The INV track journal
Nobody has documented the redesigned Investment FSA track end-to-end, so this page will. The plan, the weekly hours, plain-English concept notes, honest materials verdicts, and the November 2026 sitting, whatever it brings. The resource I needed doesn’t exist; watch it get written.
The sitting: November 2026
300 focused hours budgeted on the 100-hours rule · logged in public, week by week
0 / 300 hours logged · 0%
Portfolio & investment theory
Risk, return, diversification, and how portfolios are actually constructed: the mathematics of not putting the eggs together.
Fixed income
Bonds, yields, duration and convexity in the wild: where the FM foundations grow teeth.
Derivatives foundations
Forwards, futures, options. The instruments that move risk between parties, and the payoff logic underneath them.
Markets & institutions
How the plumbing works: who trades what, why insurers hold what they hold, and where actuaries fit in the capital picture.
Entries, newest first
Jul 2026
The commitment, in public
INV 101 registered for the November 2026 sitting, the first exam of the Investment FSA track and the start of the quantitative finance chapter. The plan: the 100-hours rule scaled to the syllabus, logged here, honestly, including the weeks that go badly. If no public record of this track exists yet, this page will be it.
Jul 2026
Ground rules for this journal
Every entry gets: hours logged vs plan, what worked, what stalled, and one concept explained in plain English. Materials verdicts come only after real use, no affiliate-flavored first impressions. After the sitting: the full postmortem, pass or fail, same as every exam before it.
“The profession’s frontier is quantitative: capital markets, ALM, ERM. Documenting a fellowship track in public isn’t content strategy; it’s the study group I never had, built for whoever walks this track next.”