| 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 | | |
