CFA

2019年12月CFA考试科目你都清楚了吗？

备考必备  |  2019-04-14

　　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或者是CQF。

　　CFA课程框架：

　　CFA考试分10个科目，而10门课程可以分成3个框架： 》》对于CFA考试还有不清楚的点我咨询

　　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；

　　CFA科目1、Ethical and Professional Standards（伦理和职业标准）

　　A.Professional Standards of Practice

　　B.Ethical Practices

　　CFA科目2、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

　　CFA科目3、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

　　CFA科目4、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

》》CFA零基础课程

　　CFA科目5、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

　　CFA科目6、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

　　CFA科目7、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

　　CFA科目8、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

　　CFA科目9、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 StrategiesG.Collectibles

　　CFA科目10、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 ExpectationsH.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

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