CFA Study Planner 2018

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Topic Weight Study Sub Topic Aggregate Study Reading Reading Title Study Revise Target Target

Ethical & Professional Standards 15% Ethical & Professional Standards 1 Ethics and Trust in the Investment Profession
2 Code of Ethics and Standards of Professional Conduct
1 15.0% 1 3 Guidance for Standards I-VII 5.9 Days 3.2 Days 4/6/19 5/13/19
4 Intro to Global Investment Performance Standards (GIPS)
5 Global Investment Performance Standards (GIPS)
Quantitative Methods 12% Basic Concepts 6 The Time Value of Money
7 Discounted Cash Flow Applications
2 6.0% 4 2.3 Days 1.3 Days 4/13/19 5/16/19
8 Statistical Concepts & Market Returns
9 Probability Concepts
Application 10 Common Probability Distributions
11 Sampling & Estimation
3 6.0% 5 2.3 Days 1.3 Days 4/15/19 5/17/19
12 Hypothesis Testing
13 Technical Analysis
Economics 10% Microeconomics and Macroeconomics 14 Topics in Demand and Supply Analysis
15 The Firm and Market Structures
4 5.7% 2 2.2 Days 1.2 Days 4/9/19 5/14/19
16 Aggregate Output, Prices, and Economic Growth
17 Understanding Business Cycles
Monetary and Fiscal Policy, Intl Trade, and Currency Exchange Rates 18 Monetary and Fiscal Policy
5 4.3% 3 19 International Trade and Capital Flows 1.7 Days 0.9 Days 4/10/19 5/15/19
20 Currency Exchange Rates
Financial Reporting & Analysis 20% FRA An Introduction 21 Financial Statement Analysis: An Introduction
6 4.6% 6 22 Financial Reporting Mechanics 1.8 Days 1 Days 4/17/19 5/18/19
23 Financial Reporting Standards
Income Statements, Balance Sheets & Cash Flow Statements 24 Understanding Income Statements
25 Understanding Balance Sheets
7 6.2% 7 2.4 Days 1.3 Days 4/19/19 5/20/19
26 Understanding Cash Flow Statements
27 Financial Analysis Techniques
Inventories, Ling-lived Assets, Income Taxes & Non-current Liabilities 28 Inventories
29 Long-lived Assets
8 6.2% 8 2.4 Days 1.3 Days 4/22/19 5/21/19
30 Income Taxes
31 Non-current (Long-Tem) Liabilities
Financial Reporting Quality & Financial Statement Analysis 32 Financial Reporting Quality
9 3.1% 9 1.2 Days 0.6 Days 4/23/19 5/21/19
33 Financial Statement Analysis: Applications
Corporate Finance 7% Corporate Governance, Capital Budgeting, and Cost of Capital 34 Corporate Governance and ESG: An Introduction
10 4.2% 10 35 Capital Budgeting 1.6 Days 0.9 Days 4/24/19 5/22/19
36 Cost of Capital
Leverage and Working Capital Management 37 Measures of Leverage
11 2.8% 11 1.1 Days 0.6 Days 4/25/19 5/23/19
38 Working Capital Management
Portfolio Management 7% Portfolio Management 39 Portfolio Management: An Overview
40 Risk Management: An Introduction
12 7.0% 12 41 Portfolio Risk & Return: Part I 2.7 Days 1.5 Days 4/28/19 5/24/19
42 Portfolio Risk & Return: Part II
43 Basics of Portfolio Planning & Construction
Equity Investments 10% Market Organisation, Market Indices & Market Efficiency 44 Market Organisation & Structure
13 5.0% 14 45 Security Market Indices 2 Days 1.1 Days 5/2/19 5/27/19
46 Market Efficiency
Equity Analysis & Valuation 47 Overview of Equity Securities
14 5.0% 13 48 Intro to industry & Company Analysis 2 Days 1.1 Days 4/30/19 5/25/19
49 Equity Valuation: Concepts & Basic Tools
Fixed Income 10% Basic Concepts. 50 Fixed Income Securities: Defining Elements
51 Fixed Income Markets: Issuance, Trading & Funding
15 6.7% 15 2.6 Days 1.4 Days 5/5/19 5/28/19
52 Introduction to Fixed Income Valuation
53 Introduction to Asset-Backed Securities
Analysis of Risk 54 Understanding Fixed-Income Risk & Return
16 3.3% 16 1.3 Days 0.7 Days 5/6/19 5/29/19
55 Fundamentals of Credit Analysis
Derivatives 5% Derivatives 56 Derivative Markets & Instruments
17 5.0% 17 2 Days 1.1 Days 5/8/19 5/30/19
57 Basics of Derivative Pricing & Valuation
Alternative Investments 4% 18 Alternative Investments 4.0% 18 58 Intro to Alternative Investments 1.6 Days 0.8 Days 5/10/19 5/31/19

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