Study Session 1: Ethical and Professional Standards
Reading 1: Ethics and Trust in the Investment Profession
Reading 2: Code of Ethics and Standards of Professional Conduct
Reading 3: Guidance for Standards I–VII
Reading 4 & 5: Global Investment Performance Standards (GIPS)
Study Session 2: Quantitative Methods (1)
Reading 6: The Time Value of Money
Reading 7: Statistical Concepts and Market Returns
Reading 8: Probability Concepts
Study Session 3: Quantitative Methods (2)
Reading 9: Common Probability Distributions
Reading 10: Sampling and Estimation
Reading 11: Hypothesis Testing
Study Session 4: Economics (1)
Reading 12: Topics in Demand and Supply Analysis
Reading 13: The Firm and Market Structures
Reading 14: Aggregate Output, Prices, and Economic Growth
Reading 15: Understanding Business Cycles
Study Session 5: Economics (2)
Reading 16: Monetary and Fiscal Policy
Reading 17: International Trade and Capital Flows
Reading 18: Currency Exchange Rates
Study Session 6: Financial Reporting and Analysis (1)
Reading 19: Introduction to Financial Statement Analysis
Reading 20: Financial Reporting Standards
Study Session 7: Financial Reporting and Analysis (2)
Reading 21: Understanding Income Statements
Reading 22: Understanding Balance Sheets
Reading 23: Understanding Cash Flow Statements
Reading 24: Financial Analysis Techniques
Study Session 8: Financial Reporting and Analysis (3)
Reading 25: Inventories
Reading 26: Long-lived Assets
Reading 27: Income Taxes
Reading 28: Non-current (Long-term) Liabilities
Study Session 9: Financial Reporting and Analysis (4)
Reading 29: Financial Reporting Quality
Reading 30: Financial Statement Analysis: Applications
Study Session 10: Corporate Finance (1)
Reading 31: Introduction to Corporate Governance and Other
Reading 32: Capital Budgeting
Reading 33: Cost of Capital
Study Session 11: Corporate Finance (2)
Reading 34: Measures of Leverage
Reading 35: Working Capital Management
Study Session 12: Equity Investments (1)
Reading 36: Market Organization and Structure
Reading 37: Security Market Indexes
Reading 38: Market Efficiency
Study Session 13: Equity Investments (2)
Reading 39: Overview of Equity Securities
Reading 40: Introduction to Industry and Company Analysis
Reading 41: Equity Valuation: Concepts and Basic Tools
Study Session 14: Fixed Income (1)
Reading 42: Fixed-Income Securities: Defining Elements
Reading 43: Fixed-Income Markets: Issuance, Trading, and Funding
Reading 44: Introduction to Fixed-Income Valuation
Reading 45: Introduction to Asset-Backed Securities
Study Session 15: Fixed Income (2)
Reading 46: Understanding Fixed-Income Risk and Return
Reading 47: Fundamentals of Credit Analysis
Study Session 16: Derivatives
Reading 48: Derivative Markets and Instruments
Reading 49: Basics of Derivative Pricing and Valuation
Study Session 17: Alternative Investments
Reading 50: Introduction to Alternative Investments
Study Session 18: Portfolio Management (1)
Reading 51: Portfolio Management: An Overview
Reading 52: Portfolio Risk and Return: Part I
Reading 53: Portfolio Risk and Return: Part II
Study Session 19: Portfolio Management (2)
Reading 54: Basics of Portfolio Planning and Construction
Reading 55: Introduction to Risk Management
Reading 56: Technical Analysis
Reading 57: Fintech in Investment Management