The 300 Hours Study Planner - Time Check

Start Date
Exam Date

9 Feb 2016
3 Dec 2016

Practice papers start date

3 Nov 2016

<<-- Insert study start date

<<-- Insert exam date

Timing to 03-nov-16
Days remaining

267

Weeks remaining

38

Average study hours on:

Weekday (per day)

<<-- Insert no. of study hours

Weekend (per day)

<<-- Insert no. of study hours

Avg study hours per week

Avg study hours per day
Total estimated study hours

Planner last updated on

56
8.00
2128

8 Feb 2015

PLEASE MAKE A COPY OF THIS SPREADSHEET FOR YOUR OWN USE --> Go to "File", select "Make a copy"
Notes

From experience, it's best to leave the last full month prior to exams to focus full time on doing practice papers and revisions on
weaker sections

This shows days remaining until Practice Paper start date, i.e. 1 month before exams, to make sure you have sufficient time to
cover all study materials, leaving the last month purely for doing practice papers

You should be conservative here and put in the realistic amount of effective study hours you can do in a week given your
life/work commitments. On average, try to aim for 15-20 hours per week for full time job. If you're a full time student you can
obviously start studying later (or study less hours per week and start today). If you've a demanding job and family commitments,
just start studying earlier!

Study hours seems OK, please fill in the detailed schedule in the next sheet to cross check

# of
Topic
Study
Study
Topic
Deadline
Weights
days
Sessions
4
20%
Financial Reporting and Analysis
28-Mar
15
1
7%
Corporate Finance
3-Apr
6
1
15%
Ethical and Professional Standards
17-Feb
8
2
12%
Quantitative Methods
1-Mar
13
3
10%
Economics
13-Mar
12
2
10%
Equity Investments
9-Apr
6
2
10%
Fixed Income
15-Apr
6
1
5%
Derivatives
22-Apr
7
1
7%
Portfolio Mgmt & Wealth Planning
2-May
5
1
4%
Alternative Investments
27-Apr
5
Practice exams and revision
27-May
25
18
100%
108
Note:
9 Feb 2016
Start date

Hours
to
study
120
48
64
104
96
48
48
56
40
40
200
864

Based on the Time Plan sheet. Please update the areas in GREY, as they are dummy numbers
8.00
Avg study hours per day

Days
Studie
d
10

10

CFA
Pages Self test Days per Total pages Pages per
%
Curriculum
read
score
page
to cover study day Complete
pages
210
15.66%
21.00
520
35
40%
730
0.00%
230
38
0%
230
0.00%
271
34
0%
271
0.00%
451
35
0%
451
0.00%
550
46
0%
550
0.00%
289
48
0%
289
0.00%
367
61
0%
367
0.00%
143
20
0%
143
0.00%
249
50
0%
249
0.00%
70
14
0%
70
210

1.57%
Err:502

they are dummy numbers for now.

21.00

3,140

37.83

6.27%

3,350

Topic

Ethical and
Professional
Standards

Study Session

Session 1: Ethical and

Professional Standards

Session 2: Quantitative
Methods: Basic Concepts

Quantitative Methods

Session 3: Quantitative
Methods: Applications

Session 4: Economics:
Microeconomic Analys

Economics
Session 5: Economics:
Macroeconomics Analysis

Session 6: Economics in a Global

Context

Session 7: Financial Reporting

and Analysis

Study Session 8: Financial

Reporting and Analysis

Financial Reporting
and Analysis

Study Session 8: Financial

Reporting and Analysis

Financial Reporting
and Analysis

Session 9: Financial Reporting

and Analysis

Session 10: Financial Reporting

and Analysis

Corporate Finance

Study Session 11: Corporate

Finance

Portfolio Mgmt & Wealth

Planning

Study Session 12: Portfolio

Management

Session 13: Equity: Market

Organization, Market Indices, and
Market Efficiency

Equity Investments
Session 14: Equity Analysis and
Valuation

Session 15: Fixed Income: Basic

Concepts

Fixed Income

Session 16: Fixed Income:

Analysis of Risk

Fixed Income

Session 16: Fixed Income:

Analysis of Risk

Derivatives

Session 17: Derivatives

Alternative
Investments

Session 18: Alternative

Investments

Reading
Reading 1: Code of Ethics and Standards of Professional Conduct
Reading 2: Guidance for Standards I-VII
Reading 3: Introduction to the Global Investment Performance Standards (GIPS)
Reading 4: The GIPS Standards
Reading 5: The Time of Value of Money
Reading 6: Discounted Cash Flow Applications
Reading 7: Statistical Concepts and Market Returns
Reading 8: Probability Concepts
Reading 9: Common Probability Distributions
Reading 10: Sampling and Estimation
Reading 11: Hypothsis Testing
Reading 12: Technical Analysis
Reading 13: Demand and Supply Analysis: Introduction
Reading 14: Demand and Supply Analysis: Consumer Demand
Reading 15: Demand and Supply Analysis: The Firm
Reading 16: The Firm and Market Structures
Reading 17: Aggregate Output, Prices, and Economic Growth
Reading 18: Understanding Business Cycle
Reading 19: Monetary and Fiscal Policy
Reading 20: International Trade and Capital Flows
Reading 21: Currency Exchange Rates
Reading 22: Financial Statements Analysis: An Introduction
Reading 23: Financial Reporting Mechanics
Reading 24: Financial Reporting Standards
Reading 25: Understanding Income Statements
Reading 26: Understanding Balance Sheets
Reading 27: Understanding Cash Flow Statements

Reading 28: Financial Analysis Techniques

Reading 29: Inventories
Reading 30: Long-Lived Assets
Reading 31: Income Taxes
Reading 32: Non-Current (Long-Term) Liabilities
Reading 33: Financial Reporting Quality
Reading 34: Financial Statement Analysis: Applications
Reading 35: Capital Budgeting
Reading 36: Cost of Capital
Reading 37: Mearuses os Leverage
Reading 38: Dividends and Share Repurchases: Basics
Reading 39: Working Capital Management
Reading 40: The Corporate Governance of Listed Companies
Reading 41: Portfolio Management: An Overview
Reading 42: Risk Management: An Introduction
Reading 43: Portfolio Risk and Return: Part I
Reading 44: Portfolio Risk and Return: Part II
Reading 45: Basics of Portfolio Planning and Construction
Reading 46: Market Organization and Structure
Reading 47: Security Market Indices
Reading 48: Market Efficiency
Reading 49: Overview of Equity Securities
Reading 50: Introduction to Industry and Company Analys
Reading 51: Equity Valuation: Concepts and Basic Tool
Reading 52: Fixed-Income Securities: Defining Elements
Reading 53: Fixed-Income Markets: Issuance, Trading, and Funding
Reading 54: Introduction to Fixed-Income Valuation
Reading 55: Introduction to Asset-Backed Securities
Reading 56: Understanding Fixed-Income Risk and Return

Reading 57: Fundamentals of Credit Analysis

Reading 58: Derivative Markets and Instruments
Reading 59: Basics of Derivative Pricing and Valuation
Reading 60: Risk Management Applications of Options Stategies
Reading 61: Introduciton to Alternative Investments

Questions

Scored

Self Tested
Score

40

0%

0%

21

0%

0%

25

0%

20

0%

20

0%

22

0%

17

0%

28

0%

27

0%

0%

27

0%

19

0%

35

0%

25

0%

33

0%

24

0%

21

0%

87.50%

20

18

90.00%

18

14

78%

20

0%

23

0%

23

0%

0.00%

0.00%

0.00%

22

0%

25

0%

22

0%

22

0%

16

0%

16

0%

14

0%

18

0%

27

0%

16

0%

16

0%

12

0%

0%

15

0%

19

0%

40

0%

40

0%

20

0%

37

0%

34

0%

26

0%

24

0%

30

0%

36

0%

28

0%

22

0%

44

0%

12

0%

27

0%

15.66%

0.00%

0.00%

0.00%

36

0%

15

0%

36

0%

0%

14

0%

0.00%

0.00%