Month Topics and Subtopics Study Time
Month 1 Ethics and Professional Standards 40 hours
1. Professionalism 10 hours
2. Code of Ethics and Standards of Professional Conduct 30 hours
Month 2 Quantitative Methods 50 hours
1. Time Value of Money 8 hours
2. Probability Concepts 8 hours
3. Probability Distributions 12 hours
4. Sampling and Estimation 10 hours
5. Hypothesis Testing 12 hours
Month 3 Economics 50 hours
1. Microeconomics: Supply and Demand Analysis 15 hours
2. Macroeconomics: The Global Economy 25 hours
3. Economics in a Global Context 10 hours
Month 4 Financial Reporting and Analysis 60 hours
1. Financial Statements: An Introduction 10 hours
2. Financial Statements: Analysis and Interpretation 20 hours
3. Inventories 5 hours
4. Long-Lived Assets 10 hours
5. Taxes 5 hours
6. Non-Current (Long-Term) Liabilities 10 hours
Month 5 Corporate Finance 50-60 hours
1. Capital Budgeting 10 hours
2. Cost of Capital 10 hours
3. Measures of Leverage 5 hours
4. Working Capital Management 10 hours
5. Corporate Governance 5 hours
6. Dividends and Share Repurchases: Basics 5 hours
Month Topics and Subtopics Study Time
7. Corporate Performance, Governance, and Business Ethics 5 hours
8. Financial Risk Management Techniques 5 hours
9. Financial Statement Analysis 5-10 hours
Month 6 Equity Investments 50-60 hours
1. Market Organization and Structure 5 hours
2. Security Market Indices 5 hours
3. Efficient Market Hypothesis 10 hours
4. Equity Market Valuation 15 hours
5. Industry and Company Analysis 15 hours
Month 7 Fixed Income and Derivatives 50-60 hours
1. Fixed-Income Securities: Defining Elements 5 hours
2. Fixed-Income Markets: Issuance, Trading, and Funding 10 hours
3. Introduction to Fixed-Income Valuation 15 hours
4. An Introduction to Asset-Backed Securities 5 hours
5. Introduction to Derivatives 15 hours
Month 8 Alternative Investments, Portfolio Management and Wealth Planning 30-40 hours for each section
1. Alternative Investments 30-40 hours
2. Portfolio Management and Wealth Planning 30-40 hours
Review and Practice 40 hours