Study Complete

Topic Order Weight Revise Days

Session Days
1 Ethical & Professional Standards 1 0.15 27 3
2 Basic Concepts 4 0.06 11 1
3 Application 5 0.06 11 1
4 Microeconomics and Macroeconomics 2 0.06 10 1
5 Monetary and Fiscal Policy, Intl Trade, and Currency Exchange Rates 3 0.04 8 1
6 FRA An Introduction 6 0.05 8 1
7 Income Statements, Balance Sheets & Cash Flow Statements 7 0.06 11 1
8 Inventories, Ling-lived Assets, Income Taxes & Non-current Liabilities 8 0.06 11 1
9 Financial Reporting Quality & Financial Statement Analysis 9 0.03 6 1
10 Corporate Governance, Capital Budgeting, and Cost of Capital 10 0.04 8 1
11 Leverage and Working Capital Management 11 0.03 5 1
12 Portfolio Management 12 0.07 13 1
13 Market Organisation, Market Indices & Market Efficiency 14 0.05 9 1
14 Equity Analysis & Valuation 13 0.05 9 1
15 Basic Concepts. 15 0.07 12 1
16 Analysis of Risk 16 0.03 6 1
17 Derivatives 17 0.05 9 1
18 Alternative Investments 18 0.04 7 1

Ethical & Professional Standards 0.15

Quantitative Methods 0.12
Economics 0.1
Financial Reporting & Analysis 0.2
Corporate Finance 0.07
Portfolio Management 0.07
Equity Investments 0.1
Fixed Income 0.1
Derivatives 0.05
Alternative Investments 0.04
 Complete
Rank Revise Date
Date
0 11/11/2018 5/10/2019
1 12/8/2018 5/13/2019
2 12/18/2018 5/14/2019
3 12/26/2018 5/15/2019
4 1/5/2019 5/16/2019
5 1/16/2019 5/17/2019
6 1/24/2019 5/18/2019
7 2/4/2019 5/20/2019
8 2/16/2019 5/21/2019
9 2/21/2019 5/21/2019
10 3/1/2019 5/22/2019
11 3/6/2019 5/23/2019
12 3/18/2019 5/24/2019
13 3/27/2019 5/25/2019
14 4/5/2019 5/27/2019
15 4/17/2019 5/28/2019
16 4/23/2019 5/29/2019
17 5/2/2019 5/30/2019
18 5/10/2019 5/31/2019
 Study
Topic Weight
Session
Ethical & Professional Standards 10% - 15%
1

Quantitative Methods 5% - 10%

3

Economics 5% - 10%
4

Financial Reporting & Analysis 15% - 20%

5

6
Corporate Finance 5% - 15%
7

Equity Valuation 15% - 25%

9

10

11

Fixed Income 10% - 20%

12

13

Derivative Investment 5% - 15%

14

Alternative Investments 5% - 10%

15

Portfolio Management 5% - 10%

16

17
 Aggregate Study Reading
Sub Topic
Weight Order Number
Ethical & Professional Standards 1
9.2% 5 2
3
Ethics Application 4
5
2.0% 6 6
7
8
Quantitative Methods for Valuation 9
10
6.5% 1
11
12
Economics for Valuation 13
6.5% 2 14
15
Intercorp Investments, Post Employ & Share Based Comp 16
9.6% 3 17
18
Quality of FRA 19
6.4% 4
20
Corporate Finance 21
4.1% 7 22
23
Financing & Control Issues 24
4.1% 8 25
26
Valuation Concepts 27
4.4% 9
28
Industry and Company Analysis & Disc Dividend Valuation 29
4.4% 10
30
Free Cash Flow & Other Valuation Models 31
32
8.9% 11
33
34
FI Valuation Concepts 35
5.2% 15
36
Topics in Fixed Income Analysis 37
7.8% 16 38
39
Valuation & Strategies 40
8.1% 17 41
42
Alternative Investments 43
44
6.5% 12
45
46
Process, Asset Allocation & Risk Management 47
3.2% 13 48
49
Economic Analysis, Active Management & Trading 50
3.2% 14 51
52
 Revise Target
Reading Title Study Time
Time Complete
Code of Ethics & Standards of Professional Conduct
Guidance for Standards 1-7 17.1 Days 4.1 Days 12/10/2017
CFA Institute Research Objectivity Standards
The Glenarm Company
Preston Partners
Super Selection 3.8 Days 0.9 Days 12/14/2017
Trade Allocation: Fair Dealing & Disclosure
Changing Investment Objectives
Correlation & Regression
Multiple Regression & Issues in Regression Analysis
12 Days 2.9 Days 10/13/2017
Time-Series Analysis
Excerpt from “Probabilistic Approaches: "
Currency Exchange Rates: Understanding Equilibrium Value
Economic Growth & the Investment Decision 12 Days 2.9 Days 10/25/2017
Economics of Regulation
Intercorporate Investments
Employee Compensation: Post-Employ & Share-Based 17.9 Days 4.3 Days 11/11/2017
Multinational Operations
Evaluating Quality of Financial Reports
11.9 Days 2.9 Days 11/23/2017
Integration of Financial Statement Analysis Techniques
Capital Budgeting
Capital Structure 7.6 Days 1.8 Days 12/22/2017
Dividends & Share Repurchases: Analysis
Corp Performance, Governance & Business Ethics
Corporate Governance 7.6 Days 1.8 Days 12/29/2017
Mergers & Acquisitions
Equity Valuation: Applications and Processes
8.2 Days 2 Days 1/7/2018
Return Concepts
Industry and Company Analysis
8.2 Days 2 Days 1/15/2018
Discounted Dividend Valuation
Free Cash Flow Valuation
Market-Based Valuation: Price and Enterprise Value
16.5 Days 4 Days 1/31/2018
Residual Income Valuation
Private Company Valuation
The Term Structure and Interest Rate Dynamics
9.6 Days 2.3 Days 3/6/2018
Arbitrage-Free Valuation Framework
Valuation and Analysis: Bonds with Embedded Options
Credit Analysis Models 14.4 Days 3.5 Days 3/20/2018
Credit Default Swaps
Pricing and Valuation of Forward Commitments
Valuation of Contingent Claims 15.1 Days 3.7 Days 4/5/2018
Derivatives Strategies
Private Real Estate Investments
Publicly Traded Real Estate Securities
12 Days 2.9 Days 2/12/2018
Private Equity Valuation Standards
Commodities and Commodity Derivatives: An Introduction
The Portfolio Management Process & the IPS
An Introduction to the Multifactor Models 6 Days 1.5 Days 2/18/2018
Measuring and Managing Market Risk
Economics and Investment Markets
Analysis of Active Portfolio Management 6 Days 1.5 Days 2/24/2018
Algorithmic Trading and High-Frequency Trading
 Target Concept Practice
Read 5/16/2019 Date
Revise Checkers Problems
- - - Start Study 10/1/2017
4/22/2018 - - - End Study 4/5/2018
- - - Finish Revision 5/20/2018
- - -
- - -
4/23/2018 - - -
- - -
- - - Topic Sub Topic
- - - Standards
Ethics
- - - Application
4/7/2018
- - - Quant Valuation
- - - Economics Valuation
- - - Intercorp
FRA
4/10/2018 - - - Quality
- - - Corp
Corp Finance
- - - Issues
4/15/2018 - - - Valuation
- - - Equity Analysis
- - - Other
4/18/2018
- - - Concepts
Fixed Income
- - - Topics
4/24/2018 - - - Derivatives Strategy
- - - Alternative Inv Altern
- - - Process
Portfolio Mgmt
4/26/2018 - - - Analysis
- - -
- - -
4/28/2018
- - -
- - -
4/30/2018
- - - Inputs
- - - Dates Cells R2:R4
- - - Order Cells S10:S27
5/4/2018
- - - Weights Cells Z2:Z19
- - -
- - -
5/12/2018
- - -
- - -
5/16/2018 - - -
- - -
- - -
5/20/2018 - - -
- - -
- - -
- - -
5/7/2018
- - -
- - -
- - -
5/9/2018 - - -
- - -
- - -
5/10/2018 - - -
- - -
 Study
Days Weeks
Session
1
186 26.6 2
45 6.4 3
4
5
6
7
Order 8
5 9
6 10
1 11
2 12
3 13
4 14
7 15
8 16
9 17
10
11
15
16
17
12
13
14
 Complete
Topic Order Weight
Days
Ethical & Professional Standards 5 0.09 17.1
Ethics Application 6 0.02 3.8
Quantitative Methods for Valuation 1 0.06 12.0
Economics for Valuation 2 0.06 12.0
Intercorp Investments, Post Employ & Share Based Comp 3 0.10 17.9
Quality of FRA 4 0.06 11.9
Corporate Finance 7 0.04 7.6
Financing & Control Issues 8 0.04 7.6
Valuation Concepts 9 0.04 8.2
Industry and Company Analysis & Disc Dividend Valuation 10 0.04 8.2
Free Cash Flow & Other Valuation Models 11 0.09 16.5
FI Valuation Concepts 15 0.05 9.6
Topics in Fixed Income Analysis 16 0.08 14.4
Valuation & Strategies 17 0.08 15.1
Alternative Investments 12 0.06 12.0
Process, Asset Allocation & Risk Management 13 0.03 6.0
Economic Analysis, Active Management & Trading 14 0.03 6.0

Weights lower upper lower %

Ethical & Professional Standards 10 15 12.5%
Quantitative Methods 5 10 6.3%
Economics 5 10 6.3%
Financial Reporting & Analysis 15 20 18.8%
Corporate Finance 5 15 6.3%
Equity Valuation 15 25 18.8%
Fixed Income 10 20 12.5%
Derivative Investment 5 15 6.3%
Alternative Investments 5 10 6.3%
Portfolio Management 5 10 6.3%
80 150
Revise Complete
Order Revise Date
Days Date Status
4.1 1.0 1 10/13/2017 4/7/2018 Y
0.9 2.0 2 10/25/2017 4/10/2018 N
2.9 3.0 3 11/11/2017 4/15/2018 -
2.9 4.0 4 11/23/2017 4/18/2018
4.3 5.0 5 12/10/2017 4/22/2018
2.9 6.0 6 12/14/2017 4/23/2018
1.8 7.0 7 12/22/2017 4/24/2018
1.8 8.0 8 12/29/2017 4/26/2018
2.0 9.0 9 1/7/2018 4/28/2018
2.0 10.0 10 1/15/2018 4/30/2018
4.0 11.0 11 1/31/2018 5/4/2018
2.3 12.0 12 2/12/2018 5/7/2018
3.5 13.0 13 2/18/2018 5/9/2018
3.7 14.0 14 2/24/2018 5/10/2018
2.9 15.0 15 3/6/2018 5/12/2018
1.5 16.0 16 3/20/2018 5/16/2018
1.5 17.0 17 4/5/2018 5/20/2018

upper % Avg.
10.0% 11.3%
6.7% 6.5%
6.7% 6.5%
13.3% 16.0%
10.0% 8.1%
16.7% 17.7%
13.3% 12.9%
10.0% 8.1%
6.7% 6.5%
6.7% 6.5%
 Study
Topic Weight
Session
Ethical & Professional Standards
1
10% - 15%
2
Behavioral Finance, Individual Investors,
and Institutional Investors 3

4
40% - 55%

6
Capital Market Expectations 7
5% - 15%
Asset Allocation 8

40% - 55% 9

Fixed Income and Equity Portfolio 10

Management
15% - 35% 11

12
Alternative Investments, Risk 13
Management, and the Application of 14
Derivatives 10% - 30% 15

Portfolio: Execution, Evaluation and 16

Attribution, and Global Investment
40% - 55%
Performance Standards 17
18
 Aggregate Study Reading
Sub Topic
Weight Order Number
Ethical & Professional Standards 1
6.8% 1
2
Ethical and Professional Standards in Practice 3
4.5% 2
4
Behavioral Finance 5
8.9% 4 6
7
Private Wealth Management (1) 8
8.9% 5 9
10
Private Wealth Management (2) 11
5.9% 6
12
Portfolio Management for Institutional Investors 3.0% 7 13
Applications of Economic Analysis to Portfolio Management 14
5.9% 8
15
Asset Allocation and Related Decisions in Portfolio Mgmt (1) 16
5.9% 9
17
Asset Allocation and Related Decisions in Portfolio Mgmt (2) 18
8.9% 10 19
20
Fixed-Income Portfolio Management (1) 21
5.9% 11
22
Fixed-Income Portfolio Management (2) 23
5.9% 12
24
Equity Portfolio Management 3.0% 13 25
Alternative Investments for Portfolio Management 3.0% 14 26
Risk Management 3.0% 15 27
Risk Management Applications of Derivatives 28
8.9% 16 29
30
Trading, Monitoring, and Rebalancing 31
5.9% 17
32
Performance Evaluation 3.0% 18 33
Global Investment Performance Standards 3.0% 3 34
 Study Revise Target
Reading Title
Time Time Complete
Code of Ethics & Standards of Professional Conduct
12.6 Days 3 Days 10/13/2017
Guidance for Standards 1-7
Application of the Code and Standards
8.4 Days 2 Days 10/21/2017
Asset Manager Code of Professional Conduct
The Behavioral Finance Perspective
The Behavioral Biases of Individuals 16.5 Days 4 Days 11/12/2017
Behavioral Finance and Investment Processes
Managing Individual Investor Portfolios
Taxes and Private Wealth Management in a Global Context 16.5 Days 4 Days 11/29/2017
Estate Planning in a Global Context
Concentrated Single Asset Positions
11 Days 2.7 Days 12/10/2017
Risk Management for Individuals
Managing Institutional Investor Portfolios 5.5 Days 1.3 Days 12/15/2017
Capital Market Expectations
11 Days 2.7 Days 12/26/2017
Equity Market Valuation
Introduction to Asset Allocation
11 Days 2.7 Days 1/6/2018
Principles of Asset Allocation
Asset Allocation with Real-World Constranits
Currency Management: An Introduction 16.5 Days 4 Days 1/23/2018
Market Indexes and Benchmarks
Introduction to Fixed-Income Portfolio Management
11 Days 2.7 Days 2/3/2018
Liability-Driven and Index-Based Strategies
Yield Curve Strategies
11 Days 2.7 Days 2/14/2018
Credit Strategies
Equity Portfolio Management 5.5 Days 1.3 Days 2/19/2018
Alternative Investments for Portfolio Management 5.5 Days 1.3 Days 2/25/2018
Risk Management 5.5 Days 1.3 Days 3/2/2018
Risk Mgmt Applications of Forward and Futures Strategies
Risk Mgmt Applications of Option Strategies 16.5 Days 4 Days 3/19/2018
Risk Mgmt Applications of Swap Strategies
Execution of Portfolio Decisions
11 Days 2.7 Days 3/30/2018
Monitoring and Rebalancing
Evaluating Portfolio Performance 5.5 Days 1.3 Days 4/5/2018
Overview of the Global Investment Performance Standards 5.5 Days 1.3 Days 10/27/2017
 Concept Practice
Target Revise Read 5/16/2019 Date Days
Checkers Problems
- - - Start Study 10/1/2017
4/8/2018
- - - End Study 4/5/2018 186
- - - Finish Revision 5/20/2018 45
4/10/2018
- - -
- - -
4/15/2018 - - -
- - -
- - - Topic Sub Topic Order
4/19/2018 - - - Standards 1
- - - Ethics In Practice 2
- - - GIPS 3
4/22/2018
- - - Behavioral 4
4/23/2018 - - - Private 1 5
- - - Private 2 6
4/26/2018
- - - Institutional 7
- - - Economics 8
4/28/2018
- - - Asset Allo 1 9
- - - Asset Allo 2 10
5/2/2018 - - - Portfolio Management Fixed Inc 1 11
- - - Fixed Inc 2 12
- - - Equity 13
5/5/2018
- - - Altern Inv 14
- - - Risk 15
5/8/2018
- - - Derivatives 16
5/9/2018 - - - Trading 17
5/10/2018 - - - Perform Eval 18
5/12/2018 - - -
- - -
5/16/2018 - - -
- - -
- - - Inputs
5/18/2018
- - - Dates Cells R2:R4
5/20/2018 - - - Order Cells S10:S27
4/11/2018 - - - Weights Cells Z2:Z19
 Study
Weeks
Session
1
26.6 2
6.4 3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
 Complete
Topic Order Weight
Days
Ethical & Professional Standards 1 0.07 12.6
Ethical and Professional Standards in Practice 2 0.05 8.4
Behavioral Finance 4 0.09 16.5
Private Wealth Management (1) 5 0.09 16.5
Private Wealth Management (2) 6 0.06 11.0
Portfolio Management for Institutional Investors 7 0.03 5.5
Applications of Economic Analysis to Portfolio Management 8 0.06 11.0
Asset Allocation and Related Decisions in Portfolio Mgmt (1) 9 0.06 11.0
Asset Allocation and Related Decisions in Portfolio Mgmt (2) 10 0.09 16.5
Fixed-Income Portfolio Management (1) 11 0.06 11.0
Fixed-Income Portfolio Management (2) 12 0.06 11.0
Equity Portfolio Management 13 0.03 5.5
Alternative Investments for Portfolio Management 14 0.03 5.5
Risk Management 15 0.03 5.5
Risk Management Applications of Derivatives 16 0.09 16.5
Trading, Monitoring, and Rebalancing 17 0.06 11.0
Performance Evaluation 18 0.03 5.5
Global Investment Performance Standards 3 0.03 5.5

Weights lower upper lower %

Ethical & Professional Standards 10 15 12.5%
Economics 5 15 6.3%
Equity Valuation 5 15 6.3%
Fixed Income 10 20 12.5%
Derivative Investment 5 15 6.3%
Alternative Investments 5 15 6.3%
Portfolio Management 40 55 50.0%
80 150
Revise Complete
Order Revise Date
Days Date Status
3.0 1.0 1 10/13/2017 4/8/2018 Y
2.0 2.0 2 10/21/2017 4/10/2018 N
4.0 3.0 3 10/27/2017 4/11/2018 -
4.0 4.0 4 11/12/2017 4/15/2018
2.7 5.0 5 11/29/2017 4/19/2018
1.3 6.0 6 12/10/2017 4/22/2018
2.7 7.0 7 12/15/2017 4/23/2018
2.7 8.0 8 12/26/2017 4/26/2018
4.0 9.0 9 1/6/2018 4/28/2018
2.7 10.0 10 1/23/2018 5/2/2018
2.7 11.0 11 2/3/2018 5/5/2018
1.3 12.0 12 2/14/2018 5/8/2018
1.3 13 2/19/2018 5/9/2018
1.3 14 2/25/2018 5/10/2018
4.0 15 3/2/2018 5/12/2018
2.7 16 3/19/2018 5/16/2018
1.3 17 3/30/2018 5/18/2018
1.3 18 4/5/2018 5/20/2018

upper % Avg.
10.0% 11.3%
10.0% 8.1%
10.0% 8.1%
13.3% 12.9%
10.0% 8.1%
10.0% 8.1%
36.7% 43.3% 88.8%