Readin g # Sch we ser # Topic R Complete 1 Code o f E thics and S tandards of Professi onal Conduct Yes 2 Guidance for Standards I–VII No 3 CFA Institute Soft Dollar Standards No 4 CFA Institute Research Objectivity Standards No 5 The Glenarm Company No 6 Preston Partners No 7 Super Selection No 8 Trade Allocation: Fair Dealing and Disclosure No 9 Changing Investment Objectives No 10 Prudence in Perspective No 11 Correlation and Regression No 12 Mult iple Regr ession and Issues in Regression Analysis No 13 Time-Series Analysis No 14 Economic Growth No 15 Regula ti on an d An ti tr us t P olic y i n a G lobalized Economy No 16 Trading with the World No 17 Currency Exchange Rates No 18 Foreign Exchange Parity Relations No 19 Measuring Economic Activity No 20 Inventories: Implications for Financial Statements and Ratios No 21 Long-lived Assets: Implications for Financial Statements and Ratios No 22 Intercorporate Investments No 23 Employee Compensation: Post-Employment and Share- Based No 24 Multinational Operations No STUDY SESSION 6: FINANCIAL REPORTING AND ANALYSIS: Intercorpora te I nvestments, Post-Empl Share-Based Compensation, and Multinational Operations STUDY SESSION 1: Ethic and pro standards STUDY SESSION 3: QUANTITATIVE METHODS FOR VALUATION STUDY SESSION 4: ECONOMICS FOR VALUATION STUDY SESSION 2: ETHICAL AND PROFESSIONAL STANDARDS: Application STUDY SESSION 5: FINANCIAL REPORTING AND ANALYSIS: Inventories and Long-lived Assets
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8/13/2019 CFA Workplan
http://slidepdf.com/reader/full/cfa-workplan 1/14
Reading # Schweser # Topic R Complete
1 Code of Ethics and Standards of Professional Conduct Yes
2 Guidance for Standards I–VII No
3 CFA Institute Soft Dollar Standards No
4 CFA Institute Research Objectivity Standards No
5 The Glenarm Company No
6 Preston Partners No
7 Super Selection No
8 Trade Allocation: Fair Dealing and Disclosure No
9 Changing Investment Objectives No
10 Prudence in Perspective No
11 Correlation and Regression No
12 Multiple Regression and Issues in Regression Analysis No
13 Time-Series Analysis No
14 Economic Growth No
15 Regulation and Antitrust Policy in a Globalized Economy No
16 Trading with the World No17 Currency Exchange Rates No
18 Foreign Exchange Parity Relations No
19 Measuring Economic Activity No
20
Inventories: Implications for Financial Statements and
Ratios No
21
Long-lived Assets: Implications for Financial Statements
and Ratios No
22 Intercorporate Investments No
23
Employee Compensation: Post-Employment and Share-
Based No
24 Multinational Operations No
STUDY SESSION 6: FINANCIAL REPORTING AND ANALYSIS: Intercorporate Investments, Post-Empl
Share-Based Compensation, and Multinational Operations
STUDY SESSION 1: Ethic and pro standards
STUDY SESSION 3: QUANTITATIVE METHODS FOR VALUATION
STUDY SESSION 4: ECONOMICS FOR VALUATION
STUDY SESSION 2: ETHICAL AND PROFESSIONAL STANDARDS: Application
STUDY SESSION 5: FINANCIAL REPORTING AND ANALYSIS:
Inventories and Long-lived Assets
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25 The Lessons We Learn No
26 Evaluating Financial Reporting Quality No
27 Integration of Financial Statement Analysis Techniques No
28 Capital Budgeting No
29 Capital Structure No
30 Dividends and Share Repurchases: Analysis No
31 Corporate Governance No
32 Mergers and Acquisitions No
33 A Note on Asset Valuation No
34 Equity Valuation: Applications and Processes No
35 Return Concepts No
36 The Five Competitive Forces That Shape Strategy No
37 Industry Analysis No
38 Valuation in Emerging Markets No
39 Discounted Dividend Valuation No
40 Free Cash Flow Valuation No
41
Market-Based Valuation: Price and Enterprise Value
Multiples No
42 Residual Income Valuation No
43 Private Company Valuation No
44 Investment Analysis No
45 Income Property Analysis and Appraisal No
46 Private Equity Valuation No
47 Investing in Hedge Funds: A Survey No
48 General Principles of Credit Analysis No
49 Term Structure and Volatility of Interest Rates No
50 Valuing Bonds with Embedded Options No
51 Mortgage-Backed Sector of the Bond Market No
52 Asset-Backed Sector of the Bond Market No
53 Valuing Mortgage-Backed and Asset-Backed Securities No
54 Forward Markets and Contracts No
55 Futures Markets and Contracts No
56 Option Markets and Contracts No
STUDY SESSION 7: FINANCIAL REPORTING AND ANALYSIS: Earnings Quality Issues and Financial R
STUDY SESSION 8: CORPORATE FINANCE
STUDY SESSION 9 CORPORATE FINANCE: Financing and Control Issues
STUDY SESSION 10: EQUITY VALUATION: Valuation Concepts
STUDY SESSION 11: EQUITY VALUATION: Industry and Company Analysis in a Global Con
STUDY SESSION 12: EQUITY INVESTMENTS: Valuation Models
STUDY SESSION 13: ALTERNATIVE INVESTMENTS
STUDY SESSION 14: FIXED INCOME: Valuation Concepts
STUDY SESSION 15: FIXED INCOME: Structured Securities
STUDY SESSION 16: DERIVATIVE INVESTMENTS: Forwards and Futures
STUDY SESSION 17: DERIVATIVE INVESTMENTS: Options, Swaps, and Interest Rate and Credit D
8/13/2019 CFA Workplan
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57 Swap Markets and Contracts No
58 Interest Rate Derivative Instruments No
59
Using Credit Derivatives to Enhance Return and Manage
Risk No
60 Portfolio Concepts No
61
A Note on Harry M. Markowitz’s “Market Efficiency:
A Theoretical Distinction and So What?” No
62 International Asset Pricing No
63 The Theory of Active Portfolio Management No
64
The Portfolio Management Process
and the Investment Policy Statement No
STUDY SESSION 18: PORTFOLIO MANAGEMENT: Capital Market Theory and the Portfolio Manage