STUDY SCHEDULE FOR DECEMBER-2012 EXAM

CFA LEVEL I, BATCH 30

Teacher: Associate: Kamran Rashid Nida Saigal (kamran@kamranrashid.com) (nida@kamranrashid.com) Total Topic Areas: 10 Total Study Session(S.S. ): 18 Total Time Available (Till Exam): 20 Weeks (140 Days)

Exam Date: 1-Dec-12 Exam Length: 6 Hours ( Two Parts of 3 Hours) Total Questions: 240 MCQs Average 90 Seconds per MCQ

Topic Area Weights for the CFA Exam

TOPIC AREA
Ethical and Professional Standards (Sub-Total) Quantitative Methods Economics Financial Reporting and Analysis Corporate Finance Investment Tools (Sub-Total) Equity Investments Fixed Income Derivatives Alternative Investments Asset Classes (Sub-Total) Portfolio Management and Wealth Planning (Sub-Total)

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

No of Pages
85 267 237 315 124 943 126 150 87 39 402 72

% Weight
15.00% 12.00% 10.00% 20.00% 8.00% 50.00% 10.00% 12.00% 5.00% 3.00% 30.00% 5.00%

MCQs
36 28 24 48 20 120 24 28 12 8 72 12

TOTAL

1502

100.00%

240

WEEKLY SCHEDULE
WEEK # EVENTS Lecture # 1 WEEK # 1 DATE / DAY 14-Jul-12 / Sat 15-Jul-12 / Sun 17-Jul-12 / Tue 15-Jul-12 / Sun 21-Jul-12 / Sat 22-Jul-12 / Sun 24-Jul-12 / Tue 22-Jul-12 / Sun 28-Jul-12 / Sat 31-Jul-12 / Tue 3-Aug-12 / Fri 4-Aug-12 / Sat 5-Aug-12 / Sun 7-Aug-12 / Tue 5-Aug-12 / Sun 11-Aug-12 / Sat 12-Aug-12 / Sun 14-Aug-12 / Tue 12-Aug-12 / Sun 18-Aug-12 / Sat 19-Aug-12 / Tue 24-Aug-12 / Fri 25-Aug-12 / Sat 26-Aug-12 / Sun 28-Aug-12 / Tue 26-Aug-12 / Sun TIME 04:00 pm-07:00 pm 15 Lecture # 2 Practice Session Test Assign # 1 Lecture # 3 WEEK # 2 01:30 pm-04:30 pm 07:00pm - 09:00 pm Study Session # Reading Assign # 53 53 54 TOPICS Features of Debt Securities Features of Debt Securities Risk Associated with Investing in Bonds Reading Assignments 53-54 Reading Assignments 53-54 04:00 pm-07:00 pm 15 55 56 57 58 Overview of Bond Sectors and Instruments Understanding Yield Spreads Introduction to the Valuation of Debt Securities Yield Measures, Spot Rates, and Forward Rates Reading Assignments 55-58 Reading Assignments 55-58 04:00 pm-07:00 pm 07:00pm - 09:00 pm 07:00pm - 09:00 pm 22 Lecture # 6 WEEK # 4 04:00 pm-07:00 pm 7 23 24 Lecture # 7 Practice Session Test Assign # 4 Lecture # 8 WEEK # 5 Lecture # 9 Practice Session Test Assign # 5 Lecture # 10 Practice Session Test # 6 Lecture # 11 WEEK # 7 Lecture # 12 Practice Session Test Assign # 7 01:30 pm-04:30 pm 07:00pm - 09:00 pm 7 8 24 25 16 58 59 Yield Measures, Spot Rates, and Forward Rates Introduction to the Measurement of Interest Rate Risk Reading Assignments 58-59 Fixed Income Financial Statement Analysis: An Introduction Financial Reporting Mechanics Financial Reporting Standards Financial Reporting Standards Understanding the Income Statement Reading Assignments 22-25 Reading Assignments 22-25 04:00 pm-07:00 pm 8 01:30 pm-04:30 pm 07:00pm - 09:00 pm 25 26 27 Understanding the Income Statement Understanding Balance Sheets Understanding Cash Flow Statement Reading Assignments 25-27 Reading Assignments 25-27 04:00 pm-07:00 pm 07:00pm - 09:00 pm 07:00 pm - 09:00 pm 6:00 pm-08:00 pm 9 02:00 pm-04:30 pm 07:00pm - 09:00 pm 29 30 30 31 8 27 28 Understanding Cash Flow Statement Financial Analysis Techniques Reading Assignments 27-28 Reading Assignments 22-28 Inventories Long-lived Assets Long-lived Assets Income Taxes Reading Assignments 29-31 Reading Assignments 29-31 Copy Rights kamranrashid.com

Lecture # 4 Practice Session Test Assign # 2 Lecture # 5 Ptractice Session Test # 3

01:30 pm-04:30 pm 07:00pm - 09:00 pm

16

WEEK # 6

WEEK # 3

WEEK #

EVENTS Lecture # 13

DATE / DAY 1-Sep-12 / Sat 2-Sep-12 / Sun 4-Sep-12 / Tue 7-Sep-12 / Fri 8-Sep-12 / Sat 9-Sep-12 / Sun 11-Sep-12 / Tue 9-Sep-12 / Sun 15-Sep-12 / Sat 16-Sep-12 / Sun 18-Sep-12 / Tue 16-Sep-12 / Sun 22-Sep-12 / Sat 23-Sep-12 / Sun 25-Sep-12 / Tue 23-Sep-12 / Sun 29-Sep-12 / Sat 30-Sep-12 / Sun 2-Oct-12 / Tue 30-Sep-12 / Sun 6-Oct-12 / Sat 7-Oct-12 / Sun 9-Oct-12 / Tue 7-Oct-12 / Sun 13-Oct-12 / Sat 14-Oct-12 / Sun 16-Oct-12 / Tue 14-Oct-12 / Sun 20-Oct-12 / Sat 21-Oct-12 / Sun 23-Oct-12 / Tue 21-Oct-12 / Sun 27-Oct-12 / Sat 28-Oct-12 / Sun 30-Oct-12 / Tue 28-Oct-12 / Sun 3-Nov-12 / Sat 4-Nov-12 / Sun 6-Nov-12 / Tue 4-Nov-12 / Sun

TIME 6:00 pm-08:00 pm 02:00 pm-04:30 pm 07:00pm - 09:00 pm 07:00 pm-09:00 pm 6:00 pm-08:00 pm 02:00 pm-04:30 pm 07:00pm - 09:00 pm

Study Session # 9 10

Reading Assign # 32 33 34 35

TOPICS Non-current (Long-Term) Liabilities Financial Reporting Quality: Red Flags and Warning Signs Accounting Shenanigans on the Cash Flow Statement Financial Statement Analysis: Applications Reading Assignments 32-35 Financial Reporting & Analysis

WEEK # 8

Lecture # 14 Practice Session Test # 8 Lecture # 15

2 3

WEEK # 9

Lecture # 16 Practice Session Test Assign # 9 Lecture # 17

5 6 7 8 9

The Time Value of Money Discounted Cash Flow Applications Statistical Concepts & Market Returns Probability Concepts Common Probability Distribution Reading Assignments 5-9

Reading Assignments 5-9 6:00 pm-08:00 pm 02:00 pm-04:30 pm 07:00pm - 09:00 pm 2 3 9 10 11 12 Common Probability Distribution Sampling and Estimation Hypothesis Testing Technical Analysis Reading Assignments 9-12 Reading Assignments 9-12 6:00 pm-08:00 pm 11 36 37 37 38 39 Capital Budgeting Cost of Capital Cost of Capital Measures of leverage Dividends and Share-Repurchase: Basics Reading Assignments 36-39 Reading Assignments 36-39 39 Dividends and Share-Repurchase: Basics Working Capital Management Financial Statement Analysis The Corporate Governance of Listed Companies Alternative Investments Investing in Commodities Reading Assignments 39-42, 66-67 Reading Assignments 39-42, 66-67 6:00 pm-08:00 pm 12 02:00 pm-04:30 pm 07:00pm - 09:00 pm 43 44 45 46
Portfolio Management: An Overview Portfolio Risk and Return: Part I Portfolio Risk and Return: Part II

WEEK # 10

Lecture # 18 Practice Session Test Assign # 10 Lecture # 19

WEEK # 11

Lecture # 20 Practice Session Test Assign # 11

02:00 pm-04:30 pm 07:00pm - 09:00 pm

Lecture # 21 WEEK # 12

6:00 pm-08:00 pm

11

Lecture # 22 Practice Session Test # 12 Lecture # 23

02:00 pm-04:30 pm 07:00pm - 09:00 pm

18

40 41 42 66 67

WEEK # 13

Lecture # 24 Practice Session Test Assign # 13 Lecture # 25

Basics of Portfolio Planning and Construction Reading Assignments 43-46

Reading Assignments 43-46 6:00 pm-08:00 pm 13 02:00 pm-04:30 pm 07:00pm - 09:00 pm 47 48 48 49 Market Organization and Structure Security Market Indicies Security Market Indicies Market Efficiency Reading Assignments 47-49 Reading Assignments 47-49 6:00 pm-08:00 pm 14 02:00 pm-04:30 pm 07:00pm - 09:00 pm 50 51 51 52 Overview of Equity Securities Introduction to Industry and Company Analysis Introduction to Industry and Company Analysis Equity Valuation: Concepts and Basics Tools Reading Assignments 50-52 Reading Assignments 50-52 6:00 pm-08:00 pm 4 02:00 pm-04:30 pm 07:00pm - 09:00 pm 13 14 15 16 Demand and Supply Analysis: Introduction Demand and Supply Analysis: Consumer Demand Demand and Supply Analysis: The Firm The Firm and Market Structure Reading Assignments 13-16 Reading Assignments 13-16 6:00 pm-08:00 pm 02:00 pm-04:30 pm 07:00pm - 09:00 pm 5 6 17 18 19 20 21 Aggregate Output, Prices, and Economic Growth Understanding Business Cycles Monetary and Fiscal Policy International Trade and Capital Flows Currency Exchange Rates Reading Assignments 17-21 Reading Assignments 17-21 Copy Rights kamranrashid.com

WEEK # 14

Lecture # 26 Practice Session Test Assign # 14 Lecture # 27

WEEK # 15

Lecture # 28 Practice Session Test Assign # 15 Lecture # 29

WEEK # 16

Lecture # 30 Practice Session Test Assign # 16 Lecture # 31

WEEK # 17

Lecture # 32 Practice Session Test Assign # 17

WEEK #

EVENTS Lecture # 33

DATE / DAY 10-Nov-12 / Sat 11-Nov-12 / Sun

TIME 6:00 pm-08:00 pm

Study Session #

17 WEEK # 18 Lecture # 34 02:00 pm-04:30 pm

Lecture # 35

12-Nov-12 / Mon 12-Nov-12 / Mon 18-Nov-12 / Sun 25-Nov-12 / Sun

Reading Assign # 60 61 62 64 63 65 1 2 3 4

TOPICS Derivative Markets and Instruments Forward Markets and Contracts Future Markets and Contracts Swap Markets and Contracts Option Markets and Contracts Risk management Applications of Options Strategies Code of Ethics& Standard of Professional Conduct Guidance of Standards I-VII Introduction to the Global Investment Performance Standards (GIPS) Global Investment Performance Standards (GIPS)

07:00 pm-10:00 pm

1-2

Test Assign # 18 WEEK # 19 Test # 19 WEEK # 20 Test # 20 WEEK # 21

Study Sessions # 1,2 & 17 09:00 am-12:00 pm 02:00 pm-05:00 pm 09:00 am-12:00 pm 02:00 pm-05:00 pm MOCK # 1 Morning Session MOCK # 1 Evening Session MOCK # 2 Morning Session MOCK # 2 Evening Session

FINAL EXAM ON DECEMBER 01, 2012 Copy Rights kamranrashid.com