A-plus study notes for CFA 2013 level II certification : a complete course of study for chartered financial analyst / Samuel J. Gottlieb.

Format:

Book

Author/Creator:

Gottlieb, Samuel J.

Language:

English

Subjects (All):

Investment advisors--Certification--United States.

Investment advisors.

Investment analysis--United States--Examinations--Study guides.

Investment analysis.

Portfolio management--Examinations--Study guides.

Portfolio management.

Physical Description:

xxi, 562 p. : ill.

Edition:

1st ed.

Other Title:

A+ study notes for CFA 2013 level II certification

Complete course of study for chartered financial analyst

Place of Publication:

[Friendswood, Tex.] : TotalRecall Publications, c2013.

Language Note:

English

Summary:

A former financial attorney and Merrill Lynch wealth management advisor, who now teaches CFA courses and passed all three levels of the CFA exam on his first try, has distilled the 6-volume CFA curriculum materials into only the essential information you need to pass the Level II exam! A-Plus Study Notes for 2013 CFA Level II Certification: A Complete Course of Study for Chartered Financial Analyst The Chartered Financial Analyst (CFA) certification is becoming a necessary credential in today's job market. Further, it usually leads to greater career advancement and earnings. However, succeeding at this three-part exam is getting harder every year, with the pass rates for Level II usually around 39%. You could be the one-in-three who passes by using this streamlined, proven study method developed by a former Merrill Lynch financial advisor. He not only teaches CFA exam preparation internationally, but also passed all three levels of this famously difficult exam on his first try! Sam Gottlieb was an attorney specializing in trust, estate and tax planning before joining Merrill Lynch in 2000, where he created a successful wealth management practice that emphasized a holistic approach to investing. Since 2009, he has been a CFA program instructor for several leading financial training companies and recently taught CFA courses in Hong Kong. Here Sam takes the huge 6-volume set of CFA Learning Outcome Statements, which also includes a lot of materials that are tangential to the exam, and distills them into only the essential elements that you need to pass. He covers the critical concepts, along with relevant examples, in an easy-to-read format and helps you use your limited study time more efficiently. You'll find that Sam's A-Plus Study Notes are: Portable. Once you've done the initial reading, these notes will allow you to do your brush-up anytime and anywhere. User-friendly, well-organized, clear. The notes were created by a wealth management advisor who passed all three levels on the first try. Cost-effective. Much more affordable than a review course. Once you pass the exam you can easily earn back the cost in less than a week. Time-efficient. The notes allow you to be flexible. Work at your own speed. Focus on the parts you need to review. Work at your comfort level. Samuel J. Gottlieb, CFP, CFA is a former New York trust/estate attorney and successful Merrill Lynch wealth management advisor, providing legal and financial planning services since 1988. In 2009, Sam moved into a new career as an instructor for the CFA program at a leading financial training company. He recently completed a tour of duty with Kaplan Financial Markets as an instructor of courses for the CFA, Financial Risk Manager, and securities licensing examinations in Hong Kong. Currently Sam is an instructor for Year Up, a nationwide non-profit and youth development organization, where he teaches Financial Operations. He also continues to teach as an adjunct instructor for several training companies. Sam passed all three levels of the CFA exam on his first try by distilling only the essentials from the multi-volume CFA curriculum materials. He makes it fast as easy for you to concentrate on what you need to pass the Level II exam in this streamlined course of study.

Contents:

A-Plus Study Notes Title

CFA 2013 Level II Certification:

Samuel J. Gottlieb, CFP, CFA

A-Plus Study Notes

To my wife and our fantastic children who we love very much.

About the Book:

Sam L. Gottlieb

From the TRP CFA TEAM.

A few tips on taking the exam:

List of Chapters

Table of Contents

Online Information to Know:

Quantitative Methods:

Economics:

Financial Report and Analysis:

Corporate Finance:

Asset Valuation

Equity Investments

Fixed Income Investments

Derivative Investments

Portfolio Management

FREE Glossary Access Option at http://www.financialexams.com

Online Glossary Description

Practice Questions and Answers

CFA Program

CFA Institute Exam Rules

Complete the Exam:

Make sure that you answer all questions

This is very much part of your test:

CFA Institute is quite serious about their exam rules, follow them.

Taking the Exam

STUDY SESSION 1

Ethical and Professional Standards:

Reading Assignments

Reading 1: Code of Ethics and Standards of Professional Conduct

The candidate should be able to:

Introduction

Reading 2: Guidance for Standards I - VII

Standard I: Professionalism

Standard II: Integrity of Capital Markets

Standard III: Duties to Clients

Standard IV: Duties to Employers

Standard V: Investment Analysis, Recommendations, and Actions

Standard VI: Conflicts of Interest

Standard VII: Responsibilities as a CFA Member or CFA Candidate

Reading 3: CFA Institute Soft Dollar Standards

Reading 4: CFA Institute Research Objectivity Standards

STUDY SESSION 2

Ethical and Professional Standards: Application

Reading Assignments.

Using the CFA Study Session 2 assigned material create your own written answers for Readings 5 through 10.

We have provided space for this task.

Reading 5 The Glenarm Company

Reading 6 Preston Partners

Reading 7 Super Selection

Reading 8 Trade Allocation: Fair Dealing and Disclosure

Reading 9 Case Study: Changing Investment Objectives

Reading 10 Prudence in Perspective

STUDY SESSION 3

Quantitative Methods For Valuation

Reading 11: Correlation and Regression

Multiple regressions

Regression equation

Independent variable

Regression analysis

Regression coefficient

Regression toward the mean

Reading 12: Multiple Regression and Issues in Regression Analysis

Multiple regression

Reading 13: Time Series Analysis

STUDY SESSION 4

Economics for Valuation

Reading 14 Currency Exchange Rates: Determination and Forecasting

Learning Outcome Statements (LOS)

Reading 15: Economic Growth and the Investment Decision

Reading 16: Economics of Regulation

STUDY SESSION 5

Financial Statement Analysis:

Inventories and Long-lived Assets

Reading 17: Inventories: Implications for Financial Statements and Ratios

Reading 18: Long-lived Assets: Implications for Financial Statements and Ratios.

The candidate should be able to:

STUDY SESSION 6

Financial Reporting and Analysis:

Intercorporate Investments, Post-Employment and Share-Based Compensation, and Multinational Operations

Reading 19: Intercorporate Investments

Reading 20: Employee Compensation: Post-Employment and Share-Based

Reading 21: Multinational Operations

STUDY SESSION 7

Pensions, Employee Stock Options, and Multinational Operations

Reading 22: The Lessons We Learn

Reading 23: Evaluating Financial Reporting Quality

Reading 24: Integration of Financial Statement Analysis Techniques

STUDY SESSION 8

Reading 25: Capital Budgeting

Reading 26: Capital Structure

Reading 27: Dividends and Share Repurchases: Analysis

STUDY SESSION 9

Financing and Control Issues

Reading 28: Capital Governance

Reading 29: Mergers and Acquisitions

STUDY SESSION 10

Equity Valuation

Valuation Concepts

Reading 30: The Equity Valuation Process

Reading 31: Return Concepts

STUDY SESSION 11

Equity Valuation:

Industry and Company Analysis in a Global Context

Reading 32: The Five Competitive Forces that Shape Strategy

Reading 33: Discounted Dividend Valuation.

STUDY SESSION 12

Analysis of Equity Investments:

Valuation Models and Issues

Reading 34: Free Cash Flow Valuation

Reading 35: Market-Based Valuation: Price and Enterprise Value Multiples

Reading 36: Residual Income Valuation

Reading 37: Private Company Valuation

STUDY SESSION 13

Alternative Investments:

Reading 38: Private Real Estate Investments

Reading 39: Publicly Traded Real Estate Securities

Reading 40: Private Equity Valuation

Reading 41: Investing in Hedge Funds: A Survey

STUDY SESSION 14

Analysis of Fixed Income:

Reading 42: Fundamentals of Credit Analysis

Reading 43: Term Structure and Volatility of Interest Rates

Reading 44: Valuing Bonds with Embedded Options

STUDY SESSION 15

Fixed Income:

Structured Securities

Reading 45: Mortgage-Backed Sector of the Bond Market

Reading 46: Asset-Backed Sector of the Bond Market

Reading 47: Valuing Mortgage-Backed and Asset-Backed Securities

STUDY SESSION 16

Derivate Investments:

Forwards and Futures

Reading 48: Forward Markets and Contracts

Reading 49: Futures Markets and Contracts.

STUDY SESSION 17

Reading 50: Option Markets and Contracts

Reading 51: Swap Markets and Contracts

Reading 52: Interest Rate Derivative Instruments

Reading 53: Credit Derivatives: An Overview

STUDY SESSION 18

Portfolio Management:

Capital Market Theory and the Portfolio Management Process

Reading 54: Portfolio Concepts

Reading 55: The Theory of Active Portfolio Management

Reading 56: The Portfolio Management Process and the Investment Policy Statement

The candidate should be able to:.

Notes:

Title from title screen.

Digitized and made available by: Books24x7.com.

ISBN:

1-59095-984-1