學習是一種進步,在備考CFA考試要學習10門課程,但是它們各自都有自己的領域,那你知道它們是怎么劃分的嗎?今天給你說說!

CFA考試10門課程可以分成3個框架,分別是怎樣劃分的呢?看看下面的內容就知道了!

基礎框架:比如像道德,數量,以及經濟學。

財務主導的框架:財務報表分析,公司理財,權益。

金融工具框架:固定收益,衍生品,其他類投資,以及投資組合管理。

在CFA考試中財務住到的框架在考試占比中是很重要的,我們再來說說每一章節考生需要學習的知識,看看你現在備考到哪一科目了!

I. Ethical and Professional Standards(倫理和職業標準)

A. Professional Standards of Practice

B. Ethical Practices

II. Quantitative Methods(定量方法)

A. Time Value of Money

B. Probability

C. Probability Distributions and Descriptive Statistics

D. Sampling and Estimation

E. Hypothesis Testing

F. Correlation Analysis and Regression

G. Time-Series Analysis

H. Simulation Analysis

I. Technical Analysis

III. Economics(經濟學)

A. Market Forces of Supply and Demand

B. The Firm and Industry Organization

C. Measuring National Income and Growth

D. Business Cycles

E. The Monetary System

F. Inflation

G. International Trade and Capital Flows

H. Currency Exchange Rates

I. Monetary and Fiscal Policy

J. Economic Growth and Development

K. Effects of Government Regulation

L. Impact of Economic Factors>

IV. Financial Reporting and Analysis(財務報告與分析)

A. Financial Reporting System (with an emphasis>

B. Analysis of Principal Financial Statements

C. Financial Reporting Quality

D. Analysis of Inventories and Long-Lived Assets

E. Analysis of Taxes

F. Analysis of Debt

G. Analysis of Off-Balance-Sheet Assets and Liabilities

H. Analysis of Pensions, Stock Compensation, and Other Employee Benefits

I. Analysis of Inter-Corporate Investments

J. Analysis of Business Combinations

K. Analysis of Global Operations

L. Ratio and Financial Analysis

V. Corporate Finance(企業融資)

A. Corporate Governance

B. Dividend Policy

C. Capital Investment Decisions

D. Business and Financial RiskE. Capital Structure Decisions

F. Working Capital Management

G. Mergers and Acquisitions and Corporate Restructuring

VI. Equity Investments(股權投資)

A. Types of Equity Securities and Their Characteristics

B. Equity Markets: Characteristics and Institutions

C. Equity Portfolio Benchmarks

D. Valuation of Individual Equity Securities

E. Fundamental Analysis (Sector, Industry, Company)

F. Equity Market Valuation and Return Analysis

G. Closely Held Companies and Inactively Traded SecuritiesH. Equity Portfolio Management Strategies

VII. Fixed Income(固定收益產品)

A. Types of Fixed-Income Securities and Their Characteristics

B. Fixed-Income Markets: Characteristics & Institutions

C. Fixed Income Portfolio Benchmarks

D. Fixed-Income Valuation (Sector, Industry, Company) and Return Analysis

E. Term Structure Determination and Yield Spreads

F. Analysis of Interest Rate Risk

G. Analysis of Credit Risk

H. Valuing Bonds with Embedded Options

I. Structured ProductsJ. Fixed-Income Portfolio Management Strategies

VIII. Derivatives(衍生產品)

A. Types of Derivative Instruments and Their Characteristics

B. Forward Markets and Valuation of Forward Contracts

C. Futures Markets and Valuation of Futures Contracts

D. Options Markets and Valuation of Option Contracts

E. Swaps Markets and Valuation of Swap Contracts

F. Credit Derivatives Markets and Instruments

G. Uses of Derivatives in Portfolio Management

IX. Alternative Investments(另類投資)

A. Types of Alternative Investments and Their Characteristics

B. Real Estate Valuation

C. Private Equity/Venture Capital Valuation

D. Hedge Fund Strategies

E. Distressed Securities/Bankruptcies

F. Commodities and Managed Futures

H. Alternative Investment Management StrategiesG. Collectibles

X. Portfolio Management and Wealth Planning(投資組合管理和財富規劃)

A. The Investment Policy Statement

B. Modern Portfolio Management Concepts

C. Behavioral Finance

D. Management of Individual/Family Investor Portfolios

E. Management of Institutional Investor Portfolios

F. Investment Manager Selection

G. Economic Analysis and Setting Capital Market Expectations

H. Tax Efficiency Strategies

I. Asset Allocation

J. Portfolio Construction and Revision

K. Risk Management

L. Execution of Portfolio Decisions (Trading)

M. Performance EvaluationN. Presentation of Performance Results