Volume Session Reading #

1
2
3
4
1 - Ethics and Standards 5
6
7
8
2 - Quantitative Methods - Basic 9
1 - Ethical and 10
Professional 11
Standards and
Quantitative 12
Methods 3 - Quantitative Methods 13
14
15
16
4 - Micro and Macroeconomics 17
18
19
2 - Economics 5 - Monetary and Fiscal Policy 20
21
22
6 - Financial Reporting and Analysis Intro 23
24
25
26
7 - Income Statements, Balance Sheets, Cash Flow Stmts 27
28
29
30
8 - Inventories, Long-lived Assets, Income Taxes, … 31
3 - Financial 32
Reporting 9 - Financial Reporting… 33
34
35
10 - Corporate Governance, Capital Budgeting.. 36
37
38
11 - Corporate Finance 39
40
41
42
4 - Corp Finance
and Port
Management 12 - Portfolio Management
4 - Corp Finance
and Port 43
Management 12 - Portfolio Management 44
45
46
13 - Equity 47
48
49
14 - Equity Analysis 50
51
52
53
15 - Fixed Income 54
5 - Equity and 55
Fixed Income 16 - Fixed Income, Analysis of Risk 56
57
58
6 - Derivatives &
Alternate 17 - Derivatives 59
Investments 18 - Alt. Investments 60
Topic Date Completed Poor
Ethics and Trust in Investment Profession
Code of ethics and standards of professional conduct
Guidance for Standards I-VII
Introduction to the Global Investment Performance Standards
The GIPS Standards
Time Value of Money
Discounted Cash Flow Applications
Statistics
Probability
Common Probability Distributions
Sampling and Estimation
Hypothesis Testing
Technical Analysis
Topics in Demand and Supply Analysis
The Firm and Market Structures
Aggregate Output, Prices, and Economic Growth
Understanding Business Cycles
Monetary and Fiscal Policy
International Trade and Capital Flows
Currency Exchange Rates
Financial Statement Analysis: An Introduction
Financial Reporting Mechanics
Financial Reporting Standards
Understanding Income Statements
Understanding Balance Sheets
Understanding Cash Flow Statements
Financial Analysis Techniques
Inventories
Long-Lived Assets
Income Taxes
Non-Current (Long-Term) Liabilities
Financial Reporting Quality
Financial Statement Analysis: Applications
Corporate Governance and ESG: An Introduction
Capital Budgeting
Cost of Capital
Measures of Leverage
Dividends and Share Repurchases: Basics
Working Capital Management
Portfolio Management: An Overview
Risk Management: An Introduction
Portfolio Risk and Return: Part I
Portfolio Risk and Return: Part II
Basics of Portfolio Planning and Construction
Market Organization and Structure
Security Market Indices
Market Efficiency
Overview of Equity Securities
Introduction to Industry and Company Analysis
Equity Valuation: Concepts and Tools
Fixed-Income Securities: Defining Elements
Fixed-Income Markets
Introduction to Fixed Income Valuation
Introduction to Asset-Backed Securities
Understanding Fixed-Income Risk and Return
Fundamentals of Credit Analysis
Derivative Markets and Instruments
Basics of Deriviative Pricing and Valuation
Risk Management Applications of Option Strategies
Introduction to Alternate Investments
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