Performance Tracker

CFA L-1
Candidate Name: Brahm
Date of Exam: 5/6/2022
Date of Beginning Preparation: 9/15/2021

Click here to learn how to use this tracker

Aswini Bajaj
CA, CS, CFA, FRM, CAIA, CIPM, CFP, CCRA,
CIRA, CIIB, AIM

Students.aswinibajaj.com
+91 98311 49876
Instructions
The harder you Work, The Luckier you Get!
Please see the details of the column headings of the ‘Input Sheet’. Make sure you have c
on how to study and what all to practice. It is important that you follow instructions and al
You may keep updating your progress in the ‘Input Sheet’ and view a summary and targe
hence not included in this performance tracker. It is conducted between 10-20 days befor
-Aswini Bajaj

Heading Particulars In

Make sure you follow the lectures and study in the order as provided. There could be p
1 Order of Study
practical subjects. I have kept subjects with more retention issues for the latter half.

Multiple chapters have been categorized under different subjects. It is important to under
2 Subject
You cannot leave any subject.

3 Reading Refers to the chapter number as per the current year curriculum.

Refers to the chapter name. The same has been highlighted in two shades to indicate in c
4 Topic
been added for the first time to the curriculum (New: Orange).

An indicator of the number of subheads that the chapter has been divided into by the In
5 No. of LOS
be an indicator of the length of the chapter.

6 Lengthy It just gives an indication of whether the chapter is lengthy on a scale of '1' to '5', '3' bein

Numerical or Non- On a scale of 1(None) to 5(completely) have highlighted if the reading has a lot of numer
7
Numerical expectations before you begin the chapter.

On a scale of 1(easy) to 5(Difficult), is very subjective. Irrespective, you need to attend t

8 Difficulty Level
confusing questions could turn up from unexpected areas

On a scale of 1(Least) to 5(Very) have highlighted the level of confusion, '3' being an av
chapters in which you are prone to make silly errors, and often one formula or concept co
9 Confusing
end up building a weak foundation for the forthcoming concepts and formula. FOCUS!
Also, the level of confusion could be high due to the kind of questions tested, although th

On a scale of 1(Least) to 5(Very) have highlighted the importance level of the same, '3'
10 Importance encouraged. The importance level of a chapter could be because of a high probability of t
The questions may turn up from unexpected or seemingly unimportant areas. Please do n
 Details on 'what' and 'how much' to practice has been provided in details already. This is
much the student is prone to error, or if there are a lot of confusing or difficult questions
1 - Only If you have a shortage of time, you may skip the practice altogether, else do the
Level of Practice 2 - If you are short of time, do the Institute Material EOC & Schweser EOC.
11
to be done 3 - Do the Institute Material EOC, & Schweser EOC, Class Test Book(Subject wise).
4 - Do the Institute Material EOC and Schweser EOC, Class Test Book(Subject wise), In
5. Make sure you complete the Institute Material EOC and Schweser EOC, Class Test Bo
Schweser Practice Papers (2 Mock books with 6 mock papers) is optional. Better to focus

This gives a rough idea about the duration for each chapter. May not be accurate, as w
12 Duration (hh:mm) with you yet, we take an average of 3 hours for such chapters. It gives you a fair estimate
students. Also, it does not include the time required for studying, Exam Mentoring lectur

13 Cumulative (%) This gives you a rough approximation of the ‘%’ of lectures completed, and hence an id

The Most important part of your preparation. You must watch every single lecture very
14 Lectures
a minimum 2.5-3 hours at a stretch. Do not leave a topic or a concept in between while st

You need to go through the chapter yourself to understand and learn the concepts (not mu
15 Self Study
includes solving questions at the end of the chapter from Schweser. The details on prepar

Institute EOC The End of Chapter questions is the first priority for practice. Complete this immedia
16
Questions Study and Practice’ Lecture to know exactly how to go about practice. There could be so

After every subject has been completed, make sure to complete solving the questions her
17 Class Test Book
yourself for these and make a note of time taken and assess your time management. Alth

You need to do a very thorough revision of the entire curriculum. Attend the lecture ‘How
18 Revision
each chapter. Please refer to the mentioned lecture to know how to revise.

Institute Online This is advisable to be done along with revision. You build online reading speed as we
19
Portal you are falling short of time to do both.

The practice book provided has questions on a subject wise basis. If you have enough tim
20 Practice Book
standard.

Not important. Prioritize institute resources to practice. Focus on revision and concepts a
Schweser Practice
21 assess your level of practice. My advice, skip this, practice institute resources and focus o
Book 1
may still practice Ethics.
 Schweser Practice Not important. Prioritize institute resources to practice. Focus on revision and concepts a
22
Book 2 assess your level of practice. My advice, skip this, practice institute resources and focus o

You may add anything here that you wish to remind yourself during revision. For ex
23 Notes to Yourself
chapter with more time, I didn't study well', 'revise this chapter at the end, i have retentio
ut Sheet’. Make sure you have covered the ‘How to Study and Practice’ Lecture. It is very important as it has all the d
at you follow instructions and all the mentoring provided very attentively and not miss out on the instructions.
’ and view a summary and target based on that in the next sheets. Mock tests are conducted across the entire syllab
ucted between 10-20 days before the exam and al details regarding the same shall be provided via WhatsApp.

Instructions

e order as provided. There could be prerequisites across subjects, hence the particular order. Also, have tried alternating theory and
etention issues for the latter half.

erent subjects. It is important to understand the groupings as exam question weightages and scores are provided on a subject wise basis.

r curriculum.

hlighted in two shades to indicate in case of any changes compared to the previous year curriculum ( Change: Yellow) or in case it has
w: Orange).

hapter has been divided into by the Institute. It approximately tells us the number of different concepts covered in a chapter and could

lengthy on a scale of '1' to '5', '3' being an average chapter length.

ghted if the reading has a lot of numerical, formulas, ratios, calculations, etc. This is just to give you an idea to have the right

ctive. Irrespective, you need to attend the lectures with a very firm and focused mind, because questions could be from anywhere and
d areas

d the level of confusion, '3' being an average chapter. This is done to make sure that you understand that you need to concentrate and the
s, and often one formula or concept connects with the following one and if you are distracted or did not learn the first one well, you will
ming concepts and formula. FOCUS!
he kind of questions tested, although the reading may be fairly straightforward.

d the importance level of the same, '3' being an average/normal chapter. This is just an indication and selective studying is not at all
ld be because of a high probability of testability, or because of dependence of another chapter or the next level on this particular chapter.
mingly unimportant areas. Please do not misconstrue or exaggerate the meaning of the same.
 en provided in details already. This is just to give an indication on a chapter-wise basis, with respect to the required practice, given how
lot of confusing or difficult questions being tested from that chapter.
kip the practice altogether, else do the Institute Material EOC at least.
al EOC & Schweser EOC.
C, Class Test Book(Subject wise).
OC, Class Test Book(Subject wise), Insitute Portal online practice.
OC and Schweser EOC, Class Test Book(Subject wise), Insitute Portal online practice, and also the Practice Book during Revision.
ock papers) is optional. Better to focus on Institute practice resources.

ach chapter. May not be accurate, as we keep adding lectures, practice, etc. There could be a new chapter not yet covered and shared
h chapters. It gives you a fair estimate though. Please do not worry, any lecture added later or shared is informed via WhatsApp to all
d for studying, Exam Mentoring lectures, etc.

of lectures completed, and hence an idea of the proportion of syllabus completed.

must watch every single lecture very attentively. You are strictly advised against using your phone while attending the lectures. Sit for
topic or a concept in between while studying, by taking too many breaks.

erstand and learn the concepts (not mug up). You will have to refer to my notes/ Schweser/ notes depending on the lecture. This
from Schweser. The details on preparation and studying have been covered in the “How to Study and Practice’ lecture.

y for practice. Complete this immediately after completing the chapter. Do not delay the same. Please make sure to watch the ‘How to
o go about practice. There could be some Non-MCQ questions also, still try solving them.

to complete solving the questions here. It serves as a quick revision of the entire subject and improves retention. Advisable to time
nd assess your time management. Although time management is not a major challenge for L-1. Priority should be accuracy, do not rush.

ire curriculum. Attend the lecture ‘How to Revise’ before beginning your revision. It is not mandatory to watch revision lectures for
to know how to revise.

You build online reading speed as well. The level of Questions is very good. You may skip this and do only the practice book instead if

ject wise basis. If you have enough time left, you may practice the same. Recommended but not mandatory. The questions are of good

tice. Focus on revision and concepts and retention. In case you still wish to practice, you may. The graphs do not capture this column to
practice institute resources and focus on revision and learning. Standard of these questions is not as good as that of the institute. You
 tice. Focus on revision and concepts and retention. In case you still wish to practice, you may. The graphs do not capture this column to
practice institute resources and focus on revision and learning. You may still practice Ethics.

mind yourself during revision. For example: 'Made a lot of mistakes, revise practice questions also for this chapter' or ' revise this
this chapter at the end, i have retention issues or i know this chapter due to my work profile'
 CFA L-1 |Aswini Bajaj
Study and Practice’ Lecture. It is very important as it has all the details
ded very attentively and not miss out on the instructions.
e next sheets. Mock tests are conducted across the entire syllabus and
etails regarding the same shall be provided via WhatsApp.

cts, hence the particular order. Also, have tried alternating theory and

xam question weightages and scores are provided on a subject wise basis.

ared to the previous year curriculum ( Change: Yellow) or in case it has

tells us the number of different concepts covered in a chapter and could

ngth.

lculations, etc. This is just to give you an idea to have the right

irm and focused mind, because questions could be from anywhere and

ne to make sure that you understand that you need to concentrate and the
g one and if you are distracted or did not learn the first one well, you will

straightforward.

chapter. This is just an indication and selective studying is not at all

dependence of another chapter or the next level on this particular chapter.
erate the meaning of the same.
 on a chapter-wise basis, with respect to the required practice, given how
apter.
C at least.

ctice.
e Portal online practice, and also the Practice Book during Revision.
ources.

practice, etc. There could be a new chapter not yet covered and shared
orry, any lecture added later or shared is informed via WhatsApp to all

yllabus completed.

ctly advised against using your phone while attending the lectures. Sit for
any breaks.

refer to my notes/ Schweser/ notes depending on the lecture. This

been covered in the “How to Study and Practice’ lecture.

chapter. Do not delay the same. Please make sure to watch the ‘How to
also, still try solving them.

vision of the entire subject and improves retention. Advisable to time

s not a major challenge for L-1. Priority should be accuracy, do not rush.

nning your revision. It is not mandatory to watch revision lectures for

s is very good. You may skip this and do only the practice book instead if

the same. Recommended but not mandatory. The questions are of good

still wish to practice, you may. The graphs do not capture this column to
Standard of these questions is not as good as that of the institute. You
 still wish to practice, you may. The graphs do not capture this column to
You may still practice Ethics.

stakes, revise practice questions also for this chapter' or ' revise this
hapter due to my work profile'
Input Sheet
Instructions: Choose 'D' for Done and 'U' for Undone.

Average 8.9 3.3 2.5 3.3 3.5

1 2 3 4 5 6 7 8 9

Order No. Numeric

Diff. Confusi
of Subject Reading Topic of Lengthy al or
Level ng
Study LOS Not

1 Quants 1 The Time Value of Money 6 4 5 4 5

Organizing, Visualizing, And
2 Quants 2 14 4 4 3 4
Describing Data
3 Quants 3 Probability Concepts 14 4 4 3 4
Common Probability
4 Quants 4 16 3 4 4 4
Distributions
5 Quants 5 Sampling and Estimation 10 3 4 4 5

6 Quants 6 Hypothesis Testing 13 5 4 5 5

Introduction To Linear
7 Quants 7 8 3 4 4 4
Regression
Ethics and Trust in the
8 Ethics 56 8 1 1 1 1
Investment Profession
Code of Ethics and Standards of
9 Ethics 57 3 4 1 4 5
Professional Conduct
10 Ethics 58 Guidance for Standards I-VII 3 4 1 4 5

11 Ethics 60 Ethics Application 2 1 1 2 4

Introduction to the Global
12 Ethics 59 Investment Performance 5 2 1 3 3
Standards (GIPS)
Introduction To Financial
13 FRA 15 6 1 1 1 1
Statement Analysis
14 FRA 16 Financial Reporting Standards 5 1 1 1 1
Understanding Income
15 FRA 17 12 4 3 3 3
Statements
Understanding Cash Flow
16 FRA 19 9 3 3 4 4
Statements
17 FRA 20 Financial Analysis Techniques 7 4 4 3 3
Derivative Markets and
18 Derivatives 45 6 3 4 4 5
Instruments
Basics of Derivative Pricing and
19 Derivatives 46 15 5 4 5 5
Valuation
20 FRA 21 Inventories 12 4 2 4 4

21 FRA 23 Income Taxes 10 4 3 5 5

Fixed Introduction to Fixed-Income
22 41 11 5 4 4 5
Income Valuation
Non-Current (Long-Term)
23 FRA 24 10 5 3 4 5
Liabilities
24 FRA 22 Long-Lived Assets 14 4 3 3 4

25 FRA 18 Understanding Balance Sheets 8 2 2 2 3

26 FRA 25 Financial Reporting Quality 9 1 1 3 2

Applications Of Financial
27 FRA 26 5 1 2 2 3
Statement Analysis
Fixed Understanding Fixed-Income
28 43 13 5 4 5 5
Income Risk and Return
Fixed Introduction to Asset-Backed
29 42 10 5 2 5 5
Income Securities
Fixed Fundamentals of Credit
30 44 10 4 2 3 3
Income Analysis
Fixed Fixed Income Securities:
31 39 6 3 1 3 3
Income Defining Elements
Fixed Fixed Income Markets:
32 40 10 2 1 3 3
Income Issuance, Trading and Funding
International Trade and Capital
33 Economics 13 10 4 3 4 3
Flows
34 Economics 14 Currency Exchange Rates 10 4 4 5 5
Introduction to Alternative
35 Alt. Invest. 47 10 5 2 4 4
Investments
Topics in Demand and Supply
36 Economics 8 6 3 2 2 2
Analysis
37 Economics 9 The Firm and Market Structures 8 5 2 3 2
Corp.
38 28 Uses Of Capital 5 3 4 3 4
Issuers
Corp. Cost Of Capital-Foundational
39 30 7 3 3 3 4
Issuers Topics
Corp.
40 29 Sources Of Capital 4 4 4 3 2
Issuers
Corp.
41 31 Capital Structure 5 3 2 3 4
Issuers
 Aggregate Output, Prices, and
42 Economics 10 15 4 2 4 4
Economic Growth
Corp.
43 32 Measures of Leverage 5 2 4 2 2
Issuers
Introduction to Corporate
Corp.
44 27 Governance and Other ESG 11 2 1 1 3
Issuers
Considertations
45 Economics 11 Understanding Business Cycles 10 3 2 4 4

46 Economics 12 Monetary and Fiscal Policy 20 4 2 4 4

47 Portfolio 49 Portfolio Risk and Return: Part I 9 4 4 4 4

Portfolio Risk and Return: Part
48 Portfolio 50 9 5 4 5 4
II
Fintech in Investment
49 Portfolio 55 4 3 1 3 3
Management
Portfolio Management: An
50 Portfolio 48 6 2 1 2 2
Overview
Basics of Portfolio Planning and
51 Portfolio 51 8 2 1 3 2
Construction
The Behavioral Biases Of
52 Portfolio 52 3 2 1 3 4
Individuals
Introduction To Risk
53 Portfolio 53 7 4 1 4 4
Management
54 Portfolio 54 Technical Analysis 9 4 3 4 3
Introduction to Industry and
55 Equity 37 12 3 1 2 2
Company Analysis
Equity Valuation: Concepts and
56 Equity 38 13 5 4 4 4
Basic Tools
Market Organisation and
57 Equity 33 12 4 2 2 2
Structure
58 Equity 36 Overview of Equity Securities 8 2 1 2 1

59 Equity 34 Security Market Indexes 11 3 4 4 4

60 Equity 35 Market Efficiency 7 2 1 4 3

 CFA L-1 |Aswini Baja
Total 231:16 100% 60 60 60 60 60 60 60
Completed 17:35 8% 4 0 0 0 0 0 0

3.8 3.7 03:51

10 11 12 13 14 15 16 17 18 19 20

Inst. Class Inst.

Imp. Reqd. Duration Cum. Self Prac.
Lectures EOC Test Revision Online
Level Prac. (hh:mm) (%) Study Book
Ques. Book Portal

5 4 6:05 2.6 D U U U U U U

4 4 3:00 3.9 D U U U U U U

4 4 2:58 5.2 D U U U U U U

4 4 5:31 7.6 D U U U U U U

4 4 5:01 9.8 U U U U U U U

4 4 6:07 12.4 U U U U U U U

4 4 3:00 13.7 U U U U U U U

1 2 1:11 14.2 U U U U U U U

5 5 2:00 15.1 U U U U U U U

5 5 3:42 16.7 U U U U U U U

2 2 3:00 18.0 U U U U U U U

4 5 0:40 18.3 U U U U U U U

3 2 2:09 19.2 U U U U U U U

2 2 1:28 19.9 U U U U U U U

4 4 4:03 21.6 U U U U U U U

4 4 2:41 22.8 U U U U U U U
5 4 3:50 24.4 U U U U U U U

5 5 8:00 27.9 U U U U U U U

5 5 9:04 31.8 U U U U U U U

4 4 3:38 33.4 U U U U U U U

4 4 4:02 35.1 U U U U U U U

5 5 8:35 38.9 U U U U U U U

5 4 4:26 40.8 U U U U U U U

4 4 3:32 42.3 U U U U U U U

3 3 0:35 42.6 U U U U U U U

3 3 2:16 43.6 U U U U U U U

3 3 1:01 44.0 U U U U U U U

5 5 6:52 47.0 U U U U U U U

4 5 5:46 49.5 U U U U U U U

3 3 2:44 50.7 U U U U U U U

3 3 2:44 51.8 U U U U U U U

3 3 2:16 52.8 U U U U U U U

4 3 3:17 54.2 U U U U U U U

5 4 3:30 55.8 U U U U U U U

5 5 9:50 60.0 U U U U U U U

3 3 4:30 62.0 U U U U U U U

4 3 4:30 63.9 U U U U U U U

5 4 3:00 65.2 U U U U U U U

5 4 3:00 66.5 U U U U U U U

4 3 3:00 67.8 U U U U U U U

3 4 3:00 69.1 U U U U U U U
3 4 6:03 71.7 U U U U U U U

3 2 2:10 72.7 U U U U U U U

3 3 3:07 74.0 U U U U U U U

4 4 4:20 75.9 U U U U U U U

3 4 6:44 78.8 U U U U U U U

5 4 4:20 80.7 U U U U U U U

5 4 4:20 82.6 U U U U U U U

2 3 1:48 83.3 U U U U U U U

3 3 3:00 84.6 U U U U U U U

4 3 3:00 85.9 U U U U U U U

4 4 3:00 87.2 U U U U U U U

4 3 3:00 88.5 U U U U U U U

3 3 2:59 89.8 U U U U U U U

4 3 3:51 91.5 U U U U U U U

5 4 7:25 94.7 U U U U U U U

3 4 4:58 96.8 U U U U U U U

3 4 2:05 97.7 U U U U U U U

4 4 2:28 98.8 U U U U U U U

4 4 2:44 100.0 U U U U U U U
L-1 |Aswini Bajaj
60 60
0 0

21 22 23

Schweser Schweser
Prac. Bk Prac. Bk Notes to Yourself
1 2

U U poor understanding, revise again

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U
U U

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U
U U

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U

U U
 Progress Chart
The graph below, with respect to the practice is a simple average of the Inst. EO
Inst. Online Portal and Prac. Book, but doesn't include Schweser

100%

80%

60%

40%

20%

0%
Ethics Quants Economics FRA Corp. Issuers Portfolio Equity Fi
ess Chart
average of the Inst. EOC Ques., Class Test Book, Revision,
esn't include Schweser Practice Book 1 and 2.

Syllabus
Undone
Done

Practice
Undone
Done

Portfolio Equity Fixed Income Derivatives Alt. Invest.

 Performance Review
Syllabus Practice

Subject Lectures
Total Self Study Inst. EOC Class Test
Completed
Duration Done Ques. Book
(hh:mm)
Ethics 0:00 10:34
Quants 17:35 31:44
Economics 0:00 32:57
FRA 0:00 33:45
Corp. Issuers 0:00 17:18
Portfolio 0:00 25:27
Equity 0:00 23:33
Fixed Income 0:00 28:59
Derivatives 0:00 17:04
Alt. Invest. 0:00 9:50
Total 17:35 231:16
eview
Practice
Inst. Total
Prac. Chapters
Revision Online
Book
Portal Done (P) Undone(PUndone(S)
5 5 5
7 7 7
7 7 7
12 12 12
6 6 6
8 8 8
6 6 6
6 6 6
2 2 2
1 1 1
60 60
 Syllubus(
Ethics 0%
Quants 0%
Economic 0%
FRA 0%
Corp. Issu 0%
Portfolio 0%
Equity 0%
Fixed Inc 0%
Derivative 0%
Alt. Invest 0%
Syllubus( Practice(DPractice(T)
100% 100%
100% 100%
100% 100%
100% 100%
100% 100%
100% 100%
100% 100%
100% 100%
100% 100%
100% 100%
 Study Timeline

[CELL
0% RANG
E]
0% 50% 100% 150% 200% 250%

No. of days from the beginning of preparations till today

No. of days remaining for lectures and self study
Buffer days for any pending portions, practice etc.
No. of days for revision

Difference
Cum. Diff Diff % %No. of daysLABEL
### ### 0% 0% Began Preparation 15-Sep-21
### ### 55% 56% 130 days Today 23-Jan-22
### ### 27% 83% 63 days Lecture Completed 27-Mar-22
### ### 4% 87% 10 days Start Revision 06-Apr-22
### ### 13% 100% 30 days Exam Date 06-May-22
100%
 [CELL
RANG
E]
250% 300% 350% 400% 450%
 Performance An
You may change values of the highlighted cells as per your schedule
Inputs Required
No. of hours you can Study on Weekdays (Per day) 4.0 hrs
No. of hours you can Study on Weekends (Per day) 4.0 hrs
No. of hours needed for self study and practice (Per chapter) 4.0 hrs
No. of days for revision 30 days
Buffer days for any pending portions, practice etc. 10 days

Total no. of days left for the exam 103 days

No. of days remaining for lectures and self study 63 days
Total hours available for preparation according to your daily study hours 252 hrs

Brahm, you have 56 chapters and approximately 213 hours of lectures

left, which needs to be completed in 63 days.

If you need 4 hours of self study and practice per chapter, then you must
study for 6:54 hours and 6:54 hours respectively on weekdays & weekends.

Expected hours of study

Weekdays 06:54
Weekends 06:54

Total Hours left

lectures 213:40
Self Study 240:00
Total 453:40
Weekly hours 50:24
rformance Analysis
From Beginning Till Date
Expected Actual Variance
Total Number of Chapters 40.4 0.0 -100%
Total Number of Weeks 19 weeks 19 weeks
Total Number of Days 130 days 130 days
Total Planned Hours of Study 520:00 520:00
Total Actual Hours of Study (A+B) 317:26 17:35 -94%
-Lecture Hours (A) 155:46 17:35 -89%
-Self Study and Practice Hours (B) 161:39 00:00 -100%
Weekly Analysis
Number of Chapters 2.2 0.0 -100%
Hours of Study (A+B) 17:05 00:56 -94%
-Lecture Hours (A) 08:23 00:56 -89%
-Self Study and Practice Hours (B) 08:42 00:00 -100%
Daily Analysis
Number of Chapters 0.31 0.00 -100%
Hours of Study (A+B) 02:26 00:08 -94%
-Lecture Hours (A) 01:11 00:08 -89%
-Self Study and Practice Hours (B) 01:14 00:00 -100%
From Today Till Revision
Target Inc. Eff. Needed
56.0
9 weeks
63 days
252:00
437:40
213:40
224:00

6.2 100%
48:37 98%
23:44 96%
24:53 100%

0.89 100%
06:56 98%
03:23 96%
03:33 100%