115 CFA

• 115 CFA exam
• 115.005 CFA - study plan
• 115.010 CFA - Topic 1 - Ethical and Professional Standards
• 115.010.10 Reading 1 - Ethics and Trust in the Investment Profession
• 115.010.10.10 Reading 1 - Ethics and Trust - LOS a. explain ethics
• 115.010.10.20 Reading 1 - Ethics and Trust - LOS b. the role of a code of ethics
• 115.010.10.30 Reading 1 - Ethics and Trust - LOS c. professions establishing trust
• 115.010.10.40 Reading 1 - Ethics and Trust - LOS d. the need for ethical standards
• 115.010.10.50 Reading 1 - Ethics and Trust - LOS e. professionalism in investment
• 115.010.10.60 Reading 1 - Ethics and Trust - LOS f. challenges to ethical behavior
• 115.010.10.70 Reading 1 - Ethics and Trust - LOS g. ethical and legal standards
• 115.010.10.80 Reading 1 - Ethics and Trust - LOS h. framework for ethical decisions
• 115.010.20 Reading 2 - Code of Ethics and Standards of Professional Conduct
• 115.010.20.10 Reading 2 - Code of Ethics - LOS a. CFA institute professional conduct program
• 115.010.20.20 Reading 2 - Code of Ethics - LOS b. six components seven standards
• 115.010.20.30 Reading 2 - Code of Ethics - LOS c. ethical responsibilities
• 115.010.30 Reading 3 - Code of Ethics - Guidance for Standards I-VII
• 115.010.30.010 Reading 3 - Code of Ethics - Guidance - Professionalism - I(A) Knowledge of the Law
• 115.010.30.020 Reading 3 - Professionalism - I(B) Independence and Objectivity
• 115.010.30.030 Reading 3 - Professionalism - I(C) Misrepresentation
• 115.010.30.040 Reading 3 - Professionalism - I(D) Misconduct
• 115.010.30.050 Reading 3 - Integrity of Capital Markets - II(A) Material Nonpublic Information
• 115.010.30.060 Reading 3 - Integrity of Capital Markets - II(B) Market Manipulation
• 115.010.30.070 Reading 3 - Duties to Clients - III(A) Loyalty Prudence and Care
• 115.010.30.080 Reading 3 - Duties to Clients - III(B) Fair Dealing
• 115.010.30.090 Reading 3 - Duties to Clients - III(C) Suitability
• 115.010.30.100 Reading 3 - Duties to Clients - III(D) Performance Presentation
• 115.010.30.120 Reading 3 - Duties to Clients - III(E) Preservation of Confidentiality
• 115.010.30.130 Reading 3 - Duties to Employers - IV(A) Loyalty
• 115.010.30.140 Reading 3 - Duties to Employers - IV(B) Additional Compensation Arrangements
• 115.010.30.150 Reading 3 - Duties to Employers - IV(C) Responsibilities of Supervisors
• 115.010.30.160 Reading 3 - Investment Analysis - V(A) Diligence and Reasonable Basis
• 115.010.30.170 Reading 3 - Investment Analysis - V(B) Communication With Clients and Prospective Clients
• 115.010.30.180 Reading 3 - Investment Analysis - V(C) Record Retention
• 115.010.30.190 Reading 3 - Conflicts of Interest - VI(A) Disclosure of Conflicts
• 115.010.30.200 Reading 3 - Conflicts of Interest - VI(B) Priority of Transactions
• 115.010.30.210 Reading 3 - Conflicts of Interest - VI(C) Referral Fees
• 115.010.30.220 Reading 3 - Responsibilities as CFA Member - VII(A) Conduct as Members in the CFA Program
• 115.010.30.230 Reading 3 - Responsibilities as CFA Member - VII(B) Reference to CFA Institute
• 115.010.40 Reading 4 - Intro to the GIPS
• 115.010.40.10 Reading 4 - Why were the GIPS Standards Created
• 115.010.40.20 Reading 4 - Parties Affected by GIPS
• 115.010.40.30 Reading 4 - Composites
• 115.010.40.40 Reading 4 - Verification
• 115.010.50 Reading 5 - GIPS
• 115.010.50.10 Reading 5 - Introduction
• 115.010.50.20 Reading 5 - The Scope of the GIPS Standards
• 115.010.50.30 Reading 5 - The Nine Major Sections of the GIPS Standards
• 115.020 CFA - Topic 2 - Quantitative Methods
• 115.020.10 Reading 6 - The Time Value of Money
• 115.020.10.10 Reading 6 - Time Value of Money - 1. The Time Value of Money and Interest Rates
• 115.020.10.20 Reading 6 - Time Value of Money - 2. Calculate the Effective Annual Rate
• 115.020.10.30 Reading 6 - Time Value of Money - 3. The Value of a Single Cash Flow
• 115.020.10.40 Reading 6 - Time Value of Money - 4. The Value of a Series of Equal Cash Flows
• 115.020.10.50 Reading 6 - Time Value of Money - 5. The Value of a Series of Uneven Cash Flows
• 115.020.10.60 Reading 6 - Time Value of Money - 6. The Cash Flow Additivity Principle
• 115.020.20 Reading 7 - Statistical Concepts and Market Returns
• 115.020.20.01 Reading 7 - 1. The Nature of Statistics
• 115.020.20.02 Reading 7 - 2. Measurement Scales
• 115.020.20.03 Reading 7 - 3. Frequency Distributions
• 115.020.20.04 Reading 7 - 4. Measures of Center Tendency
• 115.020.20.05 Reading 7 - 5. Quartiles, Quintiles, Deciles, and Percentiles
• 115.020.20.06 Reading 7 - 6. Measures of Dispersion
• 115.020.20.07 Reading 7 - 7. Chebyshev's Inequality
• 115.020.20.08 Reading 7 - 8. The Sharpe Measure of Risk-Adjusted Performance
• 115.020.20.09 Reading 7 - 9. Symmetry and Skewness in Return Distributions
• 115.020.20.10 Reading 7 - 10. Kurtosis in Return Distributions
• 115.020.30 Reading 8 - Probability Concepts
• 115.020.30.01 Reading 8 - 1. Introduction
• 115.020.30.02 Reading 8 - 2. Unconditional, Conditional, and Joint Probabilities
• 115.020.30.03 Reading 8 - 3. Addition Rule for Probabilities
• 115.020.30.04 Reading 8 - 4. Multiplication Rule for Independent Events
• 115.020.30.05 Reading 8 - 5. The Total Probability Rule
• 115.020.30.06 Reading 8 - 6. Expected Value, Variance, and Standard Deviation of a Random Variable
• 115.020.30.07 Reading 8 - 7. Covariance and Correlation
• 115.020.30.08 Reading 8 - 8. Portfolio Expected Return and Variance
• 115.020.30.09 Reading 8 - 9. Bayes' Formula
• 115.020.30.10 Reading 8 - 10. Principles of Counting
• 115.020.40 Reading 9 - Common Probability Distributions
• 115.020.40.01 Reading 9 - 1. Basic Definitions
• 115.020.40.02 Reading 9 - 2. Probability Function
• 115.020.40.03 Reading 9 - 3. Cumulative Distribution Function
• 115.020.40.04 Reading 9 - 4. The Discrete Uniform Distribution
• 115.020.40.05 Reading 9 - 5. The Binomial Distribution
• 115.020.40.06 Reading 9 - 6. The Normal Distribution
• 115.020.40.07 Reading 9 - 7. The Univariate and Multivariate Distributions
• 115.020.40.08 Reading 9 - 8. The Standard Normal Distribution
• 115.020.40.09 Reading 9 - 9. Shortfall Risk and Roy's Safety-First Criterion
• 115.020.40.10 Reading 9 - 10. The Lognormal Distribution
• 115.020.40.11 Reading 9 - 11. Discretely and Continuously Compounded Rates of Return
• 115.020.40.12 Reading 9 - 12. Monte Carlo Simulation
• 115.020.50 Reading 10 - Sampling and Estimation
• 115.020.50.01 Reading 10 - 1. Introduction
• 115.020.50.02 Reading 10 - 2. Time-Series and Cross-Sectional Data
• 115.020.50.03 Reading 10 - 3. The Central Limit Theorem
• 115.020.50.04 Reading 10 - 4. Standard Error of the Sample Mean
• 115.020.50.05 Reading 10 - 5. Estimators
• 115.020.50.06 Reading 10 - 6. Confidence Intervals for the Population Mean
• 115.020.50.07 Reading 10 - 7. Common Biases in Sampling Methods
• 115.020.60 Reading 11 - Hypothesis Testing
• 115.020.60.01 Reading 11 - 1. Introduction
• 115.020.60.02 Reading 11 - 2. Null Hypothesis and Alternative Hypothesis
• 115.020.60.03 Reading 11 - 3. Test Statistic and Significance Level
• 115.020.60.04 Reading 11 - 4. Type I and Type II Errors in Hypothesis Testing
• 115.020.60.05 Reading 11 - 5. The Power of a Test
• 115.020.60.06 Reading 11 - 6. The Decision Rule
• 115.020.60.07 Reading 11 - 7. The Relationship between Confidence Intervals and Tests of Significance
• 115.020.60.08 Reading 11 - 8. Hypothesis Tests Concerning the Mean T-Test vs. Z-Test
• 115.020.60.09 Reading 11 - 9. Hypothesis Tests Concerning Differences between Means
• 115.020.60.10 Reading 11 - 10. Hypothesis Tests Concerning Mean Differences (Paired Comparisons Test)
• 115.020.60.11 Reading 11 - 11. Hypothesis Tests Concerning a Single Variance
• 115.020.60.12 Reading 11 - 12. Hypothesis Tests Concerning Differences between Variances
• 115.020.60.13 Reading 11 - 13. Parametric and Non-Parametric Tests
• 115.030 CFA - Topic 3 - Economics
• 115.030.10 Economics - Reading 12 - Topics in Demand and Supply Analysis
• 115.030.10.01 Economics - Reading 12 - 1. Demand Concepts
• 115.030.10.02 Economics - Reading 12 - 2. Elasticities of Demand
• 115.030.10.03 Economics - Reading 12 - 3. Substitution Effect, Income Effect, Normal and Inferior Goods
• 115.030.10.04 Economics - Reading 12 - 4. Marginal Returns and Productivity
• 115.030.10.05 Economics - Reading 12 - 5. Economic Cost vs. Accounting Cost
• 115.030.10.06 Economics - Reading 12 - 6. Marginal Revenue, Marginal Cost, and Profit Maximization
• 115.030.10.07 Economics - Reading 12 - 7. Breakeven Analysis and Shutdown Decision
• 115.030.10.08 Economics - Reading 12 - 8. Understanding Economies and Diseconomies of Scale
• 115.030.20 Economics - Reading 13 - The Firm and Market Structures
• 115.030.20.01 Economics - Reading 13 - 1. Characteristics of Different Market Structures
• 115.030.20.02 Economics - Reading 13 - 2. Perfect Competition
• 115.030.20.03 Economics - Reading 13 - 3. Monopolistic Competition
• 115.030.20.04 Economics - Reading 13 - 4. Oligopoly
• 115.030.20.05 Economics - Reading 13 - 5. Monopoly
• 115.030.20.06 Economics - Reading 13 - 6. Price Discrimination
• 115.030.20.07 Economics - Reading 13 - 7. Identification of Market Structure
• 115.030.30 Economics - Reading 14 - Aggregate Output, Prices, and Economic Growth
• 115.030.30.01 Economics - Reading 14 - 1. Gross Domestic Product
• 115.030.30.02 Economics - Reading 14 - 2. The Components of GDP and Related Measures
• 115.030.30.03 Economics - Reading 14 - 3. Aggregate Demand
• 115.030.30.04 Economics - Reading 14 - 4. Aggregate Supply
• 115.030.30.05 Economics - Reading 14 - 5. Shifts in Aggregate Demand and Supply
• 115.030.30.06 Economics - Reading 14 - 6. Equilibrium GDP and Prices
• 115.030.30.07 Economics - Reading 14 - 7. Economic Growth and Sustainability
• 115.030.40 Economics - Reading 15 - Understanding Business Cycles
• 115.030.40.01 Economics - Reading 15 - 1. The Business Cycle and its Phases
• 115.030.40.02 Economics - Reading 15 - 2. Theories of the Business Cycle
• 115.030.40.03 Economics - Reading 15 - 3. Unemployment
• 115.030.40.04 Economics - Reading 15 - 4. Inflation
• 115.030.40.05 Economics - Reading 15 - 5. Economic Indicators
• 115.030.50 Economics - Reading 16 - Monetary and Fiscal Policy
• 115.030.50.01 Economics - Reading 16 - 1. What is Money
• 115.030.50.02 Economics - Reading 16 - 2. The Demand for and Supply of Money
• 115.030.50.03 Economics - Reading 16 - 3. The Roles of Central Banks
• 115.030.50.04 Economics - Reading 16 - 4. The Objectives of Monetary Policy
• 115.030.50.05 Economics - Reading 16 - 5. Monetary Targeting Rules
• 115.030.50.06 Economics - Reading 16 - 6. Contractionary and Expansionary Monetary Policies and the Neutral Rate
• 115.030.50.07 Economics - Reading 16 - 7. Fiscal Policy Roles, Objectives, and Tools
• 115.030.50.08 Economics - Reading 16 - 8. Active and Discretionary Fiscal Policy
• 115.030.50.09 Economics - Reading 16 - 9. Interrelationships between Fiscal and Monetary Policy
• 115.030.60 Economics - Reading 17 - International Trade and Capital Flows
• 115.030.60.01 Economics - Reading 17 - 1. GDP vs. GNP
• 115.030.60.02 Economics - Reading 17 - 2. International Trade
• 115.030.60.03 Economics - Reading 17 - 3. International Trade Restrictions and Agreements
• 115.030.60.04 Economics - Reading 17 - 4. The Balance of Payments
• 115.030.60.05 Economics - Reading 17 - 5. Trade Organizations
• 115.030.70 Economics - Reading 18 - Currency Exchange Rates
• 115.030.70.01 Economics - Reading 18 - 1. The Foreign Exchange Market
• 115.030.70.02 Economics - Reading 18 - 2. Exchange Rate Quotations
• 115.030.70.03 Economics - Reading 18 - 3. Cross-Rate Calculations
• 115.030.70.04 Economics - Reading 18 - 4. Forward Calculations
• 115.030.70.05 Economics - Reading 18 - 5. Exchange Rate Regimes
• 115.030.70.06 Economics - Reading 18 - 6. Exchange Rates, International Trade, and Capital Flows
• 115.040 CFA - Topic 4 - Financial and Reporting Analysis
• 115.040.01 Financial Analysis - Reading 19. Introduction to Financial Statement Analysis
• 115.040.01.01 Financial Analysis - Reading 19 - 1. The Roles of Financial Reporting and Financial Statement Analysis
• 115.040.01.02 Financial Analysis - Reading 19 - 2. Major Financial Statements
• 115.040.01.03 Financial Analysis - Reading 19 - 3. Other Financial Information Sources
• 115.040.01.04 Financial Analysis - Reading 19 - 4. Auditor's Reports
• 115.040.01.05 Financial Analysis - Reading 19 - 5. Financial Statement Analysis Framework
• 115.040.02 Financial Analysis - Reading 20. Financial Reporting Standards
• 115.040.02.01 Financial Analysis - Reading 20 - 1. The Objective of Financial Reporting
• 115.040.02.02 Financial Analysis - Reading 20 - 2. Financial Reporting Standard-Setting Bodies and Regulatory Authorities
• 115.040.02.03 Financial Analysis - Reading 20 - 3. The International Financial Reporting Standards Framework
• 115.040.02.04 Financial Analysis - Reading 20 - 4. General Requirements for Financial Statements
• 115.040.02.05 Financial Analysis - Reading 20 - 5. Comparison of IFRS with Alternative Reporting Systems
• 115.040.02.06 Financial Analysis - Reading 20 - 6. Effective Financial Reporting
• 115.040.02.07 Financial Analysis - Reading 20- 7. Monitoring Developments in Financial Reporting Standards
• 115.040.03 Financial Analysis - Reading 21. Understanding Income Statements
• 115.040.03.01 Financial Analysis - Reading 21 - 1. Components and Format of the Income Statement
• 115.040.03.02 Financial Analysis - Reading 21 - 2. Revenue Recognition
• 115.040.03.03 Financial Analysis - Reading 21 - 3. Revenue Recognition in Special Cases
• 115.040.03.04 Financial Analysis - Reading 21 - 4. Revenue Recognition Accounting Standards Issued May 2014
• 115.040.03.05 Financial Analysis - Reading 21 - 5. Expense Recognition
• 115.040.03.06 Financial Analysis - Reading 21 - 6. Non-Recurring Items and Non-Operating Items
• 115.040.03.07 Financial Analysis - Reading 21 - 7. Earnings per Share
• 115.040.03.08 Financial Analysis - Reading 21 - 8. Analysis of the Income Statement
• 115.040.03.09 Financial Analysis - Reading 21 - 9. Comprehensive Income
• 115.040.04 Financial Analysis - Reading 22. Understanding Balance Sheets
• 115.040.04.01 Financial Analysis - Reading 22 - 1. Components and Format of the Balance Sheet
• 115.040.04.02 Financial Analysis - Reading 22 - 2. Measurement Bases of Assets and Liabilities
• 115.040.04.03 Financial Analysis - Reading 22 - 3. Financial Instruments Financial Assets and Financial Liabilities
• 115.040.04.04 Financial Analysis - Reading 22 - 4. Equity
• 115.040.04.05 Financial Analysis - Reading 22 - 5. Uses and Analysis of the Balance Sheet
• 115.040.05 Financial Analysis - Reading 23. Understanding Cash Flow Statements
• 115.040.05.01 Financial Analysis - Reading 23 - 1. Classification of Cash Flows and Non-Cash Activities
• 115.040.05.02 Financial Analysis - Reading 23 - 2. Preparing the Cash Flow Statement
• 115.040.05.03 Financial Analysis - Reading 23 - 3. Cash Flow Statement Analysis
• 115.040.06 Financial Analysis - Reading 24. Financial Analysis Techniques
• 115.040.06.01 Financial Analysis - Reading 24 - 1. Analysis Tools and Techniques
• 115.040.06.02 Financial Analysis - Reading 24 - 2. Common Ratios
• 115.040.06.03 Financial Analysis - Reading 24 - 3. The DuPont System
• 115.040.06.04 Financial Analysis - Reading 24 - 4. Ratios Used in Equity Analysis, Credit Analysis, and Segment Analysis
• 115.040.06.05 Financial Analysis - Reading 24 - 5. Model Building and Forecasting
• 115.040.07 Financial Analysis - Reading 25. Inventories
• 115.040.07.01 Financial Analysis - Reading 25 - 1. Cost of Inventories
• 115.040.07.02 Financial Analysis - Reading 25 - 2. Inventory Valuation Methods
• 115.040.07.03 Financial Analysis - Reading 25 - 3. Periodic versus Perpetual Inventory System
• 115.040.07.04 Financial Analysis - Reading 25 - 4. The LIFO Method
• 115.040.07.05 Financial Analysis - Reading 25 - 5. Measurement of Inventory Value
• 115.040.07.06 Financial Analysis - Reading 25 - 6. Financial Analysis of Inventories
• 115.040.08 Financial Analysis - Reading 26. Long-lived Assets
• 115.040.08.01 - Financial Analysis - Reading 26 - 1. Capitalizing versus Expensing
• 115.040.08.02 - Financial Analysis - Reading 26 - 2. Intangible Assets
• 115.040.08.03 - Financial Analysis - Reading 26 - 3. Depreciation Methods
• 115.040.08.04 - Financial Analysis - Reading 26 - 4. The Revaluation Model
• 115.040.08.05 - Financial Analysis - Reading 26 - 5. Impairment of Assets
• 115.040.08.06 - Financial Analysis - Reading 26 - 6. Derecognition
• 115.040.08.07 - Financial Analysis - Reading 26 - 7. Presentation and Disclosures
• 115.040.08.08 - Financial Analysis - Reading 26 - 8. Investment Property
• 115.040.08.09 - Financial Analysis - Reading 26 - 9. Leasing
• 115.040.09 Financial Analysis - Reading 27. Income Taxes
• 115.040.09.01 Financial Analysis - Reading 27 - 1. Key Terms
• 115.040.09.02 Financial Analysis - Reading 27 - 2. Deferred Tax Assets and Liabilities
• 115.040.09.03 Financial Analysis - Reading 27 - 3. Determining the Tax Base of Assets and Liabilities
• 115.040.09.04 Financial Analysis - Reading 27 - 4. Temporary versus Permanent Differences
• 115.040.09.05 Financial Analysis - Reading 27 - 5. Recognition and Measurement of Current and Deferred Tax
• 115.040.09.06 Financial Analysis - Reading 27 - 6. Presentation and Disclosure
• 115.040.09.07 Financial Analysis - Reading 27 - 7. Comparison of IFRS and U.S. GAAP
• 115.040.10 Financial Analysis - Reading 28. Non-current (Long-term) Liabilities
• 115.040.10.01 Financial Analysis - Reading 28 - 1. Accounting for Bond Issuance, Bond Amortization, Interest Expense, and Interest Payments
• 115.040.10.02 Financial Analysis - Reading 28 - 2. Current Market Rates and Fair Value Reporting Option
• 115.040.10.03 Financial Analysis - Reading 28 - 3. Derecognition of Debt
• 115.040.10.04 Financial Analysis - Reading 28 - 4. Debt Covenants
• 115.040.10.05 Financial Analysis - Reading 28 - 5. Presentation and Disclosure of Long-Term Debt
• 115.040.10.06 Financial Analysis - Reading 28 - 6. Advantages of Leasing
• 115.040.10.07 Financial Analysis - Reading 28 - 7. Lease Classification
• 115.040.10.08 Financial Analysis - Reading 28 - 8. Accounting and Reporting by the Lessee
• 115.040.10.09 Financial Analysis - Reading 28 - 9. Accounting and Reporting by the Lessor
• 115.040.10.10 Financial Analysis - Reading 28 - 10. Defined Contribution and Defined Benefit Pension Plans
• 115.040.10.11 Financial Analysis - Reading 28 - 11. Leverage and Coverage Ratios
• 115.040.11 Financial Analysis - Reading 29. Financial Reporting Quality
• 115.040.11.01 Financial Analysis - Reading 29 - 1. Reporting Quality and Results Quality
• 115.040.11.02 Financial Analysis - Reading 29 - 2. Quality Spectrum of Financial Reports
• 115.040.11.03 Financial Analysis - Reading 29 - 3. Context for Assessing Financial Reporting Quality
• 115.040.11.04 Financial Analysis - Reading 29 - 4. Detection of Financial Reporting Quality Issues
• 115.040.12 Financial Analysis - Reading 30 - Financial Statement Analysis
• 115.040.12.01 Financial Analysis - Reading 30 - 1. Evaluating Past Financial Performance
• 115.040.12.02 Financial Analysis - Reading 30 - 2. Projecting Future Financial Performance
• 115.040.12.03 Financial Analysis - Reading 30 - 3. Assessing Credit Risk
• 115.040.12.04 Financial Analysis - Reading 30 - 4. Screening for Potential Equity Investments
• 115.040.12.05 Financial Analysis - Reading 30 - 5. Analyst Adjustments to Reported Financials
• 115.050 Topic 5 - Corporate Finance
• 115.050.01 Corporate Finance - Reading 31 - Introduction to Corporate Governance and Other ESG Considerations
• 115.050.01.01 Corporate Finance - Reading 31 - 1. Corporate Governance Overview
• 115.050.01.02 Corporate Finance - Reading 31 - 2. Company Stakeholders
• 115.050.01.03 Corporate Finance - Reading 31 - 3. Principal-Agent and Other Relationships in Corporate Governance
• 115.050.01.04 Corporate Finance - Reading 31 - 4. Stakeholder Management
• 115.050.01.05 Corporate Finance - Reading 31 - 5. Board of Directors and Committees
• 115.050.01.06 Corporate Finance - Reading 31 - 6. Factors Affecting Stakeholder Relationships and Corporate Governance
• 115.050.01.07 Corporate Finance - Reading 31 - 7. Corporate Governance and Stakeholder Management Risks and Benefits
• 115.050.01.08 Corporate Finance - Reading 31 - 8. Analyst Considerations in Corporate Governance and Stakeholder Management
• 115.050.01.09 Corporate Finance - Reading 31 - 9. ESG Considerations for Investors
• 115.050.02 Corporate Finance - Reading 32 - Capital Budgeting
• 115.050.02.01 Corporate Finance - Reading 32 - 1. Capital Budgeting Introduction
• 115.050.02.02 Corporate Finance - Reading 32 - 2. Basic Principles of Capital Budgeting
• 115.050.02.03 Corporate Finance - Reading 32 - 3. Investment Decision Criteria
• 115.050.02.04 Corporate Finance - Reading 32 - 4. NPV Profiles
• 115.050.02.05 Corporate Finance - Reading 32 - 5. Comparison of the NPV and IRR Methods
• 115.050.02.06 Corporate Finance - Reading 32 - 6. Popularity and Usage of the Capital Budgeting Method
• 115.050.03 Corporate Finance - Reading 33 - Cost of Capital
• 115.050.03.01 Corporate Finance - Reading 33 - 1. Cost of Capital
• 115.050.03.02 Corporate Finance - Reading 33 - 2. Cost of Debt and Preferred Stock
• 115.050.03.03 Corporate Finance - Reading 33 - 3. Cost of Common Equity
• 115.050.03.04 Corporate Finance - Reading 33 - 4. Estimating Beta and Determining a Project Beta
• 115.050.03.05 Corporate Finance - Reading 33 - 5. Country Risk
• 115.050.03.06 Corporate Finance - Reading 33 - 6. Marginal Cost of Capital Structure
• 115.050.03.07 Corporate Finance - Reading 33 - 7. Flotation Costs
• 115.050.04 Corporate Finance - Reading 34 - Measures of Leverage
• 115.050.04.01 Corporate Finance - Reading 34 - 1. Business Risk and Operating Leverage
• 115.050.04.02 Corporate Finance - Reading 34 - 2. Financial Risk and Financial Leverage
• 115.050.04.03 Corporate Finance - Reading 34 - 3. Total Leverage and Breakeven Points
• 115.050.04.04 Corporate Finance - Reading 34 - 4. The Risks of Creditors and Owners
• 115.050.05 Corporate Finance - Reading 35 - Working Capital Management
• 115.050.05.01 Corporate Finance - Reading 35 - 1. Managing and Measuring Liquidity
• 115.050.05.02 Corporate Finance - Reading 35 - 2. Managing the Cash Position
• 115.050.05.03 Corporate Finance - Reading 35 - 3. Investing Short-Term Funds
• 115.050.05.04 Corporate Finance - Reading 35 - 4. Evaluating Accounts Receivable, Inventory and Accounts Payable Management
• 115.050.05.05 Corporate Finance - Reading 35 - 5. Managing Short-Term Financing
• 115.060 Topic 6 - Equity Investments
• 115.060.01 Equity Investments - Reading 36 - Market Organization and Structure
• 115.060.01.01 Equity Investments - Reading 36 - 1. The Functions of the Financial System
• 115.060.01.02 Equity Investments - Reading 36 - 2. Assets and Contracts
• 115.060.01.03 Equity Investments - Reading 36 - 3. Financial Intermediaries
• 115.060.01.04 Equity Investments - Reading 36 - 4. Positions
• 115.060.01.05 Equity Investments - Reading 36 - 5. Orders
• 115.060.01.06 Equity Investments - Reading 36 - 6. Primary Security Markets
• 115.060.01.07 Equity Investments - Reading 36 - 7. Secondary Security Market and Contract Market Structures
• 115.060.01.08 Equity Investments - Reading 36 - 8. Well-Functioning Financial Systems
• 115.060.01.09 Equity Investments - Reading 36 - 9. Market Regulation
• 115.060.02 Equity Investments - Reading 37 - Security Market Indices
• 115.060.02.01 Equity Investments - Reading 37 - 1. Index Definition and Calculations of Value and Returns
• 115.060.02.02 Equity Investments - Reading 37 - 2. Index Construction and Management
• 115.060.02.03 Equity Investments - Reading 37 - 3. Uses of Market Indices
• 115.060.02.04 Equity Investments - Reading 37 - 4. Different Types of Security Market Indices
• 115.060.03 Equity Investments - Reading 38 - Market Efficiency
• 115.060.03.01 Equity Investments - Reading 38 - 1. The Concept of Market Efficiency
• 115.060.03.02 Equity Investments - Reading 38 - 2. Forms of Market Efficiency
• 115.060.03.03 Equity Investments - Reading 38 - 3. Market Pricing Anomalies
• 115.060.03.04 Equity Investments - Reading 38 - 4. Behavioral Finance
• 115.060.04 Equity Investments - Reading 39 - Overview of Equity Securities
• 115.060.04.01 Equity Investments - Reading 39 - 1. Equity Securities in Global Financial Markets
• 115.060.04.02 Equity Investments - Reading 39 - 2. Types and Characteristics of Equity Securities
• 115.060.04.03 Equity Investments - Reading 39 - 3. Private versus Public Equity Securities
• 115.060.04.04 Equity Investments - Reading 39 - 4. Investing in Non-Domestic Equity Securities
• 115.060.04.05 Equity Investments - Reading 39 - 5. Risk and Return Characteristics of Equity Securities
• 115.060.04.06 Equity Investments - Reading 39 - 6. Equity Securities and Company Value
• 115.060.05 Equity Investments - Reading 40 - Introduction to Industry and Company Analysis
• 115.060.05.01 Equity Investments - Reading 40 - 1. Uses of Industry Analysis
• 115.060.05.02 Equity Investments - Reading 40 - 2. Approaches to Identifying Similar Companies
• 115.060.05.03 Equity Investments - Reading 40 - 3. Industry Classification Systems
• 115.060.05.04 Equity Investments - Reading 40 - 4. Principles of Strategic Analysis
• 115.060.05.05 Equity Investments - Reading 40 - 5. External Influences on Industry Growth, Profitability, and Risk
• 115.060.05.06 Equity Investments - Reading 40 - 6. Company Analysis
• 115.060.06 Equity Investments - Reading 41 - Equity Valuation Concepts and Basic Tools
• 115.060.06.01 Equity Investments - Reading 41 - 1. Estimated Value and Market Price
• 115.060.06.02 Equity Investments - Reading 41 - 2. Present Value Models The Dividend Discount Model
• 115.060.06.03 Equity Investments - Reading 41 - 3. Preferred Stock Valuation
• 115.060.06.04 Equity Investments - Reading 41 - 4. Multiplier Models
• 115.060.06.05 Equity Investments - Reading 41 - 5. Enterprise Value
• 115.060.06.06 Equity Investments - Reading 41 - 6. Asset-Based Valuation
• 115.070 Topic 7 - Fixed Income
• 115.070.01 Fixed Income - Reading 42 - Fixed-Income Securities Defining Elements
• 115.070.01.01 Fixed Income - Reading 42 - 1. Basic Features of a Fixed-Income Security
• 115.070.01.02 Fixed Income - Reading 42 - 2. Bond Indenture
• 115.070.01.03 Fixed Income - Reading 42 - 3. Legal, Regulatory and Tax Considerations
• 115.070.01.04 Fixed Income - Reading 42 - 4. Structure of a Bond's Cash Flows
• 115.070.01.05 Fixed Income - Reading 42 - 5. Bonds with Contingency Provisions
• 115.070.02 Fixed Income - Reading 43 - Fixed-Income Markets Issuance Trading and Funding
• 115.070.02.01 Fixed Income - Reading 43 - 1. Classification of Fixed-Income Markets
• 115.070.02.02 Fixed Income - Reading 43 - 2. Primary and Secondary Bond Markets
• 115.070.02.03 Fixed Income - Reading 43 - 3. Sovereign Bonds, Non-Sovereign Bonds, Quasi-Government Bonds, and Supranational Bonds
• 115.070.02.04 Fixed Income - Reading 43 - 4. Corporate Debt
• 115.070.02.05 Fixed Income - Reading 43 - 5. Short-Term Funding Alternatives Available to Banks
• 115.070.03 Fixed Income - Reading 44 - Introduction to Fixed-Income Valuation
• 115.070.03.01 Fixed Income - Reading 44 - 1. Bond Prices and the Time Value of Money
• 115.070.03.02 Fixed Income - Reading 44 - 2. Relationships between Bond Price and Bond Characteristics
• 115.070.03.03 Fixed Income - Reading 44 - 3. Flat Price, Accrued Interest, and the Full Price
• 115.070.03.04 Fixed Income - Reading 44 - 4. Matrix Pricing
• 115.070.03.05 Fixed Income - Reading 44 - 5. Yield Measures for Fixed-Rate Bonds
• 115.070.03.06 Fixed Income - Reading 44 - 6. Yield Measures for Floating-Rate Notes and Money Market Instruments
• 115.070.03.07 Fixed Income - Reading 44 - 7. The Maturity Structure of Interest Rates
• 115.070.03.08 Fixed Income - Reading 44 - 8. Yield Spreads
• 115.070.04 Fixed Income - Reading 45 - Introduction to Asset-Backed Securities
• 115.070.04.01 Fixed Income - Reading 45 - 1. Benefits of Securitization for Economies and Financial Markets
• 115.070.04.02 Fixed Income - Reading 45 - 2. The Securitization Process
• 115.070.04.03 Fixed Income - Reading 45 - 3. Residential Mortgage Loans
• 115.070.04.04 Fixed Income - Reading 45 - 4. Mortgage Pass-Through Securities
• 115.070.04.05 Fixed Income - Reading 45 - 5. Collateralized Mortgage Obligations
• 115.070.04.06 Fixed Income - Reading 45 - 6. Commercial Mortgage-Backed Securities
• 115.070.04.07 Fixed Income - Reading 45 - 7. Non-Mortgage Asset-Backed Securities
• 115.070.04.08 Fixed Income - Reading 45 - 8. Collateralized Debt Obligations
• 115.070.05 Fixed Income - Reading 46 - Understanding Fixed-Income Risk and Return
• 115.070.05.01 Fixed Income - Reading 46 - 1. Sources of Return
• 115.070.05.02 Fixed Income - Reading 46 - 2. Macaulay, Modified and Effective Durations
• 115.070.05.03 Fixed Income - Reading 46 - 3. Properties of Bond Duration
• 115.070.05.04 Fixed Income - Reading 46 - 4. Bond Portfolio Duration
• 115.070.05.05 Fixed Income - Reading 46 - 5. Money Duration of a Bond and the Price Value of a Basis Point
• 115.070.05.06 Fixed Income - Reading 46 -6. Bond Convexity
• 115.070.05.07 Fixed Income - Reading 46 - 7. Interest Rate Risk and the Investment Horizon
• 115.070.05.08 Fixed Income - Reading 46 - 8. Credit and Liquidity Risk
• 115.070.06 Fixed Income - Reading 47 - Fundamentals of Credit Analysis
• 115.070.06.01 Fixed Income - Reading 47 - 1. Credit Risk
• 115.070.06.02 Fixed Income - Reading 47 - 2. Seniority Ranking and Priority of Claims
• 115.070.06.03 Fixed Income - Reading 47 - 3. Credit Ratings
• 115.070.06.04 Fixed Income - Reading 47 - 4. Credit Analysis
• 115.070.06.05 Fixed Income - Reading 47 - 5. Credit Risk vs. Return Yields and Spreads
• 115.070.06.06 Fixed Income - Reading 47 - 6. Special Considerations of High-Yield, Sovereign, and Municipal Analysis
• 115.080 Topic 8 - Derivatives
• 115.080.01 Derivatives - Reading 48 - Derivative Markets and Instruments
• 115.080.01.01 Derivatives - Reading 48 - 1. Introduction
• 115.080.01.02 Derivatives - Reading 48 - 2. Exchange-Traded versus Over-the-Counter Derivatives
• 115.080.01.03 Derivatives - Reading 48 - 3. Forward Commitments
• 115.080.01.04 Derivatives - Reading 48 - 4. Contingent Claims
• 115.080.01.05 Derivatives - Reading 48 - 5. Purposes and Criticisms of Derivative Markets
• 115.080.01.06 Derivatives - Reading 48 - 6. Arbitrage
• 115.080.02 Derivatives - Reading 49 - Basics of Derivative Pricing and Valuation
• 115.080.02.01 - Reading 49 - 1. The Principle of Arbitrage
• 115.080.02.02 - Reading 49 - 2. The Concept of Pricing vs. Valuation
• 115.080.02.03 - Reading 49 - 3. Pricing and Valuation of Forward Contracts
• 115.080.02.04 - Reading 49 - 4. Forward Rate Agreements
• 115.080.02.05 - Reading 49 - 5. Why do Forward and Futures Prices Differ
• 115.080.02.06 - Reading 49 - 6. Pricing and Valuation of Swap Contracts
• 115.080.02.07 - Reading 49 - 7. The Value of a European Option at Expiration
• 115.080.02.08 - Reading 49 - 8. Factors that Affect the Value of an Option
• 115.080.02.09 - Reading 49 - 9. Put-Call Parity
• 115.080.02.10 - Reading 49 - 10. Put-Call-Forward Parity
• 115.080.02.11 - Reading 49 - 11. Binomial Valuation of Options
• 115.080.02.12 - Reading 49 - 12. American Option Pricing
• 115.090 Topic 9 - Alternative Investments
• 115.090.01 Alternative Investments - Reading 50 - Introduction to Alternative Investments
• 115.090.01.01 Alternative Investments - Reading 50 - 1. Alternative investments
• 115.090.01.02 Alternative Investments - Reading 50 - 2. Hedge funds
• 115.090.01.03 Alternative Investments - Reading 50 - 3. Private equity
• 115.090.01.04 Alternative Investments - Reading 50 - 4. Real estate
• 115.090.01.05 Alternative Investments - Reading 50 - 5. Commodities and other altenative investments
• 115.090.01.06 Alternative Investments - Reading 50 - 6. Risk management overview
• 115.100 Topic 10 - Portfolio Management
• 115.100.01 Portfolio Management - Reading 51 - Portfolio Management An Overview
• 115.100.01.01 Portfolio Management - Reading 51 - 1. A Portfolio Perspective on Investing
• 115.100.01.02 Portfolio Management - Reading 51 - 2. Investment Clients
• 115.100.01.03 Portfolio Management - Reading 51 - 3. Steps in the Portfolio Management Process
• 115.100.01.04 Portfolio Management - Reading 51 - 4. Pooled Investments
• 115.100.02 Portfolio Management - Reading 52 - Portfolio Risk and Return Part I
• 115.100.02.01 Portfolio Management - Reading 52 - 1. Major Return Measures
• 115.100.02.02 Portfolio Management - Reading 52 - 2. Variance and Covariance of Returns
• 115.100.02.03 Portfolio Management - Reading 52 - 3. Historical Return and Risk
• 115.100.02.04 Portfolio Management - Reading 52 - 4. Risk Aversion and Portfolio Selection
• 115.100.02.05 Portfolio Management - Reading 52 - 5. Portfolio Risk
• 115.100.02.06 Portfolio Management - Reading 52 - 6. Efficient Frontier
• 115.100.02.07 Portfolio Management - Reading 52 - 7. Optimal Portfolio
• 115.100.03 Portfolio Management - Reading 53 - Portfolio Risk and Return Part II
• 115.100.03.01 Portfolio Management - Reading 53 - 1. Capital Market Theory
• 115.100.03.02 Portfolio Management - Reading 53 - 2. Pricing of Risk and Computation of Expected Return
• 115.100.03.03 Portfolio Management - Reading 53 - 3. The Capital Asset Pricing Model
• 115.100.03.04 Portfolio Management - Reading 53 - 4. Applications of the CAPM
• 115.100.04 Portfolio Management - Reading 54 - Basics of Portfolio Planning and Construction
• 115.100.04.01 Portfolio Management - Reading 54 - 1. The Investment Policy Statement and its Major Components
• 115.100.04.02 Portfolio Management - Reading 54 - 2. Investment Risk and Return Objectives, and Risk Tolerance
• 115.100.04.03 Portfolio Management - Reading 54 - 3. Investment Constraints
• 115.100.04.04 Portfolio Management - Reading 54 - 4. Portfolio Construction
• 115.100.05 Portfolio Management - Reading 55 - An Introduction to Risk Management
• 115.100.05.01 Portfolio Management - Reading 55 - 1. The Risk Management Process
• 115.100.05.02 Portfolio Management - Reading 55 - 2. Risk Governance
• 115.100.05.03 Portfolio Management - Reading 55 - 3. Identification of Risks
• 115.100.05.04 Portfolio Management - Reading 55 - 4. Measuring and Modifying Risks
• 115.100.06 Portfolio Management - Reading 56 - Technical Analysis
• 115.100.06.01 Portfolio Management - Reading 56 - 1. Definition and Scope
• 115.100.06.02 Portfolio Management - Reading 56 - 2. Charts
• 115.100.06.03 Portfolio Management - Reading 56 - 3. Trend
• 115.100.06.04 Portfolio Management - Reading 56 - 4. Chart Patterns
• 115.100.06.05 Portfolio Management - Reading 56 - 5. Technical Indicators
• 115.100.06.06 Portfolio Management - Reading 56 - 6. Cycles
• 115.100.06.07 Portfolio Management - Reading 56 - 7. Elliott Wave Theory
• 115.100.06.08 Portfolio Management - Reading 56 - 8. Intermarket Analysis
• 115.100.07 Portfolio Management - Reading 57 - Fintech in Investment Management
• 115.100.07.01 Portfolio Management - Reading 57 - 1. Fintech fundamentals
• 115.100.07.02 Portfolio Management - Reading 57 - 2. Fintech applications to investment management
• 115.100.07.03 Portfolio Management - Reading 57 - 3. Financial applications of distributed ledger technology
• 115.150 BA II Plus Calculator config