PERFORMANCE TRACKER

Aswini Bajaj
CA, CS, CFA, FRM, CAIA, CFP, RV, CIPM, CCRA, CIIB, CIRA, AIM

Students.aswinibajaj.com +91 98311 49876

Click here

Instructions
The harder you Work, The Luckier you Get!
Please see the details of the column headings of the ‘Input Sheet’. Make sure you have covered the ‘How to Stud
has all the details on how to study and what all to practice. It is important that you follow instructions and all th
out on the instructions.
You may keep updating your progress in the ‘Input Sheet’ and view a summary and target based on that in the n
entire syllabus and hence not included in this performance tracker. It is conducted between 10-20 days before th
provided via WhatsApp.
-Aswini Bajaj

Heading Particulars Instructions

Make sure you follow the lectures and study in the order as provided. There could b
Also, have tried alternating theory and practical subjects. I have kept subjects with mo
1 Order of Study
keep an overlap between two subjects so if you are bored with one, you can study ano
as well.

The schedule is automatically updated with every passing day, telling you what you n
2 Schedule
weeks until your revision day starts based on you study hours.

3 Subject Multiple chapters have been categorized under different subjects. It is important to un

4 Reading Refers to the chapter number as per the current year curriculum.

Refers to the chapter name. The same has been highlighted in two shades to indicate i
5 Topic
curriculum (Change: Yellow) or in case it has been added for the first time to the curr

An indicator of the number of subheads that the chapter has been divided into by the
6 No. of LOS
different concepts covered in a chapter and could be an indicator of the length of the c

7 Lengthy It just gives an indication of whether the chapter is lengthy on a scale of '1' to '5', '3' b
 Numerical or On a scale of 1(None) to 5(completely) have highlighted if the reading has a lot of num
8
Non-Numerical give you an idea to have the right expectations before you begin the chapter.

On a scale of 1(easy) to 5(Difficult), is very subjective. Irrespective, you need to atten

9 Difficulty Level
because questions could be from anywhere and confusing questions could turn up from

On a scale of 1(Least) to 5(Very) have highlighted the level of confusion, '3' being an
understand that you need to concentrate and the chapters in which you are prone to ma
10 Confusing connects with the following one and if you are distracted or did not learn the first one
forthcoming concepts and formula. FOCUS!
Also, the level of confusion could be high due to the kind of questions tested, although

On a scale of 1(Least) to 5(Very) have highlighted the importance level of the same,
indication and selective studying is not at all encouraged. The importance level of a ch
11 Importance Level
testability, or because of dependence of another chapter or the next level on this partic
or seemingly unimportant areas. Please do not misconstrue or exaggerate the meaning

Details on 'what' and 'how much' to practice has been provided in details already. This
respect to the required practice, given how much the student is prone to error, or if the
from that chapter.
1 - Only If you have a shortage of time, you may skip the practice altogether, else do t
Level of Practice 2 - If you are short of time, do the Institute Material EOC & Schweser EOC.
12
to be done 3 - Do the Institute Material EOC, & Schweser EOC, Class Test Book(Subject wise).
4 - Do the Institute Material EOC and Schweser EOC, Class Test Book(Subject wise),
5. Make sure you complete the Institute Material EOC and Schweser EOC, Class Test
also the Practice Book during Revision. Schweser Practice Papers (2 Mock books wit
practice resources.

This gives a rough idea about the duration of class lectures (doesnot include pract
we keep adding lectures, practice, etc. There could be a new chapter not yet covered a
13 Duration (hh:mm)
such chapters. It gives you a fair estimate though. Please do not worry, any lecture add
students. Also, it does not include the time required for studying, Exam Mentoring lec

14 Cumulative (%) This gives you a rough approximation of the ‘%’ of lectures completed, and hence a

The Most important part of your preparation. You must watch every single lecture v
15 Lectures your phone while attending the lectures. Sit for a minimum 2.5-3 hours at a stretch. D
studying, by taking too many breaks.

You need to go through the chapter yourself to understand and learn the concepts (not
16 Self Study notes depending on the lecture. This includes solving questions at the end of the chapt
studying have been covered in the “How to Study and Practice’ lecture.

The End of Chapter questions is the first priority for practice. Complete this imme
Institute EOC
17 same. Please make sure to watch the ‘How to Study and Practice’ Lecture to know exa
Questions
MCQ questions also, still try solving them.
 After every subject has been completed, make sure to complete solving the questions
18 Class Test Book improves retention. Advisable to time yourself for these and make a note of time taken
management is not a major challenge for L-1. Priority should be accuracy, do not rush

You need to do a very thorough revision of the entire curriculum. Attend the lecture ‘H
19 Revision
mandatory to watch revision lectures for each chapter. Please refer to the mentioned le

Institute Online This is advisable to be done along with revision. You build online reading speed as
20
Portal this and do only the practice book instead if you are falling short of time to do both.

Not important. Prioritize institute resources to practice. Focus on revision and concept
Schweser Practice
21 may. The graphs do not capture this column to assess your level of practice. My advic
Book 1
revision and learning. Standard of these questions is not as good as that of the institute

Not important. Prioritize institute resources to practice. Focus on revision and concept
Schweser Practice
22 may. The graphs do not capture this column to assess your level of practice. My advic
Book 2
revision and learning. You may still practice Ethics.

23 Confidence Level Rate on the Scale of 1 (Low) to 5 (High). While revising make sure you give more tim

You may add anything here that you wish to remind yourself during revision. For
24 Notes to Yourself questions also for this chapter' or 'revise this chapter with more time, I didn't study we
or 'I know this chapter due to my work profile'.
RMANCE TRACKER
CFA L-1
Candidate Name: shivangi jhawar
Date of Beginning Preparation: 1/29/2024
Date of Exam: 7/15/2024
Click here to Learn how to use this tracker

CFA L-1 |Aswini Bajaj

ake sure you have covered the ‘How to Study and Practice’ Lecture. It is very important as it
rtant that you follow instructions and all the mentoring provided very attentively and not miss

summary and target based on that in the next sheets. Mock tests are conducted across the
is conducted between 10-20 days before the exam and al details regarding the same shall be

Instructions
tudy in the order as provided. There could be prerequisites across subjects, hence the particular order.
practical subjects. I have kept subjects with more retention issues for the latter half. Also, have tried to
o if you are bored with one, you can study another. If you want you may complete one subject at a time

with every passing day, telling you what you need to complete in the current week and the following
ed on you study hours.

d under different subjects. It is important to understand the groupings as exam question weightages and scores are provided on a subject wis

current year curriculum.

as been highlighted in two shades to indicate in case of any changes compared to the previous year
e it has been added for the first time to the curriculum (New: Orange).

ds that the chapter has been divided into by the Institute. It approximately tells us the number of
and could be an indicator of the length of the chapter.

e chapter is lengthy on a scale of '1' to '5', '3' being an average chapter length.
 have highlighted if the reading has a lot of numerical, formulas, ratios, calculations, etc. This is just to
tations before you begin the chapter.

very subjective. Irrespective, you need to attend the lectures with a very firm and focused mind,
ere and confusing questions could turn up from unexpected areas

highlighted the level of confusion, '3' being an average chapter. This is done to make sure that you
and the chapters in which you are prone to make silly errors, and often one formula or concept
you are distracted or did not learn the first one well, you will end up building a weak foundation for the
CUS!
gh due to the kind of questions tested, although the reading may be fairly straightforward.

highlighted the importance level of the same, '3' being an average/normal chapter. This is just an
at all encouraged. The importance level of a chapter could be because of a high probability of
another chapter or the next level on this particular chapter. The questions may turn up from unexpected
do not misconstrue or exaggerate the meaning of the same.

ctice has been provided in details already. This is just to give an indication on a chapter-wise basis, with
ow much the student is prone to error, or if there are a lot of confusing or difficult questions being tested

you may skip the practice altogether, else do the Institute Material EOC at least.
ute Material EOC & Schweser EOC.
hweser EOC, Class Test Book(Subject wise).
chweser EOC, Class Test Book(Subject wise), Institute Portal online practice.
Material EOC and Schweser EOC, Class Test Book(Subject wise), Institute Portal online practice, and
. Schweser Practice Papers (2 Mock books with 6 mock papers) is optional. Better to focus on Institute

ation of class lectures (doesnot include practice lecture) for each chapter. May not be accurate, as
There could be a new chapter not yet covered and shared with you yet, we take an average of 3 hours for
te though. Please do not worry, any lecture added later or shared is informed via WhatsApp to all
me required for studying, Exam Mentoring lectures, etc.

f the ‘%’ of lectures completed, and hence an idea of the proportion of syllabus completed.

ation. You must watch every single lecture very attentively. You are strictly advised against using
Sit for a minimum 2.5-3 hours at a stretch. Do not leave a topic or a concept in between while

rself to understand and learn the concepts (not mug up). You will have to refer to my notes/ Schweser/
ludes solving questions at the end of the chapter from Schweser. The details on preparation and
w to Study and Practice’ lecture.

rst priority for practice. Complete this immediately after completing the chapter. Do not delay the
ow to Study and Practice’ Lecture to know exactly how to go about practice. There could be some Non-
em.
 make sure to complete solving the questions here. It serves as a quick revision of the entire subject and
ourself for these and make a note of time taken and assess your time management. Although time
r L-1. Priority should be accuracy, do not rush.

n of the entire curriculum. Attend the lecture ‘How to Revise’ before beginning your revision. It is not
r each chapter. Please refer to the mentioned lecture to know how to revise.

h revision. You build online reading speed as well. The level of Questions is very good. You may skip
ad if you are falling short of time to do both.

rces to practice. Focus on revision and concepts and retention. In case you still wish to practice, you
umn to assess your level of practice. My advice, skip this, practice institute resources and focus on
questions is not as good as that of the institute. You may still practice Ethics.

rces to practice. Focus on revision and concepts and retention. In case you still wish to practice, you
umn to assess your level of practice. My advice, skip this, practice institute resources and focus on
ctice Ethics.

h). While revising make sure you give more time to topics in which you have low confidence level.

wish to remind yourself during revision. For example: 'Made a lot of mistakes, revise practice
this chapter with more time, I didn't study well', 'revise this chapter at the end, I have retention issues'
profile'.
Input Sheet
Instructions: Choose 'D' for Done and 'U' for Undone.
Average 7.1 3.4 2.4
1 2 3 4 5 6 7 8

Order
No. of Numeric
of Schedule Subject Reading Topic Lengthy
LOS2 al or Not
Study

1 Quants 01,PR1 The Time Value of Money 11 4 5

2 Quants 03,PR2 Statistical Measures 15 4 4

3 Quants 04,PR3 Probability 11 4 4

4 Quants 5 Portfolio Mathematics 3 4 4

Financial Statement Reporting and
5 FSA 29,PR15 10 1 1
Analysis
30,31,PR1
6 FSA Income Statement and Balance Sheet 25 3 3
6,PR17
06,PR4,P
7 Quants Probability Distributions 19 3 4
R7
Current
8 Quants 07,PR5 Sampling, Estimation, Inference 7 3 4
Week
Current
9 Quants 08,PR6 Hypothesis Testing 13 5 4
Week
Current 32,33,PR1
10 FSA Cash Flow Statements 10 3 3
Week 8
Current
11 FSA 39 Financial Analysis Techniques 6 4 4
Week
Current Parametric and Non Parametric Tests of
12 Quants 9 2 5 4
Week Independence
Current
13 Quants 10 Simple Linear Regression 6 3 4
Week
Current
14 FSA 34,PR19 Inventories 15 4 2
Week
Current
15 FSA 37,PR21 Income Taxes 10 4 3
Week
Current AI-Methods, Structures, Performance
16 Alt. Invest. 78,79 5 5 2
Week and Returns
Current
17 Alt. Invest. 81 Real Estate and Infrastructure 4 5 2
Week
Current
18 Alt. Invest. 82 Natural Resources 3 5 2
Week
 Current Investments in Private Capital-Equity
19 Alt. Invest. 80 3 5 2
Week and Debt
Current
20 Alt. Invest. 83 Hedge Funds 3 5 2
Week
Current
21 Alt. Invest. 84 Introduction to Digital Assets 4 5 2
Week
Current
22 FSA 36,PR22 Non Current LongTerm Liabilities 6 5 3
Week
23 Week 2 FSA 35,PR20 Long Lived Assets 10 4 3

24 Week 2 FSA 38 Financial Reporting Quality 8 1 1

Applications of Financial Statement
25 Week 2 FSA PR23 5 1 2
Analysis
Introduction to Financial Statement
26 Week 2 FSA 40 5 3 2
Modeling
Corp. Capital Investments and Capital
27 Week 2 26 4 4 4
Issuers Allocation
Corp. Organizational Forms, Corporate Issuer
28 Week 2 22 3 1 1
Issuers Features, and Ownership
Corp.
29 Week 2 27 Capital Structure 4 3 2
Issuers
Corp.
30 Week 2 25 Working Capital and Liquidity 3 4 4
Issuers
Corp.
31 Week 2 23 Investors and Other Stakeholders 3 1 1
Issuers
Corp. Corporate Governance-Conflicts,
32 Week 2 24 3 2 1
Issuers Mechanisms, Risks, and Benefits
Corp.
33 Week 2 28 Business Models 2 2 1
Issuers
34 Week 2 Derivatives 68 to 73 Forwards and Futures 13 4 4

35 Week 3 Derivatives 75 to 77 Options 7 5 4

Fixed
36 Week 3 54 to 57 Fixed Income Valuation 10 5 4
Income
Fixed
37 Week 3 58 to 61 Fixed Income Risk and Return 12 5 4
Income
Pricing and Valuation of Interest Rates
38 Week 3 Derivatives 74 2 5 4
and Other Swaps
Ethics and Trust in the Investment
39 Week 3 Ethics 89 8 1 1
Profession
40 Week 3 Ethics 90 to 91 Ethics-Standards and Guidance 6 3 1

41 Week 3 Ethics 93 Ethics Application 2 1 1

Introduction to the Global Investment
42 Week 3 Ethics 92 5 2 1
Performance Standards
Fixed
43 Week 3 62 Credit Risk 3 4 2
Income
 Fixed
44 Week 3 63 Credit Analysis for Government Issuers 1 4 2
Income
Fixed
45 Week 4 64 Credit Analysis for Corporate Issuers 3 4 2
Income
Fixed
46 Week 4 49 Fixed-Income Instrument Features 2 3 1
Income
Fixed
47 Week 4 50 Fixed-Income Cash Flows and Types 2 3 1
Income
Fixed
48 Week 4 51 Fixed-Income Issuance and Trading 3 2 1
Income
Fixed Fixed-Income Markets for Corporate
49 Week 4 52 3 2 1
Income Issuers
Fixed Fixed-Income Markets for Government
50 Week 4 53 2 2 1
Income Issuers
Fixed
51 Week 4 65 to 67 Introduction to Asset Backed Securities 10 5 2
Income
52 Week 4 Economics 16 Introduction to Geopolitics 6 2 1

53 Week 4 Economics 17,PR13 International Trade and Capital Flows 9 4 3

18,19,PR1
54 Week 4 Economics Currency Exchange Rate 9 4 4
4
55 Week 4 Portfolio-1 20-21 Portfolio Risk and Return-Part I and II 16 5 4

56 Week 4 Economics 12,PR8 Demand and Supply, Market Structures 6 4 2

57 Week 5 Economics 12,PR9 Market Organization and Structures 10 5 2

Aggregate Output, Prices, and
58 Week 5 Economics PR10 15 4 2
Economic Growth
59 Week 5 Portfolio-2 85 Portfolio Management-An Overview 6 2 1
Basics of Portfolio Planning and
60 Week 5 Portfolio-2 86 8 2 1
Construction
61 Week 5 Portfolio-2 87 The Behavioral Biases of Individuals 3 2 1

62 Week 5 Quants 11 Introduction to Big Data Techniques 3 3 1

63 Week 5 Portfolio-2 88 Introduction to Risk Management 7 4 1

64 Week 5 Economics 13,PR11 Introduction to Business Cycles 9 3 2

14,15,PR1
65 Week 5 Economics Monetary and Fiscal Policy 14 4 2
2
66 Week 5 Equity 46 Industry and Competitive Analysis 5 3 1

67 Week 5 Equity 45 Company Analysis-Past and Present 5 3 3

68 Week 5 Equity 47 Company Analysis-Forecasting 5 3 2

 Equity Valuation-Concepts and Basic
69 Week 5 Equity 48 13 5 4
Tools
70 Week 6 Equity 41 Market Organization and Structure 12 4 2

71 Week 6 Equity 44 Overview of Equity Securities 8 2 1

72 Week 6 Equity 42 Security Market Indexes 11 3 4

73 Week 6 Equity 43 Market Efficiency 7 2 1

74 Week 6 Quants 2 Time Value of Money in Finance 3 4 5

 CFA L-1
Total 308:50 100% 116 116 116 116 116
Completed 56:15 18% 21 0 0 0 0
3.4 3.5 3.8 3.8 04:10
9 10 11 12 13 14 15 16 17 18 19

Inst.
Diff. Confusi Imp. Reqd. Duration Cum. Self Prac.
Lectures EOC Revision
Level ng Level Prac. (hh:mm) (%) Study Book
Ques.

4 5 5 4 11:03 4 D U U U U

3 4 4 4 7:31 6 D U U U U

3 4 4 4 2:53 7 D U U U U

3 4 4 4 2:05 8 D U U U U

1 1 3 2 3:37 9 D U U U U

3 3 4 4 13:25 13 D U U U U

4 4 4 4 8:06 16 D U U U U

4 5 4 4 5:09 17 U U U U U

5 5 4 4 9:21 20 U U U U U

4 4 4 4 3:22 22 U U U U U

3 3 5 4 3:50 23 U U U U U

5 5 4 4 1:37 23 U U U U U

4 4 4 4 3:24 24 U U U U U

4 4 4 4 3:38 26 U U U U U

5 5 4 4 4:02 27 U U U U U

4 4 5 5 4:03 28 D U U U U

4 4 5 5 1:12 29 D U U U U

4 4 5 5 1:08 29 D U U U U
4 4 5 5 1:12 29 D U U U U

4 4 5 5 1:46 30 U U U U U

4 4 5 5 3:00 31 U U U U U

4 5 5 4 7:29 33 U U U U U

3 4 4 4 2:42 34 U U U U U

3 2 3 3 2:16 35 U U U U U

2 3 3 3 1:01 35 U U U U U

3 3 4 4 3:00 36 U U U U U

4 4 5 4 7:07 39 U U U U U

1 1 2 3 1:30 39 U U U U U

3 4 3 4 3:47 40 U U U U U

3 2 4 3 3:19 41 U U U U U

1 1 2 3 4:03 43 U U U U U

1 3 3 3 3:00 44 U U U U U

2 3 3 3 1:51 44 U U U U U

5 5 5 5 13:44 49 U U U U U

5 5 5 5 12:03 53 U U U U U

4 5 5 5 10:51 56 U U U U U

5 5 5 5 7:30 58 U U U U U

5 5 5 5 1:27 59 U U U U U

1 1 1 2 1:11 59 U U U U U

4 4 5 5 5:42 61 U U U U U

2 4 2 2 1:03 62 U U U U U

3 3 4 5 0:54 62 U U U U U

3 3 3 3 3:00 63 U U U U U
3 3 3 3 3:00 64 U U U U U

3 3 3 3 3:00 65 U U U U U

3 3 3 3 3:00 66 U U U U U

3 3 3 3 3:00 67 U U U U U

3 3 3 3 3:00 68 U U U U U

3 3 3 3 3:00 69 U U U U U

3 3 3 3 3:00 70 U U U U U

5 5 4 5 6:51 72 U U U U U

2 3 3 3 1:56 72 U U U U U

4 3 4 3 3:17 73 U U U U U

5 5 5 4 4:26 75 U U U U U

5 4 5 4 9:16 78 U U U U U

2 2 3 3 4:30 79 U U U U U

3 2 4 3 4:30 81 U U U U U

4 4 3 4 6:03 83 U U U U U

2 2 3 3 3:25 84 U U U U U

3 2 4 3 2:30 85 U U U U U

3 4 4 4 3:24 86 U U U U U

3 3 2 3 1:48 86 U U U U U

4 4 4 3 1:35 87 U U U U U

4 4 4 4 4:30 88 U U U U U

4 4 3 4 6:44 91 U U U U U

2 2 4 3 0:31 91 U U U U U

3 3 4 4 3:00 92 U U U U U

3 3 4 4 3:00 93 U U U U U
4 4 5 4 7:25 95 U U U U U

2 2 3 4 4:58 97 U U U U U

2 1 3 4 2:05 97 U U U U U

4 4 4 4 2:28 98 U U U U U

4 3 4 4 2:44 99 U U U U U

4 5 5 4 3:00 100 U U U U U
CFA L-1 |Aswini Bajaj
116 116 116 5
0 0 0 2.6472

20 21 22 23 24

Inst. Confide
Schweser Schweser
Online nce Notes to Yourself
Prac. Bk 1 Prac. Bk 2
Portal Level

U U U 3 ###

U U U 3 ###

U U U 2 ###

U U U 3 ###

U U U 3 ###

U U U 2 ###

U U U 2 ###

U U U 2 ###

U U U 3 ###

U U U 2 ###

U U U 2 ###

U U U 3 ###

U U U 3 ###

U U U 3 ###

U U U 2 ###

U U U 2 ###

U U U 2 ###

U U U 2 ###
U U U 2 ###

U U U 3 ###

U U U 2 ###

U U U 2 ###

U U U 2 ###

U U U 2 ###

U U U 2 ###

U U U 3 ###

U U U 2 ###

U U U 2 ###

U U U 2 ###

U U U 2 ###

U U U 2 ###

U U U 2 ###

U U U 2 ###

U U U 3 ###

U U U 2 ###

U U U 3 ###

U U U 2 ###

U U U 2 ###

U U U 3 ###

U U U 2 ###

U U U 3 ###

U U U 3 ###

U U U 2 ###
U U U 2 ###

U U U 3 ###

U U U 3 ###

U U U 2 ###

U U U 2 ###

U U U 2 ###

U U U 3 ###

U U U 3 ###

U U U 2 ###

U U U 2 ###

U U U 3 ###

U U U 2 ###

U U U 3 ###

U U U 3 ###

U U U 3 ###

U U U 2 ###

U U U 3 ###

U U U 3 ###

U U U 2 ###

U U U 3 ###

U U U 3 ###

U U U 2 ###

U U U 3 ###

U U U 2 ###

U U U 2 ###
U U U 2 ###

U U U 3 ###

U U U 2 ###

U U U 2 ###

U U U 3 ###

U U U 2 ###
Performance Review
Review
 69 21
study revi-
5 buf-
Today days sion
fer
Start 73 11- left days
days
29- days Apr-
Jan-24 over 24 Exam
15-Jul-
Confidence Level 24
INPUT
Economics Ethics
Study Hours - Weekdays Per day 2.5 hrs Portfolio-2 shivangi jhawar, you have
Equity Derivatives
Quants Fixed 69 days to complete 63 chapters &
Study Hours - Weekends Per day 8.0 hrs Alt. Invest.
Corp. Income 252 hrs of lectures.
Self Study Hours Per Chapter 5.0 hrs FSA Issuers For this you must study for 5:03
hrs and 16:09 hrs respectively on
No. of days for Revision 21 days Portfolio-1
weekdays & weekends.
Buffer days for pending portions & practice 5 days

Chapter Lectures
Lectures Self Study Total
DONE
Done, 56
Actual
More than expected
Undone, Done, 56
Undone, 150 Undone, Undone,
56 281 431
UNDONE
Expected Extra Extra
Undone, Undone,
Less than expected 60 Extra 298 Extra
Undone, Un-
102 done,
400

No. of Chapters Lecture Hours Self Study Hours Total Hours

Weekly Daily Weekly Daily Weekly Daily Weekly Daily

From
Actual 0.0 0.0 3:45 0:32 0:00 0:00 3:45 0:32
Beginning Expected 5.7 0.8 15:13 2:10 28:35 4:05 43:48 6:15
till Date
Variance -100% -75% -100% -91%
From Target 11.9 1.7 47:47 6:49 59:35 8:30 107:22 15:20
Today till
Revision Inc. Eff. Needed +100% +92% +100% +97%

Right click on the slicer and Refresh to update the graphs.

This shape represents a
slicer. Slicers are
Lectures Self Study Practice Revision Extra Practice
supported in Excel 2010
or later. 15%

If the shape was modified

in an earlier version of
Excel, or if the workbook 50% 50% 50% 50% 50% 50% 50% 50%
was saved in Excel 2003
or earlier, the slicer
cannot be used. 85%

D U U Total Result U Total Result U Total Result #REF! Total Result