Official CFA Revision Spreadsheet 3.22.22

Copyright © 2021 Bizness Professionals. All Rights Reserved.
The CFA Revision Spreadsheet

Part of the Lean CFA Study System - Level I
By: Brandon Hill
Contents
Timetable Clean 2022 :A clean timetable updated for the 2022 curriculum changes.
Timetable Example :An example of my actual revision timetable filled out. Note: this was structured for 2021's c
Hours Log :For you to log how many hours you study each day
User Guide (NOTE: See Skillshare Course For More In-Depth Directions)
CFA Revision Spreadsheet Overview

Navigating the CFA Revision Spreadsheet
Adding Rows to the CFA Revision Spreadsheet
How To Skip Days of Studying Without the Sheet Scheduling Getting Messed Up
CFA Revision Spreadhsheet overview
The CFA Revision Spreadsheet is a tool used for the optimal scheduling of your study sessions. It accomplishe
1) Tracks the initial time you study each Lesson for the first time.
2) Uses formulas based on spaced repetition to schedule the next time you have to review each Lesson for the
3) Keeps track of how many days you have left until your Exam.
4) Shows you when you will finish learning each Lesson for the first time based on how many new Lessons you
Navigating the CFA Revision Spreadsheet

Adding Rows to the CFA Revision Spreadsheet
The "Timetable Clean 2022" tab is set up with the updated 60 Readings for 2022. If you use Kaplan, you will ha
Lessons underneath each Reading. To do this, you will likely need to insert rows to accomodate the lessons yo
and having the sheet work, is to make sure that you copy all the formulas into the newly added rows. This secti
The "Timetable Clean 2022" tab is set up with the updated 60 Readings for 2022. If you use Kaplan, you will ha
Lessons underneath each Reading. To do this, you will likely need to insert rows to accomodate the lessons yo
and having the sheet work, is to make sure that you copy all the formulas into the newly added rows. This secti
How To Skip Days of Studying Without the Sheet Scheduling Getting Messed Up
This spreadsheet schedules study sessions 7 days a week and does not account for you taking any days off. If
do so by following the directions below. It's okay to skip days if you are sick, if you are taking a vacation, or eve
screenshots below, we will show examples of skipping 1 day and adjusting the schedule for that
was structured for 2021's curriculum.
sessions. It accomplished this in several ways:
iew each Lesson for the [2nd, 3rd, 4th, etc] time.
many new Lessons you learn each day.

use Kaplan, you will have to add all the individual
omodate the lessons you add. A critical part of doing this
y added rows. This section will teach you how to do that.
use Kaplan, you will have to add all the individual
omodate the lessons you add. A critical part of doing this
y added rows. This section will teach you how to do that.
u taking any days off. If you do want to skip days, you can
aking a vacation, or even if you just need a day off. In the
e for that
Today's Date 5/1/22 Completed # 23 Lessons 144

Exam Date 11/17/22 Completed % 13.8% Study Per Day 2.5
Days Until Exam 200 # Remaining 144 Days To Finish 57.6 Revision Session #
Days To Test 142.4 Anticipated Study Finish 6/27/22 1 2 3 4 5 6 7 8 9
Total Lessons 167
Quantitative Methods 8% 12% 1 Grade Your Session 1 through 10

1 The Time Value of Money
1.1: EAY and Compounding Frequency
1.2: Calculating PV and FV
1.3: Uneven Cash Flows
2 Organizing, Visualizing, and Describing Data
2.1: Organizing Data
2.2: Visualizing Data
2.3: Measures of Central Tendency
2.4: Measures of Location and Dispersion
2.5: Skewness, Kurtosis, and Correlation
3 Probability Concepts
3.1: Conditional and Joint Probabilities
3.2: Conditional Expectations and Expected Value
3.3: Portfolio Variance, Bayes, and Counting Problems
4 Common Probability Distributions
4.1: Uniform and Binomial Distributions
4.2: Normal Distributions
4.3: Lognormal, T, Chi-Square, and F Distributions
5 Sampling & Estimation
5.1: Sampling Methods, Central Limit Theorem, and Standard Error
5.2: Coincidence Intervals, Resampling, and Sampling Biases
6 Hypothesis Testing
6.1: Hypothesis Tests and Types of Errors
6.2: P-Values and Tests of Means
6.3: Mean Differences and Difference in Means
6.4: Tests of Variance, Correlation, and Independence
7 Introduction to Linear Regression
7.1: Linear Regression: Introduction
7.2: Goodness of Fit and Hypothesis Tests
7.3: Predicting Dependent Variables and Functional Forms
Economics 8% 12%
8 Topics in Demand & Supply Analysis
8.1: Elasticity
8.2: Demand and Supply
9 The Firm & Market Structures
9.1: Perfect Competition
9.2: Monopolistic Competition
9.3: Oligopoly
9.4: Monopoly and Concentration
10 Aggregate Output, Prices and Economic Growth
10.1: GDP, Income, and Expenditures
10.2: Aggregate Demand and Supply
10.3: Macroeconomic Equilibrium and Growth
11 Understanding Business Cycles
11.1: Business Cycle Phases
11.2: Inflation and Indicators
12 Monetary & Fiscal Policy
12.1: Money and Inflation
12.2: Monetary Policy
12.3: Fiscal Policy
13 International Trade and Capital Flows
13.1: International Trade Bene its
13.2: Trade Restrictions
14 Currency Exchange Rates
14.1: Foreign Exchange Rates
14.2: Forward Exchange Rates
14.3: Managing Exchange Rates
Financial Reporting & Analysis 13% 17%
15 Introduction to Financial Statement Analysis
15.1: Financial Statement Roles
15.2: Footnotes, Audit, and Analysis
16 Financial Reporting Standards
16.1: Standards Overview
16.2: Financial Reporting Framework
17 Understanding Income Statement
17.1: Income Statement Overview
17.2: Revenue Recognition
17.3: Expense Recognition
17.4: EPS and Dilutive Securities
17.5: Common-Size Income Statements
18 Understanding Balance Sheet
18.1: Balance Sheet Introduction
18.2: Assets and Liabilities
18.3: Current Assets and Liabilities
18.4: Noncurrent Assets and Liabilities
18.5: Intangible Assets
18.6: Marketable Securities
18.7: Shareholders’ Equity and Ratios
19 Understanding Cashflow Statement
19.1: Cash Flow Introduction
19.2: The Direct and Indirect Methods
19.3: Converting Indirect to Direct
19.4: Free Cash Flow and Ratios
20 Financial Analysis Techniques
20.1: Introduction to Financial Ratios
20.2: Financial Ratios, Part 1
20.4: DuPont Analysis
20.5: More Financial Ratios
21 Inventories
21.1: Cost Flow Methods
21.2: Inventory Systems
21.3: Converting LIFO to FIFO
21.4: Inventory Valuation
21.5: Inventory Analysis
22 Long Lived Assets
22.1: Capitalization vs. Expensing
22.2: Depreciation
22.3: Impairment and Revaluation
22.4: Fixed Asset Disclosures
23 Income Taxes
23.1: Tax Terms
23.2: Deferred Tax Liabilities and Assets
23.3: Deferred Tax Examples
23.4: Change in Tax Rates
23.5: Permanent Differences
24 Non-Current (Long-Term) Liabilities
24.1: Bond Issuance
24.2: Discount and Premium Bonds
24.3: Issuance Cost, Derecognition, and Disclosures
24.4: Lease and Pension Accounting
25 Financial Reporting Quality
25.1: Reporting Quality
25.2: Accounting Choices and Estimates
25.3: Warning Signs
26 Applications of Financial Statement Analysis
26.1: Forecasting
26.2: Credit and Equity Analysis
Corporate Issuers 8% 12%
27 Introduction to Corporate Governance & Other ESG Considerations
27.1: Stakeholder Management
27.2: Factors Affecting Corporate Governance
28 Uses of Capital
28.1: Capital Allocation Principles
28.2: Net Present Value and Internal Rate of Return
28.3: Real Options and Capital Allocation Pitfalls
29 Sources of Capital
29.1: Sources of Capital
30 Cost of Capital - Foundational Topics
30.1: Weighted Average Cost of Capital
30.2: Beta Estimation and Flotation Costs
31 Capital Structure
31.1: Capital Structure Theories
31.2: Capital Structure Decisions
32 Measures of Leverage
32.1: Measures of Leverage
Equity 10% 12%
33 Market Organization & Structure
33.1: Markets, Assets, and Intermediaries 7
33.2: Positions and Leverage 7
33.3: Order Execution and Validity 7
34 Security Market Indices
34.1: Index Weighting Methods 7
34.2: Uses and Types of Indexes 7
35 Market Efficiency
35.1: Market Efficiency
36 Overview of Equity Securities
36.1: Types of Equity Investments 7
36.2: Foreign Equities and Equity Risk 7
37 Introduction to Industry & Company Analysis
37.1: Industry Analysis 7
37.2: Pricing Power and Company Analysis 7
38 Equity Valuation: Concepts & Basic Tools
38.1: Dividends, Splits, and Repurchases 7
38.2: Dividend Discount Models 7
38.3: Relative Valuation Measures 6
Fixed Income 10% 12%
39 Fixed-Income Securities: Defining Elements
39.1: Bond Indentures, Regulation, and Taxation
39.2: Bond Cash Flows and Contingencies
40 Fixed-Income Markets: Issuance, Trading, Funding
40.1: Types of Bonds and Issuers
40.2: Corporate Debt and Funding Alternatives
41 Introduction to Fixed-Income Valuation
41.1: Bond Valuation and Yield to Maturity
41.2: Spot Rates and Accrued Interest
41.3: Yield Measures
41.4: Yield Curves
41.5: Yield Spreads
42 Introduction to Asset-Backed Securities
42.1: Structure of Mortgage-Backed Securities
42.2: Prepayment Risk and Non-Mortgage-Backed ABS
43 Understanding Fixed-Income Risk and Return
43.1: Sources of Returns, Duration
43.2: Interest Rate Risk and Money Duration
43.3: Convexity and Yield Volatility
44 Fundamentals of Credit Analysis
44.1: Credit Risk and Bond Ratings
44.2: Evaluating Credit Quality
Derivatives 5% 8%
45 Derivative Markets & Instruments
45.1: Forwards and Futures
45.2: Swaps and Options
46 Basics of Derivative Pricing & Valuation
46.1: Forwards and Futures Valuation
46.2: Forward Rate Agreements and Swap Valuation
46.3: Option Valuation and Put-Call Parity
46.4: Binomial Model for Option Values
Alternative Investments 5% 8%
47 Introduction to Alternative Investments
47.1: Alternative Investment Structures
47.2: Hedge Funds
47.3: Private Capital
47.4: Natural Resources, Real Estate, and Infrastructure
47.5: Performance Appraisal and Return Calculations
Portfolio Management 5% 8%
48 Portfolio Management: An Overview
48.1: Portfolio Management Process
48.2: Asset Management and Pooled Investments
49 Portfolio Risk & Return: Part I
49.1: Returns Measures
49.2: Covariance and Correlation
49.3: The Efficient Frontier
50 Portfolio Risk & Return: Part II
50.1: Systematic Risk and Beta
50.2: The CAPM and the SML
51 Basics of Portfolio Planning & Construction
51.1: Portfolio Planning and Construction
52 The Behavioral Biases of Individuals
52.1: Cognitive Errors vs. Emotional Biases
52.2: Emotional Biases
53 Introduction to Risk Management
53.1: Introduction to Risk Management
54 Technical Analysis
54.1: Technical Analysis
55 Fintech in Investment Management
55.1: Fintech in Investment Management
Ethics 15% 20%
56 Ethics and Trust in the Investment Profession
56.1: Ethics and Trust
57 Code of Ethics and Standards of Professional Conduct
57.1: Code and Standards
58 Guidance for Standards I-VII
58.1: Guidance for Standards I(A) and I(B)
58.2: Guidance for Standards I(C) and I(D)
58.3: Guidance for Standard II
58.4: Guidance for Standards III(A) and III(B)
58.5: Guidance for Standards III(C), III(D), and III(E)
58.6: Guidance for Standard IV
58.7: Guidance for Standard V
58.8: Guidance for Standard VI
58.9: Guidance for Standard VII
59 Introduction to the Global Investment Performance Standards (GIPS)
59.1: Introduction to GIPS
60 Ethics Application
60.1: Ethics Application
Days for Spaced Repetition
1 2 3 4 5 7 9 11 13 15
vision Session # Revision Session #
10 11 12 13 14 15 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Input
on 1 through 10 10
5/1
5/1
5/1
5/1
5/1
5/1
5/1
5/1
5/1
5/1
5/1
5/2
5/2
5/2
5/2
5/2
5/2
5/2
5/2
5/2
5/2
5/2
5/2
1/8
1/8
1/8
1/8
1/8
1/8
1/8
1/8
1/8
1/8
1/8
1/6
TOPICS TO STUDY TODAY
11

1 1.1: EAY and Compounding Frequency
1 1.2: Calculating PV and FV
1 2.1: Organizing Data

1 2.2: Visualizing Data
1 2.3: Measures of Central Tendency
1 2.4: Measures of Location and Dispersion
1 2.5: Skewness, Kurtosis, and Correlation
1 3.1: Conditional and Joint Probabilities

1 Conditional Expectations and Expected Value
3.2:
3.3:1 Portfolio Variance, Bayes, and Counting Problems
11

Exam Date 8/16/21 Completed % 100.0% Study Per Day 1
Total Lessons 153
Ethical Professional Standards 15% 20% 1 Grade Your Session 1 through 10

1.1: Ethics and Trust 3 4 5 6 8 6 7
2.1: Code and Standards 1 2 3 4 5 6 7 8
3.1: Guidance for Standards I(A) and I(B) 1 2 3 4 5 6 7 8
3.2: Guidance for Standards I(C) and I(D) 1 2 3 4 5 6 7 8
3.3: Guidance for Standard II 1 2 3 4 5 6 7 8
3.4: Guidance for Standards III(A) and III(B) 1 2 3 4 5 6 7 8
3.5: Guidance for Standards III(C), III(D), and III(E) 1 2 3 4 5 6 7 8
3.6: Guidance for Standard IV 1 2 3 4 5 6 7 8
3.7: Guidance for Standard V 1 2 3 4 5 6 7 8
3.8: Guidance for Standard VI 1 2 3 4 5 6 7 8
3.9: Guidance for Standard VII 1 2 3 4 5 6 7 8
4.1: Introduction to GIPS 1 2 3 4 4 5 6 7
5 Global Investment Performance Standards
5.1: The GIPS Standards 1 2 3 5 6 7 8
Quantitative Methods 8% 12%

6.1: EAY and Compounding Frequency 8 9 ###############
6.2: Calculating PV and FV 9 9 ###############
6.3: Uneven Cash Flows 7 8 ###############
7 Statistical Concepts & Market Returns
7.1: Describing Data Sets 6 7 8 9 ###############
7.2: Mean and Variance 3 4 5 6 7 8 8 9 9
7.3: Skew and Kurtosis 3 5 7 7 8 8 9 9 9
8.1: Conditional and Joint Probabilities 3 5 7 8 9 9 9 ######
8.2: Conditional Expectations, Correlation 5 6 7 8 8 9 9 ###
8.3: Portfolio Variance, Bayes, and Counting Problems 1 2 3 4 5 6 7 8 9
9.1: Uniform and Binomial Distributions 1 5 1 5 4 5 6 6 7
9.2: Normal Distributions 2 4 4 4 5 6 7 8 8
9.3: Lognormal Distribution, Simulations 1 3 4 6 6 7 7 8 9
10.1: Central Limit Theorem and Standard Error 2 3 4 5 5 6 7 7 8
10.2: Confidence Intervals and t-Distribution 2 3 4 5 4 5 6 6 7
11.1: Hypothesis Tests and Types of Errors 1 3 4 5 4 6 6 7 8
11.2: Tests of Means and p-Values 2 4 3 4 6 5 6 7 7
11.3: Mean Differences, Difference in Means 1
Economics 8% 12%
12.1: Elasticity 1 5 5 6 7 8 8 9 9
12.2: Demand and Supply 8 9 9 ############
13.1: Perfect Competition 8 8 9 9 9 9 9
13.2: Monopolistic Competition 7 8 9 9 9 ############
13.3: Oligopoly 7 8 8 9 ######
13.4: Monopoly and Concentration 5 6 7 8 9 9 9 9 ###
14.1: GDP, Income, and Expenditure 3 5 6 7 8 9 9 ###
14.2: Aggregate Demand and Supply 2 3 6 7 7 6 7 8 9
14.3: Macroeconomic Equilibrium and Growth 1 3 4 5 6 7 8 9 9
15.1: Business Cycle Phases 5 7 7 7 8 8 8 9 ###
15.2: Inflation and Indicators 3 4 6 7 7 8 9 9 9
16.1: Money and Inflation 5 7 7 8 9 9 ###
16.2: Monetary Policy 4 6 7 7 8 9 9 ###
16.3: Fiscal Policy 3 6 6 6 7 8 8 9 9
17.1: International Trade Benefits 7 7 8 9 9 9 ###
17.2: Trade Restrictions 3 4 5 6 7 8 8 9 9
18.1: Foreign Exchange Rates 5 5 7 8 8 9 ######
18.2: Forward Exchange Rates 3 5 6 7 8 9 9 ###
18.3: Managing Exchange Rates 1 5 4 4 5 6 7 8 9
Financial Reporting and Analysis 13% 17%

19.1: Financial Statement Roles #####################
19.2: Footnotes, Audit, and Analysis 7 8 9 9 #########
20.1: Standards Overview 6 8 9 9 ############
20.2: Financial Reporting Framework 5 6 7 7 8 9 9 ######
21.1: Income Statement Overview #####################
21.2: Revenue Recognition 7 5 6 7 7 8 8 9 ###
21.3: Expense Recognition 8 8 9 9 #########
21.4: EPS and Dilutive Securities 1 3 3 4 5 6 6 7 8
21.5: Common-Size Income Statements 6 6 7 7 7 8 9 9 9
22.1: Balance Sheet Introduction ##################
22.2: Assets and Liabilitites ##################
22.3: Current Assets and Liabilities 6 7 8 9 9 9 ######
22.4: Noncurrent Assets and Liabilities 7 8 ###############
22.5: Intangible Assets 6 8 8 9 9 ######
22.6: Marketable Securities 1 4 5 ### 6 7 7 8 9
22.7: Shareholders' Equity and Ratios 3 9 6 7 8 8 9 9
23.1: Cash Flow Introduction 6 7 8 9 9 ######
23.2: The Direct and Indirect Methods 5 6 7 8 9 9 ###
23.3: Converting Direct to Indirect 5 6 6 7 7 8 9 ###
23.4: Free Cash Flow and Ratios 4 5 6 7 8 9 9 ###
24.1: Introduction to Financial Ratios 9 9 ###### 9 ###
24.2: Financial Ratios, Part 1 2 4 6 7 8 9 8 9
24.3: Financial Ratios, Part 2 2 5 6 8 9 #########
24.4: DuPont Analysis 4 5 6 7 8 9 9 9
24.5: More Financial Ratios 5 6 7 8 9 ######
25 Inventories
25.1: Cost Flow Methods 5 6 8 9 #########
25.2: Inventory Systems 6 5 6 7 7 8 9 ###
25.3: Converting LIFO to FIFO 2 3 4 5 6 7 8 5 5
25.4: Inventory Valuation 2 6 4 5 6 7 8 9
25.5: Inventory Analysis 4 5 5 5 6 7 7 8
26.1: Capitalization vs. Expensing 6 7 7 8 8 9 ######
26.2: Depreciation 4 6 7 8 9 9 ###
26.3: Impairment and Revaluation 3 4 5 6 7 6 7 8 8
26.4: Fixed Asset Disclosures 4 5 9 7 8 9 8 8
27 Income Taxes
27.1: Tax Terms 9 ###############
27.2: Deferred Tax Liabilities and Assets 4 ### 5 5 6 7 8 9
27.3: Deferred Tax Examples 5 6 6 7 7 8 9 9
27.4: Change in Tax Rates 5 6 6 7 8 9 9 9
27.5: Permanent Differences 2 3 4 5 6 7 7 8 9
28.1: Bond Issuance 1 3 5 6 7 8 8 8 9
28.2: Discount and Premium Bonds 2 3 5 6 7 8 9 ######
28.3: Issuance Cost, Derecognition, and Disclosures 2 3 4 5 6 7 8 7 8
28.4: Lease and Pension Accounting 2 3 4 5 6 7 8 6 7
29.1: Reporting Quality 6 7 8 9 #########
29.2: Accounting Choices and Estimates 5 6 7 7 8 9 9
29.3: Warning Signs 7 8 9 9 9 8 9
30.1: Forecasting 7 9 9 #########
30.2: Credit and Equity Analysis 6 7 8 8 8 9 ######
Corporate Finance 8% 12%

31.1: Stakeholder Management 9 ###############
31.2: Factors Affecting Corporate Governance 7 9 9 ############
32 Capital Budgeting
32.1: Capital Projects, NPV, and IRR 5 6 8 8 9 9 ######
32.2: Payback Period, Project Rankings 7 8 9 9 #########
33 Cost of Capital
33.1: Weighted Average Cost of Capital 5 6 7 8 9 9 ### 7 8
33.2: Project Cost of Capital 4 5 6 9 6 6 7 8 7
34.1: Measures of Leverage 2 4 6 7 7 8 9 9 9
35 Working Capital Management
35.1: Working Capital Management 1 4 5 6 7 8 9 9 ###
Equity Investments 10% 12%

36.1: Markets, Assets, and Intermediaries 7 7 8 9 7 8 9 ###
36.2: Positions and Leverage 9 7 8 9 9 ######
36.3: Order Execution and Validity 5 6 5 7 6 7 8 9 ###
37.1: Index Weighting Methods 4 5 6 8 8 9 #########
37.2: Uses and Types of Indexes 7 8 8 9 #########
38.1: Market Efficiency 6 8 9 ############
39.1: Types of Equity Investments 7 8 9 9 #########
39.2: Foreign Equities and Equity Risk 5 7 8 8 8 9 ######
40.1: Industry Analysis 5 7 7 8 8 9 9 ###
40.2: Pricing Power and Company Analysis 4 6 7 8 8 9 ######
41.1: Dividends, Splits, and Repurchases 6 9 8 9 #########
41.2: Dividend Discount Models 1 2 3 5 5 5 6 7 8
41.3: Relative Valuation Measures 4 6 7 8 8 9 9 ###

42.1: Bond Indentures, Regulation, and Taxation 2 3 4 5 6 6 7 8 9
42.2: Bond Cash Flows and Contingencies 1 3 4 5 6 6 7 8 9
43.1: Types of Bonds and Issuers 2 3 4 5 6 7 8 9
43.2: Corporate Debt and Funding Alternatives 1 2 4 5 6 7 7 7 8
44.1: Bond Valuation and Yield to Maturtiy 2 3 4 5 6 7 8 9
44.2: Spot Rates and Accrued Interest 1 2 3 1 2 2 3 4 4
44.3: Yield Measures 1 2 3 1 3 2 3 4 4
44.4: Yield Curves 1 2 3 1 1 2 3 4 5
44.5: Yield Spreads 1 2 3 1 1 3 4 4 5
45.1: Structure of Mortgage-Backed Securities 1 2 3 4 5 6 6 7 8
45.2: Prepayment Risk and Non-Mortgage Backed ABS 1 2 3 3 3 4 5 6 7
46.1 Sources of Returns, Duration 1 2 3 3 3 4
46.2: Interest Rate Risk and Money Duration 1 2 3 4 4
46.3: Convexity and Yield Volatility 1 1 2 2 3 4 5
47.1: Credit Risk and Bond Ratings 1 2 3 4 5 6 7 8 9
47.2: Evaluating Credit Quality 1 2 3 4 5 6 7 8 9
Derivatives 5% 8%
48.1: Forwards and Futures 6 7 7 8 8 8 9 ######
48.2: Swaps and Options 5 6 7 8 9 #########
49.1: Forwards and Futures Valuation 1 2 3 4 5 5
49.2: Forward Rate Agreements and Swap Valuation 1 2 3 4 5 6 7 5
49.3: Option Valuation and Put-Call Parity 1 2 2 3 3 4 6 5 6
49.4: Binomial Model for Option Values 1 1 2 3 4 5 7 6 7
50.1: Private Equity and Real Estate 9 9 9 9 9 9 ###
50.2: Hedge Funds, Commodities, and Infrastructure 5 6 7 7 7 8 8 9 9
51.1: Portfolio Management Process 9 8 8 9 9 ######
51.2: Asset Management and Pooled Investments 9 9 ###############
52.1: Return Measures 6 6 7 8 8 8 8 9 ###
52.2: Covariance and Correlation 2 4 5 6 7 8 8 9 ###
52.3: The Efficient Frontier 1 3 4 5 6 7 8 9 ###
53.1: Systematic Risk and Beta 1 2 3 4 5 6 7 8 8
53.2: The CAPM and the SML 1 2 3 4 5 6 7 8 9
54.1: Portfolio Planning and Construction 7 8 9 ############
55.1: Introduction to Risk Management 4 5 6 7 8 8 9 9 9
56.1: Technical Analysis 5 5 6 7 7 8 9 8 9
57.1: Fintech in Investment Management 9 ###############
1 2 3 4 5 7 9 11 13 15
10 11 12 13 14 15 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Input
on 1 through 10 10
7/2 7/5 7/9 7/14 7/21 8/1 8/8 8/17
7/7 7/8 7/10 7/13 7/17 7/22 7/29 8/7 8/18
7/3 7/4 7/6 7/9 7/13 7/18 7/25 8/3 8/14

7/4 7/5 7/7 7/10 7/14 7/19 7/26 8/4 8/15
7/4 7/5 7/7 7/10 7/14 7/19 7/26 8/4 8/15
7/5 7/6 7/8 7/11 7/15 7/20 7/27 8/5 8/16
7/5 7/6 7/8 7/11 7/15 7/20 7/27 8/5 8/16
7/6 7/7 7/9 7/12 7/16 7/21 7/28 8/6 8/17
7/6 7/7 7/9 7/12 7/16 7/21 7/28 8/6 8/17
7/6 7/7 7/9 7/12 7/16 7/21 7/28 8/6 8/17
7/7 7/8 7/10 7/13 7/17 7/22 7/29 8/7 8/18
7/7 7/8 7/10 7/13 7/17 7/21 7/26 8/2 8/11
7/9 7/10 7/12 7/15 7/20 7/27 8/5 8/16
5/11 5/22 6/4 6/19 7/4 7/19 8/3 8/18

5/12 5/25 6/7 6/22 7/7 7/22 8/6 8/21
5/12 5/21 6/1 6/16 7/1 7/16 7/31 8/15
5/13 5/20 5/29 6/9 6/22 7/7 7/22 8/6 8/21 9/5
9 5/17 5/20 5/24 5/29 6/5 6/14 6/25 7/6 7/19 8/1 8/14
5/18 5/21 5/26 6/4 6/13 6/24 7/5 7/18 7/31 8/13
5/19 5/22 5/27 6/5 6/16 6/29 7/12 7/25 8/9 8/24
5/20 5/25 6/1 6/10 6/21 7/2 7/15 7/28 8/12
6/17 6/18 6/20 6/23 6/27 7/2 7/9 7/18 7/29 8/11
7 8 9 ### 5/12 5/13 5/18 5/19 5/24 5/28 6/2 6/9 6/16 6/25 7/4 7/15 7/28 8/12
8 9 9 5/18 5/20 5/24 5/28 6/1 6/6 6/13 6/22 7/3 7/14 7/25 8/7 8/20
9 9 5/19 5/20 5/23 5/27 6/3 6/10 6/19 6/28 7/9 7/22 8/4 8/17
8 6 7 5/22 5/24 5/27 5/31 6/5 6/10 6/17 6/26 7/5 7/16 7/27 8/3 8/12
7 8 8 9 5/22 5/24 5/27 5/31 6/5 6/9 6/14 6/21 6/28 7/7 7/16 7/27 8/7 8/20
8 9 6/7 6/8 6/11 6/15 6/20 6/24 7/1 7/8 7/17 7/28 8/8 8/21
8 9 6/9 6/11 6/15 6/18 6/22 6/29 7/4 7/11 7/20 7/29 8/9 8/22
8/6 8/7
9 5/17 5/18 5/23 5/28 6/4 6/13 6/24 7/5 7/18 7/31 8/13
5/17 5/28 6/10 6/23 7/8 7/23 8/7 8/22
5/18 5/29 6/9 6/22 7/5 7/18 7/31 8/13

5/19 5/28 6/8 6/21 7/4 7/17 8/1 8/16 8/31 9/15
5/20 5/29 6/9 6/20 7/3 7/18 8/2
5/21 5/26 6/2 6/11 6/22 7/5 7/18 7/31 8/13 8/28
6/5 6/8 6/13 6/20 6/29 7/10 7/23 8/5 8/20

6/5 6/7 6/10 6/17 6/26 7/5 7/12 7/21 8/1 8/14
9 6/5 6/6 6/9 6/13 6/18 6/25 7/4 7/15 7/28 8/10 8/23
5/21 5/26 6/4 6/13 6/22 7/3 7/14 7/25 8/7 8/22
5/24 5/27 5/31 6/7 6/16 6/25 7/6 7/19 8/1 8/14
5/28 6/2 6/11 6/20 7/1 7/14 7/27 8/11

5/28 6/1 6/8 6/17 6/26 7/7 7/20 8/2 8/17
6/1 6/4 6/11 6/18 6/25 7/4 7/15 7/26 8/8 8/21
5/25 6/3 6/12 6/23 7/6 7/19 8/1 8/16

9 5/26 5/29 6/2 6/7 6/14 6/23 7/4 7/15 7/28 8/10 8/23
5/26 5/31 6/5 6/14 6/25 7/6 7/19 8/3 8/18

6/1 6/4 6/9 6/16 6/25 7/6 7/19 8/1 8/16
9 6/1 6/2 6/7 6/11 6/15 6/20 6/27 7/6 7/17 7/30 8/12
5/11 5/26 6/10 6/25 7/10 7/25 8/9 8/24

5/12 5/21 6/1 6/14 6/27 7/12 7/27 8/11
5/12 5/19 5/30 6/12 6/25 7/10 7/25 8/9 8/24

5/12 5/17 5/24 6/2 6/11 6/22 7/5 7/18 8/2 8/17
5/12 5/27 6/11 6/26 7/11 7/26 8/10 8/25

### 5/13 5/22 5/27 6/3 6/12 6/21 7/2 7/13 7/26 8/10 8/25
5/17 5/28 6/8 6/21 7/4 7/19 8/3 8/18
8 6 7 8 5/18 5/19 5/22 5/25 5/29 6/3 6/10 6/17 6/26 7/7 7/18 7/25 8/3 8/14
5/18 5/25 6/1 6/10 6/19 6/28 7/9 7/22 8/4 8/17
5/19 6/3 6/18 7/3 7/18 8/2 8/17

5/19 6/3 6/18 7/3 7/18 8/2 8/17
5/19 5/26 6/4 6/15 6/28 7/11 7/24 8/8 8/23
5/20 5/29 6/9 6/24 7/9 7/24 8/8 8/23
5/21 5/28 6/8 6/19 7/2 7/15 7/30 8/14
### 5/27 5/28 6/1 6/6 6/21 6/28 7/7 7/16 7/27 8/9 8/24
5/25 5/28 6/10 6/17 6/26 7/7 7/18 7/31 8/13
5/27 6/3 6/12 6/23 7/6 7/19 8/3 8/18

6/1 6/6 6/13 6/22 7/3 7/16 7/29 8/13
6/2 6/7 6/14 6/21 6/30 7/9 7/20 8/2 8/17
6/2 6/6 6/11 6/18 6/27 7/8 7/21 8/3 8/18
6/1 6/14 6/27 7/12 7/27 8/9 8/24

6/3 6/5 6/9 6/16 6/25 7/6 7/19 7/30 8/12
6/3 6/5 6/10 6/17 6/28 7/11 7/26 8/10 8/25
6/3 6/7 6/12 6/19 6/28 7/9 7/22 8/4 8/17
6/4 6/9 6/16 6/25 7/6 7/19 8/3 8/18
6/4 6/9 6/16 6/27 7/10 7/25 8/9 8/24

6/4 6/11 6/16 6/23 7/2 7/11 7/22 8/4 8/19
6 6/15 6/17 6/20 6/24 6/29 7/6 7/15 7/26 7/31 8/5 8/12
6/18 6/20 6/27 7/1 7/6 7/13 7/22 8/2 8/15
6/18 6/22 6/27 7/2 7/7 7/14 7/23 8/1 8/12
5/27 6/3 6/12 6/21 7/2 7/13 7/26 8/10 8/25

6/1 6/5 6/12 6/21 7/2 7/15 7/28 8/12
6/4 6/7 6/11 6/16 6/23 7/2 7/9 7/18 7/29 8/9
6/4 6/8 6/13 6/26 7/5 7/16 7/29 8/9 8/20
5/20 6/2 6/17 7/2 7/17 8/1 8/16

6/6 6/10 6/25 6/30 7/5 7/12 7/21 8/1 8/14
6/9 6/14 6/21 6/28 7/7 7/16 7/27 8/9 8/22
6/9 6/14 6/21 6/28 7/7 7/18 7/31 8/13 8/26
6/12 6/14 6/17 6/21 6/26 7/3 7/12 7/21 8/1 8/14
6/3 6/4 6/7 6/12 6/19 6/28 7/9 7/20 7/31 8/13
6/4 6/6 6/9 6/14 6/21 6/30 7/11 7/24 8/8 8/23
6/14 6/16 6/19 6/23 6/28 7/5 7/14 7/25 8/3 8/14
6/15 6/17 6/20 6/24 6/29 7/6 7/15 7/26 8/2 8/11
5/21 5/28 6/6 6/17 6/30 7/15 7/30 8/14

6/11 6/16 6/23 7/2 7/11 7/22 8/4 8/17
5/22 5/31 6/11 6/24 7/7 7/20 7/31 8/13
5/23 6/1 6/14 6/27 7/12 7/27 8/11

5/25 6/1 6/10 6/21 7/2 7/13 7/26 8/10 8/25
5/18 5/31 6/15 6/30 7/15 7/30 8/14

5/19 5/28 6/10 6/23 7/8 7/23 8/7 8/22
5/19 5/24 5/31 6/11 6/22 7/5 7/18 8/2 8/17

5/21 5/30 6/10 6/23 7/6 7/21 8/5 8/20
5/20 5/25 6/1 6/10 6/21 7/4 7/17 8/1 8/10 8/21
8 5/26 5/30 6/4 6/11 6/24 7/1 7/8 7/17 7/28 8/6 8/17
5/24 5/26 5/30 6/6 6/15 6/24 7/5 7/18 7/31 8/13
6/2 6/3 6/7 6/12 6/19 6/28 7/9 7/22 8/4 8/19
5/13 5/22 5/31 6/11 6/24 7/3 7/14 7/27 8/11

5/18 5/31 6/9 6/20 7/3 7/16 7/31 8/15
### 5/19 5/24 5/31 6/5 6/14 6/21 6/30 7/11 7/24 8/8 8/23
5/20 5/24 5/29 6/5 6/16 6/27 7/10 7/25 8/9 8/24
5/21 5/30 6/10 6/21 7/4 7/19 8/3 8/18
5/21 5/28 6/8 6/21 7/6 7/21 8/5 8/20
5/22 5/31 6/11 6/24 7/7 7/22 8/6 8/21

5/27 6/1 6/10 6/21 7/2 7/13 7/26 8/10 8/25
5/22 5/27 6/5 6/14 6/25 7/6 7/19 8/1 8/16

5/23 5/27 6/3 6/12 6/23 7/4 7/17 8/1 8/16
5/25 6/1 6/14 6/25 7/8 7/23 8/7 8/22

9 6/14 6/15 6/17 6/20 6/25 6/30 7/5 7/12 7/21 8/1 8/14
6/2 6/6 6/13 6/22 7/3 7/14 7/27 8/9 8/24
6/16 6/18 6/21 6/25 6/30 7/7 7/14 7/23 8/3 8/16
6/18 6/19 6/22 6/26 7/1 7/8 7/15 7/24 8/4 8/17
6/21 6/23 6/26 6/30 7/5 7/12 7/21 8/1 8/14

6/21 6/22 6/24 6/28 7/3 7/10 7/19 7/28 8/6 8/17
6/24 6/26 6/29 7/3 7/8 7/15 7/24 8/4 8/17

7/20 7/21 7/23 7/26 7/27 7/29 7/31 8/3 8/7 8/11
7/20 7/21 7/23 7/26 7/27 7/30 8/1 8/4 8/8 8/12
6 7/21 7/22 7/24 7/27 7/28 7/29 7/31 8/3 8/7 8/12 8/19
7/21 7/22 7/24 7/27 7/28 7/29 8/1 8/5 8/9 8/14
6/24 6/25 6/27 6/30 7/4 7/9 7/16 7/23 8/1 8/12
8 6/25 6/26 6/28 7/1 7/4 7/7 7/11 7/16 7/23 8/1 8/12
7/28 7/29 7/31 8/3 8/6 8/9 8/13

7/29 7/30 8/1 8/4 8/8 8/12
7/28 7/29 7/30 8/1 8/3 8/6 8/10 8/15
6/23 6/24 6/26 6/29 7/3 7/8 7/15 7/24 8/4 8/17
6/23 6/24 6/26 6/29 7/3 7/8 7/15 7/24 8/4 8/17
5/13 5/20 5/29 6/7 6/18 6/29 7/10 7/23 8/7 8/22
5/25 5/30 6/6 6/15 6/26 7/9 7/24 8/8 8/23
7/29 7/30 8/1 8/4 8/8 8/13 8/18
7/7 7/8 7/10 7/13 7/17 7/22 7/29 8/7 8/12
6 7/6 7/7 7/9 7/11 7/14 7/17 7/21 7/28 8/2 8/9 8/16
7/5 7/6 7/7 7/9 7/12 7/16 7/21 7/30 8/6 8/15
5/17 5/30 6/12 6/25 7/8 7/21 8/3 8/18

5/18 5/23 5/30 6/8 6/17 6/26 7/7 7/18 7/31 8/13
5/13 5/26 6/6 6/17 6/30 7/13 7/28 8/12

5/13 5/26 6/8 6/23 7/8 7/23 8/7 8/22
5/17 5/24 5/31 6/9 6/20 7/1 7/12 7/23 8/5 8/20
6/15 6/17 6/21 6/26 7/3 7/12 7/23 8/3 8/16 8/31
6/17 6/18 6/21 6/25 6/30 7/7 7/16 7/27 8/9 8/24
6/19 6/20 6/22 6/25 6/29 7/4 7/11 7/20 7/31 8/11
6/23 6/24 6/26 6/29 7/3 7/8 7/15 7/24 8/4 8/17
5/20 5/29 6/9 6/22 7/7 7/22 8/6 8/21
5/19 5/23 5/28 6/4 6/13 6/24 7/5 7/18 7/31 8/13
5/20 5/25 5/30 6/6 6/15 6/24 7/5 7/18 7/29 8/11
5/17 5/30 6/14 6/29 7/14 7/29 8/13

12
1 7.3: Skew and Kurtosis

1 12.1: Elasticity
1 13.1: Perfect Competition
1 22.7: Shareholders' Equity and Ratios

1 23.2: The Direct and Indirect Methods
1 28.1: Bond Issuance
1 29.3: Warning Signs
1 34.1: Measures of Leverage

1 46.1 Sources of Returns, Duration
1 Hedge Funds, Commodities, and Infrastructure
50.2:
1 55.1: Introduction to Risk Management
1 57.1: Fintech in Investment Management

12
Date Hrs Studied Total Hrs Studied 7

Enter Study Start Date 11/14/2021 3 # of Days Studied 5
11/15/2021 2
11/16/2021 0 Today's Date 11/18/2021
11/17/2021 1 Exam Date 5/1/2022
11/18/2021 1
11/19/2021 Days Until Exam 164
11/20/2021
11/21/2021
11/22/2021
11/23/2021
11/24/2021
11/25/2021
11/26/2021
11/27/2021
11/28/2021
11/29/2021
11/30/2021
12/1/2021
12/2/2021
12/3/2021
12/4/2021
12/5/2021
12/6/2021
12/7/2021
12/8/2021
12/9/2021
12/10/2021
12/11/2021
12/12/2021
12/13/2021
12/14/2021
12/15/2021
12/16/2021
12/17/2021
12/18/2021
12/19/2021
12/20/2021
12/21/2021
12/22/2021
12/23/2021
12/24/2021
12/25/2021
12/26/2021
12/27/2021
12/28/2021
12/29/2021
12/30/2021
12/31/2021
1/1/2022
1/2/2022
1/3/2022
1/4/2022
1/5/2022
1/6/2022
1/7/2022
1/8/2022
1/9/2022
1/10/2022
1/11/2022
1/12/2022
1/13/2022
1/14/2022
1/15/2022
1/16/2022
1/17/2022
1/18/2022
1/19/2022
1/20/2022
1/21/2022
1/22/2022
1/23/2022
1/24/2022
1/25/2022
1/26/2022
1/27/2022
1/28/2022
1/29/2022
1/30/2022
1/31/2022
2/1/2022
2/2/2022
2/3/2022
2/4/2022
2/5/2022
2/6/2022
2/7/2022
2/8/2022
2/9/2022
2/10/2022
2/11/2022
2/12/2022
2/13/2022
2/14/2022
2/15/2022
2/16/2022
2/17/2022
2/18/2022
2/19/2022
2/20/2022
2/21/2022
2/22/2022
2/23/2022
2/24/2022
2/25/2022
2/26/2022
2/27/2022
2/28/2022
3/1/2022
3/2/2022
3/3/2022
3/4/2022
3/5/2022
3/6/2022
3/7/2022
3/8/2022
3/9/2022
3/10/2022
3/11/2022
3/12/2022
3/13/2022
3/14/2022
3/15/2022
3/16/2022
3/17/2022
3/18/2022
3/19/2022
3/20/2022
3/21/2022
3/22/2022
3/23/2022
3/24/2022
3/25/2022
3/26/2022
3/27/2022
3/28/2022
3/29/2022
3/30/2022
3/31/2022
4/1/2022
4/2/2022
4/3/2022
4/4/2022
4/5/2022
4/6/2022
4/7/2022
4/8/2022
4/9/2022
4/10/2022
4/11/2022
4/12/2022
4/13/2022
4/14/2022
4/15/2022
4/16/2022
4/17/2022
4/18/2022
4/19/2022
4/20/2022
4/21/2022
4/22/2022
4/23/2022
4/24/2022
4/25/2022
4/26/2022
4/27/2022
4/28/2022
4/29/2022
4/30/2022
5/1/2022
5/2/2022
5/3/2022
5/4/2022
5/5/2022
5/6/2022
5/7/2022
5/8/2022
5/9/2022
5/10/2022
5/11/2022
5/12/2022
5/13/2022

Exam Date 5/1/22 Completed % 0.0% Study Per Day 2
Total Lessons 153
Ethical Professional Standards 15% 20% 1 Grade Your Session 1 through 10

1.1: Ethics and Trust
2.1: Code and Standards
3.1: Guidance for Standards I(A) and I(B)
3.2: Guidance for Standards I(C) and I(D)
3.3: Guidance for Standard II
3.4: Guidance for Standards III(A) and III(B)
3.5: Guidance for Standards III(C), III(D), and III(E)
3.6: Guidance for Standard IV
3.7: Guidance for Standard V
3.8: Guidance for Standard VI
3.9: Guidance for Standard VII
4.1: Introduction to GIPS
5 Global Investment Performance Standards
5.1: The GIPS Standards
Quantitative Methods 8% 12%

6.1: EAY and Compounding Frequency
6.2: Calculating PV and FV
6.3: Uneven Cash Flows
7 Statistical Concepts & Market Returns
7.1: Describing Data Sets
7.2: Mean and Variance
7.3: Skew and Kurtosis
8.1: Conditional and Joint Probabilities
8.2: Conditional Expectations, Correlation
8.3: Portfolio Variance, Bayes, and Counting Problems
9.1: Uniform and Binomial Distributions
9.2: Normal Distributions
9.3: Lognormal Distribution, Simulations
10.1: Central Limit Theorem and Standard Error
10.2: Confidence Intervals and t-Distribution
11.1: Hypothesis Tests and Types of Errors
11.2: Tests of Means and p-Values
11.3: Mean Differences, Difference in Means
Economics 8% 12%
12.1: Elasticity
12.2: Demand and Supply
13.1: Perfect Competition
13.2: Monopolistic Competition
13.3: Oligopoly
13.4: Monopoly and Concentration
14.1: GDP, Income, and Expenditure
14.2: Aggregate Demand and Supply
14.3: Macroeconomic Equilibrium and Growth
15.1: Business Cycle Phases
15.2: Inflation and Indicators
16.1: Money and Inflation
16.2: Monetary Policy
16.3: Fiscal Policy
17.1: International Trade Benefits
17.2: Trade Restrictions
18.1: Foreign Exchange Rates
18.2: Forward Exchange Rates
18.3: Managing Exchange Rates
Financial Reporting and Analysis 13% 17%

19.1: Financial Statement Roles
19.2: Footnotes, Audit, and Analysis
20.1: Standards Overview
20.2: Financial Reporting Framework
21.1: Income Statement Overview
21.2: Revenue Recognition
21.3: Expense Recognition
21.4: EPS and Dilutive Securities
21.5: Common-Size Income Statements
22.1: Balance Sheet Introduction
22.2: Assets and Liabilitites
22.3: Current Assets and Liabilities
22.4: Noncurrent Assets and Liabilities
22.5: Intangible Assets
22.6: Marketable Securities
22.7: Shareholders' Equity and Ratios
23.1: Cash Flow Introduction
23.2: The Direct and Indirect Methods
23.3: Converting Direct to Indirect
23.4: Free Cash Flow and Ratios
24.1: Introduction to Financial Ratios
24.4: DuPont Analysis
24.5: More Financial Ratios
25 Inventories
25.1: Cost Flow Methods
25.2: Inventory Systems
25.3: Converting LIFO to FIFO
25.4: Inventory Valuation
25.5: Inventory Analysis
26.1: Capitalization vs. Expensing
26.2: Depreciation
26.3: Impairment and Revaluation
26.4: Fixed Asset Disclosures
27 Income Taxes
27.1: Tax Terms
27.2: Deferred Tax Liabilities and Assets
27.3: Deferred Tax Examples
27.4: Change in Tax Rates
27.5: Permanent Differences
28.1: Bond Issuance
28.2: Discount and Premium Bonds
28.3: Issuance Cost, Derecognition, and Disclosures
28.4: Lease and Pension Accounting
29.1: Reporting Quality
29.2: Accounting Choices and Estimates
29.3: Warning Signs
30.1: Forecasting
30.2: Credit and Equity Analysis
Corporate Finance 8% 12%

31.1: Stakeholder Management
31.2: Factors Affecting Corporate Governance
32 Capital Budgeting
32.1: Capital Projects, NPV, and IRR
32.2: Payback Period, Project Rankings
33 Cost of Capital
33.1: Weighted Average Cost of Capital
33.2: Project Cost of Capital
34.1: Measures of Leverage
35 Working Capital Management
35.1: Working Capital Management
Equity Investments 10% 12%

36.1: Markets, Assets, and Intermediaries
36.2: Positions and Leverage
36.3: Order Execution and Validity
37.1: Index Weighting Methods
37.2: Uses and Types of Indexes
38.1: Market Efficiency
39.1: Types of Equity Investments
39.2: Foreign Equities and Equity Risk
40.1: Industry Analysis
40.2: Pricing Power and Company Analysis
41.1: Dividends, Splits, and Repurchases
41.2: Dividend Discount Models
41.3: Relative Valuation Measures

42.1: Bond Indentures, Regulation, and Taxation
42.2: Bond Cash Flows and Contingencies
43.1: Types of Bonds and Issuers
43.2: Corporate Debt and Funding Alternatives
44.1: Bond Valuation and Yield to Maturtiy
44.2: Spot Rates and Accrued Interest
44.3: Yield Measures
44.4: Yield Curves
44.5: Yield Spreads
45.1: Structure of Mortgage-Backed Securities
45.2: Prepayment Risk and Non-Mortgage Backed ABS
46.1 Sources of Returns, Duration
46.2: Interest Rate Risk and Money Duration
46.3: Convexity and Yield Volatility
47.1: Credit Risk and Bond Ratings
47.2: Evaluating Credit Quality
Derivatives 5% 8%
48.1: Forwards and Futures
48.2: Swaps and Options
49.1: Forwards and Futures Valuation
49.2: Forward Rate Agreements and Swap Valuation
49.3: Option Valuation and Put-Call Parity
49.4: Binomial Model for Option Values
50.1: Private Equity and Real Estate
50.2: Hedge Funds, Commodities, and Infrastructure
51.1: Portfolio Management Process
51.2: Asset Management and Pooled Investments
52.1: Return Measures
52.2: Covariance and Correlation
52.3: The Efficient Frontier
53.1: Systematic Risk and Beta
53.2: The CAPM and the SML
54.1: Portfolio Planning and Construction
55.1: Introduction to Risk Management
56.1: Technical Analysis
57.1: Fintech in Investment Management
1 2 3 4 5 7 9 11 13 15
10 11 12 13 14 15 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Input
on 1 through 10 10
0
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The CFA Revision Spreadsheet

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sessions. It accomplished this in several ways:

many new Lessons you learn each day.

Today's Date 5/1/22 Completed # 23 Lessons 144

Quantitative Methods 8% 12% 1 Grade Your Session 1 through 10

1 The Time Value of Money

1 2.1: Organizing Data

1 3.1: Conditional and Joint Probabilities

Today's Date 8/13/21 Completed # 153 Lessons 0

Ethical Professional Standards 15% 20% 1 Grade Your Session 1 through 10

Quantitative Methods 8% 12%

Financial Reporting and Analysis 13% 17%

Corporate Finance 8% 12%

Equity Investments 10% 12%

Fixed Income 10% 12%

7/2 7/5 7/9 7/14 7/21 8/1 8/8 8/17

7/7 7/8 7/10 7/13 7/17 7/22 7/29 8/7 8/18

7/3 7/4 7/6 7/9 7/13 7/18 7/25 8/3 8/14

7/7 7/8 7/10 7/13 7/17 7/21 7/26 8/2 8/11

7/9 7/10 7/12 7/15 7/20 7/27 8/5 8/16

5/11 5/22 6/4 6/19 7/4 7/19 8/3 8/18

5/18 5/29 6/9 6/22 7/5 7/18 7/31 8/13

6/5 6/8 6/13 6/20 6/29 7/10 7/23 8/5 8/20

5/28 6/2 6/11 6/20 7/1 7/14 7/27 8/11

5/25 6/3 6/12 6/23 7/6 7/19 8/1 8/16

5/26 5/31 6/5 6/14 6/25 7/6 7/19 8/3 8/18

5/11 5/26 6/10 6/25 7/10 7/25 8/9 8/24

5/12 5/19 5/30 6/12 6/25 7/10 7/25 8/9 8/24

5/12 5/27 6/11 6/26 7/11 7/26 8/10 8/25

5/19 6/3 6/18 7/3 7/18 8/2 8/17

5/27 6/3 6/12 6/23 7/6 7/19 8/3 8/18

6/1 6/14 6/27 7/12 7/27 8/9 8/24

6/4 6/9 6/16 6/27 7/10 7/25 8/9 8/24

5/27 6/3 6/12 6/21 7/2 7/13 7/26 8/10 8/25

5/20 6/2 6/17 7/2 7/17 8/1 8/16

5/21 5/28 6/6 6/17 6/30 7/15 7/30 8/14

5/23 6/1 6/14 6/27 7/12 7/27 8/11

5/18 5/31 6/15 6/30 7/15 7/30 8/14

5/19 5/24 5/31 6/11 6/22 7/5 7/18 8/2 8/17

5/13 5/22 5/31 6/11 6/24 7/3 7/14 7/27 8/11

5/21 5/28 6/8 6/21 7/6 7/21 8/5 8/20

5/22 5/31 6/11 6/24 7/7 7/22 8/6 8/21

5/22 5/27 6/5 6/14 6/25 7/6 7/19 8/1 8/16

5/25 6/1 6/14 6/25 7/8 7/23 8/7 8/22

6/21 6/23 6/26 6/30 7/5 7/12 7/21 8/1 8/14

6/24 6/26 6/29 7/3 7/8 7/15 7/24 8/4 8/17

7/28 7/29 7/31 8/3 8/6 8/9 8/13

5/17 5/30 6/12 6/25 7/8 7/21 8/3 8/18

5/13 5/26 6/6 6/17 6/30 7/13 7/28 8/12

5/20 5/29 6/9 6/22 7/7 7/22 8/6 8/21

5/17 5/30 6/14 6/29 7/14 7/29 8/13

1 7.3: Skew and Kurtosis

1 13.1: Perfect Competition

1 22.7: Shareholders' Equity and Ratios

1 28.1: Bond Issuance

1 29.3: Warning Signs

1 34.1: Measures of Leverage

1 55.1: Introduction to Risk Management

1 57.1: Fintech in Investment Management

Date Hrs Studied Total Hrs Studied 7