CFA璇浜绾ф涓绾ф撮撅绌剁惧ㄥ锛

寰澶浜哄ㄨ瀹浜涓绾ц璇浜CFA涓涓姝ョ浜瑙ｏ浣浜绾ц璇惧害村苟涓浜瑙ｏ灏辨ヤ缁涓涓CFA浜绾ф涓绾ч惧ㄥ锛

CFA浜绾ц界跺ㄧヨ棰涓涓绾у烘锛浣瀵圭瑙ｆ繁搴瑕姹姣涓绾ч寰澶锛涓棰缃惧害涔炬濡璇CFA杩姝昏纭姒蹇靛涓瀹璇宸э璁告浠ヤ茎骞搁杩CFA涓绾х璇浣浣复浜绾х璇讹瀹哥灏卞ㄤ患搴ㄤ

杩跺锛瑕灏涓浜涓や釜绾у璇瀹圭ㄤ璧枫ㄥ跺锛瀛瑙ｄ互瑕杩琛娲诲娲荤ㄣ浠ワ杩CFA浜绾ц璇瑕瀹瀛

跺锛CFA浜绾ц璇蜂璇瀹硅涓绾у樊涓澶ｅ涓浣ヨ瑰舵ｄ锛涓娌℃涓绾чｄ剧绯荤ㄨ澶杩绋涓ヨ圭瑙ｃ姊崇杩介瑕繁荤锛涓涓ヨ逛寸绯伙涔灏辨浼璐

CFA涓绾ц璇ㄦ椤归╅锛涓涓哄120姣棰锛浜涓褰卞浜绾ц璇涓涓哄60棰锛洪褰㈠绡甯缁涔村澶稿筹涓翠涓锛涓棰锛ｄ棰灏遍＄跺楂

CFA浜绾т绾х锛

姣勾板瀹瑰,瀹瑰澶

CFA涓绾ц璇渚ч浜烘蹇靛,浜绾ц璇渚ч浜浜у浠风璁哄楂绾т璁＄璁虹搴.ㄥ涓娉ㄦ抽ヨ圭.ㄨ储℃ヨ〃(FSA)ㄥ, 浜绾ц璇瀵逛璁＄ヨ瑕姹杩涓姝ユ楂,ㄤ绾т璁″瀹圭虹涓板浜骞惰喘浼璁,璧浼璁,澶甯浼璁″昏浼璁＄涓棰,骞惰姹杈ㄥ储℃ヨ〃涓浼璁￠

Equity 归, 姣勾ヨ瑰澶,璇瀹规存敞搴,瑰骞存,璇瀹逛互寰寮鸿浼缁″╄创妯″(DDM)锛辩娴璐寸妯″(FCF Discount Model)锛澶ц妯″拌村板 RI (Residual Income Model) EVA(Economic Value Added) 妯″搴 澶уぇ澧骞垮ぇ璇惧害锛 杩涓ㄥ涔澶чㄥ瀛棣琛ㄧ寰宸ㄥㄨ浜у哄剁ㄥ, 界舵ㄥㄨ璇涓浣,浣惰稿ヨ规病锛瑰澶娌℃瀹版浣杩稿虫璧浜у,ㄧ棰涓(瑰绠棰)娌℃瀹瑙锛璇琛ㄧ甯镐炽

寮鸿ヨ圭缁煎杩

濡杩, CFA涓绾ц璇规烘蹇靛,渚姝昏纭姒蹇靛涓瀹璇宸у戒茎骞搁杩璇. 浣杩风规瀵逛绾ц璇涓浜绾ц璇灏涓浜绾х瀛瀹逛覆璧锋ヨ姹缁煎搴.,ㄥ涓绾р渚ュ垢杩斥浼姝㈡浜绾ц璇

稿浜绾ц璇,浜绾ц璇村浜虹ヨ搴.姝,涓芥璁扮‖,搴娉ㄩ瀵归璇昏瑙,ㄧ瑙ｇ虹涓杩琛娲诲娲荤.板ヨ广浜绾ц璇绾ц璇寤朵几,寰澶瑕ヨ瑰ㄤ绾ц璇涓凡娑.ㄦ堕存典,搴灏村绮惧惧ㄦ板ヨ逛,杩琛圭村浜 Ethics锛Financial Statement Analysis, Fixed Income Derivatives 寰澶瀹癸变ㄥ骞舵ㄦ瀛涓郴缁板杩杩浜妯″ヨ锛璧锋ヨ涓哄伴撅寤鸿卞ぇ堕存ラ璇CFA瀹规锛跺ㄥ涔姣釜妯″崇涔濂涔棰,跺珐虹稿崇ヨ

妯℃棰冲抽瑕

绛棰搴舵杩CFA浜绾ц璇抽.涔澶,ヨ规ㄩ,缁瑕ㄨ璇涓烘.涔琛,浜涓琛,浜璁颁浣琛,璁颁璇ㄥ涓琛.妯℃棰ㄤ珐哄涔,楂棰搴,惧鸿寮辩骞跺讥琛ュ涔涓瓒充澶锛绔璇蹇CFA璇涔寮缁煎藉璇涔,跺杩绋灏辨ヨ绉疮,藉瑰荤杩绋,涓涓ヨ涓轰釜浜哄藉璧CFA璇澶ф剁

CFA浜绾х浜甯芥涓涓ソ澶涔璁″锛椤哄╁害杩CFA浜绾

寤鸿ㄥ涔跺涓轰杞绗杞富瑕瑙CFA浜绾NOTES涓ヨ癸变涓杞涔锛涓瑕瀹ㄧ锛藉褰诲界ヨ硅浠涔灏辫充娇瀹涔璁颁澶чㄥ涔娌℃崇郴锛瀹瑰お澶蹇璁颁寰姝ｅ父锛NOTES㈢棰ㄦ绔瀛涔椤昏锛杩浜棰杩杈绠锛绗瀛瀹跺珐烘瀛瀹广

绗杞涔涓昏浜ヨ圭璁板锛舵⒊姣绔ㄩ昏ㄧ瑙ｇ虹涓杩琛璁板杩杈瀹规褰跺藉涓绔充瀛ヨ逛覆璧锋ユ濂斤杩绉浜ゅㄥ寰寰涔璇娆㈣ㄥ杩绗杞瀛锛搴璇ヨ藉瑙ｅ苟璁颁ぇㄥヨ广ㄨ杞涔涓浜蹇蹇浜璁板姝ｅ父锛ㄥ涔跺涔娌℃寰濂界娉锛藉ㄧ瑙ｇ虹涓澶澶澶

绗杞涔涓昏浠ュ棰涓轰富杩涓杞娉ㄦ袱涓归涓涓楂棰缁搴CFA璇棰村澶э寮濮棰惰芥璇瑕姹堕村瀹棰介杩涓板妯℃棰ユ楂涓涓归㈡杩棰ョ瑙NOTES涓璁茬瀹广璇惰涓浼虹涓妯′风棰杩棰ユ存繁ョ瑙ｇヨ规借蹇楂浠ュ棰涓杩琛娣卞ユｄ涓澶с浠ュㄥ涔舵╀妯℃棰锛涓瀵圭妗锛跺缁绌惰繁ㄥ骞剁NOTES涓稿ヨ广