CFA Level II Crash Course

Day One

08.30 - 08.45  Welcome and Introduction

08.45 - 12.00  Ethical and Professional Standards

• Study Session 1 + 2
  • Code of Ethics
  • Standards of Professional Conduct
  • Standards of Practice Case Book

• Small test

Investment Tools (I)

• Study Session 3
  • Quantitative Methods for Valuation

• Small test

12.00 - 13.00  Lunch

13.00 - 17.00  Investment Tools (II)

• Study Session 4
  • Economics for Valuation
• Study Session 5
  • Financial Statement Analysis: Analysis of Accounting Choices
• Study Session 6
  • Financial Statement Analysis: Global Issues
• Study Session 7
  • Financial Statement Analysis: Earnings Quality Issues and Financial Ratio Analysis

• Small test

Day Two

08.30 - 08.45  Recap

08.45 - 12.00  Investment Tools (III)

• Study Session 8
  • Corporate Finance: Capital Budgeting, Capital Structure, and Dividend Policy
• Study Session 9
  • Corporate Finance: Warrants, Convertibles, and Mergers and Acquisitions

• Small test

12.00 - 13.00  Lunch

13.00 - 17.00  Asset Valuation (I)

• Study Session 10
  • Basic Concepts
• Study Session 11
  • Equity Investments: Industry and Company Analysis
• Study Session 12
  • Equity Investments: Valuation Models
• Study Session 13
  • Equity Investments: Valuation Models and Measures of Value Added

• Small test

Day Three

08.30 - 08.45  Recap

08.45 - 12.00  Asset Valuation (II)

• Study Session 14
  • Debt Investments: Valuation Issues
• Study Session 15
  • Debt Investments: Structured Securities
• Study Session 16
  • Derivative Investments: Forwards and Futures

• Small test

12.00 - 13.00  Lunch

13.00 - 16.00  Asset Valuation (III)

• Study Session 17
  • Derivative Investments: Interest Rate Derivatives, Options, and Swaps

Portfolio Management

• Study Session 18
  • Capital Market Theory and the Portfolio Management Process

Mock Examination

Evaluation and Termination of the Course

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