Sheet12014 CFA Level 12013 CFA Level 1Ethical and Professional
StandardsEthical and Professional StandardsSesion 1: Ethical and
Professional StandardsStudy Session 1 Ethical and Professional
Standards
Reading 1 Code of Ethics and Standards of Professional
ConductReading 1 Code of Ethics and Standards of Professional
Conduct Standards of Practice Handbook, Tenth Edition Reading 2
Guidance for Standards IVIIReading 2 Guidance for Standards IVII
Standards of Practice Handbook, Tenth Edition Reading 3
Introduction to the Global Investment Performance Standards
(GIPS)Reading 3 Introduction to the Global Investment Performance
Standards (GIPS) Reading 4 Global Investment Performance Standards
(GIPS)Reading 4 Global Investment Performance Standards (GIPS)
Quantitative MethodsQuantitative Methods
Sesion 2: Quantitative Methods Basic ConceptsStudy Session 2
Quantitative Methods:Basic ConceptsReading 5 The Time Value of
MoneyReading 5 The Time Value of MoneyReading 6 Discounted Cash
Flow ApplicationsReading 6 Discounted Cash Flow ApplicationsReading
7 Statistical Concepts and Market ReturnsReading 7 Statistical
Concepts and Market ReturnsReading 8 Probability ConceptsReading 8
Probability Concepts
Sesion 3: Quantitative Methods ApplicationStudy Session 3
Quantitative Methods: ApplicationReading 9 Common Probability
DistributionsReading 9 Common Probability DistributionsReading 10
Sampling and EstimationReading 10 Sampling and EstimationReading 11
Hypothesis Testing(R11b. distinguish between one-tailed and
two-tailed tests of hypotheses;)Reading 11 Hypothesis
TestingReading 12 Technical AnalysisReading 12 Technical
Analysis
EconomicsEconomics
Sesion 4: Economics:Microeconomic AnalysisStudy Session 4
Economics:Microeconomic AnalysisReading 13 Demand and Supply
Analysis: Introduction--R13e. describe the concept of equilibrium
(partial and general), and mechanisms by which markets achieve
equilibrium;Reading 13 Demand and Supply Analysis:
IntroductionReading 14 Demand and Supply Analysis: Consumer
DemandReading 14 Demand and Supply Analysis: Consumer DemandReading
15 Demand and Supply Analysis: The FirmReading 15 Demand and Supply
Analysis: The FirmReading 16 The Firm and Market StructuresReading
16 The Firm and Market Structures
Sesion 5: Economics:Macroeconomic AnalysisStudy Session 5
Economics:Macroeconomic AnalysisReading 17 Aggregate Output,
Prices, and Economic GrowthReading 17 Aggregate Output, Prices, and
Economic GrowthReading 18 Understanding Business Cycles -- R18j.
identify the past, current, or expected future business cycle phase
of an economy based on economic indicators.Reading 18 Understanding
Business CyclesReading 19 Monetary and Fiscal PolicyReading 19
Monetary and Fiscal Policy
Sesion 6: Economics:Economics in a Global ContextStudy Session 6
Economics:Economics in a Global ContextReading 20 International
Trade and Capital FlowsReading 20 International Trade and Capital
FlowsReading 21 Currency Exchange RatesReading 21 Currency Exchange
Rates
Financial Reporting and AnalysisFinancial Statement Analysis
Sesion 7: Financial Reporting and Analysis An IntroductionStudy
Session 7 Financial Reportingand Analysis:An Introduction
Reading 22 Financial Statement Analysis: An IntroductionReading
22 Financial Statement Analysis: An IntroductionReading 23
Financial Reporting MechanicsReading 23 Financial Reporting
MechanicsReading 24 Financial Reporting StandardsReading 24
Financial Reporting Standards
Sesion 8: Financial Reporting and Analysis Income Statements,
Balance Sheets,and Cash Flow StatementsStudy Session 8 Financial
Reportingand Analysis:Income Statements, Balance Sheets,and Cash
Flow Statements
Reading 25 Understanding Income StatementsReading 25
Understanding Income StatementsReading 26 Understanding Balance
SheetsReading 26 Understanding Balance SheetsReading 27
Understanding Cash Flow StatementsReading 27 Understanding Cash
Flow StatementsReading 28 Financial Analysis Techniques--R28f.
explain the requirements for segment reporting, and calculate and
interpret segment ratios;Reading 28 Financial Analysis
Techniques
Sesion 9: Financial Reporting and Analysis Inventories,
Long-lived Assets, Income Taxes, and Non-current LiabilitiesStudy
Session 9 Financial Reporting and Analysis:Inventories, Long-lived
Assets, Income Taxes, and Non-current Liabilities
Reading 29 InventoriesReading 29 InventoriesReading 30
Long-lived AssetsReading 30 Long-lived AssetsReading 31 Income
Taxes International Financial Statement AnalysisReading 31 Income
Taxes International Financial Statement AnalysisReading 32
Non-current (Long-term) Liabilities-- R32j. describe defined
contribution and defined benefit pension plans;Reading 32
Non-current(Long-term) Liabilities
Sesion 10: Financial Reporting and Analysis Evaluating Financial
Reporting Quality and Other ApplicationsStudy Session 10 Financial
Reporting and Analysis:Evaluating Financial Reporting Quality and
Other Applications
Reading 33 Financial Reporting Quality: Red Flags and Accounting
Warning SignsReading 33 Financial Reporting Quality: Red Flags and
Accounting Warning SignsReading 34 Accounting Shenanigans on the
Cash Flow Statement--R34a. describe reasons for investors to assess
the quality of cash flow statements;Reading 34 Accounting
Shenanigans on the Cash Flow StatementReading 35 Financial
Statement Analysis: ApplicationsReading 35 Financial Statement
Analysis: Applications
Corporate FinanceCorporate Finance
Sesion 11: Corporate FinanceStudy Session 11 Corporate
Finance
Reading 36 Capital Budgeting-R36f. describe and account for the
relative popularity of the various capital budgeting methods and
explain the relation between NPV and company value and stock
price;Reading 36 Capital BudgetingReading 37 Cost of CapitalReading
37 Cost of CapitalReading 38 Measures of LeverageReading 38
Measures of LeverageReading 39 Dividends and Share Repurchases:
BasicsReading 39 Dividends and Share Repurchases: BasicsReading 40
Working Capital ManagementReading 40 Working Capital
ManagementReading 41 The Corporate Governance of Listed Companies:A
Manual for InvestorsReading 41 The Corporate Governance of Listed
Companies:A Manual for Investors
Portfolio ManagementPortfolio Management
Sesion 12: Portfolio ManagementStudy Session 12 Portfolio
ManagementReading 42 Portfolio Management: An Overview--R42c.
describe defined contribution and defined benefit pension
plans;Reading 42 Portfolio Management: An OverviewReading 43
Portfolio Risk and Return: Part IReading 43 Portfolio Risk and
Return: Part IReading 44 Portfolio Risk and Return: Part IIReading
44 Portfolio Risk and Return: Part IIReading 45 Basics of Portfolio
Planning and ConstructionReading 45 Basics of Portfolio Planning
and Construction
EquityEquity
Sesion 13: Equity Market Organization, Market Indices, and
Market EfficiencyStudy Session 13 Equity:Market Organization,
Market Indices, and Market Efficiency
Reading 46 Market Organization and StructureReading 46 Market
Organization and StructureReading 47 Security Market IndicesReading
47 Security Market IndicesReading 48 Market EfficiencyReading 48
Market Efficiency
Sesion 14: Equity Analysis and ValuationStudy Session 14 Equity
Analysis and Valuation
Reading 49 Overview of Equity SecuritiesReading 49 Overview of
Equity SecuritiesReading 50 Introduction to Industry and Company
AnalysisReading 50 Introduction to Industry and Company
AnalysisReading 51 Equity Valuation: Concepts and Basic
ToolsReading 51 Equity Valuation: Concepts and Basic Tools
Fixed IncomeFixed Income
Sesion 15: Fixed Income Basic ConceptsStudy Session 15 Fixed
Income:Basic Concepts
Reading 52 Fixed-IncomeReading 52 Features of Debt
SecuritiesReading 53 Fixed-IncomeReading 53 Risks Associated with
Investing in BondsReading 54 Introduction to Fixed-IncomeReading 54
Overview of Bond Sectors and InstrumentsReading 55 Understanding
Yield Spreads
Sesion 16: Fixed Income Analysis of RiskStudy Session 16 Fixed
Income:Analysis and Valuation
Reading 55 Understanding Fixed-Income Risk and ReturnReading 56
Introduction to the Valuation of Debt SecuritiesReading 56
Fundamentals of Credit AnalysisReading 57 Yield Measures, Spot
Rates, and Forward RatesReading 58 Introduction to the Measurement
of Interest Rate RiskReading 59 Fundamentals of Credit Analysis
DerivativesDerivatives
Sesion 17: DerivativesSesion 17: DerivativesReading 57
Derivative Markets and InstrumentsReading 60 Derivative Markets and
InstrumentsReading 58 Forward Markets and ContractsReading 61
Forward Markets and ContractsReading 59 Futures Markets and
ContractsReading 62 Futures Markets and ContractsReading 60 Option
Markets and ContractsReading 63 Option Markets and ContractsReading
61 Swap Markets and ContractsReading 64 Swap Markets and
ContractsReading 62 Risk Management Applications of Option
StrategiesReading 65 Risk Management Applications of Option
Strategies
Alternative InvestmentsAlternative Investments
Sesion 18: Alternative InvestmentsStudy Session 18 Alternative
InvestmentsReading 63 Introduction to Alternative
InvestmentsReading 66 Introduction to Alternative
InvestmentsReading 67 Investing in CommoditiesCFA1SS3 R11b.
distinguish between one-tailed and two-tailed tests of
hypotheses;2SS4 R13e. describe the concept of equilibrium (partial
and general), and mechanisms by which markets achieve
equilibrium;3SS8 R28f. explain the requirements for segment
reporting, and calculate and interpret segment ratios;4SS10 R34a.
describe reasons for investors to assess the quality of cash flow
statements;5SS12 R42c. describe defined contribution and defined
benefit pension plans;6SS15R52R53R54SS157SS16R551SS5 R18j. identify
the past, current, or expected future business cycle phase of an
economy based on economic indicators.2SS9 R32j. describe defined
contribution and defined benefit pension plans;3SS11 R36f. describe
and account for the relative popularity of the various capital
budgeting methods and explain the relation between NPV and company
value and stock
price;4SS15R52R53R54R55SS155SS162013R56R57R58SS166SS182013R67
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