PERFORMANCE TRACKE

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

Students.aswinibajaj.com +91 98311 49876

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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 be
Also, have tried alternating theory and practical subjects. I have kept subjects with more
1 Order of Study
keep an overlap between two subjects so if you are bored with one, you can study anoth
well.

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

Multiple chapters have been categorized under different subjects. It is important to unde
3 Subject
scores are provided on a subject wise basis. You cannot leave any subject.

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 same. Please make sure to watch the ‘How to Study and Practice’ Lecture to know exa
17
Questions MCQ questions also, still try solving them. If you want to do questions from Learning
be from EOC only, so if you are stuck in any question in LES please refer the EOC qu
 After every subject has been completed, make sure to complete solving the questions
18 Practice Book improves retention. Advisable to time yourself for these and make a note of time taken
not as easy as it was in L-1, and is important for item sets.

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
may. The graphs do not capture this column to assess your level of practice. My advic
Schweser Practice
21 revision and learning. For some subjects that are your pain points, you may practice th
Book 1
L1, but not as good as institute resources. Do time yourself and keep checking how m
improvement over time. Time management is important in L-2

Not important. Prioritize institute resources to practice. Focus on revision and concept
may. The graphs do not capture this column to assess your level of practice. My advic
Schweser Practice
22 revision and learning. For some subjects that are your pain points, you may practice th
Book 2
L1, but not as good as institute resources. Do time yourself and keep checking how m
improvement over time. Time management is important in L-2

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-2
Candidate Name: Your Name
Date of Beginning Preparation: 1/11/2023
Date of Exam: 5/22/2024
Click here to Learn how to use this tracker

CFA L-2 |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
udy in the order as provided. There could be prerequisites across subjects, hence the particular order.
actical subjects. I have kept subjects with more retention issues for the latter half. Also, have tried to
if you are bored with one, you can study another. If you want you may complete one subject at a time as

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

under different subjects. It is important to understand the groupings as exam question weightages and
s. You cannot leave any subject.

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. If you want to do questions from Learning Ecosystem it is fine, but most the questions in LES will
n any question in LES please refer the EOC questions or practice book for the solution.
 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. Time management is
rtant for item sets.

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
s that are your pain points, you may practice these. The standard of questions is better than they were in
s. Do time yourself and keep checking how much time are you taking per item set and if there is
ment is important in L-2

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
s that are your pain points, you may practice these. The standard of questions is better than they were in
s. Do time yourself and keep checking how much time are you taking per item set and if there is
ment is important in L-2

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 CFA L-2 |Aswini Bajaj
Total 197:49 100% 47 47 47 47 47 47 47 47 5
Instructions: Choose 'D' for Done and 'U' for Undone.
Completed 00:00 0% 0 0 0 0 0 0 0 0 2.3667
Average 8.4 3.3 3.0 3.7 4.1 3.8 4.3 04:12
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24
Order Inst. Inst. Confide
No. of Numeric Diff. Confusi Imp. Reqd. Duration Cum. Self Prac. Schweser Schweser
of Schedule Subject Reading Topic Lengthy Lectures EOC Revision Online nce Notes to Yourself
LOS al or Not Level ng Level Prac. (hh:mm) (%) Study Book Prac. Bk 1 Prac. Bk 2
Study Ques. Portal Level
Current Alt. Overview of Types of Real Estate ###
1
Week Investments
36
Investment
5 3 2 2 3 3 3 4:02 2 U U U U U U U U 2
Alt. Investments in Real Estate through ###
2 Week 2
Investments
37
Publicly Traded Securities
5 3 2 2 3 3 3 4:02 4 U U U U U U U U 2
Alt. ###
3 Week 2
Investments
38 Hedge Fund Strategies 9 4 1 3 4 4 5 6:33 7 U U U U U U U U 2
Alt. Introduction to Commodities and ###
4 Week 3
Investments
35
Commodity Derivatives
10 3 2 4 4 4 4 4:19 10 U U U U U U U U 2
Pricing and Valuation of Forward ###
5 Week 5 Derivatives 33
Commitments
7 5 5 4 4 5 4 13:23 16 U U U U U U U U 2

6 Week 6 Derivatives 34 Valuation of Contingent Claims 14 5 5 5 5 5 5 10:14 22 U U U U U U U U 3 ###

7 Week 7 FRA 13 Multinational Operations 10 4 4 5 5 4 5 5:51 25 U U U U U U U U 2 ###

8 Week 8 FRA 14 Analysis of Financial Institutions 6 4 3 3 3 4 4 5:48 27 U U U U U U U U 2 ###

9 Week 9 FRA 11 Intercorporate Investments 3 4 4 4 4 4 4 8:11 32 U U U U U U U U 3 ###

Employee Compensation: Post- ###
10 Week 9 FRA 12
Employment and Share-Based
5 4 3 5 5 4 5 5:08 34 U U U U U U U U 3

11 Week 10 FRA 15 Evaluating Quality of Financial Reports 13 2 2 2 3 3 4 1:46 35 U U U U U U U U 2 ###

Integration of Financial Statement ###
12 Week 10 FRA 16
Analysis Techniques
5 2 2 2 3 3 4 0:47 35 U U U U U U U U 2

13 Week 10 Equity 23 Discounted Dividend Valuation 16 4 5 3 3 4 3 4:10 38 U U U U U U U U 3 ###

14 Week 11 Equity 24 Free Cash Flow Valuation 13 3 5 4 5 4 5 3:51 40 U U U U U U U U 3 ###

Market-Based Valuation: Price and ###
15 Week 11 Equity 25
Enterprise Value Multiples
18 3 5 3 3 3 3 4:08 42 U U U U U U U U 2

16 Week 12 Equity 26 Residual Income Valuation 11 3 4 5 5 5 5 3:53 44 U U U U U U U U 2 ###

17 Week 13 Equity 27 Private Company Valuation 9 3 2 3 4 4 4 4:43 46 U U U U U U U U 2 ###

Equity Valuation: Applications and ###
18 Week 13 Equity 22
Processes
8 2 1 2 3 2 3 1:43 47 U U U U U U U U 3

19 Week 13 Equity 17 Financial Statement Modeling 14 2 2 2 2 2 3 2:15 48 U U U U U U U U 2 ###

Basics of Multiple Regression and ###
20 Week 13 Quants 1
Underlying Assumptions
3 5 5 5 5 4 5 0:53 48 U U U U U U U U 3
Evaluating Regression Model Fit and ###
21 Week 13 Quants 2
Interpreting Model Results
3 5 5 5 5 4 5 0:53 49 U U U U U U U U 2

22 Week 14 Quants 3 Model Misspecification 4 5 5 5 5 4 5 1:11 50 U U U U U U U U 2 ###

23 Week 14 Quants 4 Extensions of Multiple Regression 3 5 5 5 5 4 5 0:53 50 U U U U U U U U 3 ###

24 Week 14 Quants 5 Time-Series Analysis 15 4 5 5 5 4 5 4:49 52 U U U U U U U U 2 ###

25 Week 15 Quants 6 Machine Learning 5 3 1 4 4 3 3 4:17 55 U U U U U U U U 3 ###

26 Week 15 Quants 7 Big Data Projects 7 3 2 4 4 2 3 3:52 57 U U U U U U U U 2 ###

Currency Exchange Rates: ###
27 Week 17 Economics 8
Understanding Equilibrium Value
13 5 4 5 5 5 5 8:55 61 U U U U U U U U 2

28 Week 17 Economics 9 Economic Growth 12 3 2 3 4 4 4 3:47 63 U U U U U U U U 3 ###

29 Week 17 Economics 10 Economics of Regulation 9 2 1 2 4 2 5 1:48 64 U U U U U U U U 3 ###

Fixed The Term Structure and Interest Rate ###
30 Week 18
Income
28
Dynamics
11 4 4 5 5 5 5 6:05 67 U U U U U U U U 2
Fixed The Arbitrage-Free Valuation ###
31 Week 18
Income
29
Framework
9 3 4 4 4 4 5 2:19 68 U U U U U U U U 2
Fixed Valuation and Analysis of Bonds with ###
32 Week 19
Income
30
Embedded Options
17 3 4 4 5 4 5 7:50 72 U U U U U U U U 2
Fixed ###
33 Week 20
Income
31 Credit Analysis Models 8 3 4 5 4 4 5 4:20 74 U U U U U U U U 2
Fixed ###
34 Week 21
Income
32 Credit Default Swaps 5 2 3 5 5 5 5 3:41 76 U U U U U U U U 3
Code of Ethics and Standards of ###
35 Week 21 Ethics 45
Professional Conduct
2 3 1 3 5 5 5 4:49 79 U U U U U U U U 3

36 Week 21 Ethics 46 Guidance for Standards I–VII 2 3 1 3 5 5 5 2:24 80 U U U U U U U U 3 ###

Application of the Code and Standards: ###
37 Week 22 Ethics 47
Level II
2 3 1 3 5 5 5 0:36 80 U U U U U U U U 2

38 Week 22 Portfolio 43 Economics and Investment Markets 11 2 2 4 5 4 5 3:03 82 U U U U U U U U 2 ###

39 Week 22 Portfolio 40 Using Multifactor Models 7 3 4 4 4 4 5 3:20 83 U U U U U U U U 2 ###

Analysis of Active Portfolio ###
40 Week 23 Portfolio 44
Management
6 3 4 5 5 4 5 3:20 85 U U U U U U U U 2

41 Week 23 Portfolio 41 Measuring and Managing Market Risk 12 2 1 3 3 3 4 3:25 87 U U U U U U U U 2 ###

Exchange-Traded Funds: Mechanics ###
42 Week 24 Portfolio 39
and Applications
8 3 1 4 5 4 4 5:22 89 U U U U U U U U 2

43 Week 25 Portfolio 42 Backtesting And Simulation 8 3 3 4 4 3 4 4:49 92 U U U U U U U U 3 ###

Corp. Analysis of Dividends and Share ###
44 Week 27
Issuers
18
Repurchases
14 2 2 2 3 3 3 2:51 93 U U U U U U U U 3
Environmental, Social, And
Corp. ###
45 Week 25
Issuers
19 Governance (Esg) Considerations In 4 1 1 1 3 3 3 2:27 95 U U U U U U U U 2
Investment Analysis
Corp. ###
46 Week 26
Issuers
20 Cost of Capital: Advanced Topics 6 4 4 4 3 5 4 7:03 98 U U U U U U U U 3
Corp. ###
47 Week 27
Issuers
21 Corporate Restructuring 7 4 2 3 2 4 4 3:37 100 U U U U U U U U 2
Performance Review
iew
 190 21
study 5 buf- revi-
Today days fer sion
281
Start 19- left days days
11- days Exam
over Oct-23
Jan-23 22-
Confidence Level May-
24
INPUT Economics Corp.
Issuers
Study Hours - Weekdays Per day 2.5 hrs Ethics Equity Derivatives Alt. In- Your Name, you have
Quants Fixed vestments 190 days to complete 47 chapters
Study Hours - Weekends Per day 8.0 hrs FRA Income & 197 hrs of lectures.
Portfolio
Self Study Hours Per Chapter 5.0 hrs For this you must study for 1:23
hrs and 4:28 hrs respectively on
No. of days for Revision 21 days weekdays & weekends.
Buffer days for pending portions & practice 5 days

Chapter Lectures
Lectures Self Study Total
DONE
Actual
More than expected

UNDONE Undone, Undone, Undone, Undone,

Extra
19 Extra 79 Extra 94 Extra 174
Expected Un-
Undone, Undone, Undone,
done,
28 118 140
Less than expected 258

No. of Chapters Lecture Hours Self Study Hours Total Hours

Weekly Daily Weekly Daily Weekly Daily Weekly Daily

From
Actual 0.0 0.0 0:00 0:00 0:00 0:00 0:00 0:00
Beginning Expected 0.7 0.1 2:56 0:25 3:29 0:29 6:25 0:55
till Date
Variance -100% -100% -100% -100%
From Today Target 1.8 0.3 7:31 1:04 8:56 1:16 16:27 2:21
till Revision
Inc. Eff. Needed +100% +100% +100% +100%

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

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

If the shape was modified

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

U Total Result U Total Result U Total Result U Total Result U Total Result