CFA考试科目每章节学习什么?如何划分科目知识?

学习是一种进步,在备考CFA考试要学习10门课程,但是它们各自都有自己的领域,那你知道它们是怎么划分的吗?今天给你说说!

CFA考试10门课程可以分成3个框架,分别是怎样划分的呢?看看下面的内容就知道了!

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。

在CFA考试中财务住到的框架在考试占比中是很重要的,我们再来说说每一章节考生需要学习的知识,看看你现在备考到哪一科目了!


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>

IV. Financial Reporting and Analysis(财务报告与分析)

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(企业融资)

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 SecuritiesH. 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 ProductsJ. Fixed-Income Portfolio Management Strategies

戳:各科必背定义+历年真题中文解析+学习备考资料(PDF版)


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

H. Alternative Investment Management StrategiesG. 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 EvaluationN. Presentation of Performance Results