CFA PLAN (1)

INTRODEAR CFA LEVEL 1 CANDIDATESI MADE THIS EXCEL WORKBOOK TO SCHEDULE AND MANAGE YOUR TIME FOR CFA AND OTHER CLASSES OR WORKS IF AVAILABLETHERE ARE THREE PARTS FOR THIS WORKBOOK1. THE FISRT TWO WORKSHEETS ARE AN EXAMPLE OF HOW TO MAKE THE DAILY SCHEDULE. IT IS AN OPTION 2. THE WORKSHEETS NAMED BY THE DAYS ARE YOUR SCHEDULE, IT IS UP TO YOU IF YOU WANT TO USE IT OR NOT, SEE THE EXAMPLE TO KNOW HOW TO DO THEM3. THE LAST TWO WORKSHEETSPLAN AND TIME ALLOCATIONARE THE CRITICAL PART OF THIS WHOLE WORKBOOKIN THE PLAN WORKSHEET:ONLY CHANGE CELLS IN DARK BLUE AND EVERYTHING WILL CHANGE ACCORDINGLYSTART AND END DATE ARE CALCULATED BASED ON WEIGHTS OF EACH TOPICIN TIME ALLOCATION WORKSHEET YOU CANNOT CHANGE ANYTHING. IT IS LINKED TO THE PLAN WORKSHEETGIVE US YOUR FEEDBACK ON ANALYSTFORUM.COMCopyright 2012 by Ahmad AboulHoda

EXAMPLE (1)MONDAYS

8:00 AM:002:00 PM:00BREAK8:00 PM:00UNI STUDIES:15:15:15:30:30:30:45:45:459:00 AM:003:00 PM:00CFA STUDIES9:00 PM:00:15:15:15:30:30:30:45:45:4510:00 AM:004:00 PM:0010:00 PM:00:15:15:15:30:30:30:45:45:4511:00 AM:00FINA 215 CLASS5:00 PM:00BREAK11:00 PM:00:15:15:15:30:30:30:45:45:4512:00 PM:006:00 PM:00UNI STUDIES12:00 AM:00:15:15:15:30:30:30:45BREAK:45:45 1:00 PM:007:00 PM:001:00 AM:00:15:15:15:30:30:30:45:45:45Copyright 2012 by Ahmad AboulHoda

EXAMPLE (2)FRIDAYS

8:00 AM:002:00 PM:00BREAK8:00 PM:00:15:15:15:30:30:30:45:45:459:00 AM:003:00 PM:00UNI STUDIES 9:00 PM:00:15:15:15:30CFA STUDIES:30:30:45:45:4510:00 AM:004:00 PM:0010:00 PM:00:15:15:15:30:30:30:45:45:4511:00 AM:005:00 PM:00BREAK11:00 PM:00:15:15:15:30SALAT & BREAK:30WEEKLY CFA REVIEW:30:45:45:4512:00 PM:006:00 PM:0012:00 AM:00:15:15:15:30:30:30:45:45:45 1:00 PM:007:00 PM:001:00 AM:00:15:15:15:30:30:30:45:45:45Copyright 2012 by Ahmad AboulHoda

MONDAYSMONDAYS

8:00 AM:002:00 PM:008:00 PM:00:15:15:15:30:30:30:45:45:459:00 AM:003:00 PM:009:00 PM:00:15:15:15:30:30:30:45:45:4510:00 AM:004:00 PM:0010:00 PM:00:15:15:15:30:30:30:45:45:4511:00 AM:005:00 PM:0011:00 PM:00:15:15:15:30:30:30:45:45:4512:00 PM:006:00 PM:0012:00 AM:00:15:15:15:30:30:30:45:45:45 1:00 PM:007:00 PM:001:00 AM:00:15:15:15:30:30:30:45:45:45Copyright 2012 by Ahmad AboulHoda

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PLAN

TodayApril 12, 2012AVG Study time per day2Without RevisionTotal time to finish materialCFA PLANNERStart DateOctober 1, 2012Revision time (in Days)30Total Hours62Exam DateDecember 1, 2012Toal Days31Total Weeks4MondayTuesdayWednesdayThursdayFridaySaturdaySundayTotalHours allocated2222Weekly Review3314Hours per weekTime Available (left) to finish materialTopics to be coveredWeightsTime Needed (weeks)Start DateEnd DateWithout RevisionEthical and Professional Standards15%0.7October 1, 2012October 4, 2012Hours Left40615Investment Tools50%2.2October 5, 2012October 20, 2012Days Left20350Corporate Finance8%0.4October 5, 2012October 7, 2012Weeks Left29.008Economics**10%0.4October 8, 2012October 10, 201210Financial Reporting and Analysis20%0.9October 11, 2012October 16, 201220Quantitative Methods12%0.5October 17, 2012October 20, 201212Asset Classes30%1.3October 21, 2012October 29, 2012With RevisionTime left for exam Day30Alternative Investments3%0.1October 21, 2012October 21, 2012Hours Left4663Derivatives5%0.2October 22, 2012October 22, 2012Days Left2335Equity Investments10%0.4October 23, 2012October 25, 2012Weeks Left33.2910Fixed Income12%0.5October 26, 2012October 29, 201212Portfolio Management and Wealth Planning5%0.2October 30, 2012October 31, 20125Total100%4October 1, 2012October 31, 2012100Recommended300Hours17Hours/WeekCopyright 2012 by Ahmad AboulHoda18Weeks

TIME ALLOCATIONReadings CoveredTime Allocated Overall ReadingVideoOverallFromTo Weeks days Hours Hours Hours STUDY SESSION 1ETHICAL AND PROFESSIONAL STANDARDS4140.7596.03.3STUDY SESSION 2QUANTITATIVE METHODS: Basic Concepts458}0.5472.15.3STUDY SESSION 3QUANTITATIVE METHODS: Application4912STUDY SESSION 4ECONOMICS: Microeconomic Analysis41316}0.4360.26STUDY SESSION 5ECONOMICS: Macroeconomic Analysis31719STUDY SESSION 6ECONOMICS: Economics in a Global Context22021STUDY SESSION 7FINANCIAL REPORTING AND ANALYSIS: An Introduction32224}0.96122.210.2STUDY SESSION 8FINANCIAL REPORTING AND ANALYSIS: Financial Statements42528STUDY SESSION 9FINANCIAL REPORTING AND ANALYSIS: Inventories, Income Taxes, etc42932STUDY SESSION 10FINANCIAL REPORTING AND ANALYSIS: Evaluating Financial Reporting Quality33335STUDY SESSION 11CORPORATE FINANCE736420.4252.52.5STUDY SESSION 12PORTFOLIO MANAGEMENT443460.2230.92.2STUDY SESSION 13MARKET ORGANIZATION, MARKET INDICES, AND MARKET EFFICIENCY347490.2231.12STUDY SESSION 14EQUITY ANALYSIS AND VALUATION350520.2231.61.52STUDY SESSION 15FIXED INCOME: Basic Concepts45356}0.5472.45STUDY SESSION 16FIXED INCOME: Analysis & Valuation35759STUDY SESSION 17DERIVATIVES660650.2230.52.6STUDY SESSION 18ALTERNATIVE INVESTMENTS266670.1120.71.2

TOTAL6743162.0020.1841.8221018921daysCopyright 2012 by Ahmad AboulHoda30273weeks

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CFA PLAN (1)