FinQuiz

STUDY PLAN FOR JUNE-2016 EXAM

CFA LEVEL-I
Starting Date

11/02/15

Exam Date
Exam Length

06/04/16 Total Topic Areas

6 Hours (Two parts of 3 Hours) Total Study Sessions
120 Questions (Morning) Total Time Available
120 Questions (Evening) (Till Exam)

Total Questions

10
18
Approximately 31 Weeks (215 Days)

Topic Area Weights for the CFA Exam

% Weight

Study Seission No:

I
II

Ethical & Professional Standards

Investment Tools (total)

15
49

Corporate Finance
Economics
Financial Reporting and Analysis
Quantitative Methods

7
10
20
12

11
4-6
7-10
2-3

III

Asset Classes (total)

29

iv

Alternative Investments
Derivatives
Equity Investments
Fixed Income

4
5
10
10

18
17
13-14
15-16

IV

Portfolio Management & Wealth Planning

12

Topic Area

ii
iii
iv

ii
iii

Month

Week

Dates

Activity

(Actual exam weights may vary slightly)

Study
Reading
Session

FinQuiz Notes
1 & 2

11/02/15 - 11/15/15

11/16/15 -11/22/15

Curriculum End-of-chapter Questions

FinQuiz Practice Questions
FinQuiz Notes
Curriculum End-of-chapter Questions
FinQuiz Practice Questions

15

16

52
53
54
55
56
57

Topics

Fixed Income Securities: Defining Elements

Fixed Income Markets: Issuance, Trading, Funding
Introduction to Fixed Income Valuation
Introduction to Asset-Backed Securities
Understanding Fixed Income Risk and Return
Fundamentals of Credit Analysis

Fixed Income
Review (FinQuiz Smart Summary)
Attempt Fixed Income Questions from FinQuiz Mock 1
FinQuiz Notes
4

6
2

11/23/15 - 11/29/15

Curriculum End-of-chapter Questions

FinQuiz Practice Questions
FinQuiz Notes
11/30/15-12/06/15 Curriculum End-of-chapter Questions
FinQuiz Practice Questions
FinQuiz Notes
12/07/15 - 12/13/15 Curriculum End-of-chapter Questions
FinQuiz Practice Questions
FinQuiz Notes
12/14/15 - 12/20/15 Curriculum End-of-chapter Questions
FinQuiz Practice Questions

7
8
8

9
9
10

22
23
24
25
26
27
28
29
30
31
32
33
34

Financial Statement Anlysis: An Introduction

Finanical Reporting Mechanics
Financial Reporting Standards
Understanding Income Statement
Understanding Balance Sheet
Understanding Cashflow Statement
Financial Analysis Techniques
Inventories
Long Lived Assets
Income Taxes
Non-Current Liabilities
Financial Reporting Quality
Financial Statement Analysis: Applications
Financial Reporting Analysis

12/21/15 - 12/27/15

Review (FinQuiz Smart Summary)

Attempt Financial Reporting Analysis Questions from FinQuiz Mock 1

12/28/15 -01/03/16

FinQuiz Notes
Curriculum End-of-chapter Questions

11

FinQuiz Practice Questions

FinQuiz Notes
10

01/04/16-01/10/16

Curriculum End-of-chapter Questions

11

FinQuiz Practice Questions

35
36

Capital Budgeting
Cost of Capital

37

Measures of Leverage

38

Dividends and Share Repurchases: Basics

39

Working Capital Management

40

The Corporate Governance of Listed Companies

Corporate Finance

Review (FinQuiz Smart Summary)

Attempt Corporate Finance Questions from FinQuiz Mock 1

3

FinQuiz Notes
11

01/11/16 - 01/17/16

Curriculum End-of-chapter Questions

01/18/16- 01/24/16

Market Organization & Structure

47

Security Market Indices

FinQuiz Practice Questions

48

Market Efficiency

FinQuiz Notes

49

Overview of Equity Securities

50

Introduction to Industry & Company Analysis

51

Equity Valuation: Concepts & Basic Tools

Curriculum End-of-chapter Questions

12

13

46

14

FinQuiz Practice Questions

Curriculum Reading
Curriculum End-of-chapter Questions

1 & 2

Code of Ethics and Standard I & II (Professionalism & Integrity of Capital Markets)

FinQuiz Practice Questions

13

01/25/16 - 01/31/16

Equity & Code of Ehics & Standard I & II

Review (FinQuiz Smart Summary)

Attempt Equity Questions from FinQuiz Mock 1

FinQuiz Notes
14

02/01/16 - 02/07/16

61

Introduction to Alternative Investments

FinQuiz Notes

Time Vlaue of Money

Curriculum End-of-chapter Questions

Discounted Cash flow Applications

FinQuiz Practice Questions

Statistical Concepts & Market Returns

FinQuiz Notes

Probability Concepts

Curriculum End-of-chapter Questions

18

FinQuiz Practice Questions

4
15

16

02/08/16- 02/14/16

02/15/16 - 02/21/16

Curriculum End-of-chapter Questions

FinQuiz Practice Questions
FinQuiz Notes

17

02/22/16 - 02/28/16

Curriculum End-of-chapter Questions

FinQuiz Practice Questions

18

02/29/16- 03/06/16

2
3
3
1

Common Probability Distributions

10

Sampling & Estimation

11

Hypothesis Testing

12

Technical Analysis

Ethical Standard III (Duties to Clients)

Quantitative Methods & Alternative Investments

Review (FinQuiz Smart Summary)

Attempt Quantitative Methods & Alternative Investments Questions from FinQuiz Mock 1
FinQuiz Notes

19

03/07/16 - 03/13/16

Curriculum End-of-chapter Questions

FinQuiz Practice Questions
Curriculum Reading for Standard IV
FinQuiz Notes

20

03/14/16 - 03/20/16

12

Curriculum Reading for StandardIV

Curriculum End-of-chapter Questions
FinQuiz Practice Questions

Review (FinQuiz Smart Summary)

1
12

41

Portfolio Management: An Overview

42

Risk Management: An Introduction

43

Portfolio Risk & Return: Part I

Ethical Standard IV (Duties to Employer)

44

Portfolio Risk & Return: Part II

45

Basics of Portfolio Planning & Construction

Ethical Standard V (Investment Analysis, Recommendations & Actions)

Portfolio Management & Ethical Standards (I, II, III, IV, V)

Attempt Portfolio Management Questions from FinQuiz Mock 1

FinQuiz Notes
21

03/21/16 - 03/27/16

Curriculum End-of-chapter Questions

58

Derivative Markets & Instruments

59

Basics of Derivative Pricing and Valuation

17

60

Risk Management Applications of Options Strategies

Ethical Standards VI (Conflicts of Interests)

17

FinQuiz Practice Questions

FinQuiz Notes/Curriculum Reading for
Standard VI
22

03/28/16 - 04/03/16

Curriculum End-of-chapter Questions

FinQuiz Practice Questions

Derivatives & Ethical Standards (VI)

Review (FinQuiz Smart Summary)
6

Attempt Derivatives Questions from FinQuiz Mock 1

FinQuiz Notes
23

04/04/16- 04/10/16

Curriculum End-of-chapter Questions

FinQuiz Practice Questions
FinQuiz Notes

24

04/11/16 - 04/17/16

Curriculum End-of-chapter Questions

FinQuiz Practice Questions
FinQuiz Notes

25

04/18/16 - 04/24/16

26

14

Demand & Supply Analysis: Consumer Demand

15

Demand & Supply Analysis: The Firm

Ethical Standards VII (Responsibilities as a Member/Candidate)

16

The Firm & Market Structure

17

Aggregate Output, Prices & Economic Growth

18

Understanding Business Cycles

Introduction to GIPS

19

Monetary & Fiscal Policy

20

International Trade & Capital Flows

21

Currency Exchange Rates

The GIPS Standards

Economics & GIPS

Review (FinQuiz Smart Summary)

Attempt Economics & Ethics Questions from FinQuiz Mock 1

27

28, 29 & 30

04/25/16 - 05/01/16

Demand & Supply Analysis: Introduction

6
Curriculum End-of-chapter Questions

13

05/09/16 - 05/29/16

31
(Last 5-Days)

Complete Review

05/02/16 - 05/08/16

05/30/16 - 06/03/16

Attempt CFA Sample Exam

Attempt CFA Institute Mock Exam
Attempt FinQuiz Mock Exam 2
Attempt FinQuiz Mock Exam 3
Attempt FinQuiz Mock Exam 4
Attempt FinQuiz Mock Exam 5
Attempt FinQuiz Mock Exam 6

Final Review

Actual Exam on June 4, 2016