1. Ethical and Professional Standards
- Code of Ethics & Standards of Professional Conduct
- Guidance for Standards 1-7
- CFA Institute Research Objectivity Standards
2. Ethical and Professional Standards-Application
- The Glenarm Company
- Preston Partners
- Super Selection
- Trade Allocation: Fair Dealing and Disclosure
- Changing Investment Objectives
3. Quantitative Methods for Valuation
- Correlation and Regression
- Multiple Regression & Issues in Regression Analysis
- Time Series Analysis
- Scenario analysis, Decision Trees, and Simulations
4. Economics for Valuation
- Currency Exchange rates: Determination and Forecasting
- Economic Growth & the Investing Decision
- Economics of Regulation
5. Financial Reporting and Analysis
- Inter-corporate Investments
- Employee Compensation: Post-employment ad Share-based
- Multinational Operations
6. Financial Reporting and Analysis
- Evaluating Quality of Financial Reports
- Integration of Financial Statement Analysis Techniques
7. Corporate Finance
- Capital Budgeting
- Capital Structure
- Dividends and Share Repurchases: Analysis
8. Corporate Finance
- Corporate Performance, Governance, and Business Ethics
- Corporate Governance
- Mergers and Acquisitions
9. Equity Valuation
- Equity Valuation: Applications and Processes
- Return Concepts
10. Equity Valuation
- Industry and Company Analysis
- Discounted Dividend Valuation
11. Equity Valuation
- Free Cash Flow Valuation
- Market-Based Valuation: Price & Enterprise Value Multiples
- Residual Income Valuation
- Private Company Valuation
12. Fixed Income
- Term Structure and Interest Rate Dynamics
- The Arbitrage-Free Valuation Framework
13. Fixed Income Analysis
- Valuation and Analysis: Bonds with Embedded Options
- Credit Analysis Models
- Credit Default Swaps
14. Derivative Instruments
- Pricing and Valuation of Forward Commitments
- Valuation of Contingent Claims
- Derivatives Strategies
15. Alternative Investments
- Private Real Estate Investments
- Publicly Traded Real Estate Securities
- Private Equity Valuation
- Commodities and Commodity Derivatives: an Introduction
16. Portfolio Management
- the Portfolio Management Process and the Investment Policy Statement
- An Introduction to Multifactor Models
- Measuring and Managing Market Risk
17. Portfolio Management
- Economics and Investment Market
- Analysis of Active Portfolio Management
- Algorithmic Trading and High-Frequency Trading
