06/03/17 Total Study Sessions 18

Exam Length 6 Hours (Two parts of 3 Hours) Total Readings 60
120 Questions (Morning) Total Time Available
Total Questions Approximately 18 Weeks (123 Days)
120 Questions (Evening) (Till Exam)
Topic Area Weights for the CFA Exam

Topic Area % Weight Study Seission No:

I Ethical & Professional Standards 15 1
II Investment Tools (total) 49
i Corporate Finance 7 11
ii Economics 10 4-6
iii Financial Reporting and Analysis 20 7-10
iv Quantitative Methods 12 2-3
III Asset Classes (total) 29
i Alternative Investments 4 18
ii Derivatives 5 17
iii Equity Investments 10 13-14
iv Fixed Income 10 15-16
IV Portfolio Management & Wealth Planning 7 12
(Actual exam weights may vary slightly)
Study
Month Week Dates Activity Reading Topics
Session
51 Fixed Income Securities: Defining Elements
FinQuiz Notes
52 Fixed Income Markets: Issuance, Trading, Funding
15
Curriculum End-of-chapter Questions 53 Introduction to Fixed Income Valuation
1 01/31/17 - 02/05/17 FinQuiz Practice Questions 54 Introduction to Asset Backed Securities
FinQuiz Notes 55 Understanding Fixed Income Risk and Return
Curriculum End-of-chapter Questions 16 56 Fundamentals of Credit Analysis
FinQuiz Practice Questions

Fixed Income
Review (FinQuiz Smart Summaries)
Attempt Fixed Income from FinQuiz Mock 1
21 Financial Statement Anlysis: An Introduction
FinQuiz Notes
6 22 Finanical Reporting Mechanics
Curriculum End-of-chapter Questions 23 Financial Reporting Standards
2 02/06/17 - 02/12/17 FinQuiz Practice Questions 7 24 Understanding Income Statement
FinQuiz Notes 25 Understanding Balance Sheet
Curriculum End-of-chapter Questions 7 26 Understanding Cashflow Statement
FinQuiz Practice Questions 27 Financial Analysis Techniques
FinQuiz Notes 28 Inventories
Curriculum End-of-chapter Questions 8 29 Long Lived Assets
FinQuiz Practice Questions 30 Income Taxes
3 02/13/17 - 02/19/17 FinQuiz Notes 8 31 Non-Current Liabilities
1 Curriculum End-of-chapter Questions 32 Financial reporting Quality
9
FinQuiz Practice Questions 33 Financial Statement Analysis: Applications

Financial Reporting Analysis

Review (FinQuiz Smart Summaries)
Attempt Financial Reporting Analysis from FinQuiz Mock 1
FinQuiz Notes
34 Corporate Governance & ESG: An Introduction
Curriculum End-of-chapter Questions
FinQuiz Practice Questions 35
Capital Budgeting
FinQuiz Notes 36
4 02/20/17 - 02/26/17 10 & 11
Curriculum End-of-chapter Questions 37 Measures of Leverage

38 Dividends and Share Repurchases: Basics

FinQuiz Practice Questions
39 Working Capital Management

Corporate Finance
Review (FinQuiz Smart Summaries)

Attempt Corporate Finance from FinQuiz Mock 1

 Review Fixed Income, Financial Reporting & Corporate Finance

5 02/27/17 - 03/05/17

Attempt Respective Sections from FinQuiz Mock 2 & 3

FinQuiz Notes 45 Market Organization & Structure

Curriculum End-of-chapter Questions 13 46 Security Market Indices

FinQuiz Practice Questions 47 Market Efficiency

6 03/06/17 - 03/12/17
FinQuiz Notes 48 Overview of Equity Securities

Curriculum End-of-chapter Questions 14 49 Introduction to Industry & Company Analysis

FinQuiz Practice Questions 50 Equity Valuation: Concepts & Basic Tools

Equity
Review (FinQuiz Smart Summaries)
2
Attempt Equity from FinQuiz Mock 1
FinQuiz Notes 6 Time Vlaue of Money
Curriculum End-of-chapter Questions 2 7 Discounted Cash flow Applications

FinQuiz Practice Questions 8 Statistical Concepts & Market Returns

FinQuiz Notes
2 9 Probability Concepts
7 & 8 03/13/17 - 03/26/17 Curriculum End-of-chapter Questions

FinQuiz Practice Questions 3 10 Common Probability Distributions

FinQuiz Notes 11 Sampling & Estimation

Curriculum End-of-chapter Questions 3 12 Hypothesis Testing

FinQuiz Practice Questions 13 Technical Analysis

Quantitative Methods
Review (FinQuiz Smart Summaries)

Attempt Quantitative Methods & Alternative Investments from FinQuiz Mock 1

FinQuiz Notes 40 Portfolio Management: An Overview

Curriculum End-of-chapter Questions 41 Risk Management: An Introduction

FinQuiz Practice Questions 42 Portfolio Risk & Return: Part I

9 03/27/17 - 04/02/17 12
FinQuiz Notes 43 Portfolio Risk & Return: Part II

Curriculum End-of-chapter Questions

44 Basics of Portfolio Planning & Construction
FinQuiz Practice Questions

Portfolio Management
Review (FinQuiz Smart Summaries)

Attempt Portfolio Management from FinQuiz Mock 1

Review Equity, Quantitative Techniques & Portfoli Management

10 04/03/17 - 04/09/17

Attempt Respective Sections from FinQuiz Mock 2 & 3

FinQuiz Notes 57 Derivative Markets & Instruments

3
Curriculum End-of-chapter Questions 17 58 Basics of Derivative Pricing and Valuation

FinQuiz Practice Questions 59 Risk Management Applications of Options Strategies

11 04/10/17 - 04/16/17
FinQuiz Notes

Curriculum End-of-chapter Questions 18 60 Introduction to Alternative Investments

FinQuiz Practice Questions

Derivatives & Alternative Investments

Review (FinQuiz Smart Summaries)

Attempt Derivatives from FinQuiz Mock 1

 14 Topics in Demand & Supply Analysis
FinQuiz Notes
15 The Firm & Market Structure
4
Curriculum End-of-chapter Questions 16 Aggregate Output, Prices & Economic Growth
12 & 13 04/17/17 - 04/30/17 FinQuiz Practice Questions 17 Understanding Business Cycles

FinQuiz Notes 18 Monetary & Fiscal Policy

Curriculum End-of-chapter Questions 5 19 International Trade & Capital Flows

FinQuiz Practice Questions 20 Currency Exchange Rates

Economics
Review (FinQuiz Smart Summaries)

Attempt Economics from FinQuiz Mock 1

1 Ethics & Trust in the Investment Profession

Curriculum Reading 2 Code of Ethics & Standards of Professional Conduct

14 05/01/17 - 05/07/17 1 3 Guidence for Standards I-VII

Curriculum End-of-chapter Questions 4 Introduction to the GIPS

FinQuiz Practice Questions 5 The GIPS Standards

4

Ethical and Professional Standards

Review (FinQuiz Smart Summaries)

Attempt Economics & Ethics from FinQuiz Mock 1

Review Derivatives, Alternatives, Economics & Ethics

15 05/08/17 - 05/14/17

Attempt Respective Sections from FinQuiz Mock 2 & 3

Complete Review of all areas

16 & 17 05/15/17 - 05/28/17 Attempt FinQuiz Mock 4

Attempt FinQuiz Mock 5
Attempt FinQuiz Mock 6
Attempt CFA Institutes Mock Exam
5
18 05/29/17 - 06/02/17 Final Review
Actual Exam on June 3, 2017