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Chartered Financial Analyst Level I Review Course

Course Number: Instructor/s: Professors Patricia Lontoc, Ricardo Lim, Richard Cruz, Grace Ugut, and Hilario Tan No. of Credit Hours: 72 No. of Full-Time MBA Students Enrolled in the Course - 2005-06 = 5; 200607 = 14 Course Syllabus The Gov. Jose B. Fernandez Jr. Center for Banking and Finance continued to offer the CFA Level I Review Courses, now conducted in partnership with the Washington SyCip Graduate School of Business and the Executive Education and Lifelong Learning Center. The first part of the review covers the topics of Global Markets, Economics, Financial Statement Analysis, and Quantitative Methods and is scheduled to run from October to December. The second part of the review, which encompasses Corporate Finance, Equity and Debt investments, Derivatives, Alternative Investments, Portfolio Management and Ethics, runs from January to April. Sessio Topic n 1 Orientation and Diagnostic Exam 2 Microeconomics 3 FSA: Basic Concepts 4 FSA: Financial Ratios & EPS 5 FSA: Assets 6 FSA: Liabilities 7 Macroeconomics 8 Global Economics 9 Quantitative Methods Part 1 10 Quantitative Methods Part 2 Midterm Exams 11 Review of Midterm Exams Corp Fin 1: Financial Mgt. and Capital 12 Budgeting Professor Richard Cruz Patt Lontoc Larry Tan Larry Tan Larry Tan Larry Tan Patt Lontoc Patt Lontoc Ricky Lim Ricky Lim Richard Cruz Richard Cruz Date October 11, 2006 October 18, 2006 October 25, 2006 November 8, 2006 November 15, 2006 November 22, 2006 November 29, 2006 January 3, 2007 January 10, 2007 January 17, 2007 January 24, 2007 January 31, 2007 February 7, 2007

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Corp Fin 2: Risk Analysis, Capital Structure, Dividend Policy Portfolio Management Securities Markets Equity Investments Debt Investments 1: Basic Concepts Debt Investments 2: Analysis & Valuation Derivative Investments Alternative Investments Ethical and Professional Standards Final Exams - AM & PM Review of Final Exams

Richard Cruz Richard Cruz Richard Cruz Richard Cruz Grace Ugut Grace Ugut Grace Ugut Grace Ugut Richard Cruz Richard Cruz

February 14, 2007 February 21, 2007 February 28, 2007 March 7, 2007 March 14, 2007 March 21, 2007 March 28, 2007 April 4, 2007 April 11, 2007 April 14, 2007 April 18, 2007