0% found this document useful (0 votes)
371 views20 pages

CFA Level I 2021 - 2022 Curriculum Changes: Subjects 2021 Reading No Reading Name

The document announces that CFA Level I packages are now available on their website. It provides details on the curriculum changes for the 2022 CFA Level I exam, including newly added and removed readings. Specifically, it notes that 5 readings were newly added, 7 were updated, and 15 areas of content were removed from the 2021 exam. The 2022 exam will include 60 total readings across various subject areas of the CFA curriculum.

Uploaded by

Kushagri Mangal
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
371 views20 pages

CFA Level I 2021 - 2022 Curriculum Changes: Subjects 2021 Reading No Reading Name

The document announces that CFA Level I packages are now available on their website. It provides details on the curriculum changes for the 2022 CFA Level I exam, including newly added and removed readings. Specifically, it notes that 5 readings were newly added, 7 were updated, and 15 areas of content were removed from the 2021 exam. The 2022 exam will include 60 total readings across various subject areas of the CFA curriculum.

Uploaded by

Kushagri Mangal
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
You are on page 1/ 20

CFA Level I packages now ava

CFA Level I 2021 - 2022 C

2021
Subjects
Reading No Reading Name
6 The Time Value of Money
7 Statistical Concepts and Market Returns
8 Probability Concepts
Quantitative 9 Common Probability Distributions
Methods
10 Sampling and Estimation
11 Hypothesis Testing

12 Topics in Demand and Supply Analysis


13 The Firm and Market Structures
14 Aggregate Output, Prices, and Economic Growth
Economics 15 Understanding Business Cycles
16 Monetary and Fiscal Policy
17 International Trade and Capital Flows
18 Currency Exchange Rates
19 Introduction to Financial Statement Analysis
20 Financial Reporting Standards
21 Understanding Income Statements
22 Understanding Balance Sheets
23 Understanding Cash Flow Statements
Financial 24 Financial Analysis Techniques
Reporting and
Analysis 25 Inventories
26 Long-Lived Assets
27 Income Taxes
28 Non-Current (Long-Term) Liabilities
29 Financial Reporting Quality
30 Financial Statement Analysis: Applications
31 Introduction to Corporate Governance & Other ESG Considerations
32 Capital Budgeting
Corporate
Finance 33 Cost of Capital
35 Working Capital Management
34 Measures of Leverage
36 Market Organization and Structure
37 Security Market Indexes

Equity
38 Market Efficiency
Equity
39 Overview of Equity Securities
40 Introduction to Industry and Company Analysis
41 Equity Valuation: Concepts and Basic Tools
42 Fixed Income Securities: Defining Elements
43 Fixed Income Markets: Issuance, Trading, and Funding
44 Introduction to Fixed Income Valuation
Fixed Income
45 Introduction to Asset-Backed Securities
46 Understanding Fixed Income Risk and Return
47 Fudamentals of Credit Analysis
48 Derivative Markets and Instruments
Derivatives
49 Basics of Derivative Pricing and Valuation
Alternative Investments 50 Introduction to Alternative Investments
51 Portfolio Management: An Overview
52 Portfolio Risk and Return: Part I
53 Portfolio Risk and Return: Part II
Portfolio 54 Basics of Portfolio Planning and Construction
Management
55 Introduction to Risk Management
56 Technical Analysis
57 FinTech in Investment Management
1 Ethics and Trust in the Investment Profession
Ethical and 2 Code of Ethics and Standards of Professional Conduct
Professional 3 Guidance for Standards I-VII
Standards 4 Introduction to the Global Investment Performance Standards (GIPS)
5 Global Investment Performance Standards (GIPS)

Number of re 5
Number of re 7
Number of rea 15
A Level I packages now available on our website!
el I 2021 - 2022 Curriculum Changes
Newly Added

Updated

Removed

2022
Reading No Reading Name
1 The Time Value of Money
2 Organizing, Visualizing, and Describing Data
3 Probability Concepts
4 Common Probability Distributions
5 Sampling and Estimation
6 Hypothesis Testing
7 Introduction to Linear Regression
8 Topics in Demand and Supply Analysis
9 The Firm and Market Structures
10 Aggregate Output, Prices, and Economic Growth
11 Understanding Business Cycles
12 Monetary and Fiscal Policy
13 International Trade and Capital Flows
14 Currency Exchange Rates
15 Introduction to Financial Statement Analysis
16 Financial Reporting Standards
17 Understanding Income Statements
18 Understanding Balance Sheets
19 Understanding Cash Flow Statements
20 Financial Analysis Techniques
21 Inventories
22 Long-Lived Assets
23 Income Taxes
24 Non-Current (Long-Term) Liabilities
25 Financial Reporting Quality
26 Financial Statement Analysis: Applications
27 Introduction to Corporate Governance & Other ESG Considerations
28 Uses of Capital
29 Sources of Capital
30 Cost of Capital - Foundational Topics
31 Capital Structure
32 Measures of Leverage
33 Market Organization and Structure
34 Security Market Indexes
35 Market Efficiency
36 Overview of Equity Securities
37 Introduction to Industry and Company Analysis
38 Equity Valuation: Concepts and Basic Tools
39 Fixed Income Securities: Defining Elements
40 Fixed Income Markets: Issuance, Trading, and Funding
41 Introduction to Fixed Income Valuation
42 Introduction to Asset-Backed Securities
43 Understanding Fixed Income Risk and Return
44 Fudamentals of Credit Analysis
45 Derivative Markets and Instruments
46 Basics of Derivative Pricing and Valuation
47 Introduction to Alternative Investments
48 Portfolio Management: An Overview
49 Portfolio Risk and Return: Part I
50 Portfolio Risk and Return: Part II
51 Basics of Portfolio Planning and Construction
52 The Behavioral Biases of Individuals
53 Risk Management: An Introduction
54 Technical Analysis
55 FinTech in Investment Management
56 Ethics and Trust in the Investment Profession
57 Code of ethics and Standards of Professional Conduct
58 Guidance for Standards I-VII
59 Introduction to the Global Investment Performance Standards (GIPS)
60 Ethics Application
Comments

new reading
1 LOS removed, 1 updated
4 LOS wording changes
1 LOS added, 1 shifted to R4
1 LOS added, 2 LOS updated
new reading

1 LOS added

1 LOS updated

2 LOS wording changes

2 LOS wording changes


1 LOS made into 2

1 LOS added
1 LOS added
2 LOS wording changes

Significant content updates

2 LOS added, 2 removed

2 LOS added
Number of readings removed - 2
Number of readings added - 1
Number of readings updated - 15
CFA Level I
Feature Premium Premium Plus
Learn Learn+Practice
Level ZeroTM + Study Planner √ √
Video tutorials √ √
Question Bank – √
Subject-based tests – √
Mock Exam  (total 3) – √
JuiceNotesTM – –
CommuterNotesTM – –
Summary Videos – –
Online support for doubt clearing – –
Placement Support(Currently available only in India) – –
Live Online Classroom Sessions (via Zoom) – –

$350 $440
Pricing Aug 2021
₹ 24,000 ₹ 30,000
$350 $440
Pricing Nov 2021
₹ 24,000 ₹ 30,000
$390 $460
Pricing Feb 2022
₹ 27,000 ₹ 33,000
Click here for more information

CFA Level III


Feature Premium Premium Plus
Learn Learn+Practice
Level ZeroTM + Study Planner √ √
Video tutorials √ √
Subject-based tests – √
Mock Exam  (total 3) – √
JuiceNotesTM
Formula Review Sessions – –
Online support for doubt clearing – –

Placement Support(Currently available only in India) – –


Live Online Classroom Sessions (Via Zoom) – –

$390 $480
Pricing Aug 2021
Pricing Aug 2021
₹ 27,000 ₹ 33,000
$440 $520
Pricing Nov 2021
₹ 30,000 ₹ 36,000
$480 $560
Pricing May 2022
₹ 33,000 ₹ 39,000
Click here for more information

FRM Part I Online


Feature Premium Premium Plus
Learn Learn+Practice
Level ZeroTM + Study Planner √ √
Video tutorials √ √

Subject-based tests – √
Mock Exam  (total 3) – √
JuiceNotesTM – –
Summary Videos – –
Online support for doubt clearing – –

Placement Support(Currently available only in India) – –


Live Online Classroom Sessions (via Zoom) – –

$350 $440
Pricing Jul 2021
₹24,000 ₹30,000

$350 $440
Pricing Nov 2021
₹24,000 ₹30,000
Click here for more information
FinTree Prep
Platinum Platinum Plus
Learn+Practice+ReviseLearn+Practice+Revise+Live Online
√ √
√ √
√ √
√ √
√ √
√ √
√ √
√ √
√ √
√ √
– √

$520 $600
₹ 36,000 ₹ 42,000
$520 $600
₹ 36,000 ₹ 42,000
$560 $640
₹ 39,000 ₹ 45,000

Platinum
Learn+Practice+Revise





$560
₹ 39,000
$600
₹ 42,000
$640
₹ 45,000

Platinum Platinum Plus


Learn+Practice+ReviseLearn+Practice+Revise+Live Online
√ √
√ √

√ √
√ √
√ √
√ √
√ √

√ √
– √

$520 $600
₹36000 ₹ 42,000

$520 $600
₹36000 ₹ 42,000
Prep
CFA Level II
Feature Premium Premium Plus
Learn Learn+Practice
Level ZeroTM + Videos on Essential Concepts of Level I √ √
Video tutorials √ √
Essential Concepts from CFA Level I √ √
Subject-based tests – √
Mock Exam  (total 3) – √
JuiceNotesTM – –
Summary Videos – –
Online support for doubt clearing – –
Placement Support(Currently available only in India) – –
Live Online Classroom Sessions (via Zoom) – –

$350 $440
Pricing Aug 2021 ₹ 24,000 ₹ 30,000
$440 $520
Pricing Nov 2021 ₹ 30,000 ₹ 36,000
$480 $560
Pricing Feb 2022 ₹ 33,000 ₹ 39,000
Click here for more information
FRM Part II Online
Feature Platinum
Learn+Practice
Level ZeroTM + Study Planner √
Video Tutorials √
Downloadable PDF Files √
Monthly Test √
Mock Exam  (total 3) √
Online support for doubt clearing √
Placement Support(Currently available only in India) √

Pricing Dec 2021 $440


₹30,000

$550
Pricing May 2022
₹36000
Click here for more information
Platinum Platinum Plus
Learn+Practice+ReviseLearn+Practice+Revise+Live Online
√ √
√ √
√ √
√ √
√ √
√ √
√ √
√ √
√ √
– √

$520 NA
₹ 36,000 NA
$600 $680
₹ 42,000 ₹ 48,000
$640 $720
₹ 45,000 ₹ 51,000
FinTree JuiceNotes

JuiceNotes comes from years of


experience. Our team has created the
JuiceNotes to help you in the optimal
preparation for your exam. These notes will
provide you the gist of the entire syllabus,
organized in an LOS-wise fashion. These are
all you need for a wholesome revision and
we ensure that nothing is missed.

Click here to learn more about JuiceNotes

Click here to learn more about FinTree's JuiceNotes Package!


eNotes Package!
FinTree Financial Modeling
FinTree's very own in-house program helps you build practical skills in finance. This course helps you to build skills that are cru

Premium
Feature Platinum
Plus
Basic Excel √ √
Advanced Excel √ √
Equity Valuation Concepts Video √ √
Videos on Financial Model of Starbucks √ √
Videos on Finacial Model of Zydus Wellness √
Videos on Financial Model of V Mart √
Videos on Financial Model of CDSL √
Placement Support( currently Available in India) √
Online support for doubt clearing √
Pricing $370 $460
₹24,000 ₹30000
Click here for more information
Modeling
elps you to build skills that are crucial in the financial industry.
 Financial Modelling
₹ 30,000 includes Classroom Training (1+3 batches) + Level ZeroTM + Assessment + FinTree

You might also like