Last revision 5/18/2020 Next revsion 6/1/2020

IFT Topic CFA Topic Reading

Topic Weight
Score Score Number
1
1 Ethical & Professional Standards 10% - 15% 10 14% 2
3
4
5
6
2 Quantitative Methods 5% - 10% 5 7%
7
8
9
10
3 Economics 5% - 10% 5 7% 11
12
13
14
15
4 Financial Reporting and Analysis 10% - 15% 10 14%
16
17
18
19
20
5 Corporate Finance 5% - 10% 5 7% 21
22
23
24
25
26
27
6 Equity Valuation 10% - 15% 10 14%
28
29
30
31
32
33
34
7 Fixed Income 10% - 15% 10 14%
35
36
37
8 Derivatives 5% - 10% 5 7%
38
39
40
9 Alternative Investments 5% - 10% 5 7%
41
42
43
44
45
10 Portfolio Management 5% - 15% 5 7%
46
47
48
CFA first round before July then GMAT for July, August, Sept, early OCT for GMAT. Then back to CFA 2 for OCT -> dec f
Reading Title Read

Code of Ethics & Standards of Professional Conduct 1

Guidance for Standards 1-7 1
Application of the Code and Standards: Level II 1
Introduction to Linear Regression 1
Multiple Regression 1
Time-Series Analysis 1
Machine Learning 1
Big Data Projects 1
Excerpt from “Probabilistic Approaches: Scenario Analysis, Decision Trees, and Simulations” 1
Currency Exchange Rates: Understanding Equilibrium Value 1
Economic Growth and the Investment Decision 1
Economics of Regulation 1
Intercorporate Investments 0
Employee Compensation: Post-Employment and ShareBased 0
Multinational Operations 0
Analysis of Financial Institutions 0
Evaluating Quality of Financial Reports 0
Integration of Financial Statement Analysis Techniques 0
Capital Budgeting 0
Capital Structure 0
Analysis of Dividends and Share Repurchases 0
Corporate Governance and Other ESG Considerations in Investment Analysis 0
Mergers and Acquisitions 0
Equity Valuation: Applications and Processes 0
Return Concepts 0
Industry and Company Analysis 0
Discounted Dividend Valuation 0
Free Cash Flow Valuation 0
Market-Based Valuation: Price and Enterprise Value Multiples 0
Residual Income Valuation 0
Private Company Valuation 0
The Term Structure and Interest Rate Dynamics 1
The Arbitrage-Free Valuation Framework 1
Valuation and Analysis of Bonds with Embedded Options 1

Credit Analysis Models 0

Credit Default Swaps 1
Pricing and Valuation of Forward Commitments 0
Valuation of Contingent Claims 0
Private Real Estate Investments 1
Publicly Traded Real Estate Securities 1
Private Equity Valuation 1
Introduction to Commodities and Commodity Derivatives 1
Exchange-Traded Funds: Mechanics and Applications 1
Using Multifactor Models 1
Measuring and Managing Market Risk 1
Economics and Investment Markets 1
Analysis of Active Portfolio Management 0
Trading Costs and Electronic Markets 0
back to CFA 2 for OCT -> dec for last revision
Start End # of days TB Done?

07/05/2020 07/05/2020 1 yes

07/05/2020 11/05/2020 5 yes
11/05/2020 12/05/2020 2 yes
12/05/2020 18/05/2020 7 yes
19/05/2020 24/05/2020 6 yes
25/05/2020 31/05/2020 8 yes
24/05/2020 25/05/2020 2 yes
31/05/2020 04/06/2020 5 yes
18/05/2020 19/05/2020 2 yes
30/04/2020 02/05/2020 3 yes
03/05/2020 04/05/2020 2 yes
04/05/2020 07/05/2020 4 yes
1
1
1
1
1
1
1 double my $$ how many times 4,000.00
1 1 8,000.00
1 2 16,000.00
1 3 32,000.00
1 4 64,000.00
1 5 128,000.00
1 6 256,000.00
1 7 512,000.00
1 8 1,024,000.00
1 9 2,048,000.00
1 10 4,096,000.00
1
1
04/06/2020 07/06/2020 4 no
07/06/2020 07/06/2020 1 no
09/06/2020 10/06/2020 2 no
Notes too print out the video
#VALUE!
different notes fo #2
07/06/2020 09/06/2020 3 Yes
1
1
18/04/2020 24/04/2020 7 yes
24/04/2020 26/04/2020 3 yes
26/04/2020 28/04/2020 3 yes
29/04/2020 30/04/2020 2 yes
13/06/2020 14/06/2020 2 yes
14/06/2020 19/06/2020 6 yes
19/06/2020 22/06/2020 4 yes
22/06/2020 10/07/2020 19 yes
10/07/2020 -44021
1
 100%
absolute

4,000.00
8,000.00
16,000.00
32,000.00
64,000.00
128,000.00
256,000.00 x
512,000.00
1,024,000.00
2,048,000.00