CFA涓涓骇璇瀹规扮璇烘

CFA璇涓澶ч惧灏辨剁ヨ圭骞挎锛浠ユ澶浜烘瑕涔澶浜э澶灏浜鸿杩浜澶чヨ硅寰姝诲娲绘ョ锛跺CFA璇瑕浜濂界瀛规锛灏卞浠ヨ揪颁锛瑕澶у垮浠ヤ涓恒

1CFA璇澶ч瑕璇

CFA璇瀵规板瑕姹涓楂锛堕氨ぇ瀛浜骞寸骇寰Н涓杩姒璁鸿涓ゆ锛跺寰澶璁＄藉虹浠‘ラ锛CFA瀵瑰ф绠锛骞堕簿绠甯甯锛甯堕规版у瀹ㄦц琛璇ゃ

姣濡澶у瀛CFA涓绾х害宄板害跺锛浼㈢澶锛跺杩瑕璇电锛杩瑕澶уラ害宄板害蜂锛浣颁涓ㄧ浣煎涓间瑕浼璇ゅ浜涓哥朵乏姣濡CFA浜绾х瀹澶锛浣瑕璇电浠舵瀵℃锛涓鸿瀵瀵逛涓圭寮璇よ荤锛涓涓甯轰涓涓褰锛浣ゆ㈡虹璇版绛璇杩浜芥瑕浠璇碉瑕浠琛瑙ｇ姣濡哄哥浼板硷瀵涓昏灏辨哄稿绉规ф杩哄哥yieldcurve棰娴锛骞朵瑕澶蹇

瀵逛浜CFA寰澶浜洪借〃绀鸿璧锋ユ杈伴撅跺杩芥璁扮‖锛杩娉ㄦ蹇规锛濂界规浠ヨ璁板氨蹇涓浜锛浠ヨ繁浠ュ姹繁涓浜璁板规锛娌℃规浠ユ规㈢涓规ヨ琛璁板

1. 瀛瀵煎濡板虹涓锛灏卞敖瀵煎洪ｄ瑕杩锋村娣辫蹇锛涓涔浠ュ府╃㈣姣釜扮锛瑕姝昏纭璇朵浜ｅ氨浜锛娌℃璺浣繁剧瀵肩璇跺浜澶т浜卞绉涓杈广杩涓瀹浜涓绾тㄣ褰讹瑕瀵CFA蹇澶涓ヨ绛宸板锛绛姣板锛绠寰Н杩浜灏ヨ卞澶╂堕村缈荤炕板灏卞ㄩㄥ版浜

2. 瀛ㄨ蹇芥版茬嚎炬ヤ唬挎瀛璁板锛渚濡Fixed income涓callable bondsputable bonds锛浠浠浠锋兼浣rateㄧ锛ｄ袱″集寮叉茬茬嚎浠ラ诲烘ワ跺涓浜稿崇姒蹇典濡convexitykey rate(key rate濂藉绾ф)翠璁板璇稿姝ょ被锛垫椿杩ㄣ瀵逛浜绾ц风╅璇锛褰㈣薄璁板缁瀵规瀛璁板ㄣ

3. 涓绾ч规AccountingEthicsAccounting涓涓FinancialStatements涓瀹瑕瑙ｉ交锛涓ヨ〃涔寸崇郴锛浠ュヨ〃涓涓＄寸崇郴锛Notes涓渚棰涔棰绠锛娓崇郴Ethics涓磋璇伙涓瀹瑕璇绘锛璇惧棰涓瀹瑕娉ㄦ涓瑕璇炬瀹规ā浠ュ朵Ethics妯℃棰锛瀹ㄦ病ㄨ涓惧害藉灏辨涓澶╃惰瀛杩姘村缃涓Ethics妯℃棰锛缁寰涓濉绯娑锛褰惰寰繁Ethics蹇锛缁璇跺Ethics绠寰涓韪娑锛璇惧寰

4. 涓瀹瑕瀹SampleMock examsSchweser涔绫荤虹妯℃棰锛娌℃堕村氨浜锛涓瑕涓瑗跨′楹汇

2CFA璇瑕璁板澶ч姒蹇

CFA璇灏ゅ舵杩璐㈠″锛涓瑕浠姒蹇垫璁扮‖锛涓CFA瀵浜甯瑙圭锛浠ラ昏瀵艰藉寰瑕姣濡璐㈠″娑板瑰浼璁″渚у褰卞锛LIFOFIFO锛锛跺杩涓瑕璁板锛瑕ラLIFOㄩ璐цㄨ澧涓瀛璐т环间及锛ｄ娴ㄨ浜у氨浼锛ｄcurrentratio灏变锛浣瑕浠ㄥぇ杩琛昏瀵硷浠瑕璁板涓浜绠璐㈠℃灏卞浠ヤ娆＄㈢涓浜寮规х蹇碉浠涓瑕璁板锛姣濡浜ゅ寮规х杩ㄥ跺ュ脊х规ф浠藉浠ラ杩娲讳腑甯歌杩琛瑙ｅ锛灏辨浠涓瀹瑕瀛规惧舰杩琛锛涓瑕璁板缁璁猴浠ㄥ涔跺浠ラ惧舰锛繁瀵煎哄缁璁恒

3CFA璇瑕澶ч棰

CFA璇棰椤哄瑕锛澶ч涔棰蹇瑕锛浣瑕濡浣棰棰负浜瑙ｇヨ瑰荤褰绾虫蹇碉Stallapassmaster锛notes璇惧棰锛Kaplan虹涔棰濂棰锛涓棰负浜瀵规翠ヨ瑰浠ユ荤锛寸轰涓璇澶ф妗跺璇剧浣绯伙板ご璺帮practicalexam锛锛棰瑰氨ョ己琛ユ灏ゅ舵娌℃瀛curriculum瀛锛涓瀹瑕杩澶чmockexam杩sampleュ讥琛ュ涔ヨ圭娆缂哄涓瓒筹杩瑕瀵硅璇璇杩琛浜瑙ｃ

CFA棰浠ヤ澶х妯″寮濮锛涓涓板烽锛虫敞姝ｇ‘锛村拌杩70%涓烘锛缁х画涓涓涓ā锛磋缁绌朵涓棰瑙ｆ堕翠澶灏辨惧姣灏妯″锛杩澶澶涔ヨ瑰ュ讥琛ワ跺究ā棰寤鸿涓濂锛娉ㄦ濂芥堕淬

涓CFA澶璧寰澶锛涔涔棰锛涔notes棰ㄦ堕翠澶绮惧典锛浠氨瑕у『搴浠浠涓锛涔>瀵>妯℃棰>mock绔缁涔棰>notes棰棰浠ユ娴涓涓繁板娌℃姝ｆヨ癸濡浣棰姣杈璐瑰茬璇ｅ氨瑕版俯涔涓浜

Notes棰灏锛涓汉瑙寰姣杈娴锛告瀛浣灏卞涓涓锛娌℃堕村氨惧锛涓蹇瑕卞ぇ绮惧ㄨ涓杩跺绮剧灏变烘ヤ寮虹Mock绔棰杩涓绉ｄ瑕ヨ圭璇棰讹CFA瀹缃涓锛浠ヤ杞藉板骞磋璇妯℃棰锛姣绔瑰虹锛璐ㄩ浠ョ锛堕翠浠ュ涓

瀵mock楂娉ㄦ锛充娇堕村绱ч芥濂借涓濡浣mock棰姝ｇ‘涔戒70%涓涓璇锛抽杩灏卞烘娌℃澶ぇ浜

4CFA璇瀵硅辫璇瑕姹

寰澶浜哄ㄦ病璇浠ュ灏卞CFA璇存锛跺涓讹瑕ラCFA璇浠骞堕ㄨ瑷璇锛浠杩洪璺靛惊浜绠锛虫绾у芥朵瀵板ぇ瀹剁淇℃绱㈣藉锛浣规版绛抽锛骞堕寰剧惧垮绌挎ㄦ浠CFA璇浠ユ澶у6绾х辫姘村钩灏卞浠ヨ琛瀛锛朵腑ユ涓寰抽锛浠ユヨCFA璇搞

1

姝ｇ‘瑙ｉ辫

辫瀛涓浜辫锛辨瑕浣瀛璇诲锛CFA璇浣瑕蹇瑕辫璇姹虹ヨㄥ涔CFA璇剧涓瀵逛辨涓濂界浜烘ヨ锛褰浠浠寮濮瀛CFA讹浼瀛CFA涓锛跺杩琛辨瀛

杩跺甯镐╀CFA璇锛涓猴涓浜涓璇戒汉缈昏杩ョ锛涓涓璇涓缈昏规锛灏卞磋甯稿涔便骞朵锛涓锛辨锛杩琛涓杞锛涓娆¤浆㈣绋锛甯告氮璐规堕达瀛涔甯镐

寤鸿浣瀛规棣瑕瑕瀛辫涓FECT灏辨涓ぇ╋朵腑娑稿崇ヨ瑰介缁绠锛浼璁★淇¤捶锛惰涓℃浣娉寰绛稿崇ヨ芥搴璇ユ纭‘瀹繁涓汉辫虹锛瀵逛稿抽绉己ヨˉャ澶辨堕达诲繁绉ｅ裤渚濡锛瀛瑕ㄨ辫璇杩ㄨ藉归㈠涓宸ュか锛瀛辫灏辫ㄧヨ归㈠堕淬

2

绉疮CFA稿璇姹

CFA稿璇姹锛甯姣浣藉浠ュㄥ绗堕撮藉浠ョユCFA稿璇姹褰涓宸茬扮ㄧ璇搞璧璐㈠＄归㈢璇姹锛瀹逛ㄩ㈡兜浜CFA璇涓涓骇ㄩㄧヨ浣绯汇

规涓涓姹搴ㄥ跺涓汉瀛璁″涔灏卞澧繁璇姹濂戒涓冲骞翠互涓昏涔锛缁瀵硅冻澶寮ヨˉ辫涓瓒筹ㄨ轰寰蹇搴

3

楂辫璇昏藉

CFA浜绾у涓绾ц璇褰涓璁稿棰戒互瑰虹浜涓杩锋涓瀹绡骞垮害璇伙瑙ｏ绛棰介瑕辨堕淬寤鸿浣锛瀵逛釜浜虹辫璇昏藉涓瀹瑕楂骞虫跺涓浜棰澶涓浜辫璇婚抽锛杩锋藉府╄繁村揩CFA璇