China Fund Qualification - independent subject foundations study plan
China Fund Qualification - independent subject foundations · Give each week a clear focus.
8 weeks · About 5 hours per week
Investment instruments, portfolios and measured performance
Review Investment instruments, portfolios and measured performance using the mapped guide and reference terms.
Attempt relevant questions before reading answers and explain the distinction or calculation.
Your checkpoint
A checked study log for Investment instruments, portfolios and measured performance, with supporting reasoning and unresolved questions.
Financial appraisal, financing and conditional valuation models
Review Financial appraisal, financing and conditional valuation models using the mapped guide and reference terms.
Attempt relevant questions before reading answers and explain the distinction or calculation.
Your checkpoint
A checked study log for Financial appraisal, financing and conditional valuation models, with supporting reasoning and unresolved questions.
Financial statements, assets, inventory and cash-flow models
Review Financial statements, assets, inventory and cash-flow models using the mapped guide and reference terms.
Attempt relevant questions before reading answers and explain the distinction or calculation.
Your checkpoint
A checked study log for Financial statements, assets, inventory and cash-flow models, with supporting reasoning and unresolved questions.
Market, credit, liquidity and model-risk reasoning
Review Market, credit, liquidity and model-risk reasoning using the mapped guide and reference terms.
Attempt relevant questions before reading answers and explain the distinction or calculation.
Your checkpoint
A checked study log for Market, credit, liquidity and model-risk reasoning, with supporting reasoning and unresolved questions.
Purpose, evidence and asset-valuation approaches
Review Purpose, evidence and asset-valuation approaches using the mapped guide and reference terms.
Attempt relevant questions before reading answers and explain the distinction or calculation.
Your checkpoint
A checked study log for Purpose, evidence and asset-valuation approaches, with supporting reasoning and unresolved questions.
Futures, options, swaps and conditional hedging models
Review Futures, options, swaps and conditional hedging models using the mapped guide and reference terms.
Attempt relevant questions before reading answers and explain the distinction or calculation.
Your checkpoint
A checked study log for Futures, options, swaps and conditional hedging models, with supporting reasoning and unresolved questions.
Investment instruments, portfolios and measured performance & Financial appraisal, financing and conditional valuation models & Financial statements, assets, inventory and cash-flow models & Market, credit, liquidity and model-risk reasoning & Purpose, evidence and asset-valuation approaches & Futures, options, swaps and conditional hedging models
Apply the cases before reading model responses.
Retest recurring errors with a mixed set and compare preparation with the actual syllabus.
Your checkpoint
A checked study log for Investment instruments, portfolios and measured performance, Financial appraisal, financing and conditional valuation models, Financial statements, assets, inventory and cash-flow models, Market, credit, liquidity and model-risk reasoning, Purpose, evidence and asset-valuation approaches, Futures, options, swaps and conditional hedging models, with supporting reasoning and unresolved questions.
Investment instruments, portfolios and measured performance & Financial appraisal, financing and conditional valuation models & Financial statements, assets, inventory and cash-flow models & Market, credit, liquidity and model-risk reasoning & Purpose, evidence and asset-valuation approaches & Futures, options, swaps and conditional hedging models
Apply the cases before reading model responses.
Retest recurring errors with a mixed set and compare preparation with the actual syllabus.
Your checkpoint
A checked study log for Investment instruments, portfolios and measured performance, Financial appraisal, financing and conditional valuation models, Financial statements, assets, inventory and cash-flow models, Market, credit, liquidity and model-risk reasoning, Purpose, evidence and asset-valuation approaches, Futures, options, swaps and conditional hedging models, with supporting reasoning and unresolved questions.
Milestones
Week 2: Explain the principal concepts using evidence rather than memorized option positions.
Week 5: Apply subject concepts to cases and identify assumptions and limits.
Week 8: Review mixed performance and the exact current qualification requirements.