CFA Level 1 Performance Tracker '24
CFA Level 1 Performance Tracker '24
Aswini Bajaj
CA, CS, CFA, FRM, CAIA, CFP, RV, CIPM, CCRA, CIIB, CIRA, AIM
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 c
Lecture. It is very important as it has all the details on how to study and what all to pract
instructions and all the mentoring provided very attentively and not miss out on the instr
You may keep updating your progress in the ‘Input Sheet’ and view a summary and targe
tests are conducted across the entire syllabus and hence not included in this performanc
days before the exam and al details regarding the same shall be provided via WhatsApp.
-Aswini Bajaj
Headin
Particulars Instructions
g
Make sure you follow the lectures and study in the order as provi
subjects, hence the particular order. Also, have tried alternating theo
1 Order of Study
with more retention issues for the latter half. Also, have tried to keep
are bored with one, you can study another. If you want you may com
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 s
5 Topic compared to the previous year curriculum (Change: Yellow) or in c
curriculum (New: Orange).
An indicator of the number of subheads that the chapter has been
tells us the number of different concepts covered in a chapter and co
6 No. of LOS
chapter. Chapters that have been taught together shows the sum of
chapters.
It just gives an indication of whether the chapter is lengthy on a scal
7 Lengthy
length.
Numerical or On a scale of 1(None) to 5(completely) have highlighted if the readin
8
Non-Numerical calculations, etc. This is just to give you an idea to have the right exp
The Most important part of your preparation. You must watch ever
15 Lectures strictly advised against using your phone while attending the lecture
Do not leave a topic or a concept in between while studying, by takin
Confidence Rate on the Scale of 1 (Low) to 5 (High). While revising make sure
24
Level have low confidence level.
You may add anything here that you wish to remind yourself d
Notes to
25 mistakes, revise practice questions also for this chapter' or 'revise th
Yourself
'revise this chapter at the end, I have retention issues' or 'I know this
MANCE TRACKER
CFA L-1
Candidate Name: Anshul sharma
Date of Beginning Preparati 8/15/2024
Date of Exam: 8/14/2025
Click here to Learn how to use this tracker
Instructions
es and study in the order as provided. There could be prerequisites across
rder. Also, have tried alternating theory and practical subjects. I have kept subjects
he latter half. Also, have tried to keep an overlap between two subjects so if you
dy another. If you want you may complete one subject at a time as well.
pdated with every passing day, telling you what you need to complete in the
weeks until your revision day starts based on you study hours.
egorized under different subjects. It is important to understand the groupings as exam question weightages an
subheads that the chapter has been divided into by the Institute. It approximately
concepts covered in a chapter and could be an indicator of the length of the
en taught together shows the sum of all learning outcomes in the combined
ether the chapter is lengthy on a scale of '1' to '5', '3' being an average chapter
pletely) have highlighted if the reading has a lot of numerical, formulas, ratios,
give you an idea to have the right expectations before you begin the chapter.
fficult), is very subjective. Irrespective, you need to attend the lectures with a very
questions could be from anywhere and confusing questions could turn up from
ry) have highlighted the level of confusion, '3' being an average chapter. This is
derstand that you need to concentrate and the chapters in which you are prone to
formula or concept connects with the following one and if you are distracted or did
will end up building a weak foundation for the forthcoming concepts and formula.
d be high due to the kind of questions tested, although the reading may be fairly
ry) have highlighted the importance level of the same, '3' being an
just an indication and selective studying is not at all encouraged. The importance
use of a high probability of testability, or because of dependence of another
particular chapter. The questions may turn up from unexpected or seemingly
ot misconstrue or exaggerate the meaning of the same.
h' to practice has been provided in details already. This is just to give an indication
spect to the required practice, given how much the student is prone to error, or if
ifficult questions being tested from that chapter.
of time, you may skip the practice altogether, else do the Institute Material EOC
Institute Material EOC and Schweser EOC, Class Test Book(Subject wise), Institute
the Practice Book during Revision. Schweser Practice Papers (2 Mock books with
er to focus on Institute practice resources.
the duration of class lectures (doesnot include practice lecture) for each
as we keep adding lectures, practice, etc. There could be a new chapter not yet
t, we take an average of 3 hours for such chapters. It gives you a fair estimate
y lecture added later or shared is informed via WhatsApp to all students. Also, it
red for studying, Exam Mentoring lectures, etc.
mation of the ‘%’ of lectures completed, and hence an idea of the proportion of
preparation. You must watch every single lecture very attentively. You are
our phone while attending the lectures. Sit for a minimum 2.5-3 hours at a stretch.
pt in between while studying, by taking too many breaks.
pter yourself to understand and learn the concepts (not mug up). You will have to
tes depending on the lecture. This includes solving questions at the end of the
ails on preparation and studying have been covered in the “How to Study and
s is the first priority for practice. Complete this immediately after completing
ame. Please make sure to watch the ‘How to Study and Practice’ Lecture to know
e. There could be some Non-MCQ questions also, still try solving them.
mpleted, make sure to complete solving the questions here. It serves as a quick
d improves retention. Advisable to time yourself for these and make a note of time
nagement. Although time management is not a major challenge for L-1. Priority
.
revision of the entire curriculum. Attend the lecture ‘How to Revise’ before
t mandatory to watch revision lectures for each chapter. Please refer to the
to revise.
along with revision. You build online reading speed as well. The level of
y skip this and do only the practice book instead if you are falling short of time to
questions on a subject wise basis. If you have enough time left, you may practice
ot mandatory. The questions are of good standard.
e resources to practice. Focus on revision and concepts and retention. In case you
The graphs do not capture this column to assess your level of practice. My advice,
urces and focus on revision and learning. Standard of these questions is not as
u may still practice Ethics.
e resources to practice. Focus on revision and concepts and retention. In case you
The graphs do not capture this column to assess your level of practice. My advice,
urces and focus on revision and learning. You may still practice Ethics.
o 5 (High). While revising make sure you give more time to topics in which you
hat you wish to remind yourself during revision. For example: 'Made a lot of
ons also for this chapter' or 'revise this chapter with more time, I didn't study well',
have retention issues' or 'I know this chapter due to my work profile'.
Input Sheet
Instructions: Choose 'D' for Done and 'U' for Undone.
Average 6.9 3.4
1 2 3 4 5 6 7
Orde No.
r of Schedu Readin of Lengt
Subject Topic
Stud le g LOS hy
y 2
1 Quants 01,PR1 The Time Value of Money 11 4
Corp. Capital Investments and Capital
2 26 4 4
Issuers Allocation
Current
3 Quants 03,PR2 Statistical Measures 15 4
Week
Current
4 Quants 5 Portfolio Mathematics 3 4
Week
5 Week 2 Quants 04,PR3 Probability 11 4
Financial Statement Reporting
6 Week 2 FSA 29,PR15 10 1
and Analysis
30,31,P
Income Statement and Balance
7 Week 3 FSA R16,PR1 25 3
Sheet
7
06,PR4,P
8 Week 3 Quants Probability Distributions 19 3
R7
9 Week 5 Quants 07,PR5 Sampling, Estimation, Inference 7 3
4 4 4 5 4 7:07 6 D U U U
4 3 4 4 4 7:31 8 U U U U
4 3 4 4 4 2:05 9 U U U U
4 3 4 4 4 4:46 10 U U U U
1 1 1 3 2 3:37 11 U U U U
3 3 3 4 4 7:53 14 U U U U
4 4 4 4 4 8:06 16 U U U U
4 4 5 4 4 5:06 18 U U U U
4 5 5 4 4 8:53 21 U U U U
3 4 4 4 4 3:22 22 U U U U
4 3 3 5 4 3:50 23 U U U U
4 5 5 4 4 1:37 23 U U U U
4 4 4 4 4 3:24 24 U U U U
2 4 4 4 4 3:38 26 U U U U
3 5 5 4 4 4:02 27 U U U U
2 4 4 5 5 5:12 28 U U U U
2 4 4 5 5 2:15 29 U U U U
2 4 4 5 5 1:08 29 U U U U
2 4 4 5 5 2:07 30 U U U U
2 4 4 5 5 2:23 31 U U U U
2 4 4 5 5 4:57 32 U U U U
3 4 5 5 4 8:50 35 U U U U
3 3 4 4 4 2:42 36 U U U U
1 3 2 3 3 2:16 37 U U U U
2 2 3 3 3 1:01 37 U U U U
2 3 3 4 4 3:09 38 U U U U
1 1 1 2 3 2:44 39 U U U U
2 3 4 3 4 5:08 40 U U U U
4 3 2 4 3 3:19 41 U U U U
1 1 1 2 3 4:03 43 U U U U
1 1 3 3 3 3:02 44 U U U U
1 2 3 3 3 1:51 44 U U U U
4 5 5 5 5 13:44 49 U U U U
4 5 5 5 5 12:03 52 U U U U
4 4 5 5 5 11:44 56 U U U U
4 4 5 5 5 2:04 57 U U U U
4 5 5 5 5 10:16 60 U U U U
4 5 5 5 5 1:27 60 U U U U
1 1 1 1 2 1:11 61 U U U U
1 4 4 5 5 5:42 62 U U U U
1 2 4 2 2 1:03 63 U U U U
1 3 3 4 5 0:54 63 U U U U
1 3 3 3 3 1:33 63 U U U U
2 3 3 3 3 4:54 65 U U U U
2 3 3 3 3 1:02 65 U U U U
2 3 3 3 3 2:03 66 U U U U
1 3 3 3 3 2:33 67 U U U U
2 5 5 4 5 2:28 67 U U U U
2 5 5 4 5 3:15 69 U U U U
2 5 5 4 5 2:17 69 U U U U
1 3 3 3 3 3:49 70 U U U U
1 3 3 3 3 1:48 71 U U U U
1 3 3 3 3 2:49 72 U U U U
1 2 3 3 3 1:56 72 U U U U
3 4 3 4 3 3:17 73 U U U U
4 5 5 5 4 4:26 75 U U U U
4 5 4 5 4 9:16 78 U U U U
2 2 2 3 3 4:30 79 U U U U
2 3 2 4 3 4:30 81 U U U U
2 4 4 3 4 6:03 82 U U U U
1 2 2 3 3 3:25 83 U U U U
1 3 2 4 3 2:30 84 U U U U
1 3 4 4 4 3:24 85 U U U U
1 3 3 2 3 1:13 86 U U U U
1 4 4 4 3 1:35 86 U U U U
2 4 4 4 4 4:30 88 U U U U
2 4 4 3 4 6:44 90 U U U U
1 2 2 4 3 5:30 91 U U U U
3 3 3 4 4 4:07 93 U U U U
2 3 3 4 4 3:50 94 U U U U
4 4 4 5 4 7:25 96 U U U U
2 2 2 3 4 4:58 98 U U U U
1 2 1 3 4 2:05 98 U U U U
4 4 4 4 4 2:28 99 U U U U
1 4 3 4 4 2:44 100 U U U U
5 4 5 5 4 0:02 100 U U U U
CFA L-1 |Aswini Bajaj
116 116 116 116 116 5
2 0 2 0 0 2.66
19 20
Inst. 21 22 23 24 25
Prac
Onlin Schwes Schwes Confi
Revisi .
e er Prac. er Prac. dence Notes to Yourself
on Boo
Porta Bk 1 Bk 2 Level
k
l
D U D U U 3
U U U U U 3
U U U U U 2
U U U U U 3
U U U U U 3
U U U U U 2
U U U U U 2
U U U U U 2
U U U U U 2
U U U U U 2
U U U U U 3
U U U U U 3
U U U U U 3
U U U U U 3
U U U U U 2
U U U U U 2
U U U U U 2
U U U U U 2
U U U U U 2
U U U U U 3
U U U U U 2
U U U U U 2
U U U U U 2
U U U U U 2
U U U U U 2
U U U U U 3
U U U U U 2
U U U U U 2
U U U U U 2
U U U U U 2
U U U U U 2
U U U U U 2
U U U U U 2
U U U U U 3
U U U U U 2
U U U U U 3
U U U U U 3
U U U U U 2
U U U U U 2
U U U U U 3
U U U U U 2
U U U U U 3
U U U U U 3
U U U U U 3
U U U U U 2
U U U U U 2
U U U U U 3
U U U U U 2
U U U U U 2
U U U U U 2
U U U U U 3
U U U U U 3
U U U U U 3
U U U U U 3
U U U U U 2
U U U U U 2
U U U U U 3
U U U U U 2
U U U U U 3
U U U U U 3
U U U U U 3
U U U U U 2
U U U U U 3
U U U U U 3
U U U U U 2
U U U U U 3
U U U U U 3
U U U U U 2
U U U U U 3
U U U U U 2
U U U U U 2
U U U U U 2
U U U U U 3
U U U U U 2
U U U U U 2
U U U U U 3
U U U U U 2
Subject
Subjec
Total wise Extra
twise Practi
weight weighte Practi Study
weight ce
s d ce
s
average
2% 11% 0.34 U U 2
2% 23% 0.68 U U U
1% 9% 0.18 U U U
1% 9% 0.27 U U U
1% 9% 0.27 U U U
1% 7% 0.14 U U U
1% 9% 0.19 U U U
1% 9% 0.18 U U U
2% 9% 0.18 U U U
1% 9% 0.18 U U U
1% 9% 0.28 U U U
2% 12% 0.35 U U U
1% 9% 0.27 U U U
1% 9% 0.27 U U U
2% 9% 0.19 U U U
1% 9% 0.19 U U U
2% 17% 0.33 U U U
2% 17% 0.33 U U U
2% 17% 0.33 U U U
2% 17% 0.50 U U U
2% 17% 0.33 U U U
2% 17% 0.33 U U U
2% 12% 0.23 U U U
2% 9% 0.19 U U U
1% 7% 0.14 U U U
1% 7% 0.21 U U U
2% 9% 0.19 U U U
1% 9% 0.18 U U U
1% 14% 0.27 U U U
2% 18% 0.36 U U U
1% 9% 0.18 U U U
1% 14% 0.27 U U U
1% 14% 0.27 U U U
2% 33% 1.00 U U U
2% 33% 0.67 U U U
2% 10% 0.29 U U U
2% 10% 0.29 U U U
2% 10% 0.20 U U U
2% 33% 0.67 U U U
0% 8% 0.25 U U U
2% 42% 0.83 U U U
1% 17% 0.50 U U U
1% 33% 1.00 U U U
1% 6% 0.18 U U U
1% 6% 0.12 U U U
1% 6% 0.12 U U U
1% 6% 0.18 U U U
1% 6% 0.12 U U U
1% 8% 0.16 U U U
1% 8% 0.16 U U U
1% 8% 0.24 U U U
1% 6% 0.18 U U U
1% 6% 0.18 U U U
1% 6% 0.18 U U U
1% 10% 0.21 U U U
2% 14% 0.28 U U U
2% 17% 0.52 U U U
2% 25% 0.50 U U U
1% 10% 0.31 U U U
2% 14% 0.41 U U U
1% 10% 0.31 U U U
1% 15% 0.30 U U U
2% 20% 0.60 U U U
2% 20% 0.60 U U U
1% 5% 0.09 U U U
2% 20% 0.60 U U U
2% 14% 0.41 U U U
1% 10% 0.21 U U U
2% 13% 0.39 U U U
2% 13% 0.26 U U U
2% 13% 0.26 U U U
2% 16% 0.32 U U U
1% 10% 0.29 U U U
1% 10% 0.19 U U U
2% 13% 0.26 U U U
2% 13% 0.39 U U U
2% 11% 0.23 U U U
Performance Review
Review
306 21
stud 5 revi-
To- y buf- sion
Start 32 day days fer days
15- days 16- left Exa
days
Aug- over Sep- m
24 24 14-
Confidence Level Aug-
25
INPUT Econom-
Anshul sharma, you have
Study Hours - Weekdays Per day 2.5 hrs ics Derivat-
306 days to complete 113
Equity Fixedives Alt. Ethics chapters & 303 hrs of
Study Hours - Weekends Per day 8.0 hrs Quants Corp.
Income In- lectures.
Issuers vest. Portfolio-
Self Study Hours Per Chapter 5.0 hrs FSA 1 and 2 For this you must study for
1:44 hrs and 5:34 hrs
No. of days for Revision 21 days
respectively on weekdays
Buffer days for pending portions & pr 5 days & weekends.
Chapter Lectures
Lectures Self Study Total
DONE
Done, 2 Done, 18 Done, 10 Done, 28
Actual
More than expected Ex-
tra
Un
UNDONE don
Extra Undone, Extra Extra e,
Expected Undone, Undone, Undone,
Undone, 290 Undone, Undone, 57
105 525 815
9 12 44
Less than expected
From Actual 0.1 0.0 0:45 0:06 0:25 0:03 1:10 0:10
Beginnin
g Expected 2.4 0.3 6:39 0:57 12:00 1:42 18:39 2:39
till Date
Variance -97% -89% -97% -94%
From Target 4.6 0.7 12:24 1:46 23:07 3:18 35:32 5:04
Today till
Revision Inc. Eff. Needed +98% +94% +98% +97%