8/7/2019 FinQuiz-Level32011StudyPlan

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January3,2011

June4,2011 14

6Hours(Twopartsof3Hours) 18

912EssayType(Morning)

10ItemSets(Evening)

%Weight

10

510

1015

1015

510

510

1020

515

515

515

515

515

510

5

Days Dates Activity StudySession Reading Topics

January3,2011

January5,2011CurriculumReading 7,8,9 Heuri sti cDriv enBias,Fram eDependenceandI nefficientMarkets

January6,2011PastExamQuestionsonBehaviorFinance+

1ItemsetQuestiononPage91,Vol.210 Portfolios,Pyramids,Emotions,andBiases

11 InvestmentDecisionMakinginDefinedContributionPensionPlans

12GlobalEquityStrategy:TheFollyofForecasting:IgnoreAllEconomists,Strategists,

andAnalysts

13 AlphaHuntersandBetaGrazers

January8,2011

January11,2011CurriculumReading

January12,2011 EndofchapterQuestionsofReading14

1 7 L ow Ba si s St ock

18 GoalsBasedInvesting:IntegratingTraditionalandBehavioralFinance

19 LifetimeFinancialAdvice:HumanCapital,AssetAllocation,andInsurance

January15,2011January18,2011

CurriculumReading 15 TaxesandPrivateWealthManagementinaGlobalContext

January19,2011 EndofchapterQuestions

January20,2011

January21,2011FinQuizPracticeQuestions

January22,2011

January24,2011CurriculumReading 20 ManagingInstitutionalInvestorPortfolios

January25,2011 EndofchapterQuestions 21 LinkingPensionLiabilitiestoAssets

January26,2011

January27,2011Fi nQuiz Practi ceQuestions 22 AllocatingShareholderCapitaltoPensionPlans

January28,2011

January29,2011CurriculumReading

January30,2011 EndofchapterQuestions

January31,2011

February1,2011FinQuizPracticeQuestions

February2,2011

February4,2011CurriculumReading 24 EquityMarketValuation

EndofchapterQuestionsofReading24FinQuizPracticeQuestions(Allreadings)

February7,2011

February10,2011CurriculumReading 26 AssetAllocation

EndofchapterQuestions

FinQuizPracticeQuestions

PracticePastExamQuestions

Coveranydeficienciesleft

EndofchapterQuestions

FinQuizPracticeQuestions

February26,2011

March1,2011CurriculumReading

EndofchapterQuestions

FinQuizPracticeQuestions

March5,2011

March8,2011CurriculumReading 28 FixedIncomePortfolioManagementPartI

EndofchapterQuestions

FinQuizPracticeQuestions

February19,2011

February22,2011CurriculumReading

1 8 4 8 G lo ba l In ves tm en t Pe rf or ma nc e St an dar ds .7

7 1,2 16 Ethics+AssetManagerCode

9

February23,2011

February25,2011

March2,2011

March4,2011

March9,2011March10,2011

StartingDate

29 RelativeValueMethodologiesforGlobalCreditBondPortfolioManagement

TheCaseforInternationalDiversification

16 EstatePlanninginaGlobalcontext

6 5

5 6 23 CapitalMarketExpectations

February11,2011

February12,2011

3

4

5

67

8

PortfolioManagementInstitutional

Economics

7 4

14

FinQuizPracticeQuestions(Readings14,

17,18,19)

15

16

13

14

5 3

FinQuizPracticeQuestions

17

18

ManagingIndividualInvestorPortfolios

February13,2011

February18,20116 RevisionReadings727

7 4

5 7

25 DreamingwithBRICs:ThePathto2050

6 8

27

FinQuiz

STUDYPLANFORJUNE2011EXAM

CFALEVELIII

TotalTopicAreas

TotalStudySessions

TotalTimeAvailable

(TillExam)

ExamLength

ExamDate

TotalQuestions Approximately22Weeks(151days)

6

S.S#

12

February5,2011February6,2011

PortfolioManagementAssetAllocation

TopicAreaWeightsfortheCFAExam

1112

TopicArea

EthicalandProfessionalStandards

PortfolioManagementBehavioralFinance

PortfolioManagementIndividual

January7,2011

January13,2011

January14,2011

FixedIncome

EquityInvestmentsandCorporateGovernance

AlternativeInvestments

PortfolioManagementRiskManagement

910

Derivatives

PortfolioManagementMonitorandRebalance

PortfolioManagementPerformanceEvaluation

GlobalInvestmentPerformanceStandards

8/7/2019 FinQuiz-Level32011StudyPlan

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Days Dates Activity StudySession Reading Topics

March11,2011

March14,2011CurriculumReading

EndofchapterQuestions

Fi nQuiz Practi ceQuestions 31 Hedgi ngMortgage Securi tiestoC aptureRelati veValue

March18,2011

March20,2011CurriculumReading

EndofchapterQuestions

FinQuizPracticeQuestions

March23,2011

March25,2011CurriculumReading 33 CorporateGovernance

34 InternationalEquityBenchmarks

35 EmergingMarketsFinance

PracticePastExamQuestions

CoveranydeficienciesleftApril2,2011April

6,2011CurriculumReading 36 AlternativeInvestmentsPortfolioManagement

EndofchapterQuestions 37 Swaps

FinQuizPracticeQuestions 38 CommodityForwardsandFutures

April10,2011April

14,2011CurriculumReading

EndofchapterQuestions

FinQuizPracticeQuestions 40 CurrencyRiskManagement

April18,2011April

24,2011CurriculumReading 41 RiskManagementApplicationsofForwardandFuturesStrategies

EndofchapterQues tions 42 Ris kManagem ent ApplicationsofOptionStrategies

Fi nQuiz Practi ceQuestions 43 Ris kManagem ent ApplicationsofSwapStrategies

April29,2011May

1,2011CurriculumReading 44 ExecutionofPortfolioDecisions

EndofchapterQuestions

FinQuizPracticeQuestions

May4,2011May8,

2011

CurriculumReading 46 EvaluatingPortfolioPerformance

EndofchapterQuestions

FinQuizPracticeQuestions

6May16,2011May

21,2011

1 May22,2011

6May23,2011May

28,2011

1 May29,2011

5May30,2011

June3,2011

March21,2011

March22,2011

April7,2011April

9,2011

April15,2011April

17,2011

6March27,2011

April1,2011

RevisionReadings2835

May2,2011May

3,2011

May9,2011May

11,2011

EquityPortfolioManagement

8

4

April25,2011April

28,2011

March15,2011

March17,2011

ActualExamonJune4,2011

16

45 MonitoringandRebalancing

17

47 GlobalPerformanceEvaluation

12

15

1030 FixedIncomePortfolioManagementPartII

11 325

13

143 9 R is k Ma na gem en t

FinQuizPracticeQuestionsMarch26,2011

PracticePastExamQuestions

AttemptCFAInstitutesSampleexams

May12,2011

May15,20114

CompleteRevision#2

AttemptCFAInstitutesMockExam

8

11

5

8

FinalReview

CompleteRevision#1

AttemptFinQuizsMockExam

7