CFAヨ浣绯伙瀵硅涓瑙浣锛

绉瀛CFAヨ浣绯伙瀵硅涓瑙浣锛

CFA璇涔浠ヨ芥涓哄ㄧ绗锛璇惧害瑕锛涓昏璇剧褰浠涓涓璇稿虹璁猴浠ヨCFAㄥ浣绯伙灏辨浣甯烘璧甯洪绠＄浜哄蹇椤诲峰涓涓ヨ锛翠釜CFA璇璁捐锛涔芥ㄧ杈涓涓蹇碘楂锛涓烘璧琛涓灏辨锛璇堕翠涓涓灏讹涓浼堕磋灏锛杩灏辨ㄨ瀵瀛芥缁楂垫藉锛涓涓寰哄璇瑕句猴杩跺涔灏辩轰杩涓逛涓CFA璇寮鸿涓存ㄨ涓崇惧害

璁稿瑙寰CFA璇ヨ瑰涓舵ｏ杩2000澶涓ヨ圭涔浼缁涓绉镐杈归瑙锛浣CFA璇姝ｇ稿逛杩200澶涓瑕涓绘硅广浠版涓锛璐㈠℃ヨ〃锛瀹锛℃璧锛缁锛涓瀹绛绉璇姣杈澶эョ堕寸簿涔搴褰渚ч锛ㄩ圭稿璇剧涓涓瓒冲澶涓娴疯储缁ぇ瀛介宸ュ绠＄瀛CFA璧娣CFA FRM璇浜鸿甯涔浼ㄥ钩朵璇句腑澶姊崇ヨ癸璁╁杩浣硅广规璇洪璺瀹硅绾LOS荤归癸璁╄璇ラ姣釜绉ヨ硅姹锛骞朵ㄥ涔褰涓瑰ヨ广ㄥ钩跺涔涓氨璁╁峰浜涓村虹瑙ヨ缁锛杩涔灏辨负浠涔涓娴疯储缁ぇ瀛介宸ュ绠＄瀛⒙锋辰绋锋CFA涓绾ч杩藉杈惧86%

CFA涓绾т绾т绾хヨ浣绯绘

CFAヨ浣绯讳弗璋昏ц寮猴涔釜绉ヨ借浣绯伙浣浠涓ヨ缁ｅ氨浣瀹浠凤濡浣存板ㄥ烘㈠ф璧涓ㄦ翠涓璧剁CFA瀹瑰ㄨ璁″规涓涔峰蹇锛瀹涓瀹缁ㄥ被ゅ烘ワ璧缁绠＄℃璧琛宠ц寮虹绉缂颁涓功锛杩疯瀛璧锋ヤ杞绘俱涓姣釜绉ソ病浠讳宠锛瀹璐ㄤ纭涓釜锛瑕翠涓茶捣ャCFA涓绾ч舵娌℃缁瀹绉ㄩㄦｇ涓猴

琛涓洪瀛绉浜鸿储瀵绠＄锛Behavioral Finance & Private Wealth Management锛

烘璧璧缁绠＄锛Portfolio Management for Institutional Investors锛锛

璧洪缁姒蹇碉Capital Market Expectation & Economics Concepts锛锛

璧浜ч缃Asset Allocation锛锛

椋╃锛Risk Management锛锛

琚ㄥ涓诲ㄧ哄剁浜у缁绠＄锛Management of Passive and Active Fixed Income Portfolio锛锛

哄剁浜у缁绠＄锛Fixed Income Portfolio Management锛锛

＄エ缁绠＄规锛Equity Portfolio Management & Special Issues锛锛

琛椋╃搴Risk Management Application of Derivatives锛锛

绫绘璧缁绠＄锛Alternative Investment for Portfolio Management锛锛

涓缁╄浠峰褰锛Performance Evaluation and Attribution锛锛

ㄧ璧涓缁╁锛Global Investment Performance Standards锛锛

璧缁崇ц绠＄板钩琛★Execution of Portfolio Decisions & Monitoring and Rebalancing锛

ㄦ讹涓绾т绾у虹绋搴存褰卞璇杩姝ら瑕ㄤ绾т绾ф跺氨濂藉虹荤绉璁恒缁搁鹃锛ㄥㄧ虹涓锛灏翠釜ヨ浣绯昏浼璐锛ㄩ㈡с＄с昏у版ヨ瑕广姣绔CFA浜绾т绾ц璇骞翠锛涓娴疯储缁ぇ瀛介宸ュ绠＄瀛⒙锋辰绋锋CFA涔ㄤ绾т绾ч舵寮哄ぇ甯璧璁╁剁版㈠虹锛椤哄╀绾х骇版

1

CFA涓绾хヨ浣绯

虹璁虹ヨ虹舵锛稿崇ヨ戒璁╄瀛锛璇镐浠ョ璁虹ヨ瀹уゆCFA涓绾хヨ稿藉ヨCFA涓绾ч灏辨兜浜翠釜璇稿烘璧浜у浠缁锛杩涔澶惰璁硅哄癸绫讳骇㈡扮璇稿哄烘ヨ锛杩绫讳骇烘及兼ā锛杩灏辨哄剁㈡TIPS杩╃哄革垮哄革浼涓,MBS/ABS绛绛锛氨璐ф锛缁璐㈡挎跨璐у跨

2

CFA浜绾хヨ浣绯

渚ч瀹＄ヨ革濡璇CFA涓绾ц璁猴浜绾у瀹¤藉锛CFA浜绾хヨ姘村钩瑕姹烘浠ヨ浠绘璧ヨ藉瑕姹锛杩涔灏辨负浠涔CFA浜绾уㄤ澶璁ゅ娆CFA浜绾х翠釜ヨ浣绯绘浜璐ㄤ锛ｅ氨浜ц浼帮涓瑰璧浜ц浼帮翠釜浜绾ф寸哄瑰氨╃ㄥ绉妯″瀹锛瀵瑰甯鸿琛棰娴娣卞害瑙瀵锛骞朵寮鸿鸿储″瑕э朵晶瑰跺ㄥ哄稿＄エ浼板肩哄灏や负撅℃绫昏浜ф虫敞ROE缁ц╂鼎跺ョ涓存эｄ哄哥被瑰氨娴瓒虫灏辨绫昏浜х璐ㄩ伴浠ユ翠釜浜绾ф瑕璇浠锛灏辨璧浜т及煎跺浜ㄥ烘㈢虹涓锛ㄥ╃ㄦā板杩琛娣卞害娼ㄤ环硷浣绾у苟娌℃规惧ㄦ璧绠＄锛浜绾х翠釜瀛浣绯诲凡缁涓浜甯杩ㄤ锛骞朵ㄥ杩绋涓凡缁浠ュ瀹ㄥㄧ瑕浜烘浠峰艰浼板锛ｅ氨娴涓轰富锛涓哄甯ュ涓昏㈠瀹㈡锋涓ㄨ朵澶涓浜煎苟缁浜椤癸涓涓瀹灏辨瀵逛瀹㈡凤杩浜ㄤ绾х璐㈣璐㈠＄宸茬‘缁轰浼板肩瑙ｅ虫规

3

CFA涓绾хヨ浣绯

浠ユ璧洪缁缁村瑙搴ョ患璇娴璧缁剁涓╋翠瀹浣姣釜璧椤圭规э濡昏淇╁椋＄エ藉虹璧绐澶绛绛CFA涓绾ф娑电瀹瑰氨浣洪缁蹇椤绘斤涓洪瀛杩灏辨绠＄锛杩ㄥ瀹瑰涓绾т绾ц绯昏捣ワ浠澶村涔锛跺CFA浠ュ颁绾у氨涓甯跨杩绋锛CFAヨ瀹瀹ㄥㄥ浠ュㄤ互瀛滑姣涓㈣涓宸ヤ涓褰寮虹句锛涓瑕卞ぇ堕磋棰澶涔锛涓CFA渚棰杩涔棰㈢寰澶璇锛涔芥ㄤ涓璇姹杩琛堪锛杩瀵规澶у辫瑙ｈ藉杩搴浠ュ璇昏辨绌舵ュ藉锛甯╃锛杩澶藉涓浜楂惧害璇惰揪涓扮