CFA(特许金融分析师)的考试知识领域分布点

时间:2018-05-11 10:54 作者:CFA考试俱乐部 来源:CFA考试俱乐部

加入到CFA考试大军的行列里已经1年半了,自己现在也已经通过了两次考试,今年就要面临第三次考试了,考了块两年了,在临考三级前,却有些迷茫了。到底我考了这个的作用在哪?未来的方向在哪?这确实是个值得思考的问题。

》》CFA考试资料冲刺礼包这里自己拿
 
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。
 
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(金融风险管理师)。
 
CFA的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
 
Ethical and Professional Standards(伦理和职业标准)
 
Professional Standards of Practice
 
Ethical Practices
 
Quantitative Methods(定量方法)
 
Time Value of Money
 
Probability
 
Probability Distributions and Descriptive Statistics
 
Sampling and Estimation
 
Hypothesis Testing
 
Correlation Analysis and Regression
 
Time-Series Analysis
 
Simulation Analysis
 
Technical Analysis
 
Economics(经济学)
 
Market Forces of Supply and Demand
 
The Firm and Industry Organization
 
Measuring National Income and Growth
 
Business Cycles
 
The Monetary System
 
Inflation
 
International Trade and Capital Flows
 
Currency Exchange Rates
 
Monetary and Fiscal Policy
 
Economic Growth and Development
 
Effects of Government Regulation
 
Impact of Economic Factors on Investment Markets
 
Financial Reporting and Analysis(财务报告与分析)
 
Financial Reporting System (with an emphasis on IFRS)
 
Analysis of Principal Financial Statements
 
Financial Reporting Quality
 
Analysis of Inventories and Long-Lived Assets
 
Analysis of Taxes
 
Analysis of Debt
 
Analysis of Off-Balance-Sheet Assets and Liabilities
 
Analysis of Pensions, Stock Compensation, and Other Employee Benefits
 
Analysis of Inter-Corporate Investments
 
Analysis of Business Combinations
 
Analysis of Global Operations
 
Ratio and Financial Analysis
 
Corporate Finance(企业融资)
 
Corporate Governance
 
Dividend Policy
 
Capital Investment Decisions
 
Business and Financial Risk
 
Capital Structure Decisions
 
Working Capital Management
 
Mergers and Acquisitions and Corporate Restructuring
 
Equity Investments(股权投资)
 
Types of Equity Securities and Their Characteristics
 
Equity Markets: Characteristics and Institutions
 
Equity Portfolio Benchmarks
 
Valuation of Individual Equity Securities
 
Fundamental Analysis (Sector, Industry, Company)
 
Equity Market Valuation and Return Analysis
 
Closely Held Companies and Inactively Traded Securities
 
Equity Portfolio Management Strategies
 
Fixed Income(固定收益产品)
 
Types of Fixed-Income Securities and Their Characteristics
 
Fixed-Income Markets: Characteristics & Institutions
 
Fixed Income Portfolio Benchmarks
 
Fixed-Income Valuation (Sector, Industry, Company) and Return Analysis
 
Term Structure Determination and Yield Spreads
 
Analysis of Interest Rate Risk
 
Analysis of Credit Risk
 
Valuing Bonds with Embedded Options
 
Structured Products
 
Fixed-Income Portfolio Management Strategies
 
Derivatives(衍生产品)
 
Types of Derivative Instruments and Their Characteristics
 
Forward Markets and Valuation of Forward Contracts
 
Futures Markets and Valuation of Futures Contracts
 
Options Markets and Valuation of Option Contracts
 
Swaps Markets and Valuation of Swap Contracts
 
Credit Derivatives Markets and Instruments
 
Uses of Derivatives in Portfolio Management
 
Alternative Investments(另类投资)
 
Types of Alternative Investments and Their Characteristics
 
Real Estate Valuation
 
Private Equity/Venture Capital Valuation
 
Hedge Fund Strategies
 
Distressed Securities/Bankruptcies
 
Commodities and Managed Futures
 
Alternative Investment Management Strategies
 
Collectibles
 
Portfolio Management and Wealth Planning(投资组合管理和财富规划)
 
The Investment Policy Statement
 
Modern Portfolio Management Concepts
 
Behavioral Finance
 
Management of Individual/Family Investor Portfolios
 
Management of Institutional Investor Portfolios
 
Investment Manager Selection
 
Economic Analysis and Setting Capital Market Expectations
 
Tax Efficiency Strategies
 
Asset Allocation
 
Portfolio Construction and Revision
 
Risk Management
 
Execution of Portfolio Decisions(Trading)
 
Performance Evaluation
 
Presentation of Performance Results
 
这就是CFA(特许金融分析师)的10科目主要知识点,还不算其他零碎的知识点,据说CFA考试有上千个知识点,现在的这10科,是大家要参加CFA一级考试的时候要学的,小编当时也是从这一步走过来的,其实一级只要你的记忆力正常,就基本上没什么大问题,难点在后续的二三级上。
CFA
文章来源CFA考试俱乐部(www.cfa.com.cn),更多有关于CFA的资讯请关注CFA考试俱乐部,未经授权请勿转载,若需引用或转载,请注明出处 ,仅供参考交流。
 
获取CFA资料的方法:
 
1、关注微信公众号:CFA考证 (ID:cfa056)  菜单栏“CFA考试资料”免费获得。
 
2、添加 CFA考试交流群:687689886。回复获取免费资料。
 
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