Study Sessions Readings

Week 1 Aug 7 Quantitative Methods 9

Week 2 Aug 14 Quantitative Methods 10,11,12

Week 3 Aug 21 Corporate Finance 21

Week 4 Aug 28 Corporate Finance 22,23

Week 5 Sep 4 Corporate Finance 24,25

Week 6 Sep 11 Corporate Finance

Week 7 Sep 18 Equity Valuation 27

Week 8 Sep 25 Equity Valuation 28

Week 9 Oct 2 Equity Valuation 29

Week 10 Oct 9 Equity Valuation 30

Week 11 Oct 16 Equity Valuation 31

Week 12 Oct 23 Equity Valuation 32

Week 13 Oct 30 Equity Valuation 33

Week 14 Nov 6 Equity Valuation 34

Week 15 Nov 13 Financial Reporting & 16

Analysis
Week 16 Nov 20 Financial Reporting & 17
Analysis
Week 17 Nov 27 Financial Reporting & 18
Analysis
Week 18 Dec 4 Financial Reporting & 19
Analysis
Week 19 Dec 11 Financial Reporting & 20
Analysis
Week 20 Dec 18 Derivatives 40

Week 21 Jan 8 41

Week 22 Jan 15 Derivatives 42

Week 23 Jan 22 Alternative Investments 43

Week 24 Jan 29 Alternative Investments 44

Week 25 Feb 5 Alternative Investments 45,46

Week 26 Feb 12 Fixed Income 35

Week 27 Feb 19 Fixed Income 36

Week 28 Feb 26 Fixed Income 37

Week 29 Mar 5 Fixed Income 38,39

Week 30 Mar 12 Portfolio Management 47,48

Week 31 Mar 19 Portfolio Management 50

Week 32 Mar 26 Portfolio Management 51

Week 33 April 2 Portfolio Management 52

Week 34 April 9 Economics 13

Week 35 April 16 Economics 14

Week 36 April 23 Economics 15

Week 37 April 30 Ethical & Professional 1,2

Standards

Week 38 May 7 Ethical & Professional 3,4,5,6,7,8

Standards

Week 39 May 14 Practice Week

Week 40 May 21 Practice Week

 Table 1
Reading Titles No. of No. of Minutes No. of
Pages (15 per page) Hours

9: Correlation & Regression 63 945 16

10: Multiple Regression 70 1050 18

11: Time Series analysis 69 1035 17

12: Probabilistic approaches: Scenario analysis, 15 225 4

decision trees, and simulations
21: Capital budgeting 80 1200 20

22: Capital structure 29 435 7

23: Dividends and share repurchases: Analysis 45 675 11

24: Corporate performance, governance and business 20 300 5

ethics
25: Corporate governance 48 720 12

26: Mergers and acquisitions 54 810 14

27: Equity valuation: Applications and processes 43 645 11

28: Return concepts 50 750 13

29: Industry and company analysis 85 1275 21

30: Discounted dividend valuation 62 930 16

31: Free cash flow valuation 65 975 16

32: Market-based valuation: Price & Enterprise value 104 1560 26

multiples
33: Residual income valuation 49 735 12

34: Private company valuation 51 765 13

16: Intercorporate investments 60 900 15

17: Employee compensation 42 630 11

18: Multinational operations 72 1080 18

19: Evaluating quality of financial reports 75 1125 19

20: Integration of financial statement analysis 42 630 11

techniques
40: Pricing and valuation of forward commitments 54 810 14

41: Valuation of contingent claims 58 870 15

42: Derivative strategies 46 690 12

43: Private real estate investments 69 1035 17

44: Publicly traded real estate securities 53 795 13

45: Private equity valuation 47 705 12

46: Commodities and commodity derivatives: An 47 705 12

introduction
35: The term structure and interest rate dynamics 61 915 15

36: The arbitrage-free valuation framework 32 480 8

37: Valuation and analysis: Bonds with embedded 63 945 16

options
38: Credit analysis models 46 690 12

39: Credit Default Swaps 29 435 7

47: The portfolio management process 27 405 7

48: An introduction to multifactor models 31 465 8

49: Measuring and managing market risk 49 735 12

50: Economics and investment markets 85 1275 21

51: Analysis of active portfolio management 56 840 14

52: Algorithmic trading and high-frequency trading 14 210 4

13: Currency exchange rates: Determination and 96 1440 24

forecasting
14: Economic growth and the investment decision 78 1170 20

15: Economics of regulation 29 435 7

1: Code of ethics 13 195 3

2: Guidance for standards 174 2610 44

3: CFA Institute research objectivity standards 15 225 4

4: The Glenarm company 6 90 2

5: Preston partners 6 90 2

6: Super selection 6 90 2

7: Trade allocation: Fair dealing and disclosure 4 60 1

8: Changing investment objectives 4 60 1

0 0

0 0

0 648
No. of Weekdays Total No. of Weekends or Checklist
(3 hours per Weekdays extras
weekday) required?

5.25 5 Yes

5.83 13 Yes

5.75

1.25

6.67 7 Yes

2.42 6 Yes

3.75

1.67 6 Yes

4.00

4.50 5 No

3.58 4 No

4.17 4 No

7.08 7 Yes

5.17 5 Yes

5.42 5 Yes

8.67 9 Yes

4.08 4 No

4.25 4 No

5.00 5 No

3.50 4 No

6.00 6 Yes

6.25 6 Yes

3.50 4 No

4.50 5 No

4.83 5 No

3.83 4 No

5.75 6 Yes

4.42 4 No
 3.92 8 Yes

3.92

5.08 5 Yes

2.67 3 No

5.25 5 Yes

3.83 6 Yes

2.42

2.25 9 Yes

2.58

4.08

7.08 7 Yes

4.67 5 No

1.17 1 No

8.00 8 Yes

6.50 7 Yes

2.42 2 No

1.08 16 Yes

14.50

1.25 3 No

0.50

0.50

0.50

0.33

0.33

0.00 No

0.00 No

215.92 No. of weeks with 21

extras: