STUDY SCHEDULE FOR JUNE-2013 EXAM

CFA LEVEL III, BATCH 5

Teacher: Kamran Rashid (kamran@kamranrashid.com) Total Topic Areas: 10 Total Study Sessions (S.S. ): 18 Total Time Available (Till Exam): 40 Weeks (280 Days) Exam Date: 02-June-2013

Exam Date: 2-Jun-13 Exam Length: 6 Hours ( Two Parts of 3 Hours) Total Questions: 10-12 Essay Type (Morning) 10 Item Sets (Evening) Classes Starting from: 25-Aug-2012

Topic Area Weights for the CFA Exam

TOPIC AREA
Ethical and Professional Standards Portfolio Management Behavioral Finance Portfolio Management Individual Portfolio Management Institutional Economics Portfolio Management Asset Allocation Fixed Income Equity Investments and Corporate Governance Alternative Investments Portfolio Management Risk Management Derivatives Portfolio Management Monitor and Rebalance Portfolio Management Performance Evaluation Global Investment Performance Standards

S.S. #
1-2 3 4 5 6-7 8 9-10 11-12 13 14 15 16 17 18

% Weight Exp. % Weight

10% 5%-10% 10%-15% 10%-15% 5%-10% 5%-10% 10%-20% 5%-15% 5%-15% 5%-15% 5%-15% 5%-15% 5%-10% 5% 10% 5% 10% 10% 5%-10% 5% 10-15% 10-15% 5% 5% 5% 5% 5% 5%

Expected Appearance
Item Set Essay Type OR Item Set Essay Type Essay Type Essay Type OR Item Set Essay Type Essay Type AND Item Set Essay Type AND Item Set Essay Type OR Item Set Essay Type OR Item Set Item Set Essay Type Essay Type OR Item Set Item Set

Min Hours
60 40 200 150 100 70 140 100 120 120 120 80 140 100

TOTAL

1540

WEEKLY SCHEDULE
WEEK # WEEK # 1 EVENTS Lecture # 1 DATE 25-Aug-12 / Sat 26-Aug-12 / Sun 01-Sep-12 / Sat 02-Sep-12 / Sun 7-Sep-12 / Fri 08-Sep-12 / Sat 09-Sep-12 / Sun 15-Sep-12 / Sat 16-Sep-12 / Sun 22-Sep-12 / Sat 30-Sep-12 / Sun 06-Oct-12 / Sat 07-Oct-12 / Sun 13-Oct-12 / Sat 14-Oct-12 / Sun 20-Oct-12 / Sat 21-Oct-12 / Sun 02-Nov-12 / Fri TIME 03:00 pm-5:30 pm 9 11:00 am-1:30 pm 24 03:00 pm-5:30 pm 10 11:00 am-1:30 pm 26 7:15 pm-8:45 pm 03:00 pm-5:30 pm 11 11:00 am-1:30 pm 27 28 03:00 pm-5:30 pm 12 11:00 am-1:30 pm 03:00 pm-5:30 pm 11:00 am-1:30 pm 03:00 pm-5:30 pm 13 11:00 am-1:30 pm 03:00 pm-5:30 pm 13 11:00 am-1:30 pm 03:00 pm-5:30 pm 14 11:00 am-1:30 pm 35 7:15 pm-8:45 pm Copy Rights kamranrashid.com Currency Risk Management Study Session # 13 & 14 33 34 34 Commodity Forwards and Futures Risk Management Risk Management 31 32 Alternative Investments Portfolio Management Swaps 31 29 30 International Equity Benchmarks Emerging Markets Finance Study Session # 11 & 12 Study Session # 9, 10, 11,12 Alternative Investments Portfolio Management Equity Portfolio Management Corporate Governance 27 Hedging Mortgage Securities to Capture Relative Value Study Session # 9 & 10 Equity Portfolio Management 25 25 Relative-Value Methodologies for Global Credit Bond Portfolio Management Fixed-Income Portfolio ManagementPart II Fixed-Income Portfolio ManagementPart II Study Session Reading Assign. 23 23 TOPICS Fixed-Income Portfolio ManagementPart I Fixed-Income Portfolio ManagementPart I

Lecture # 2

WEEK # 2

Lecture # 3

Lecture # 4

Topic Area Test # 1 Test WEEK # 3 Lecture # 5 Lecture # 6

WEEK # 4

Lecture # 7

Lecture # 8

Topic Area Test # 2 Test Topic Area Test # 3 Test WEEK # 8 WEEK # 7 Lecture # 9 Lecture # 10 Lecture # 11 Lecture # 12 Lecture # 13

WEEK # 9

Lecture # 14

Topic Area Test # 4 Test

WEEK # WEEK # 11

EVENTS Lecture # 15

DATE 03-Nov-12 / Sat 04-Nov-12 / Sun 10-Nov-12 / Sat 11-Nov-11 / Sun 16-Nov-12 / Fri 17-Nov-12 / Sat 18-Nov-12 / Sun 24-Nov-12 / Sat 25-Nov-12 / Sun 30-Nov-12 / Fri 01-Dec-12 / Sat 02-Dec-12 / Sun 08-Dec-12 / Sat 09-Dec-12 / Sun 14-Dec-12 / Fri

TIME 03:00 pm-5:30 pm

Study Session

Reading Assign. 36

TOPICS Risk Management Applications of Forward and Futures Strategies Risk Management Applications of Option Strategies Risk Management Applications of Swap Strategies Execution of Portfolio Decisions Monitoring and Rebalancing Study Session # 15 & 16

15 11:00 am-1:30 pm

37 38

Lecture # 16

WEEK # 12

Lecture # 17 Lecture # 18 Test # 5 Lecture # 19 Lecture # 20 Lecture # 21 Lecture # 22

03:00 pm-5:30 pm 16 11:00 am-1:30 pm 7:15 pm-8:45 pm 03:00 pm-5:30 pm 17 11:00 am-1:30 pm 03:00 pm-5:30 pm 17 11:00 am-1:30 pm 7:15 pm-8:45 pm 03:00 pm-5:30 pm 18 11:00 am-1:30 pm 03:00 pm-5:30 pm 18 11:00 am-1:30 pm 7:15 pm-8:45 pm

39 40

WEEK # 14 WEEK # 13

41 41 42 42

Evaluating Portfolio Performance Evaluating Portfolio Performance Global Performance Evaluation Global Performance Evaluation Study Session # 16 &17

Topic Area Test # 6 Test WEEK # 15 Lecture # 23 Lecture # 24 Lecture # 25 Lecture # 26 Test # 7

43 43 43 43

Global Investment Performance Standards Global Investment Performance Standards Global Investment Performance Standards Global Investment Performance Standards Study Session # 18

WEEK # 16

Lecture # 27

16-Dec-12 / Sun

11:00 am-1:30 pm

1-2

1 2 3 4 5 6 7

Code of Ethics and Standards of Professional Conduct Guidance for Standards IVII Ethics in Practice The Consultant Pearl Investment Management (A), (B), and (C) Asset Manager Code of Professional Conduct The Behavioral Finance Perspective The Behavioral Biases of individuals The Behavioral Biases of individuals Behavioral Finance & Investment Processes Managing Individual Investor Portfolios Managing Individual Investor Portfolios Managing Individual Investor Portfolios Study Session 3 & 4

WEEK # 17

WEEK # 18

Lecture # 28

22-Dec-12 / Sat 23-Dec-12 / Sun 29-Dec-12 / Sat 30-Dec-12 / Sun 05-Jan-13 / Sat 11-Jan-13 / Fri 12-Jan-13 / Sat 13-Jan-13 / Sun

03:00 pm-5:30 pm 8 3 8 11:00 am-1:30 pm 9 03:00 pm-5:30 pm 4 11:00 am-1:30 pm 03:00 pm-5:30 pm 7:15 pm-8:45 pm 03:00 pm-5:30 pm 4 11:00 am-1:30 pm 12 12 03:00 pm-5:30 pm 4 11:00 am-1:30 pm 03:00 pm-5:30 pm 5 11:00 am-1:30 pm 15 Managing Institutional Investor Portfolios 13 14 15 Low-Basis Stock Lifetime Financial Advice: Human Capital, Asset Allocation, and Insurance Managing Institutional Investor Portfolios Estate Planning in a Global Context Estate Planning in a Global Context 11 11 4 10 10 10

Lecture # 29

WEEK # 19

Lecture # 30 Lecture # 31 Lecture # 32 Test # 8 Lecture # 33

WEEK # 20

WEEK # 21

Taxes and Private Wealth Management in a Global Context Taxes and Private Wealth Management in a Global Context

Lecture # 34

WEEK # 22

Lecture # 35

19-Jan-13 / Sat 20-Jan-13 / Sun 26-Jan-13 / Sat 27-Jan-13 / Sun

Lecture # 36 Lecture # 37 Lecture # 38

WEEK # 23

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WEEK # WEEK # 24

EVENTS

DATE

TIME

Study Session

Reading Assign. 16 Linking Pension Liabilities to Assets

TOPICS

Lecture # 39

02-Feb-13 / Sat 08-Feb-13 / Fri 09-Feb-13 / Sat 10-Feb-13 / Sun 16-Feb-13 / Sat 17-Feb-13 / Sun 22-Feb-13 /Fri 23-Feb-13 / Sat 24-Feb-13 / Sun 02-Mar-13 / Sat 08-Mar-13 / Fri 07-Apr-13 / Sun 21-Apr-13 / Sun

03:00 pm-5:30 pm

5 17 Allocating Shareholder Capital to Pension Plans Study Session # 4 & 5 18 6 18 6 7 18 19 19 20 Capital Market Expectations Capital Market Expectations Capital Market Expectations Equity Market Valuation Equity Market Valuation Dreaming with BRICs: The Path to 2050 Study Session # 6 & 7 21 8 21 8 22 Asset Allocation Asset Allocation The Case for International Diversification Study Session # 8 Study Session # 1,2,3, 4, 5, 6, 7 , 8, 16, 17, 18 MOCK # 1 Morning Session MOCK # 1 Evening Session MOCK # 2 Morning Session MOCK # 2 Evening Session MOCK # 3 Morning Session MOCK # 3 Evening Session

Topic Area Test # 9 Test WEEK # 25 Lecture # 40 Lecture # 41 Lecture # 42 Lecture # 43 Test # 10 WEEK # 28 WEEK # 27 Lecture # 44 Lecture # 45 Lecture # 46 Test # 11

7:15 pm-8:45 pm 03:00 pm-5:30 pm 11:00 am-1:30 pm 03:00 pm-5:30 pm 11:00 am-1:30 pm 7:15 pm-8:45 pm 03:00 pm-5:30 pm 11:00 am-1:30 pm 03:00 pm-5:30 pm 7:15 pm-8:45 pm 7:15 pm-8:45 pm 09:00 am-12:00 pm 02:00 pm-5:00 pm 09:00 am-12:00 pm 02:00 pm-5:00 pm 09:00 am-12:00 pm 02:00 pm-5:00 pm

WEEK # 32 Test # 12

WEEK # 34 Test # 13

WEEK # 26

WEEK # 36 Test # 14

05-May-13 / Sun

WEEK # 38 Test # 15

19-May-13 / Sun

WEEK # 40

FINAL EXAM ON JUNE 01, 2013

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