Minimum-Variance Portfolios
In theory, we could form a portfolio made up of all investable assets.... Read More
Study Session 1
Reading 1 (56 in 2022) – Ethics and Trust in the Investment Profession
Read our in-depth summary of Ethics and Trust in the Investment Profession
– LOS 1a: explain ethics
– LOS 1b: describe the role of a code of ethics in defining a profession
– LOS 1c: describe professions and how they establish trust;
– LOS 1d: describe the need for high ethical standards in the investment industry
– LOS 1e: explain professionalism in investment management;
– LOS 1f: identify challenges to ethical behavior
– LOS 1g: distinguish between ethical and legal standards
– LOS 1h: describe and apply a framework for ethical decision-making
Reading 2 (57 in 2022) – Code of Ethics and Standards of Professional Conduct
Read our in-depth summary of the Code of Ethics and Standards of Professional Conduct
– LOS 2a: describe the structure of the CFA Institute Professional Conduct Program and the process for the enforcement of the Code and Standards
– LOS 2b: state the six components of the Code of Ethics and the seven Standards of Professional Conduct
– LOS 2c: explain the ethical responsibilities required by the Code and Standards, including the sub-sections of each Standard
Reading 3 (58 in 2022) – Guidance for Standards I-VII
Read our summary of Guidance for Standards I-VII
– LOS 3a: demonstrate the application of the Code of Ethics and Standards of Professional Conduct to situations involving issues of professional integrity
– LOS 3b: distinguish between conduct that conforms to the Code and Standards and Conduct that violates the Code and Standards
– LOS 3c: recommend practices and procedures designed to prevent violations of the Code of Ethics and Standards of Professional Conduct
Reading 4 (59 in 2022) – Introduction to
the Global Investment Performance Standards (GIPS)
Read our summary of introduction to the GIPS Standards
-LOS 59b: describe the key concepts of the GIPS standards for firms;
– LOS 59c: explain the construction and purpose of composites in performance reporting
-LOS 59e: describe the concept of independent verification.
Reading 5 – The GIPS Standards
Read our in-depth summary of the GIPS Standards
– LOS 5a: describe the key features of the GIPS standards and the fundamentals of compliance
– LOS 5b: describe the scope of the GIPS standards with respect to an investment firm’s definition and historical performance record
– LOS 5c: explain how the GIPS standards are implemented in countries with existing standards for performance reporting and describe the appropriate response when the GIPS standards and local regulations conflict
– LOS 5d: describe the nine major sections of the GIPS standards
NEW READING IN 2022
Reading 60- Ethics Application
Read our in-debt summary of the Ethics Application
-LOS 59a: evaluate practices, policies, and conduct relative to the CFA Institute Code of Ethics and Standards of Professional Conduct;
-LOS 60b: explain how the practices, policies, and conduct do or do not violate the CFA Institute Code of Ethics and Standards of Professional Conduct
Sergio Torrico
2021-07-23
Excelente para el FRM 2
Escribo esta revisión en español para los hispanohablantes, soy de Bolivia, y utilicé
AnalystPrep para dudas y consultas sobre mi preparación para el FRM nivel 2 (lo tomé una sola vez y aprobé muy bien), siempre tuve un soporte claro, directo y rápido, el material sale rápido cuando hay cambios en el temario de GARP, y los ejercicios y exámenes son muy útiles para practicar.
diana
2021-07-17
So helpful. I have been using the videos to prepare for the CFA Level II exam. The videos signpost the reading contents, explain the concepts and provide additional context for specific concepts.
The fun light-hearted analogies are also a welcome break to some very dry content.
I usually watch the videos before going into more in-depth reading and they are a good way to avoid being overwhelmed by the sheer volume of content when you look at the readings.
Kriti Dhawan
2021-07-16
A great curriculum provider. James sir explains the concept so well that rather than memorising it, you tend to intuitively understand and absorb them.
Thank you ! Grateful I saw this at the right time for my CFA prep.
nikhil kumar
2021-06-28
Very well explained and gives a great insight about topics in a very short time. Glad to have found Professor Forjan's lectures.
Marwan
2021-06-22
Great support throughout the course by the team, did not feel neglected
Benjamin anonymous
2021-05-10
I loved using AnalystPrep for FRM.
QBank is huge, videos are great.
Would recommend to a friend
Daniel Glyn
2021-03-24
I have finished my FRM1 thanks to AnalystPrep. And now using AnalystPrep for my FRM2 preparation. Professor Forjan is brilliant. He gives such good explanations and analogies. And more than anything makes learning fun. A big thank you to Analystprep and Professor Forjan. 5 stars all the way!
michael walshe
2021-03-18
Professor James' videos are excellent for understanding the underlying theories behind financial engineering / financial analysis. The AnalystPrep videos were better than any of the others that I searched through on YouTube for providing a clear explanation of some concepts, such as Portfolio theory, CAPM, and Arbitrage Pricing theory. Watching these cleared up many of the unclarities I had in my head. Highly recommended.