特许金融分析师(CFA)考试10门科目/章节详解

时间:2017-07-05 10:44 作者:CFA主页菌 来源:高顿

  特许金融分析师(CFA)考试10门科目/章节详解
 
  回头想想学习CFA也有两年的时间了,身边的人越来越多地加入到CFA考试的大军中,究竟一个CFA考试或者证书能带给我们什么,能学到什么?
 
  从学习的角度来讲,CFA主要是为未来希望从事股票分析师,基金工作者们定制的。
 
  如果大家想大体学习了解目前市场上的金融工具与金融市场,CFA也是推荐的。
 
  CFA涉及的广度很宽,固定收益,衍生品,股票分析研究,投资组合等等(具体的内容在后面的课程介绍中会有概要说明)。
 
  对于数学不好的同学门也是个福音,CFA数学涉及的比较浅显。当然如果有些同学数学很强又对风险管理或者计量金融感兴趣的话,请去参考FRM或者是CQF。
 
  至于如何去应试准备考试,我就不发表意见了,本人从小就反感考试,考试技巧复习方法方面也没有什么好经验。
特许金融分析师考试科目,cfa考试科目详解,cfa考试章节详解
  CFA课程框架:
  10门课程可以分成3个框架:
 
  基础框架:比如像道德,数量,以及经济学。
 
  财务主导的框架:财务报表分析,公司理财,权益。
 
  金融工具框架:固定收益,衍生品,其他类投资,以及投资组合管理。
 
  以下为详细的章节内容,大家可以详细的看出涉及到哪些知识点和相关领域;
 
  I. Ethical and Professional Standards(伦理和职业标准)
  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(经济学)
  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 on Investment Markets
 
  IV. Financial Reporting and Analysis(财务报告与分析)
  A. Financial Reporting System (with an emphasis on IFRS)
  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(企业融资)
  A. Corporate Governance
  B. Dividend Policy
  C. Capital Investment Decisions
  D. Business and Financial Risk
  E. Capital Structure Decisions
  F. Working Capital Management
  G. Mergers and Acquisitions and Corporate Restructuring
 
  VI. Equity Investments(股权投资)
  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 Securities
  H. Equity Portfolio Management Strategies
 
  VII. Fixed Income(固定收益产品)
  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 Products
  J. Fixed-Income Portfolio Management Strategies
 
  VIII. Derivatives(衍生产品)
  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(另类投资)
  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
  G. Alternative Investment Management Strategies
  G. Collectibles
 
  X. Portfolio Management and Wealth Planning(投资组合管理和财富规划)
  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 Evaluation
  N. Presentation of Performance Results
 
  CFA考试俱乐部(cfa.com.cn)综合整理,来源:CFAer.若需引用或转载,请联系原作者,感谢作者的付出和努力 ! 如涉及版权请告知,我们对文中观点保持中立,仅供参考、交流之目的。
 
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