FinQuiz

STUDY  PLAN  FOR  JUNE–2011  EXAM

CFA  Level  II
Starting  Date:  Jaunuary  3,  2011 Average  3  minutes  per  MCQ
Exam  Date:  June  4,  2011 Total  Topic  Areas:  10
Exam  Length:  6  Hours  (  Two  Parts  of  3  Hours) Total  Study  Session(S.S.):  18
Total  Questions:  120  MCQs Total  Time  Available  (Till  Exam):  22  Weeks  (151  Days)

Topic  Area  Weights  for  the  CFA  Exam

TOPIC  AREA S.S.  # %  Weight
Ethical  and  Professional  Standards  (Sub-­‐Total) 1-­‐2 10%
Quantitative  Methods 3 5-­‐10%
Economics 4 5-­‐10%
Financial  Reporting  and  Analysis 5-­‐7 15-­‐25%
Corporate  Finance 8-­‐9 5-­‐15%
Investment  Tools  (Sub-­‐Total) -­‐ 30-­‐60%
Equity  Investments 10-­‐12 20-­‐30%
Fixed  Income 14-­‐15 5-­‐15%
Derivatives 16-­‐17 5-­‐15%
Alternative  Investments 13 5-­‐15%
Asset  Classes  (Sub-­‐Total) -­‐ 35-­‐75%
Portfolio  Management  and  Wealth  Planning  (Sub-­‐Total) 18 5-­‐15%
TOTAL -­‐ 100%

WEEKLY  SCHEDULE  
Study  Session   Reading  
Days Date   Activity TOPICS
# Assign  #
January  3,  2011  -­‐  
Curriculum  Reading 56 Valuing  Bonds  with  Embedded  Options
January  7,  2011
7 January  8,2011 End-­‐of-­‐chapter  Questions 14
53 General  Principles  of  Credit  Analysis
January  9,2011 FinQuiz  Practice  Questions

January  10,  2011  -­‐  

Curriculum  Reading 54 The  Liquidity  Conundrum
January  14,  2011 14
7 January  15,2011 End-­‐of-­‐chapter  Questions 55 Term  Structure  and  Volatility  of  Interest  Rates

January  16,2011 FinQuiz  Practice  Questions 15 57 Mortgage-­‐Backed  Sector  of  the  Bond  Market

January  17,  2011  -­‐  

Curriculum  Reading 58 Asset-­‐Backed  Sector  of  the  Bond  Market
January  20,  2011
January  21,2011 End-­‐of-­‐chapter  Questions 15
7
59 Valuing  Mortgage-­‐Backed  and  Asset-­‐Backed  Securities
January  22,2011 FinQuiz  Practice  Questions
January  23,2011 Revision Fixed  Income
January  24,  2011  -­‐  
Curriculum  Reading 60 Forward  Markets  and  Contracts
January  28,  2011 16
7 January  29,2011 End-­‐of-­‐chapter  Questions 61 Futures  Markets  and  Contracts

January  30,2011 FinQuiz  Practice  Questions 17 63 Swap  Markets  and  Contracts

January  31,  2011  -­‐  

Curriculum  Reading 62 Option  Markets  and  Contracts
February  3,  2011
February  4,2011 End-­‐of-­‐chapter  Questions 17 64 Interest  Rate  Derivative  Instruments
7
February  5,2011 FinQuiz  Practice  Questions 65 Using  Credit  Derivatives  to  Enhance  Return  and  Manage  Risk

February  6,2011 Revision Derivatives

14 Economic  Growth
February  7,  2011  -­‐  
Curriculum  Reading 15 Regulation  and  Antitrust  Policy  in  a  Globalized  Economy
February  10,  2011
16 Trading  with  the  World
7 4 17 The  Exchange  Rate  and  the  Balance  of  Payments
February  11,2011 End-­‐of-­‐chapter  Questions
18 Currency  Exchange  Rates

February  12,2011  -­‐   19 Foreign  Exchange  Parity  Relations

FinQuiz  Practice  Questions
February  13,2011 20 Measuring  Economic  Activity
66 Portfolio  Concepts
February  14,  2011  -­‐  
Curriculum  Reading A  Note  on  Harry  M.  Markowitz’s  “Market  Efficiency:  A  Theoretical  
February  17,  2011 67
Distinction  and  So  What?”
7 18
February  18,2011 End-­‐of-­‐chapter  Questions 68 International  Asset  Pricing
February  19,  2011  -­‐   69 The  Theory  of  Active  Portfolio  Management
FinQuiz  Practice  Questions
February  20,  2011 70 The  Portfolio  Management  Process  and  the  Investment  Policy  

Copyright © FinQuiz.com. All rights reserved.

 Study  Session   Reading  
Days Date   Activity TOPICS
# Assign  #
February  21,  2011  -­‐  
Curriculum  Reading 11 Valuing  Bonds  
Correlation   wRith  
and   Embedded  Options
egression
February  24,  2011
7
7 February  25,2011 End-­‐of-­‐chapter  Questions 14
3 12 Multiple  Regression  and  Issues  in  Regression  Analysis
February  26,  2011  -­‐  
FinQuiz  Practice  Questions 13 Time-­‐Series  Analysis
February  27,  2011
February  28,  2011  -­‐  
Revision Fixed  Income
March  1,  2011
March  2,  2011  -­‐  
6 Revision Derivatives
March  3,  2011
March  4,  2011 Revision Economics
March  5,  2011 Revision Portfolio  Management
March  6,  2011  -­‐  
Curriculum  Reading 21 Inventories:  Implications  for  Financial  Statements  and  Ratios
March  8,  2011
5
6 March  9,  2011 End-­‐of-­‐chapter  Questions 22 Long-­‐lived  Assets:  Implications  for  Financial  Statements  and  Ratios
March  10,  2011  -­‐  
FinQuiz  Practice  Questions 6 23 Intercorporate  Investments
March  11,  2011
March  12,  2011  -­‐  
Curriculum  Reading 24 Employee  Compensation:  Post-­‐Employment  and  Share-­‐Based
March  15,  2011
7 March  16,  2011 End-­‐of-­‐chapter  Questions 6
March  17,  2011  -­‐   25 Multinational  Operations
FinQuiz  Practice  Questions
March  18,  2011
March  19,  2011  -­‐  
Curriculum  Reading 26 The  Lessons  We  Learn
March  20,  2011
March  21,  2011 End-­‐of-­‐chapter  Questions 7 27 Evaluating  Financial  Reporting  Quality
5
March  22,  2011 FinQuiz  Practice  Questions 28 Integration  of  Financial  Statement  Analysis  Techniques
March  23,2011 Revision Financial  Reporting  &  Analysis
March  24,  2011  -­‐  
Curriculum  Reading 29 Capital  Budgeting
March  26,  2011
5 8
March  27,  2011 End-­‐of-­‐chapter  Questions
30 Capital  Structure
March  28,2011 FinQuiz  Practice  Questions
March  29,  2011  -­‐  
Curriculum  Reading 8 31 Dividends  and  Share  Repurchases:  Analysis
April  1,  2011
7 April  2,  2011 End-­‐of-­‐chapter  Questions 32 Corporate  Governance
April  3,2011  -­‐                   9
FinQuiz  Practice  Questions 33 Mergers  and  Acquisitions
April  4,2011
April  5,  2011  -­‐                              
Curriculum  Reading 34 A  Note  on  Asset  Valuation
April  6,  2011

5 April  7,  2011 End-­‐of-­‐chapter  Questions 10 35 Equity  Valuation:  Applications  and  Processes

April  8,  2011  -­‐                     36 Equity:  Markets  and  Instruments

FinQuiz  Practice  Questions
April  9,  2011 37 Return  Concepts

April  10,  2011  -­‐           38 Equity:  Concepts  and  Techniques

Curriculum  Reading
April  12,  2011 39 The  Five  Competitive  Forces  that  Shape  Strategy
6 April  13,  2011 End-­‐of-­‐chapter  Questions 11 40 Industry  Analysis

April  14,  2011  -­‐           41 Valuation  in  Emerging  Markets

FinQuiz  Practice  Questions
April  15,  2011 42 Discounted  Dividend  Valuation
April  16,  2011  -­‐          
Curriculum  Reading 43 Free  Cash  Flow  Valuation
April  18,  2011
5 April  19,  2011 End-­‐of-­‐chapter  Questions 12
44 Market-­‐Based  Valuation:  Price  and  Enterprise  Value  Multiples
April  20,  2011 FinQuiz  Practice  Questions
April  21,  2011  -­‐          
Curriculum  Reading 45 Residual  Income  Valuation
April  24,  2011
6 April  25,  2011 End-­‐of-­‐chapter  Questions 12
46 Private  Company  Valuation
April  26,  2011 FinQuiz  Practice  Questions
April  27,  2011  -­‐                 1 Code  of  Ethics  and  Standards  of  Professional  Conduct
Curriculum  Reading
April  29,  2011 2 Guidance  for  Standards  I-­‐VII
6 April  30,  2011 End-­‐of-­‐chapter  Questions 1-­‐2 3 CFA  Institute  Soft  Dollar  Standards
May  1,  2011  -­‐                   4 CFA  Institute  Research  Objectivity  Standards
FinQuiz  Practice  Questions
May  2,  2011 10 Prudence  in  perspective
May  3,  2011  -­‐                 47 Investment  Analysis
Curriculum  Reading
May  6,  2011 48 Income  Property  Analysis  and  Appraisal
49 Private  Equity  Valuation
7 May  7,  2011 End-­‐of-­‐chapter  Questions 13
50 Investing  in  Commodities
May  8,  2011  -­‐                   51 Evaluating  the  Performance  of  Your  Hedge  Funds
FinQuiz  Practice  Questions
May  9,  2011 52 Buyers  Beware:  Evaluating  and  Managing  the  Many  Facets  of  the  Risks  

Copyright © FinQuiz.com. All rights reserved.

 Study  Session   Reading  
Days Date   Activity TOPICS
# Assign  #

Curriculum  Reading Revise  Assigned  Topics  for  CValuing   Bonds  w

FA  Institute's   ith  Embedded  
Sample   Exams Options
May  10,  2011  -­‐          
6
7 May  15,  2011 14
Attempt  CFA  Institute  Sample  Exams

May  16,  2011  -­‐             Complete  Revision  #1

7
May  22,  2011 Attempt  FinQuiz’s  Mock  Exam
May  23,  2011  -­‐             Complete  Revision  #2
7
May  29,  2011 Attempt  CFA  Institute  Mock  Exam
May  30,  2011  -­‐        June  
5 Final  Review
3,  2011

Actual  Exam  on  June  4,  2011

Copyright © FinQuiz.com. All rights reserved.