2018 finquiz CFA level 2 study plan
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FinQuiz
STUDY
PLAN
FOR
JUNE-‐2018
EXAM
CFA
LEVEL-‐II
Starting
Date
08/21/17
06/23/18 Total
Topic
Areas
6
Hours
(Two
parts
of
3
Hours) Total
Study
Sessions
10
Item
Sets
(Morning) Total
Time
Available
10
Item
Sets
(Evening) (Till
Exam)
Exam
Date
Exam
Length
Total
Questions
10
18
Approximately
43
Weeks
(300
Days)
Topic
Area
Weights
for
the
CFA
Exam
Topic
Area
%
Weight
Study
Seission
No:
10-‐15
30-‐55
1-‐2
8-‐9
I
II
Ethical
&
Professional
Standards
Investment
Tools
(total)
i
Corporate
Finance
5-‐15
4
ii
Economics
5-‐10
iii
Financial
Reporting
and
Analysis
15-‐20
5-‐7
5-‐10
3
iv
Quantitative
Methods
III
Asset
Classes
(total)
35-‐70
i
Alternative
Investments
5-‐10
13
ii
Derivatives
5-‐15
16-‐17
iii
Equity
Investments
15-‐25
10-‐12
iv
Fixed
Income
10-‐20
14-‐15
IV
Portfolio
Management
&
Wealth
Planning
5-‐10
18
Month
Week
1
-‐
2
Dates
(Actual
exam
weights
may
vary
slightly
and
some
topics
are
combined
for
testing
purposes)
Study
Activity
Reading
Topics
Session
FinQuiz
Notes
/
Curriculum
Reading
9
Correlation
and
Regression
End-‐of-‐chapter
Questions
10
Multiple
Regression
and
Issues
in
Regression
Analysis
11
Time-‐Series
Analysis
12
Excert
from
"Proabilistic
Approaches"
08/21/17
-‐
09/03/17
3
FinQuiz
Practice
Questions
Quantitative
Methods
for
Valuation
Review
(FinQuiz
Smart
Summary)
Attempt
Quantitative
Methods
Questions
from
FinQuiz
Mock
Exams
1
&
2
1
FinQuiz
Notes
/
Curriculum
Reading
3
-‐
4
09/04/17
-‐09/17/17
End-‐of-‐chapter
Questions
4
FinQuiz
Practice
Questions
09/25/17
-‐
10/15/17
16
FinQuiz
Practice
Questions
Economics
of
Regulations
The
Portfolio
Management
Process
&
the
Investment
Policy
Statement
48
An
Introduction
to
Multifactor
Models
49
Measuring
&
Managing
Market
Risk
50
Economies
and
Investment
Markets
51
Analysis
of
Active
Portfolio
Management
52
Algorithmic
Trading
&
High
Frequency
Trading
Attempt
Portfolio
Questions
from
FinQuiz
Mock
Exams
1
&
2
FinQuiz
Notes
/
Curriculum
Reading
16
Intercorporate
Investments
17
Employee
Compensation:
Post-‐Employment
and
Share-‐Based
FinQuiz
Practice
Questions
18
Multinational
Operations
FinQuiz
Notes
/
Curriculum
Reading
19
Evaluating
Financial
Reporting
Quality
20
Integration
of
Financial
Statement
Analysis
Techniques
End-‐of-‐chapter
Questions
10/16/17
-‐
11/05/17
47
Portfolio
Management
Process
Review
(FinQuiz
Smart
Summary)
3
15
Review
Quantitative
Methods
and
Economics
17
9
-‐
11
Economic
Growth
and
the
Investment
Decision
09/18/17
-‐09/24/17
End-‐of-‐chapter
Questions
6
-‐
8
14
Attempt
Economics
Questions
from
FinQuiz
Mock
Exams
1
&
2
FinQuiz
Notes
/
Curriculum
Reading
2
Currency
Exchange
Rates:
Determination
&
Forcasting
Economics
Review
(FinQuiz
Smart
Summary)
5
13
End-‐of-‐chapter
Questions
5
6
3
Month
9
-‐
11
10/16/17
-‐
11/05/17
Week
Dates
Activity
Study
Session
Reading
Topics
FinQuiz
Practice
Questions
12
11/06/17
-‐
11/12/17
13
11/13/17
-‐
11/19/17
Financial
Reporting
Analysis
(FRA)
Review
(FinQuiz
Smart
Summary)
Attempt
FRA
Questions
from
FinQuiz
Mock
Exams
1
&
2
Review
Portfolio
Management
Process
and
Financial
Reporting
Analysis
Section
1
FinQuiz
Notes
/
Curriculum
Reading
14
11/20/17
-‐
11/26/17
End-‐of-‐chapter
Questions
7
FinQuiz
Practice
Questions
FinQuiz
Notes
/
Curriculum
Reading
15
11/27/17
-‐11/03/17
4
End-‐of-‐chapter
Questions
FinQuiz
Practice
Questions
7
8
21
Capital
Budgeting
22
Capital
Structure
23
Dividends
and
Share
Repurchases:
Analysis
24
Corporate
Performance
Governance
and
Business
Ethics
25
Corporate
Governance
26
Mergers
and
Acquisitions
FinQuiz
Notes
/
Curriculum
Reading
16
11/04/17
-‐
12/10/17
End-‐of-‐chapter
Questions
8
FinQuiz
Practice
Questions
Corporate
Finance
Review
(FinQuiz
Smart
Summary)
FinQuiz
Notes
/
Curriculum
Reading
17
12/11/17
-‐
12/17/17
End-‐of-‐chapter
Questions
Attempt
Corporate
Finance
Questions
from
FinQuiz
Mock
Exams
1
&
2
9
27
Equity
Valuation:
Applications
and
Processes
28
Return
Concepts
29
Industry
and
Company
Analysis
30
Discounted
Dividend
Valuation
31
Free
Cash
Flow
Valuation
32
Market-‐Based
Valuation:
Price
and
Enterprise
Value
Multiples
33
Residual
Income
Valuation
34
Private
Company
Valuation
FinQuiz
Practice
Questions
FinQuiz
Notes
/
Curriculum
Reading
18
12/18/17
-‐
12/24/17
End-‐of-‐chapter
Questions
FinQuiz
Practice
Questions
5
10
11
FinQuiz
Notes
/
Curriculum
Reading
19
12/25/17
-‐
12/31/17
End-‐of-‐chapter
Questions
11
FinQuiz
Practice
Questions
20
01/01/18
-‐
01/07/18
21
01/08/18
-‐
01/14/18
End-‐of-‐chapter
Questions
22
-‐
24
01/15/18
-‐
02/04/18
Attempt
Equity
Questions
from
FinQuiz
Mock
Exams
1
&
2
Review
Corporate
Finance
and
Equity
Investments
FinQuiz
Notes
/
Curriculum
Reading
6
Equity
Investments
Review
(FinQuiz
Smart
Summary)
FinQuiz
Practice
Questions
12
13
FinQuiz
Notes
/
Curriculum
Reading
End-‐of-‐chapter
Questions
13
35
The
Term
Structure
&
Interest
Rate
Dynamics
36
The
Arbitrage
Free
Valuation
Framework
37
Valuiation
&
Analysis:
Bonds
with
Embeded
Options
38
Credit
Analysis
Models
39
Credit
Default
Swaps
FinQuiz
Practice
Questions
25
02/05/18
-‐
02/11/18
7
Attempt
Fixed
Income
Questions
from
FinQuiz
Mock
Exams
1
&
2
FinQuiz
Notes
/
Curriculum
Reading
26
-‐
28
02/12/18
-‐
03/04/18
End-‐of-‐chapter
Questions
FinQuiz
Practice
Questions
8
Fixed
Income
Review
(FinQuiz
Smart
Summary)
29
03/05/18
-‐
03/11/18
30
03/12/18
-‐
03/18/18
Review
(FinQuiz
Smart
Summary)
14
40
Pricing
&
Valuation
of
Forward
Commitments
41
Valuation
of
Contingent
Claims
42
Derivatives
Strategies
Derivatives
Attempt
Derivatives
Questions
from
FinQuiz
Mock
Exams
1
&
2
Review
Fixed
Income
and
Derivatives
Month
Week
Dates
30
03/12/18
-‐
03/18/18
8
Activity
Study
Session
End-‐of-‐chapter
Questions
1
FinQuiz
Practice
Questions
31
-‐
33
03/19/18
-‐
04/08/18
FinQuiz
Smart
Summary
/
Curriculum
Reading
End-‐of-‐chapter
Questions
2
FinQuiz
Practice
Questions
04/09/18
-‐
04/22/18
End-‐of-‐chapter
Questions
FinQuiz
Practice
Questions
Review
(FinQuiz
Smart
Summary)
36
-‐
37
04/23/18
-‐
05/06/18
Code
of
Ethics
and
Standards
of
Professional
Conduct
2
"Guidance"
for
Standards
I-‐VII
3
CFA
Institute
Research
Objectivity
Standards
4
The
Glenarm
Company
5
Preston
Parners
6
Super
Selection
7
Traade
Alocation:
Fair
Dealing
&
Disclosure
8
Changing
Investment
Objectives
Attempt
Ethics
Questions
from
FinQuiz
Mock
Exams
1
&
2
FinQuiz
Notes
/
Curriculum
Reading
34
-‐
35
1
Ethical
&
Professional
Standards
Review
(FinQuiz
Smart
Summary)
9
Topics
Review
Fixed
Income
and
Derivatives
FinQuiz
Smart
Summary
/
Curriculum
Reading
1
Reading
15
43
Private
Real
Estate
Investments
44
Publicaly
Traded
Real
Estate
Securities
45
Private
Equity
Valuation
46
Commodities
&
Commodity
Derivatives:
An
Introduction
Alternative
Investments
Attempt
Alternatives
Questions
from
FinQuiz
Mock
Exams
1
&
2
Book
1
&
2
Complete
Review
Attempt
FinQuiz
Mock
Exams
3
&
4
for
Respective
Topic
Areas
10
38
-‐
39
05/07/18
-‐
05/20/18
Book
3
&
4
Complete
Review
Attempt
FinQuiz
Mock
Exams
3
&
4
for
Respective
Topic
Areas
40
-‐
41
05/21/17
-‐06/03/18
Book
5
&
6
Complete
Review
Attempt
FinQuiz
Mock
Exams
3
&
4
for
Respective
Topic
Areas
Complete
Review
of
Level
II
Study
Material
42
06/04/18
-‐
06/17/18
Attempt
CFA
Sample
Exam
Attempt
FinQuiz
Mock
Exam
5
Attempt
FinQuiz
Mock
Exam
6
11
43
(Last
5-‐Days)
06/18/18
-‐
06/22/18
Final
Review
Actual
Exam
on
June
23,
2018
