CFA PLANNER

Neev Knowledge Management - Pristine www.edupristine.com pristinecareers@eneev.com

Contact No.: 08080005533 Contact Person: Karuna Nerlay

Exam Date

1-Dec-12 First name Surname Clark Kent Years USA iheartkryptonite@gmail.com 12345678

Personal Information
Name Age Current location E-mail.id Contact Number 31

Educational Background
Highest Qualification Stream Others Education Analytics 2 < 3

Professional Information
Functional Area No. of years

(1 being lowest & 5 being highest ) Expected Start Date of Preparation 2-Jul-11 Ethics Global Investment Performance Std. Guidance for Standards Code of Ethics Quantitative Methods Statistical Concepts Sampling Estimation Hypothesis Testing Fixed Income Features of Debt Securities Yield Spread Valuation of Debt Securities Financial Statement Analysis Financial Statement Financial Analysis Technique Long Term Assets& Income Taxes Equity Investments Securities Market Market Efficiency & Anomalies Industry & Company Analysis Economics Micro Economic Analysis Macro Economic Analysis Monetary & Fiscal Economy

Preparation Information

5 4 3

4 1 1 1 1

5 5 5

5 2 1 1 1

1 1 1

1 1 5

1 1 1

3 3 3

Corporate Finance

Portfolio Theory

Derivatives

Alternative Investments

*all the tabs in white needs to be filled

www.edupristine.com neev Knowledgement management-Pristine

Dear Clark, Greetings from Pristine! Given your expected start date of 02-07-11, there are approx. weeks remaining for the examination. Seeing your current level of preparation,we would recommend approx. 410 hours of prepration,which means 6 hours of study every week. (Please note that this is an indicative number and in no way means that this would be sufficient/ necessary) In CFA, weights of all subjects is not equal. Remember to focus on the right subjects. We would like to bring to your notice to the following two subjects: 1) Ethics : Traditionally CFA Institute has been focusing on building strong ethical and moral values. They lay enormous stress on the fact that Ethics is the key to building good managers. This is reflected in the examination pattern as well and morover, more over, Its seen people do very well in rest of the sections, barring Ethics and not being able to clear CFA. So make sure you do well here. The key to do well, is to read through the code and do cases. 2) FSA (Financial statement analysis) : This subject by FAR is the most important subject from CFA point of view and the finance world in general. If you do well in FSA, half the problem is solved! Hence, we recommend 40 hours of study for Ethics and 40 hours for FSA. Ethics and FSA are like the pre-requisite to doing well in CFA. We have charted out a schedule for your preparation, so that you can be successful in the examination. Please try to follow it. No. of weeks left Current level of Prepration 3 4 1 2 + + - + + + + 60 + - 50 + + 74 No.of hours to be devoted every week 6

Subjects Ethics FSA Quantitative methods Equity Investments Fixed Income Economics Corporate Finance Portfolio Derivatives 40 40 Alternative Investments

5 + -

No. of Hours spent

No.of weeks Start 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Required Week 7 1 X X X X X X X X 1 1 1 1 1 1 1 1 1 1 7 8 1 1 1 1 1 1 1X X X X X X X X 1 1 1 11 15 1 1 1 1 1 1 1 1 1 1 1 1 1 1X X X X 8 26 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 11 34 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 Divide the time equally between 10 45 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 Theory & Numerical Portion 360 55 60 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 7 58 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 3 65 1 1 1 1 1 40 1 1 1 1 1 1 1 1 1 1 1 1 1 3 68 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1
20 20 20

Ethics

FSA

Quantitative methods

Equity Investments

Fixed Income

Economics

Corporate Finance

Portfolio

Derivatives

Alternative Investments

To know a more personalized schedule, please fill in your personal details and send the excel sheet to paramdeep@edupristine.com or call us on +91 98929 80608. Contact Information: 702, Raaj Chambers , R.K. Paramhans Marg, Andheri (E) Mumbai - 400 069

www.edupristine.com About Pristine:

Pristine is an institution focused on creating world class professionals in the area of finance and particularly risk management & investment banking.It has been started by team with significant experience in the field of risk management/ Private Equity/Consulting and Investment Banking, with educational background of IIT/IIMs and SIBM. Authorised training provider for CFA , FRM and PRM Neev KnowledgeManagement-Pristine

ng two subjects:

Calculation Ethics 40 FSA 40 Quantitative methods 64 Equity Investments 50 Fixed Income 64 Economics 60 Corporate Finance 20 Portfolio 42 Derivatives 20

40 40 60 50 60 60 20 40 20 20 410

Alternative Investments20

70 19 1 1 X 1 1 1 1 1 1 1 Ethics 40 FSA 40 Quantitative methods 60 Equity Investments 0 5 Fixed Income 60 Economics 60 Corporate Finance20 Portfolio 40 Derivatives 20 Alternative Investments 20

e.com or call us on +91 98929 80608.

een started by team with significant experience in the field