CFA

CFA考试课程框架是怎么样？具体涉及到哪些知识点？

考试动态  |  2020-07-13

CFA考试课程框架是怎么样？

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。

从学习的角度来讲，CFA考试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考试也推荐。CFA考试涉及的广度很宽，固定收益，衍生品，股票分析研究，投资组合等等。》》》想要报考CFA金融证书点我咨询

具体涉及到哪些知识点？

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 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) 》》》想要2020年CFA核心知识点点我咨询

M. Performance Evaluation

N. Presentation of Performance Results

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备注：（CFA备考资料包含：1、CFA职业伦理道德手册 2、CFA专用词汇表3、CFA专用公式表4、CFA前导课程5、CFA报名流程引导图 6、CFA电子版资料 7、CFA百题精选题）

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