CFA LEVEL 1 TUTORIALS

Transcription

1 CFA LEVEL 1 TUTORIALS Date/Day Topics/Activity Readings 01/11/2018 Registrations and Introductions Overview of the CFA Level 1 Curriculum WEEK 1 ALL 05/11/2018 Ethical and Professional Standards Introduction Reading 1 Ethics and Trust in the Investment Profession 07/11/2018 Ethical and Professional Standards Reading 2 Code of Ethics and Standards of Professional Conduct Reading 3 Guidance for Standards I VII 09/11/2018 Ethical and Professional Standards Reading 4 Introduction to Global Investments Performance Standards (GIPS) Reading 5 GIPS WEEK 2 12/11/2018 Quantitative Methods Reading 6: Time Value for Money Reading 7: Discounted Cash Flow Applications 14/11/2018 Quantitative Methods Reading 8: Statistical Concepts and Market Returns 16/11/2018 Quantitative Methods Reading 9: Probability Concepts WEEK 3 19/11/2018 Quantitative Methods Reading 10: Common Probability Distributions 21/11/2018 Quantitative Methods Reading 11: Sampling and Estimation 23/11/2018 Quantitative Methods Reading 12: Hypothesis Testing WEEK 4 26/11/2018 Quantitative Methods Reading 13: Technical Analysis 1

2 28/11/2018 Economics Reading 14: Topics in Demand and Supply Analysis 30/11/2018 Economics Reading 15: The Firm and Market Structures WEEK 5 03/12/2018 Economics Reading 16: Aggregate Output, Prices, and Economic Growth 05/12/2018 Economics Reading 17: Understanding Business Cycles 07/12/2018 Economics Reading 18: Monetary and Fiscal Policy WEEK 6 10/12/2018 Economics Reading 19: International Trade and Capital Flows 12/12/2018 Economics Reading 20: Currency Exchange Rates 14/12/2018 Financial Reporting and Analysis Reading 21: Financial Statement Analysis: An Introduction WEEK 7 17/12/2018 Financial Reporting and Analysis Reading 22 Financial Reporting Standards 19/12/2018 Financial Reporting and Analysis Reading 23 Understanding Income Statements 21/12/2018 Financial Reporting and Analysis Reading 24 Understanding Balance Sheets WEEK 8 07/01/2019 Financial Reporting and Analysis Reading 25 Understanding Cash Flow Statements 09/01/2019 Financial Reporting and Analysis Reading 26 Financial Analysis Techniques 11/01/2019 Financial Reporting and Analysis Reading 27 Inventories 09/01/2019 Financial Reporting and Analysis Reading 28 Long-lived Assets 11/01/2019 Financial Reporting and Analysis Reading 28 Long-lived Assets WEEK 10 14/01/2019 Financial Reporting and Analysis Reading 29 Income Taxes 2

3 16/01/2019 Financial Reporting and Analysis Reading 30 Non-current (Long-term) Liabilities 18/01/2019 Financial Reporting and Analysis Reading 31 Financial Reporting Quality WEEK 11 21/01/2019 Financial Reporting and Analysis Reading 32 Financial Statement Analysis: Applications 23/01/2019 Financial Reporting and Analysis Test: Financial Reporting and Analysis 25/01/2019 Financial Reporting and Analysis Review of Test WEEK 12 28/01/2019 Corporate Finance Reading 33 Corporate Governance and ESG (Environmental, Social and Governance): An Introduction 30/01/2019 Corporate Finance Reading 34 Capital Budgeting 01/02/2019 Corporate Finance Reading 35 Cost of Capital WEEK 13 04/02/2019 Corporate Finance Reading 35 Cost of Capital 06/02/2019 Corporate Finance Reading 36 Measures of Leverage 08/02/2019 Corporate Finance Reading 37 Working Capital Management WEEK 14 11/02/2019 Corporate Finance Test & Review: 13/02/2019 Portfolio Management Reading 38 Portfolio Management: An Overview 15/02/2019 Portfolio Management Reading 39 Portfolio Risk and Return: Part I WEEK 15 18/02/2019 Portfolio Management Reading 40 Portfolio Risk and Return: Part II 3

4 20/02/2019 Portfolio Management Reading 41 Basics of Portfolio Planning and Construction 22/02/2019 Portfolio Management Reading 42 Risk Management: An Introduction Reading 43 Fintech in Investment Management WEEK 16 25/02/2019 Portfolio Management Test and Review 27/02/2019 Equity Investments Reading 44 Market Organization and Structure 01/03/2019 Equity Investments Reading 44 Market Organization and Structure. Cont d WEEK 17 04/03/2019 Equity Investments Reading 45 Security Market Indexes 06/03/2019 Equity Investments Reading 46 Market Efficiency 07/03/2019 Equity Investments Reading 47 Overview of Equity Securities WEEK 18 11/03/2019 Equity Investments Reading 48 Introduction to Industry and Company Analysis 13/03/2019 Equity Investments Reading 49 Equity Valuation: Concepts and Basic Tools 15/03/2019 Equity Investments Test: Equity WEEK 19 18/03/2019 Equity Investments Review 20/03/2019 Fixed Income Reading 50 Fixed-Income Securities: Defining Elements 22/03/2019 Fixed Income Reading 51 Fixed-Income Markets: Issuance, Trading, and Funding WEEK 20 25/03/2019 Fixed Income Reading 52 Introduction to Fixed-Income Valuation 4

5 27/03/2019 Fixed Income Reading 53 Introduction to Asset-Backed Securities 29/03/2019 Fixed Income Reading 54 Understanding Fixed-Income Risk and Return WEEK 21 01/04/2019 Fixed Income Reading 54 Understanding Fixed-Income Risk and Return 03/04/2019 Fixed Income Reading 55 Fundamentals of Credit Analysis 05/04/2019 Fixed Income Test & Review WEEK 22 08/04/2019 Derivatives Reading 56 Derivative Markets and Instruments 10/04/2019 Derivatives Reading 57 Basics of Derivative Pricing and Valuation 12/04/2019 Derivatives Reading 57 Basics of Derivative Pricing and Valuation. Cont d WEEK 23 15/04/2019 Derivatives Test & Review: Derivatives 17/04/2019 Alternative Investments Reading 58 Introduction to Alternative Investments 18/04/2019 FRA Revision (through Easter work for test) 23/04/2019 Test Test: FRA 24/04/2019 Test Test: Ethics, Quantitative Methods and Economics 26/04/2019 Revision Revision 29/04/2019 Revision Review: FRA 01/05/2019 Tests Equity Investments, Corporate Finance, and Portfolio Management 5

6 03//05/2019 Revision Revision 06/05/2019 Test Fixed Income, Derivatives, Economics and Alternative Investments 08/05/2019 Revision Revision 11/05/2019 Mock Mock Exam (a.m. and p.m.) - 13/05/2019 Mock Review Review of Mocks a.m. 15/05/2019 Mock Review Review of Mocks p.m. 18/05/2019 Mock Mock Exam (a.m. and p.m.) - 20/05/2019 Mock review Review of Mocks a.m. 22/05/2019 Mock review Review of Mock p.m. 25/05/2019 Mock Mock Exam (a.m. and p.m.) 27/05/2019 Revision Review of Mocks a.m. 29/05/2019 Revision Review of Mocks p.m. 31/05/2019 Personal consultation Personal Consultation Exam Date: 15 th June