Подготовка к сдаче CFA Level 1
Рекоммендации в подготовке
1. Чтение Schweser или просмотр видео + делаем notes основного материала
2. После каждого раздела/темы прохождения квиза
3. Ежедневное повторение notes
4. В среднем тратить 3 часа в день (в идеале 2-3 часа в будний день и 5-8 часов в выходной)
Exam date
12/22/2023
Starting date
6/19/2023
Mock exams and preparation phase
30
Number of Days
Start Date 6/19/2023
Phase 1
End Date 11/20/2023 154
Start Date 11/21/2023
Phase 2
End Date 12/21/2023 30
CFA
Phase Topic Curriculum Adapt Topic Name
Reading
Quantitative Methods 1 The Time Value of Money
Quantitative Methods 2 Organizing, Visualizing, and Describing Data
Quantitative Methods 3 Probability Concepts
Quantitative Methods 4 Common Probability Distributions
Quantitative Methods 5 Sampling and Estimation
Quantitative Methods 6 Hypothesis Testing
Quantitative Methods 7 Introduction to Linear Regression
Quantitative Methods Quize + extra time
Economics 8 Topics in Demand and Supply Analysis
Economics 9 The Firm and Market Structures
Economics 10 Aggregate Output, Prices, and Economic Growth
Economics 11 Understanding Business Cycles
Economics 12 Monetary and Fiscal Policy
Economics 13 International Trade and Capital Flows
Economics 14 Currency Exchange Rates
Economics Quize + extra time
Financial Reporting and Analysis 15 Financial Statement Analysis: An Introduction
Financial Reporting and Analysis 16 Financial Reporting Standards
Financial Reporting and Analysis 17 Understanding Income Statements
Financial Reporting and Analysis 18 Understanding Balance Sheets
Financial Reporting and Analysis 19 Understanding Cash Flow Statements
Financial Reporting and Analysis 20 Financial Analysis Techniques
Financial Reporting and Analysis 21 Inventories
Financial Reporting and Analysis 22 Long-Lived Assets
Financial Reporting and Analysis 23 Income Taxes
Financial Reporting and Analysis 24 Non-Current (Long-Term) Liabilities
Financial Reporting and Analysis 25 Financial Reporting Quality
Financial Reporting and Analysis 26 Applications of Financial Statement Analysis
Financial Reporting and Analysis Quize + extra time
Introduction to Corporate Governance and Other ESG
Corporate Issues 27 Considerations
Corporate Issues 28 Uses of Capital
Corporate Issues 29 Sources of Capital
Corporate Issues 30 Cost of Capital-Foundational Topics
Corporate Issues 31 Capital Structure
Corporate Issues 32 Measures of Leverage
1
Practice & Review Practice & review
Mid-year mock exam Practice & review
Equity 33 Market Organization and Structure
Equity 34 Security Market Indices
Equity 35 Market Efficiency
Equity 36 Overview of Equity Securities
Equity 37 Introduction to Industry and Company Analysis
Equity 38 Equity Valuation: Concepts and Basic Tools
Equity Quize + extra time
Fixed Income 39 Fixed-Income Securities: Defining Elements
Fixed Income 40 Fixed-Income Markets: Issuance, Trading, and Funding
Fixed Income 41 Introduction to Fixed-Income Valuation
Fixed Income 42 Introduction to Asset-Backed Securities
Fixed Income 43 Understanding Fixed-Income Risk and Return
Fixed Income 44 Fundamentals of Credit Analysis
Fixed Income Quize + extra time
Derivatives 45 Derivative Markets and Instruments
Derivatives 46 Basics of Derivative Pricing and Valuation
Derivatives Quize + extra time
Alternative Investments 47 Introduction to Alternative Investments
Alternative Investments Quize + extra time
Portfolio Management 48 Portfolio Management: An Overview
Portfolio Management 49 Portfolio Risk and Return: Part I
Portfolio Management 50 Portfolio Risk and Return: Part II
Portfolio Management 51 Basics of Portfolio Planning and Construction
Portfolio Management 52 The Behavioral Biases of Individuals
Portfolio Management 53 Introduction to Risk Management
Portfolio Management 54 Technical Analysis
Portfolio Management 55 Fintech in Investment Management
Portfolio Management Quize + extra time
Ethical and Professional Standards 56 Ethics and Trust in the Investment Profession
Ethical and Professional Standards 57 Code of Ethics and Standards of Professional Conduct
Ethical and Professional Standards 58 Guidance for Standards I-VII
Ethical and Professional Standards 59 Introduction to the Global Investment Performance Standa
Ethical and Professional Standards 60 Ethics Application
Ethical and Professional Standards Quize + extra time
2 Practice & Review Practice mock
Number
Weight Target Completion Date
of Days
1.2% Tuesday, June 20, 2023 1.8 8-12%
1.0% Thursday, June 22, 2023 1.5
2.7% Monday, June 26, 2023 4.2
1.5% Wednesday, June 28, 2023 2.3
1.5% Saturday, July 1, 2023 2.3
1.0% Sunday, July 2, 2023 1.6
1.4% Tuesday, July 4, 2023 2.2
1.0% Thursday, July 6, 2023 1.5
1.0% Friday, July 7, 2023 3.1 8-12%
1.0% Sunday, July 9, 2023 1.5
1.0% Tuesday, July 11, 2023 1.5
1.0% Wednesday, July 12, 2023 1.5
1.0% Friday, July 14, 2023 1.5
1.4% Sunday, July 16, 2023 2.2
1.4% Tuesday, July 18, 2023 2.2
1.0% Thursday, July 20, 2023 1.5
1.2% Friday, July 21, 2023 1.8 13-17%
1.2% Sunday, July 23, 2023 1.8
1.4% Tuesday, July 25, 2023 2.2
1.4% Friday, July 28, 2023 2.2
1.4% Sunday, July 30, 2023 2.2
2.0% Wednesday, August 2, 2023 3.1
1.5% Friday, August 4, 2023 2.3
1.5% Sunday, August 6, 2023 2.3
1.7% Wednesday, August 9, 2023 2.6
1.5% Friday, August 11, 2023 2.3
1.0% Sunday, August 13, 2023 1.5
1.0% Monday, August 14, 2023 1.5
1.0% Wednesday, August 16, 2023 1.5
0.7% Thursday, August 17, 2023 2.6 8-12%
1.0% Saturday, August 19, 2023 1.5
1.0% Sunday, August 20, 2023 1.5
1.0% Tuesday, August 22, 2023 1.5
1.2% Wednesday, August 23, 2023 1.8
1.0% Friday, August 25, 2023 1.5
5.0% Saturday, September 2, 2023 7.7
2.0% Tuesday, September 5, 2023 3.1
2.2% Friday, September 8, 2023 3.5 10-12%
1.0% Sunday, September 10, 2023 1.6
1.0% Monday, September 11, 2023 1.5
1.1% ### 1.7
2.0% Saturday, September 16, 2023 3.1
1.5% Tuesday, September 19, 2023 2.3
1.0% ### 1.5
1.5% Friday, September 22, 2023 2.3 10-12%
1.7% Monday, September 25, 2023 2.6
1.7% Thursday, September 28, 2023 2.6
1.6% Saturday, September 30, 2023 2.4
1.8% Tuesday, October 3, 2023 2.7
2.4% Friday, October 6, 2023 3.6
1.0% Sunday, October 8, 2023 1.5
2.2% Wednesday, October 11, 2023 3.4 5-8%
2.0% Saturday, October 14, 2023 3.1
1.0% Monday, October 16, 2023 1.5
2.5% Friday, October 20, 2023 3.8 5-8%
1.0% Saturday, October 21, 2023 1.5
1.0% Monday, October 23, 2023 8.5 5-8%
0.8% Tuesday, October 24, 2023 1.2
1.5% Thursday, October 26, 2023 2.3
0.5% Friday, October 27, 2023 0.8
0.8% Saturday, October 28, 2023 1.2
0.8% Monday, October 30, 2023
0.8% Tuesday, October 31, 2023 2.5
1.0% ### 1.5
1.0% Friday, November 3, 2023 1.5
1.0% Saturday, November 4, 2023 1.5 15-20%
1.0% Monday, November 6, 2023 3.1
5.8% ### 9.0
1.0% Thursday, November 16, 2023 1.5
1.0% Saturday, November 18, 2023 1.5
1.0% Monday, November 20, 2023 1.5
100.0% Monday, November 20, 2023 30.0
36
20
70
42
38
26
37
51
48
27
46
45
68
46
63
30
33
55
45
40
63
44
69
29
44
55
42
21
32
22
21
39
30
40
57
41
31
58
27
24
29
45
34
38
43
44
40
46
61
47
47
57
16
150
4
21
Week Week 1 Week 2 Week 3 Week 4
1. Quantitative Methods
2. Economics Q
3. Financial Reporting and Analysis
4. Corporate Finance
Repeating the material and Mid-Year
Quiz
Week started from Week 11 Week 12 Week 13 Week 14
5. Equity Investments Q
6. Fixed Income
9. Derivatives
10. Alternative Investments
11.Ethical and Professional Standards
12. Portfolio Management and Wealth
Planning
Preparation to exam + Mock exams
Week 5 Week 6 Week 7 Week 8 Week 9 Week 10
Mock
Week 15 Week 16 Week 17 Week 18 Week 19 Week 20 Week 21
Q
Q
Q
Q
