Study Session

Topic

Readings

1 and 2

Ethical and Professional Standards (PDF)

Standards of Practice Handbook, 9th edition
2006 CFA Level II Candidate Readings:
Soft Dollar Standards; Research Objectivity Standards; Holden; Huot; Van Schyndel; Standards Reporter (2 articles); Train & Melfe

3

Quantatitive Methods (PDF)

Quantatitive Methods for Investment Analysis, 2nd edition (DeFusco, McLeavey, Pinto, & Runkle), Ch. 7-9

4

Economics (PDF)

International Investments, 5th edition (Solnik & McLeavey), Ch. 1, 2, 4
2006 CFA Level II Candidate Readings:
Dornbusch, Fischer, & Startz (2); Gwartney, Stroup, Sobel, & Macpearson (3 chapters); Benninga & Sarig

5-7

Financial Statement Analysis (PDF)

The Analysis and Use of Financial Statements, 3rd edition (White, Sondhi, & Fried), Ch. 4, 6, 8-11, 13, 15, 17
Financial Shenanigans, 2nd edition (Schilit), Ch. 2, 3, 7, 8, 12
Investment Analysis and Portfolio Management, 7th edition (Reilly & Brown), Ch. 10
2006 CFA Level II Candidate Readings:
Giroux (4 chapters); PricewaterhouseCoopers article

8-9

Corporate Finance (PDF)

Fundamentals of Financial Management, 8th edition (Brigham & Houston), Ch. 9-13
2006 CFA Level II Candidate Readings:
McEnally & Kim: Troughton & Clark; Brealey, Myers, & Allen (2 chapters)

10

Basic Valuation Concepts (PDF)

Analysis of Equity Investments: Valuation (Stowe, Robinson, Pinto, & McLeavey), Foreword, Ch. 1
International Investments, 5th edition (Solnik & McLeavey), Ch. 5, 6
2006 CFA Level II Candidate Readings:
Copeland, Koller, & Murrin

11-13

Equity Investments (PDF)

Analysis of Equity Investments: Valuation (Stowe, Robinson, Pinto, & McLeavey), Ch. 2-5
Investment Analysis and Portfolio Management, 7th edition (Reilly & Brown), Ch. 15, 24
2006 CFA Level II Candidate Readings:
Porter; Hooke; Dinwoodie; Abate & Grant

14-15

Fixed Income Investments (PDF)

Fixed Income Analysis for the Chartered Financial Analyst ® Program, 2nd edition (Fabozzi), Ch. 8-12, 15

16-17

Derivative Investments (PDF)

Analysis of Derivatives for the CFA® Program (Chance), Ch. 2-5
Fixed Income Analysis for the Chartered Financial Analyst® Program, 2nd edition, (Fabozzi), Ch. 13
Investment Analysis and Portfolio Management, 7th edition (Reilly & Brown), Ch. 24
2006 CFA Level II Candidate Readings:
McDonald

18

Portfolio Management (PDF)

Investment Analysis and Portfolio Management, 7th edition (Reilly & Brown), Ch. 7-9
2006 CFA Level II Candidate Readings:
Maginn, Tuttle, McLeavey & Pinto

Study Review

Online Sample Examination