Level I
Standards of Practice Handbook, 9th edition, CFA Institute

Quantitative Methods for Investment Analysis, 2nd edition, Richard A. DeFusco, Dennis W. McLeavey, Jerald E. Pinto, and David E. Runkle, CFA Institute

Investment Analysis and Portfolio Management, 8th ed., Frank Reilly and Keith Brown, South-Western,

Economics, 7th edition, Michael Parkin, Pearson Addison-Wesley, South-Western

International Financial Statement Analysis, CFA Institute

The Analysis and Use of Financial Statements, 3rd edition, Gerald I. White, Ashwinpaul C. Sondhi, and Dov Fried, Wiley

Corporate Finance for the CFA Program, CFA Institute

Beyond The Random Walk: A Guide to Stock Market Anomalies and Low Risk Investing, Vijay Singal, Oxford University Press

International Investments, 5th edition, Bruno Solnik and Dennis McLeavey, Addison Wesley

Fixed Income Analysis for the Chartered Financial Analyst Program, 2nd edition, Frank J. Fabozzi

Analysis of Derivatives for the CFA® Program, Don Chance, AIMR, 2003

Level II
Standards of Practice Handbook, 9th edition, CFA Institute

Ethics Cases, CFA Institute

Quantitative Methods for Investment Analysis, 2nd edition, Richard A. DeFusco, Dennis W. McLeavey, Jerald E. Pinto, and David E. Runkle, AIMR

Economics, 7th edition, Michael Parkin, Pearson

International Investments, 5th edition, Bruno Solnik and Dennis McLeavey, Addison Wesley, 2004

Guide to Economic Indicators, 6th edition, The Economist

The Analysis and Use of Financial Statements, 3rd edition, Gerald I. White, Ashwinpaul C. Sondhi, and Dov Fried, Wiley

Financial Statement Analysis: A Global Perspective, Thomas R. Robinson, Paul Munter, and Julia Grant, Pearson-Prentice Hall

Advanced Accounting, Joe B. Hoyle, Thomas F. Schaefer and Timothy P. Doupnik, McGraw-Hill

Analysis of Financial Statements, Pamela P. Peterson and Frank J. Fabozzi, Wiley

Corporate Finance for the CFA Program”, CFA Institute

Flying on One Engine: The Bloomberg Book of Master Market Economist, edited by Thomas Keene, Bloomberg

Valuation: Measuring and Managing the Value of Companies, 4th edition, Tim Koller, Marc Goedhart, and David Wessels, Wiley

Investment Analysis and Portfolio Management, 8th edition, Frank K. Reilly and Keith C. Brown, South-Western

Analysis of Equity Investments: Valuation, John D. Stowe, Thomas R. Robinson, Jerald E. Pinto, and Dennis W. McLeavey, AIMR

The Theory & Practice of Investment Management, Frank J. Fabozzi and Harry M. Markowitz, ed., Wiley

Real Estate, 13th edition, James D. Shilling, South Western

Evaluating Hedge Fund Performance, Vinh Q. Tran, Wiley

Fixed Income Analysis for the Chartered Financial Analyst Program, 2nd edition, Frank J. Fabozzi, CFA Institute

Analysis of Derivatives for the CFA Program, Don Chance, AIMR

International Investments, 5th edition, Bruno Solnik and Dennis McLeavey, Addison Wesley

Investments, 6th edition, Zvi Bodie, Alex Kane, and Alan J. Marcus, McGraw-Hill/Irwin

Managing Investment Portfolios: A Dynamic Process, 3rd edition, John L. Maginn, Donald L. Tuttle, Dennis W. McLeavey, and Jerald E. Pinto, CFA Institute

Level III
Standards of Practice Handbook, 9th edition, CFA Institute

Asset Manager Code of Professional Conduct, CFA Institute, Centre for Financial Market Integrity

Beyond Greed and Fear: Understanding Behavioral Finance and the Psychology of Investing, Hersh Shefrin, Oxford University School Press

Managing Investment Portfolios: A Dynamic Process, 3rd edition, edited by John Maginn, Donald Tuttle, Jerald Pinto, and Dennis McLeavey, CFA Institute

Investment Management for Taxable Private Investors, Jarrod Wilcox, Jeffrey E. Horvitz, and Dan diBartolomeo, The Research Foundation of CFA Institute

Integrated Wealth Management: The New Direction for Portfolio Managers, Jean L.P. Brunel, Euromoney Institutional Investors Plc

Investment Analysis and Portfolio Management, 8th edition, Frank K. Reilly and Keith C. Brown, South-Western

Fixed Income Readings for the Chartered Financial Analyst® Program, 2nd edition, Frank J. Fabozzi, editor, CFA Institute

Benchmarks and Investment Management, Laurence B. Siegel, The Research Foundation of AIMR

The Theory of Corporate Finance, Jean Tirole, Princeton University Press

Derivatives Markets, 2nd edition, Robert L. McDonald, Addison Wesley

Analysis of Derivatives for the CFA Program, Don M. Chance, AIMR

International Investments, 5th edition, Bruno Solnik and Dennis McLeavey, Addison Wesley