Aurum
Download

CFA Level II

CFA Level II from booking to results: a topic-weighted plan, every curriculum topic practised in timed item-set vignettes, error and accuracy logs, two full mocks, the final review weeks and exam day.

Free · Mac (Apple silicon) and Windows · v1.0.0 · Other platforms

Then open the Marketplace in the app, search for CFA Level II, and click Install. It goes into your own files, and works offline from then on.

What it installs.

1

Pillar

1

Area

50

Projects

204

Starter tasks

🎓 Finance & Business Certifications

CFA Level II

Studying for CFA Level II: item-set vignettes, heavier financial reporting, equity and fixed income valuation, derivatives, a topic-weighted plan and timed mocks.

  1. Level II exam format and topic outline check
  2. Registering and scheduling your Level II appointment
  3. Practical skills module requirement check
  4. Level I carry-over diagnostic
  5. Weekly study hours budget around work and life
  6. Topic-weighted Level II study plan
  7. Choosing prep materials alongside the official curriculum
  8. Calculator setup and Level II keystroke routines
  9. Level II formula and judgement sheet
  10. Vignette error log
  11. Weekday reading and question blocks
  12. Daily ten-minute formula and concept cards
  13. Saturday timed Level II vignette session
  14. Sunday Level II error log review
  15. Spaced review of finished Level II topics
  16. Question bank accuracy log by topic
  17. Monthly check against the Level II study plan
  18. Level II study group
  19. Multiple regression output and model misspecification
  20. Time-series models and machine learning concepts
  21. Currency exchange rates and parity conditions
  22. Intercorporate investments and business combinations
  23. Pensions and share-based compensation
  24. Multinational operations and currency translation
  25. Financial institutions and reporting quality
  26. Cost of capital, payouts and corporate restructuring
  27. Dividend discount models and the H-model
  28. Free cash flow valuation with FCFF and FCFE
  29. Residual income and market multiples
  30. Private company valuation and discounts
  31. Term structure and binomial interest rate trees
  32. Bonds with embedded options and option-adjusted spread
  33. Credit analysis models and credit default swaps
  34. Valuing forwards, futures and swaps
  35. Option valuation with binomial trees, Black-Scholes-Merton and the Greeks
  36. Real estate, private equity and commodities
  37. Multifactor models, VaR and active management
  38. Code and Standards applied in Level II vignettes
  39. First full Level II mock at the halfway point
  40. Final mock under exam-day conditions
  41. Final review weeks plan for Level II
  42. Exam week and test centre logistics
  43. Level II results day and next step decision
  44. Studying Level II alongside a full-time finance job
  45. Employer sponsorship and study leave request
  46. Fitting Level II around university or a master's programme
  47. Travelling to sit at a test centre abroad
  48. Level II retake plan after a below-pass result
  49. Cross-topic integration vignettes
  50. Using Level II methods in your current role

Where it starts.

Each project arrives with its purpose, milestones and first tasks written out. Here is how the first three read.

Level II exam format and topic outline check

Before any study hours are spent, read CFA Institute's current Level II pages yourself, because the topic outline, the weight range for each topic, the item-set format and the exam windows can change from one year to the next. Notes passed down from a colleague who sat two years ago may cover readings that have since moved level or been dropped.

First tasks

  • Open the Level II exam page on the CFA Institute website and save the topic outline
  • Copy the published weight range for each topic onto one page
  • Note the item-set format, session structure and break rules in your own words
  • List any learning modules that differ from your prep provider's notes
  • Write the next two exam windows and their registration deadlines on your calendar

Registering and scheduling your Level II appointment

Registration and scheduling are two separate steps: paying for the window, then choosing a date and test centre within it, and popular centres fill early. The name on your CFA Institute account must match your passport exactly, and a mismatch can turn a candidate away on the day. Getting both steps done early fixes the date the whole study plan counts back from.

First tasks

  • Compare the registration deadlines for the next two Level II windows
  • Register for the window that leaves enough study weeks
  • Book a test centre and date as soon as scheduling opens
  • Check that your account name matches your passport letter for letter
  • Save the appointment confirmation alongside your study plan

Practical skills module requirement check

CFA Institute has added practical skills modules to the earlier levels of the programme: short online modules, on subjects such as modelling or coding, that sit outside the exam itself. Checking whether one applies to your Level II exam, and when it must be finished, avoids results being held back for an unfinished module.

First tasks

  • Check the CFA Institute website for the practical skills module rules for your exam
  • Compare the available modules and pick one that fits your work
  • Write the completion deadline into the study plan
  • Finish the module and check it shows as complete in your account

Make it yours.

Install CFA Level II, then tell Aurum the date you're aiming for. It checks whether the plan fits the weeks you actually have.

Free · Mac (Apple silicon) and Windows · v1.0.0 · Other platforms

Blueprints are general information to help you organise your own work. They are not medical, financial, legal or other professional advice. See the Terms.