The 300 Hours Study Planner - Time

Start Date
Exam Date

17 Aug 2015
5 Dec 2015

Practice papers start date

5 Nov 2015

<<-- Insert study start date

<<-- Insert exam date

Timing to 05-Nov-15
Days remaining

79

Weeks remaining

18

Average study hours on:

x

Weekday (per day)

<<-- Insert no. of study hours

Weekend (per day)

<<-- Insert no. of study hours

Avg study hours per week

Avg study hours per day
Total estimated study hours

Planner last updated on

19
2.71
342

16 Aug 2015

PLEASE MAKE A COPY OF THIS SPREADSHEET FOR YOUR OWN USE --> Go to "File", select "Make a copy"
Notes

From experience, it's best to leave the last full month prior to exams to focus full time on doing practice papers and revisions on
weaker sections

This shows days remaining until Practice Paper start date, i.e. 1 month before exams, to make sure you have sufficient time to
cover all study materials, leaving the last month purely for doing practice papers

You should be conservative here and put in the realistic amount of effective study hours you can do in a week given your
life/work commitments. On average, try to aim for 15-20 hours per week for full time job. If you're a full time student you can
obviously start studying later (or study less hours per week and start today). If you've a demanding job and family commitments
just start studying earlier!

Study hours seems OK, please fill in the detailed schedule in the next sheet to cross check

# of
Study
Topic
Sesions
1
2
3
4
1
2
2
1
1
1

Ethical and Professional Standard

Quantitative Methods
Economics
Financial Reporting and Analysis
Corporate Finance
Equity Investments
Fixed Income
Derivatives
Alternative Investments
Portfolio Mgmt & Wealth Planning
Practice exams and revision

Deadlin
e

Study
days

24-Aug
31-Aug
7-Sep
21-Sep
5-Oct
12-Oct
26-Oct
2-Nov
9-Nov
16-Nov
16-Dec

18

7
7
7
14
14
7
14
7
7
7
30
121

Hours Hours
Pages
to
studie
read
study
d
19
19
19
38
38
19
38
19
19
19
81
328

May not have enough time for practice exams!

Note:

Based on the Planner sheet. Please update the areas in GREY, as they are dummy numbers for now.

Total
Pages
%
CFA
Self test Minutes
pages to per study Complet Curriculum
score per page
cover
day
e
pages
85
268
260
336
123
74
82
136
190
40
#DIV/0! #DIV/0!

my numbers for now.

1,594

12
38
37
24
9
11
6
19
27
6

0%
0%
0%
0%
0%
0%
0%
0%
0%
0%

237
438
532
611
219
192
164
288
385
80
3,146

Study Session

Subject
1 Ethical and Professional Standards
1 Ethical and Professional Standards
2 Quantitative Methods: Basic Concepts
2 Quantitative Methods: Basic Concepts
2 Quantitative Methods: Basic Concepts
2 Quantitative Methods: Basic Concepts
3 Quantitative Methods: Applications
3 Quantitative Methods: Applications
3 Quantitative Methods: Applications
3 Quantitative Methods: Applications
4 Economics: Microeconomic Analysis
4 Economics: Microeconomic Analysis
4 Economics: Microeconomic Analysis
4 Economics: Microeconomic Analysis
5 Economics: Macroeconomic Analysis
5 Economics: Macroeconomic Analysis
5 Economics: Macroeconomic Analysis
6 Economics: in a Global Context
6 Economics: in a Global Context
7 Financial Reporting & Analysis: Intro
7 Financial Reporting & Analysis: Intro
7 Financial Reporting & Analysis: Intro
8 FRA: I/S, B/S and CF Statements
8 FRA: I/S, B/S and CF Statements
8 FRA: I/S, B/S and CF Statements
8 FRA: I/S, B/S and CF Statements
9 FRA: Inv, LT Asst, Inc Tax & Non-curr Liab
9 FRA: Inv, LT Asst, Inc Tax & Non-curr Liab
9 FRA: Inv, LT Asst, Inc Tax & Non-curr Liab
9 FRA: Inv, LT Asst, Inc Tax & Non-curr Liab
10 FRA: Quality and FSA
10 FRA: Quality and FSA
11 Corporate Finance
11 Corporate Finance
11 Corporate Finance
11 Corporate Finance
11 Corporate Finance
11 Corporate Finance
12 Portfolio Management
12 Portfolio Management
12 Portfolio Management
12 Portfolio Management
13 Equity Investments: Mkt Org, Indx and Eff
13 Equity Investments: Mkt Org, Indx and Eff
13 Equity Investments: Mkt Org, Indx and Eff
14 EI: Analysis and Valuation
14 EI: Analysis and Valuation
14 EI: Analysis and Valuation
15 Fixed Income Investments: Basic Concepts
15 Fixed Income Investments: Basic Concepts
15 Fixed Income Investments: Basic Concepts
15 Fixed Income Investments: Basic Concepts
16 FI: Analysis of Risk
16 FI: Analysis of Risk
17 Derivatives
17 Derivatives

Readings
1&2
3&4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58

17 Derivatives
18 Alternative Investments
19 Secret Sauce

59
60
61

Topic
Standards
GIPS
TVM
Discounted CF Apps
Stats and Mkt Ret
Probability
Com Prob Dist
Sampling & Estim
Hypothesis Test
Technical Analysis
Demand&Supply Analysts: Intro
DSA: Consumer Demand
DSA: The Firm
Firm and Market Structures
Aggregate Output, Prices & Growth
Business Cycle
Monetary and Fiscal Policy
Int'l Trade and Cap Flows
Currency Exchange Rates
FSA: Intro
Fin Report Mechanics
Fin Report Standards
I/S
B/S
CF
Financial Analysis Techniques
Inventories
Long-lived Assets
Income Taxes
LT Liabs
FR Quality
FSA: Apps
Capital Budgeting
Cost of Capital
Measures of Leverage
Dividends and Share Rep: Intro
Working Cap Mgt
Corp Governance: Manual for Investors
PM: Overview
Port Risk&Ret: Pt 1
Port Risk&Ret: Pt 2
Basic of Port Plan & Constr
Mkt Org and Struct
Security Mkt Indx
Market Efficiency
Overview Eq sec
Intro to Industry and Co analysis
Eq Valuation: Concepts and tools
FI Sec: Defining Elements
FI Mkt: Issuance, Trade and Funding
Intro to FI Valuation
Intro to Asset Backed Sec
Unders FI Risk and Ret
Fundamentals of Credit Analysis
Derivatives Markets and Inst
Basics of Der Pricing and Valuation

Video Status Kaplan Book Read

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Kaplan Problems

Risk Mgt Apps of Options Strat

Intro to Alt Inv
Essential Exam Strategies

Watched

Done from In-house

CFA Books Read CFA Problems

Ethics
Quants
Eco
FRA
Corp Fin
Port Mgt
Equity
Fixed Inc
Derivs
Alt Inv

weighting days allocation

15%
12
12%
9
10%
8
20%
16
7%
6
7%
6
10%
8
10%
8
5%
4
4%
3