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Carrer Timeline

The document outlines a career timeline from 2024 to 2030, detailing milestones such as completing CFA levels, gaining work experience, and achieving CFA Charter Holder status. It includes a study schedule for CFA exam preparation and a checklist of tasks to be completed. Additionally, it emphasizes the importance of professionalism and ethical conduct in the investment profession.

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parthsingh334
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5 views8 pages

Carrer Timeline

The document outlines a career timeline from 2024 to 2030, detailing milestones such as completing CFA levels, gaining work experience, and achieving CFA Charter Holder status. It includes a study schedule for CFA exam preparation and a checklist of tasks to be completed. Additionally, it emphasizes the importance of professionalism and ethical conduct in the investment profession.

Uploaded by

parthsingh334
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Carrer Timeline

Years 2024 2025 2026 2027 2028 2029 2030


Age (Yrs) 21 22 23 24 25 26 27
CFA L2 - May CFA L3 - Feb ISB
Mandatory Complete 2 years of work experience CFA Charter Holder
& give GMAT
Complete 4 year of work ex for Charter Holder

Sr.no 2024 2025 2026 2027 2028 2029 2030


Investment
3m Intership
1 Analyst
@Wfield
Trainee
AVFM Pending
2 (jun,july.aug)

end of 23 end of 24 end of 25 end of 26


cfa l1 3m internship 1 year exp cfa l3
degree (bfm) cfa l2
avfm
free time to do
cfa result before 15 july 25 june,july half august avfm and 1 trip
cfa l3 Aug -feb
To do: done not done

10-May 11-May 12-May 13-May 14-May


eco reading fi - r1 fi - r3 der r1 der r2
eco eoqc fi - r2 fi - r4 ci r1 ci r3
ethics all reading eco r1 fi - r5 ci r1 ci r4
ethics eco - r2 eco r1 pm 2
ethics

ethics q done
25 questions each reading

22-May 23-May 24-May 25-May


MM 2 CFA 1 CFA 2 EXAM

CALL AMAN
15-May 16-May 17-May 18-May 19-May
alt r2 fsa r1 fsa r3 eq r2 eq r4
alt r4 fsa r2 fsa r5 eq r3 eq r5
ai r1,r3 fsa r4 fsa r6 eq r1 eq r6
pm1 cr4 pm6 pm 5
qt r3 pm3 pm 4

ethics q done ethics q done ethics q done ethics q done ethics q done
20 questions each reading
20-May 21-May
FSA EQ
ci PM
quant der
ai FI
eco ETH

Review formula sheet


I. PROFESSIONALISM IV. DUTIES TO EMPLOYERS
A. Knowledge of the Law A. Loyalty
B. Independence and Objectivity B. Additional Compensa on Arrangements
C. Misrepresentation C. Responsibilities of Supervisors
D. Misconduct
E. Competence V. INVESTMENT ANALYSIS, RECOMMENDATIONS, AND ACTIONS
A. Diligence and Reasonable Basis
II. INTEGRITY OF CAPITAL MARKETS B. Communication with Clients and Prospective Clients
A. Material Nonpublic Information C. Record Retention
B. Market Manipulation
VI. CONFLICTS OF INTEREST
III. DUTIES TO CLIENTS A. Avoid or Disclose Conflicts
A. Loyalty, Prudence, and Care B. Priority of Transactions
B. Fair Dealing C. Referral Fees
C. Suitability
D. Performance Presentation VII. RESPONSIBILITIES AS A CFA INSTITUTE MEMBER OR CFA CANDIDATE
E. Preserva on of Confidentiality A. Conduct as Participants in CFA Ins tute Programs
B. Reference to CFA Ins tute, the CFA Designa on, and the CFA Program.
Code of Ethics
Act with integrity, competence, diligence, and respect, and in an ethical manner with the public, clients, prospective clients,
Place the integrity of the investment profession and the interests of clients above their own personal interests.
Use reasonable care and exercise independent professional judgment when conducting investment analysis, making investm
Practice and encourage others to practice in a professional and ethical manner that reflects credit on themselves and the pr
Promote the integrity and viability of the global capital markets for the ultimate benefit of society.
Maintain and improve their professional competence and strive to maintain and improve the competence of other investm
OR CFA CANDIDATE

d the CFA Program.

ients, prospective clients, employers, employees, colleagues in the investment profession, and other participants in the global capital mar
nal interests.
nt analysis, making investment recommendations, taking investment actions, and engaging in other professional activities.
on themselves and the profession.

petence of other investment professionals.


nts in the global capital markets.

al activities.

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