00 Practice Lab

Chapters covered: 63-66 | Focus: Retirement math, tax rules, international ETFs

Use this lab after reading the chapters. Work on paper, Excel, or Screener.in before checking answers.

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Visual Learning

Practical Examples (Indian Market)

Example A - Apply the Core Formula

Pick any NSE-listed company from this part's topic (Allocation, retirement, tax, global investing). Pull latest annual report or Screener data and compute the main ratio/formula from each chapter. Build a one-page cheat sheet.

Example B - Good vs Bad Comparison

Scenario: You have Rs. 2 lakh to deploy. Using only concepts from Part 08, would you buy at full size, use 3 tranches, or wait in cash? Write 3 bullets defending your choice.

Mini Case Study

Company: Choose one Indian listed firm relevant to this part.

1. Thesis - 3 sentences: why business is good or bad
2. Numbers - 5 metrics from this part
3. Verdict - Buy / Hold / Avoid / Watchlist
4. Invalidation - 2 events that break your thesis

Practice Questions — Chapter Drills

Complete after reading each chapter's Practice Questions. Open the chapter Answer Key to verify.

• Ch 63 Asset Allocation Wealth: Asset Allocation Wealth — what is the core message of this chapter in one sentence?
• Ch 64 Retirement Financial Freedom: Retirement Financial Freedom — what is the core message of this chapter in one sentence?
• Ch 65 Tax Planning: Tax Planning — what is the core message of this chapter in one sentence?
• Ch 66 Global Investing: Global Investing — what is the core message of this chapter in one sentence?

Answer Key (Lab)

Self-Assessment Checklist

• Completed at least 3 calculations on real Indian companies
• Studied the diagram above without notes
• Can explain this part in 5 minutes to a friend
• Found 1 red flag in the wild using these tools
• Completed FAQ Drill (3+ answers without peeking)
• Updated investment journal with one entry

FAQ {#faq}

Use this section after reading chapter FAQs. Try answering without looking, then verify against the linked chapter.

Lab Workflow

Q: Practice lab — before or after reading chapters?

A: After — read the chapter + chapter FAQ first, try exercises without the answer key, then verify here.

Q: Is Screener.in enough, or is the annual report required?

A: For lab drills, Screener/Trendlyne is the start point; final verification must come from the consolidated annual report — CFA discipline.

Q: How do I score the Part 08 FAQ Drill?

A: 6+ accurate out of 8 drills = ready for the next part; 4–5 = re-read weak chapters; <4 = repeat the lab + FAQ index.

Q: What is the difference between Chapter FAQ and Lab FAQ?

A: Chapter FAQ = concept clarity (5 Q per chapter); Lab FAQ = synthesis across Part 08 (63-66).

Chapter FAQ Quick Index

| Ch | Chapter | Top FAQ Question | |:--:|---------|------------------| | 63 | Asset Allocation for Wealth — Strategic Mix | Asset Allocation Wealth — What is the second check when evaluating this topic? | | 64 | Retirement and Financial Freedom — Corpus Planning | Retirement Financial Freedom — What is the second check when evaluating this topic? | | 65 | Tax Planning — After-Tax Returns, STCG/LTCG, In… | Tax Planning — What is the second check when evaluating this topic? | | 66 | Global Investing — Diversification Beyond India | Global Investing — What is the second check when evaluating this topic? |

FAQ Drill — Test Yourself

Answer in 2–3 complete sentences in English, then open the chapter FAQ link to check.

• Ch 63: Asset Allocation Wealth — What is the second check when evaluating this topic?
• Ch 64: Retirement Financial Freedom — What is the second check when evaluating this topic?
• Ch 65: Tax Planning — What is the second check when evaluating this topic?
• Ch 66: Global Investing — What is the second check when evaluating this topic?

FAQ Answer Key (Lab)

Go Deeper

Disclaimer: Educational content only. Not investment advice.