Course curriculum

  • 01

    Orientation

  • 02

    Reading 1: Ethics and Trust in the Investment Profession

  • 03

    Reading 2: Code of Ethics and Standards of Professional Conduct

    • Exam Focus and LOS

    • Lecture

    • Practice Problems

    • Reading 2. Quiz

    • CFA Past Mock Exam Tests
  • 04

    Reading 3: Guidance for Standards I—VII

    • Exam Focus and LOS

    • Lecture I-A

    • Lecture I-B

    • Reading 3. Quiz 1 (Guidance for Standards I(A) and I(B)

    • Lecture I-C

    • Lecture I-D

    • Reading 3. Quiz 2 (Guidance for Standards I(C) and I(D)

    • Lecture II-A

    • Lecture II-B

    • Reading 3. Quiz 3 (Guidance for Standard II)

    • Lecture III-A

    • Lecture III-B

    • Reading 3. Quiz 4 (Guidance for Standards III(A) and III(B)

    • Lecture III-D

    • Lecture III-C

    • Lecture III-E

    • Lecture IV-C

    • Reading 3. Quiz 6. (Guidance for Standard IV)

    • Lecture V-A

    • Lecture V-B

    • Lecture V-C

    • Reading 3. Quiz 7 (Guidance for Standard V)

    • Lecture VI-A

    • Lecture VI-B

    • Lecture VI-C

    • Reading 3. Quiz 8 (Guidance for Standard VI)

    • Lecture VII

    • Reading 3. Quiz 9 (Guidance for Standard VII)

    • Practice Problems

    • CFA Past Mock Exam Tests
  • 05

    Reading 4: Introduction to the Global Investment Performance Standards (GIPS)

    • Exam Focus and LOS

    • Lecture

    • Practice Problems

    • Reading 4. Quiz

    • CFA Past Mock Exam Tests
  • 06

    Reading 5: The GIPS Standards

    • Exam Focus and LOS

    • Lecture

    • Practice Problems

    • Reading 5. Quiz

    • CFA Past Mock Exam Tests
  • 07

    Reading 6: The Time Value of Money

  • 08

    Reading 7: Statistical Concepts and Market Returns

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Lecture III

    • Lecture IV

    • Excel file

    • Live lecture (04302021)

    • Practice Problems

    • Reading 7. Quiz

    • CFA Past Mock Exam Tests
  • 09

    Reading 8: Probability Concepts

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Lecture III

    • Lecture IV

    • Portfolio-Note-Excel

    • Bayes & Counting excel

    • Live lecture (05022021)

    • Practice Problems I

    • Practice Problems II

    • Reading 8. Quiz

    • CFA Past Mock Exam Tests
  • 10

    Reading 9: Common Probability Distributions

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Lecture III

    • Live lecture (05052021)

    • Practice Problems I

    • Practice Problems II

    • Reading 9. Quiz

    • CFA Past Mock Exam Tests
  • 11

    Reading 10: Sampling and Estimation

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Lecture III

    • Practice Problems I

    • Practice Problems II

    • Reading 10. Quiz

    • CFA Past Mock Exam Tests
  • 12

    Reading 11: Hypothesis Testing

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Live seminar (05092021)

    • Practice Problems I

    • Practice Problems II

    • Practice Problems III

    • Practice Problems IV

    • Practice Problems V

    • Reading 11. Quiz

    • CFA Past Mock Exam Tests
  • 13

    Reading 12: Topics in Demand and Supply Analysis

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Lecture III

    • ECN

    • Practice Problems

    • Reading 12. Quiz

    • CFA Past Mock Exam Tests
  • 14

    Reading 13: The Firm and Market Structures

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Lecture III

    • Practice Problems

    • Reading 13. Quiz

    • CFA Past Mock Exam Tests
  • 15

    Reading 14: Aggregate Output, Prices, and Economic Growth

    • Exam Focus and LOS

    • Updated Slide

    • Lecture I

    • Lecture II

    • Lecture III

    • Lecture IV

    • Lecture V

    • Lecture VI

    • Practice Problems

    • Reading 14. Quiz

    • CFA Past Mock Exam Tests
  • 16

    Reading 15: Understanding Business Cycles

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Lecture III

    • Lecture IV

    • Practice Problems I

    • Practice Problems II

    • Reading 15. Quiz

    • CFA Past Mock Exam Tests
  • 17

    Reading 16: Monetary and Fiscal Policy

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Lecture III

    • Practice Problems I

    • Practice Problems II

    • Reading 16. Quiz

    • CFA Past Mock Exam Tests
  • 18

    Reading 17: International Trade and Capital Flows

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Lecture III

    • Practice Problems

    • Reading 17. Quiz

    • CFA Past Mock Exam Tests
  • 19

    Reading 18: Currency Exchange Rates

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Practice Problems

    • Reading 18. Quiz

    • CFA Past Mock Exam Tests
  • 20

    Reading 19: Introduction to Financial Statement Analysis

    • Exam Focus and LOS

    • Lecture

    • Practice Problems

    • Reading 19. Quiz

    • CFA Past Mock Exam Tests
  • 21

    Reading 20: Financial Reporting Standards

    • Exam Focus and LOS

    • Lecture

    • Practice Problems

    • Reading 20. Quiz

    • CFA Past Mock Exam Tests
  • 22

    Reading 21: Understanding Income Statements

  • 23

    Reading 22: Understanding Balance Sheets

    • Exam Focus and LOS

    • Lecture

    • Practice Problems

    • Reading 22. Quiz

    • CFA Past Mock Exam Tests
  • 24

    Reading 23: Understanding Cash Flow Statements

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Practice Problems

    • Reading 23. Quiz

    • CFA Past Mock Exam Tests
  • 25

    Reading 24: Financial Analysis Techniques

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Lecture III

    • Lecture IV

    • Practice Problems

    • Reading 24. Quiz

    • CFA Past Mock Exam Tests
  • 26

    Reading 25: Inventories

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Practice Problems I

    • Practice Problems II

    • Practice Problems III

    • Practice Problems IV

    • Practice Problems V

    • Reading 25. Quiz

    • CFA Past Mock Exam Tests
  • 27

    Reading 26: Long-Lived Assets

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Practice Problems I

    • Practice Problems II

    • Reading 26. Quiz

    • CFA Past Mock Exam Tests
  • 28

    Reading 27: Income Taxes

    • Exam Focus and LOS

    • Lecture I

    • Summary

    • Practice Problems

    • Reading 27. Quiz

    • CFA Past Mock Exam Tests
  • 29

    Reading 28: Non-Current (Long-Term) Liabilities

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Loan Amortization Schedule Tutorial

    • Practice Problems

    • Reading 28. Quiz

    • CFA Past Mock Exam Tests
  • 30

    Reading 29: Financial Reporting Quality

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Practice Problems

    • Reading 29. Quiz

    • CFA Past Mock Exam Tests
  • 31

    Reading 30: Applications of Financial Statement Analysis

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Practice Problems

    • Reading 30. Quiz

    • CFA Past Mock Exam Tests
  • 32

    Reading 31: Introduction to Corporate Governance and Other ESG Considerations

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Lecture III

    • Practice Problems

    • Reading 31. Quiz

    • CFA Past Mock Exam Tests
  • 33

    Reading 32: Capital Budgeting

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Lecture III

    • Practice Problems I

    • Practice Problems II

    • Reading 32. Quiz

    • CFA Past Mock Exam Tests
  • 34

    Reading 33: Cost of Capital

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Lecture III

    • Practice Problems I

    • Practice Problems II

    • Reading 33. Quiz

    • CFA Past Mock Exam Tests
  • 35

    Reading 34: Measures of Leverage

    • Exam Focus and LOS

    • Lecture

    • Practice Problems

    • Reading 34. Quiz

    • CFA Past Mock Exam Tests
  • 36

    Reading 35: Working Capital Management

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Practice Problems

    • Reading 35. Quiz

    • CFA Past Mock Exam Tests
  • 37

    Reading 36: Market Organization and Structure

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Lecture III

    • Lecture IV

    • Reading 36. Quiz

    • Practice Problems

    • CFA Past Mock Exam Tests
  • 38

    Reading 37: Security Market Indices

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Lecture III

    • Lecture IV

    • Practice Problem I

    • Practice Problem II

    • CFA Past Mock Exam Tests

    • Reading 37. Quiz
  • 39

    Reading 38: Market Efficiency

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Practice Problem

    • Reading 38. Quiz

    • CFA Past Mock Exam Tests
  • 40

    Reading 39: Overview of Equity Securities

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Lecture III

    • Practice Problems

    • Reading 39. Quiz

    • CFA Past Mock Exam Tests
  • 41

    Reading 40: Introduction to Industry and Company Analysis

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Lecture III

    • Practice Problems

    • Reading 40. Quiz

    • CFA Past Mock Exam Tests
  • 42

    Reading 41: Equity Valuation: Concepts and Basic Tools

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Lecture III

    • Lecture IV

    • Practice Problems I

    • Practice Problems II

    • Reading 41. Quiz

    • CFA Past Mock Exam Tests
  • 43

    Reading 42: Fixed Income Securities: Defining Elements

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Practice Problems

    • Reading 42. Quiz

    • CFA Past Mock Exam Tests
  • 44

    Reading 43: Fixed-Income Markets: Issuance, Trading, and Funding

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Practice Problems

    • Reading 43. Quiz

    • CFA Past Mock Exam Tests
  • 45

    Reading 44: Introduction to Fixed Income Valuation

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Lecture III

    • Lecture IV

    • Practice Problems I

    • Practice Problems II

    • Reading 44. Quiz

    • CFA Past Mock Exam Tests
  • 46

    Reading 45: Introduction to Asset-Backed Securities

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Lecture III

    • Practice Problems

    • Reading 45. Quiz

    • CFA Past Mock Exam Tests
  • 47

    Reading 46: Understanding Fixed-Income Risk and Return

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Lecture III

    • Practice Problems

    • Reading 46. Quiz

    • CFA Past Mock Exam Tests
  • 48

    Reading 47: Fundamentals of Credit Analysis

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Practice Problems

    • Reading 47. Quiz

    • CFA Past Mock Exam Tests
  • 49

    Reading 48: Derivative Markets and Instruments

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Practice Problems

    • Reading 48. Quiz

    • CFA Past Mock Exam Tests
  • 50

    Reading 49: Basics of Derivative Pricing and Valuation

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Practice Problems

    • Reading 49. Quiz

    • CFA Past Mock Exam Tests
  • 51

    Reading 50: Introduction to Alternative Investments

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Lecture III

    • Lecture IV

    • Lecture V

    • Practice Problems

    • Reading 50. Quiz

    • CFA Past Mock Exam Tests
  • 52

    Reading 51: Portfolio Management: An Overview

    • Exam Focus and LOS

    • Lecture

    • Practice Problems

    • Reading 51. Quiz

    • CFA Past Mock Exam Tests
  • 53

    Reading 52: Portfolio Risk and Return: Part I

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Practice Problems I

    • Practice Problems II

    • Reading 52. Quiz

    • CFA Past Mock Exam Tests
  • 54

    Reading 53: Portfolio Risk and Return: Part II

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Practice Problems I

    • Practice Problems II

    • Reading 53. Quiz

    • CFA Past Mock Exam Tests
  • 55

    Reading 54: Basics of Portfolio Planning and Construction

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Lecture III

    • Practice Problems

    • Reading 54. Quiz

    • CFA Past Mock Exam Tests
  • 56

    Reading 55: Introduction to Risk Management

    • Exam Focus and LOS

    • Lecture

    • Practice Problems

    • Reading 55. Quiz

    • CFA Past Mock Exam Tests
  • 57

    Reading 56: Technical Analysis

    • Exam Focus and LOS

    • Lecture I

    • Lecture II

    • Lecture III

    • Practice Problems

    • Reading 56. Quiz

    • CFA Past Mock Exam Tests
  • 58

    Reading 57: Fintech in Investment Management

    • Exam Focus and LOS

    • Lecture

    • Practice Problems

    • Reading 57. Quiz
  • 59

    CFA Institute Mocks

    • 2019 Level I Mock Exam ''A'' Morning Session

    • 2019 Level I Mock Exam ''A'' Afternoon Session

    • 2019 Level I Mock Exam ''B'' Morning Session

    • 2019 Level I Mock Exam ''B'' Afternoon Session

    • 2019 Level I Mock Exam ''C'' Morning Session

    • 2019 Level I Mock Exam ''C'' Afternoon Session

    • 2020 Level I Mock Exam ''A'' Morning Session

    • 2020 Level I Mock Exam ''A'' Afternoon Session

    • 2020 Level I Mock Exam ''B'' Morning Session

    • 2020 Level I Mock Exam ''B'' Afternoon Session

    • 2020 Level I Mock Exam ''C'' Morning Session

    • 2020 Level I Mock Exam ''C'' Afternoon Session
  • 60

    Zoom Online Seminar (Mock exams)

    • Schedule and Zoom Link

    • QM-Mock Exam - Part 1 (Saturday, Jan 09, 2021)

    • QM-Mock Exam - Part 2 (Saturday, Jan 12, 2021)

    • PM-Mock Exam (Saturday, Jan 19, 2021)

    • Equity-Mock-Exam (Tuesday, Jan 19, 2021)

    • Equity-Mock-Exam (Thursday, Jan 21, 2021)

    • Corporate Finance-Mock-Exam (Saturday, Jan 23, 2021)

    • Fixed Income - Mock Exam Part I (Tue, Jan 26, 2021)

    • Fixed Income - Mock Exam Part II (Thu, Jan 28, 2021)

    • FRA - Mock Exam All Parts (Jan 30 to Feb 4, 2021)

    • Derivatives - Mock Exam (Sat, Feb 6, 2021)

    • Alternative Investments - Mock Exam (Sun, Feb 7, 2021)

    • Ethics Mock Exam - Part 1 (Thu, Feb 11, 2021)

    • Ethics - 2019-L1-A (video)

    • Ethics - 2019-L1 - Mock Revision Video - A (Morning and Afternoon sessions) , B (only Morning session)

    • Economics Mock Exam - Part 1 (Tue, Feb 15 or 16, 2021)

    • ECN-2019-B-Pm and C-Am

    • Schwser Secret sauce