回頭想想學(xué)習(xí)CFA也有兩年的時間了。身邊的人越來越多地加入到CFA考試的大軍中，究竟一個CFA考試或者證書能帶給我們什么，能學(xué)到什么?
從學(xué)習(xí)的角度來講，CFA主要是為未來希望從事股票分析師，基金工作者們定制的。
如果大家想大體學(xué)習(xí)了解目前市場上的金融工具與金融市場，CFA也是推薦的。
CFA涉及的廣度很寬，固定收益，衍生品，股票分析研究，投資組合等等(具體的內(nèi)容在后面的課程介紹中會有概要說明)。
對于數(shù)學(xué)不好的同學(xué)門也是個福音，CFA數(shù)學(xué)涉及的比較淺顯。當(dāng)然如果有些同學(xué)數(shù)學(xué)很強又對風(fēng)險管理或者計量金融感興趣的話，請去參考FRM或者是CQF。
至于如何去應(yīng)試準(zhǔn)備考試，我就不發(fā)表意見了，本人從小就反感考試，考試技巧復(fù)習(xí)方法方面也沒有什么好經(jīng)驗。
CFA課程框架：
10門課程可以分成3個框架：
基礎(chǔ)框架：比如像道德，數(shù)量，以及經(jīng)濟學(xué)。
財務(wù)主導(dǎo)的框架：財務(wù)報表分析，公司理財，權(quán)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。
相關(guān)推薦：CFA 考試介紹丨CFA 考試科目分10個科目
以下為詳細的章節(jié)內(nèi)容，大家可以詳細的看出涉及到哪些知識點和相關(guān)領(lǐng)域;
I. Ethical and Professional Standards(倫理和職業(yè)標(biāo)準(zhǔn))
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(jīng)濟學(xué))
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(財務(wù)報告與分析)
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(企業(yè)融資)
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(股權(quán)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 Securities
H. Equity Portfolio Management Strategies
VII. Fixed Income(固定收益產(chǎn)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(衍生產(chǎn)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
G. Alternative Investment Management Strategies
G. Collectibles
X. Portfolio Management and Wealth Planning(投資組合管理和財富規(guī)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 Evaluation
N. Presentation of Performance Results
.png)
備注：(CFA備考資料包含：1、CFA職業(yè)倫理道德手冊 2、CFA專用詞匯表3、CFA專用公式表 4、CFA協(xié)會原版書課后習(xí)題5、CFA協(xié)會歷年MOCK習(xí)題6、CFA前導(dǎo)課程7、CFA 報名流程引導(dǎo)圖 8、CFA電子版資料 9、CFA百題精選題)
.jpg)
相關(guān)推薦：cfa官網(wǎng) cfa英文 CFA護照 CFA準(zhǔn)考證
一次通過CFA! 9群 572165746。CFA資料&資訊隨時分享，與眾多CFA持證人交流考試經(jīng)驗。
▎來源金程CFA，更多內(nèi)容請關(guān)注微信號金程CFA。原創(chuàng)文章，歡迎分享，若需引用或轉(zhuǎn)載請保留此處信息。
