JUNE 2015

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CFA

®

JUNE 2015

E X A M P R EP

2015 WindsorWeek™ Level II Schedule This schedule is provided as a rough outline and is subject to change. Please be kind to your neighbor. Refrain from using cellular phones, pagers, and any other devices/behavior that may be detrimental to the group’s focus. We appreciate your consideration.

Time

Topic

9:00 am–12:00 pm

Registration in Alumni Hall; Diagnostic Pre-Test

Study Session

Instructor

Saturday, May 2, 2015 12:00–1:30 pm

Lunch in Vanier Hall

1:30–3:15 pm

Quantitative Methods for Valuation

3:15–3:30 pm

Break

3:30–5:30 pm

Quantitative Methods for Valuation

5:30–6:45 pm

Dinner in Vanier Hall

7:00–8:30 pm

Derivative Investments: Forwards & Futures

3

Dr. Andrew Holmes, CFA

3

Dr. Andrew Holmes, CFA

16

Dr. Andrew Holmes, CFA

17

Dr. Andrew Holmes, CFA

17

Dr. Andrew Holmes, CFA

17, 14

Dr. Andrew Holmes, CFA

14, 15

Dr. Andrew Holmes, CFA

13

Dr. Andrew Holmes, CFA

10, 11

Dr. Andrew Holmes, CFA

11, 12

Dr. Andrew Holmes, CFA

12

Dr. Andrew Holmes, CFA

12

Dr. Andrew Holmes, CFA

Sunday, May 3, 2015 7:00–8:45 am

Breakfast in Vanier Hall

9:00–10:15 am

Derivative Investments: Options, Swaps, and Interest Rate & Credit Derivatives

10:15–10:30 am

Break

10:30 am–12:00 pm

Derivative Investments: Options, Swaps, and Interest Rate & Credit Derivatives

12:00–1:15 pm

Lunch in Vanier Hall

1:15–3:00 pm

Fixed Income: Valuation Concepts (wrap up Derivatives)

3:00–3:15 pm

Break

3:15–5:30 pm

Fixed Income: Structured Securities

5:30–6:45 pm

Dinner in Vanier Hall

7:00–8:30 pm

Alternative Asset Valuation

7:00–8:20 am

Breakfast in Vanier Hall

8:30–10:00 am

Equity Valuation: Valuation Concepts; Industry & Company Analysis in a Global Context

Monday, May 4, 2015

10:00–10:15 am

Break

10:15 am–12:00 pm

Equity Valuation: Industry & Company Analysis in a Global Context

12:00–1:15 pm

Lunch in Vanier Hall

1:15–3:15 pm

Equity Valuation: Industry & Company Analysis in a Global Context; Equity Investments: Valuation Models

3:15–3:30 pm

Break

3:30–5:30 pm

Equity Investments: Valuation Models

5:30–6:45 pm

Dinner in Vanier Hall

6:00–10:00 pm

Optional sign-up tutoring sessions—See staff for time options

7:00–8:30 pm

Major Concept Review: Quantitative Methods and Derivatives

7:00–8:20 am

Breakfast in Vanier Hall

8:30–10:00 am

Economics for Valuation

10:00–10:15 am

Break

Dr. Andrew Holmes, CFA

Tuesday, May 5, 2015 4

www.schweser.com/cfa | 888.325.5072 (U.S.) | +1 608.779.8327 (Int’l.)

Dr. Andrew Holmes, CFA

(continued on next page)

CFA

®

JUNE 2015

E X A M P R EP 10:15 am–12:00 pm

Economics for Valuation

12:00–1:15 pm

Lunch in Vanier Hall

1:15–3:15 pm

Financial Reporting and Analysis: Inventories and Long-Lived Assets

3:15–3:30 pm

Break

3:30–5:30 pm

Financial Reporting and Analysis: Intercorporate Investments, Post-Employment & Share-Based Compensation & Multinational Operations

5:30–6:45 pm

Dinner in Vanier Hall

6:00–10:00 pm

Optional sign-up tutoring sessions—See staff for time options

7:00–8:30 pm

Major Concept Review: Equity and Fixed Income

7:00–8:20 am

Breakfast in Vanier Hall

8:30–10:15 am

Financial Reporting and Analysis: Intercorporate Investments, Post-Employment & Share-Based Compensation & Multinational Operations

10:15–10:30 am

Break

10:30 am–12:15 pm

Financial Reporting and Analysis: Intercorporate Investments, Post-Employment & Share-Based Compensation & Multinational Operations

12:15–1:30 pm

Lunch in Vanier Hall

4

Dr. Andrew Holmes, CFA

5

John Harris, CFA, CPA

6

John Harris, CFA, CPA

Dr. Andrew Holmes, CFA

Wednesday, May 6, 2015

1:30–3:15 pm

Financial Reporting and Analysis: Earnings Quality Issues & Financial Ratio Analysis

3:15–3:30 pm

Break

3:30–5:30 pm

Ethics

5:30–6:45 pm

Dinner in Vanier Hall

6:00–10:00 pm

Optional sign-up tutoring sessions—See staff for time options

7:00–8:30 pm

Major Concept Review: Financial Statement Analysis

7:00–8:20 am

Breakfast in Vanier Hall

6

John Harris, CFA, CPA

6

John Harris, CFA, CPA

7

John Harris, CFA, CPA

1, 2

Dave Wiley, CFA

John Harris, CFA, CPA

Thursday, May 7, 2015 8:30–10:30 am

Corporate Finance

10:30–10:45 am

Break

10:45 am–12:00 pm

Portfolio Management: Capital Market Theory and the Portfolio Management Process

12:00–1:15 pm

Lunch in Vanier Hall

1:15–2:15 pm

Portfolio Management: Capital Market Theory and the Portfolio Management Process

2:15–3:15 pm

Practice Exam Review

3:15–3:30 pm

Break

3:30–6:00 pm

Practice Exam (1/3 Length)

3:30–7:30 pm

Optional sign-up tutoring sessions—See staff for time options

6:00 pm

Dinner on your own—No evening classes

8:30–11:00 pm

End of the Week Party

8

Dr. Bijesh Tolia, CFA, CA

18

Dr. Bijesh Tolia, CFA, CA

18

Dr. Bijesh Tolia, CFA, CA Dr. Bijesh Tolia, CFA, CA

Friday, May 8, 2015 7:00–8:45 am

Breakfast in Vanier Hall

7:30 am–12:00 pm

Optional sign-up tutoring sessions—See staff for time options

9:00–10:15 am

Review Practice Exam

10:15–10:30 am

Break

10:30 am–12:00 pm

Review Practice Exam/General Review/Q & A

12:00 pm (Noon)

Seminar is finished. GOOD LUCK on the exam June 6!

Dr. Bijesh Tolia, CFA, CA Dr. Bijesh Tolia, CFA, CA

*Schedule and instructors subject to change without notice.

www.schweser.com/cfa | 888.325.5072 (U.S.) | +1 608.779.8327 (Int’l.)

MRKT-17949