CFA® Links
We have developed a series of hyperlinks to useful information throughout the Web. These links are intended to supplement your understanding of some of the key topics that are reflected in the CFA Curriculum. We have found that by reviewing the same concept from more than one perspective, it often becomes clearer, and candidates may gain more of the intuition necessary to understand, rather than memorize, the concepts.
CFA Program
- CFA Program Overview
- Enroll and register for the CFA exam
- Learning Outcome Statement Command Words
- 2017 CFA Level I Curriculum
- 2017 CFA Level II Curriculum
- 2017 CFA Level III Curriculum
General Knowledge
- CFA glossary
- Best way to study (WSJ)
- Test anxiety
- HP 12C Manual
- HP 12C Platinum Manual
- TI BAII Plus Manual
- TI BAII Plus Professional Manual
Defraying Cost of Preparing for the CFA Exam
- Tax deductions
- Discounted Schweser materials
- Discounts on RGQ&Co. CFA review programs
Ethics and Professional Standards
- Code of Ethics and Standards of Professional Conduct
- CFA Institute Standards of Practice Handbook
- Audio Webinar from CFA Institute on Updated Code & Standards
- GIPS 2012
- Research Objectivity Standards
- Soft Dollar Standards
- Asset Manager Code of Professional Conduct
- Corporate Governance Manual
- Rules of Procedure for Professional Conduct
- CFA candidate disciplinary actions
- CFA Institute Ethics and Standards of Practice course
- CFA Institute Analyst/Corporate Issuer Relations
- NY Times article on the history of insider trading
Quantitative Analysis
- Common probability distributions (CFA Institute)
- Correlation and regression (CFA Institute)
- Covariance (QFinance)
- Hypothesis testing (CFA Institute)
- Multiple regression (CFA Institute)
- Normal distribution
- Probability concepts (CFA Institute)
- Sampling and estimation (CFA Institute)
- Standard deviation and variance
- Standard error
- Statistics summaries, problems, and solutions
- Statistics tutorial
- t-distribution
- list item 14
- Time value of money
- Time value of money (CFA Institute)
- Visual normal distribution chart (recommended)
Economics
- Foreign exchange rates
- How money & banking really works (video)
- How money is created (video)
- IS-LM Model
- Purchasing-power parity—Big Mac Index
- Quantitative easing visualized (video)
Financial Reporting & Analysis
- Advanced financial statement analysis
- Cash Flow Statement Essentials
- Earnings quality (CFA Insitute)
- Financial cash flow
- Financial ratios for the CFA Exam
- GAAP-IFRS comparison
- Ratio analysis
Corporate Finance
- Capital budgeting
- Cost of capital calculator
- Degree of operating leverage/financial leverage/total leverage calculator
- Modigliani Miller
- Working capital management
Equity Analysis
- Basics of discounted cash flow valuation
- Discounted cash flow applications (CFA Institute; recommended)
- Discounted dividend applications (CFA Institute; recommended)
- Stock valuation
- Technical analysis—MACD, volume, stochastic (video)
- Valuation multiples—a primer
Fixed Income
- Bond valuation
- CFA Institute Fixed Income Analysis course
- MBS and CMOs—Fidelity Investor's Guide
- Basics of Fannie Mae Single Family MBS
Derivatives
- Wikipedia article
- An understanding of financial derivatives
- Demystifying financial derivatives
- 5 Basic Options Strategies
- The Options Guide
- JPMorgan Guide to Credit Derivatives
Alternative Investments
- Private Equity Demystified
Portfolio Management
- IPS sample
- Portfolio concepts (CFA Institute)
- Risk and return
- Trade execution costs
- VAR: The Number That Killed Us
- CFA Institute Trade Management Guidelines
CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by R. G. Quintero & Co. CFA® and Chartered Financial Analyst™ are trademarks owned by the CFA Institute.