CFA涓绾у璇杩绋锛5涓锛5Notes锛浜5

璺绂CFA缁╁烘ヤ蹇袱涓~杩浜澶╀浜璁╂浠缁浠缁缁锛跺ㄧ繁宸茬病褰瀹璇ｅ叉涔娌℃ラ缁╂剁ｇ村~

褰瀹CFA瑷涓璇宠锛ㄥ涓ヨ璇翠浠涔

堕寸芥贰涓~

翠釜璇存ユCFA涔璺浠ョ3涓5ユ荤锛5涓锛5Notes锛涓辩浜5

浠ュ浜浜哄璇荤ワ浜哄涔浜涓涓や釜锛虫浜哄澶涔浜涓灏辫浜病娉锛汉虹澶樊锛瀛涓濂戒娇锛绘浜灏卞锛浠ュ界ㄨ绉绗ㄦ规

虫冲CFA锛ｄ规ㄧ绱ㄩ绋寰瑙ｇCFA界ラ锛瀹楂璇涔6涓12涓ㄨ辫璇锛姣勾Level1ㄧ杩涔灏辩惧涔涓澶

褰寮濮绌剁瀛繁涔娣辩ヨ繁搴瀛澶灏锛璇寸澶у骞磋繁涓涓璇句娌″扮逛涔锛澶чㄥ堕撮藉瀛辫浜锛浠ュュ锛蹇涓瑰块芥病锛崇瑕涓涔ㄧ涓锛姣杈ユ杈锛蹇锛崇㈢惰灏辫涓楂э灏辫锋ヤ

借CFA撅跺杩CFA瀹句ㄤ撅ㄤ村お骞匡12涓娑涓涓ヨ癸涓娆¤璇涔灏240棰锛娑ヨ逛灏变浜句釜锛浣负浜杩璇锛涓ヨ逛涓寰涓~瀵逛伐浣浜烘ヨ锛绻浜澶锛椤惧浜藉璇讳功瀛ヨ锛ㄨ辫璇芥澶х库浜藉瀛ヨ锛瀛澶锛澶ぇ

3浠芥ョ锛姣勾Level1涓ゅ鸿璇6浠戒猴12浠戒猴灏卞㈣锛繁ラ繁搴瀛澶灏锛浠ユ病㈡6浠界ｅ猴瑙寰充娇涔~靛~跺姝ｅ濮澶涔CFA宸叉7浠界浜~

版境娲诧ㄦ扮澧锛ㄦ扮瀛瑰寮濮逛澶搴繁涓涓璇鹃藉揩涓瀹浜锛浠ユ规病堕寸CFA涓瑗库

骞虫跺お锛涓娆㈠涓瑗匡浠ヨ娆′璧锋繁瀛寰涔涓璧峰浜~靛~版境娲茬绗瀛锛瑕璋㈣阿Amanda ~璇存ヤэ涓涓锛涓浜骞村ぇ瀛惰璐㈠℃ヨ〃戒界

绗瀛涓らㄩ淇ㄦVenture Capital锛涓ㄦTakeover锛芥崇锛Team Project借Financial Analysis Forecasting锛杩浜芥ㄨ界ヨ〃虹涓锛浠ュ朵涔戒浼繁宠ョ澶撮炬按

寰璋Amanda锛TakeoverTeam Project濂逛璧凤界跺跺Group Meeting锛浣瀛颁涓灏涓瑗匡姣Meeting剁濂规浣锛х峰规VC~O(_)O~

界舵VCTeam Project涔灏辨釜涓缁╋界1骞寸瀛缁褰剁Project寰澶婕锛浣VCTeam Project繁浠烘澶涓涓涔繁瀛颁瑗挎澶涓涓~

澶涓涓虫璋㈢灏辨瀛~靛~浠凡缁璇澶灏骞村~绠绠涔蹇10骞翠~靛~杩涔澶骞撮锛浣甯寰澶寰澶~充娇颁婢虫床姣杩瑕楹荤~靛~绗瀛ㄥ淇Empirical Techniques and Applications in Finance锛璇寸戒灏辨~澶у芥瀛锛浣娌℃杩惰璇涔灏辨绗璁扮浜锛涓涓ㄢ病冲帮绌剁璇剧颁

瀛娆″苟涓锛灏辨璇剧绔惰Matlab缂绋瑕瀛缁寮浜锛涓涓汉跺杩娌℃浜哄浠ヨ锛ㄥ寸浜轰戒浼杩甯涓璇磋灏辫借锛姣灏辨涓涓哄consultation time锛ｆ跺濂借繁杩朵璇锯涓璇炬芥跨涓甯锛版ス借璇浜舵界涓瑗匡绛板繁寮杩浼

寰璋㈠瀛姣戒璇锋浠Matlab缂绋锛姣浜や涓涓ゅぉ锛朵瀛浣涓讹跺浠浠ラ骞姝ｇ~O(_)O~杩ㄨTeam Project涔ㄥ颁Matlab缂绋锛板父板父璋㈠瀛变蹇瀵硷杩ㄨ涓汉缁╀互浠朵涓涓缁╁甯歌~浣涓娌″(*^__^*) 诲烩

绗瀛璇惧烘CFA虹涓锛涓Financial Statement AnalysisFixed Incomeㄨ璇涓浜20%12%锛浜鸿Financial Statement Analysis借70浠ヤ锛CFA Level1烘灏卞浠ヨ锛涓ユ~靛~锛

浠ョ浜瀛浜杩涓らㄦ崇璇剧~涓杩瑙寰烘ㄧ锛璇句甯璁茬瀹瑰跺CFA归剧锛浠ュ浣璇惧澶涔CFA锛浼杞绘句灏~涓ㄥ缓璁慨璇撅灏辨涓瀛璁╂寰璁￠锛涓Quantitative Method姣12%锛杩涓ㄨ绋璧锋ョ姣渚灏辫揪颁44%~濡姝や楂~

寤鸿杩ㄨ涔绔ラ浠濡浣浠绠CFA锛浠ユ规CFA璇剧繁寮遍」浠＄稿宠绋锛涓瀹瑕杩澶уソ璧婧~甯╃寰澶у~

浜杩涔澶锛杩娌℃寮濮姝ｉ锛ㄥ氨ヨ璇存CFA澶涔涔璺~

绗瀛缁锛瀵3涓锛浼翠1涓锛澶у＄杞浜涓锛绗涓74ュ濮姝ｅ椹诲句功棣~浠74ュ濮澶涔124ヨ璇锛绠绠存5涓~靛~翠釜澶涔杩绋锛瑙寰璁″板父瑕~

涓娆㈠璁″浜猴浜浜哄戒瑙寰杩风浜哄戒уお寮猴浜哄お杩浜匡浣瑙寰璁″ц璁″锛藉府╀涓灏堕达涓浼璁╄繁娓妤繁ㄥ浠涔锛繁藉杩浜浠涔~

烘浼ㄦ寮濮涔涓涓杈绠ョ璁″锛姣釜借瀹椤逛换★跺ㄦ釜涔绋璇灏杩浜瀹瑰版釜锛ㄦ涔涓涓璇璁″~褰舵浠ラ璁″璧朵涓蹇跺璁″璁╁舵硅濂藉锛浣蜂浠诲′芥瑰锛堕村浠ラ惰~

浠堕翠ョ锛CFA澶涔涔璺浠ュ涓4涓舵锛浠瀹逛锛浠ュ涓5涓舵

讳璁″5涓5Notes5

绗绗璇5功涓ら锛绗蹇宸╁猴绗娉ㄩ癸绗绐~

跺璇寸锛ㄧ涓跺锛姣寮濮扮涓灏变瑙寰涓浜涓瑗挎扮锛绘蹇

涓哄涓や釜浠ユぉ涔浠ョ浜NotesBook1Book2Book3~寮瀛涓鸿涓涓璇撅浠1涓7澶╀锛澶╀涓璇句澶CFA~

浠ョ绗舵涓澶╃涓~Middle Exam涔瑙杩瀛绉Pass搴璇ヤ浜锛浠ュ濮涓7澶╀逛负涓澶╀涓璇惧澶CFA~杩峰Week 9 跺凡缁Notes浜涓ら锛浣Ethical and Professional Standards锛涓归芥病杩

寰杩ㄥ瀹归瑕璁板澶锛㈢浼澶灏蹇澶灏浠ュFinal Exam涔寮濮寰封

浣缁╁烘ュ浜瀹缁璇汉RP

12涓11涓绫荤锛寰疯浜涓绫烩

фу~靛O(_)O~

ㄨ瀹瀛＄FinalCFA璇灏辨存村╀2涓ㄤ10澶╃浜绗绗锛浜1娆CFA瀹规ā锛涓澶╁蹇浜绗~繁杩绗瀛姝汇绱

ュㄥ藉璇讳功灏辨ㄥ藉跺澶эㄥ浜涓CFAUNSW涓涓12寮瀛娌′涓Week 4浠氨涓涓Minor Case瑕浜も

Week 567瑕Middle Exam锛缁浜ヤMiddle Break10澶╁锛浣肩濮濮寮瀛Week 8Week 9涓や釜Presentation锛濂藉╃Middle堕存ュ澶

Presentation瀹锛Week 11Week 12 瑕浜ゅ绉Team Project锛浠ユ杩瑕璧跺哄涓Group Meeting

寰12ㄧ锛句1涓瑕寮濮Final Exam

Final瀹浜锛绂CFA璇涔灏卞╀袱涓浜

婚戒璁╀汉茬

ㄨ崇绠CFA绔ラ浠涓缓璁

涓浜哄娆㈡规繁濂芥5Notes涔遍『搴ョ锛跺瑙寰5Notes椤哄ョ灏卞ソ~

SCHWESER杩风Notes涔浠浠瀹锛濡浣╂Quantitative Method锛褰浣Fixed Income朵讹浣浼拌濡璁＄ㄤ浼ㄥCV涔绛

濡虫规繁濂界锛瑙寰浠ュㄥ瀹存寸灏Notes瀹涓浠ュ濮~

澶冲缓璁绠CFA浠涓瑕Notes锛杩瑕澶棰锛跺浣浼涓涓ヨ硅繁ラ锛浣涓鸿烽ｆ风棰涓瀵光

璇寸戒锛CFA璺搴璇茶圭镐技锛Pass浣灏卞椤讳棰

ㄥ涔涓ら跺锛Notes涓棰锛ㄥ涔绗绗跺CFA瀹硅棰

板父板父板父寤鸿CFA瀹规ā棰锛褰浣瀹Notes涓棰CFA瀹归讹浼规病娉姣锛Notes涓棰瀹圭棰稿樊澶

CFA涓寰峰瑕姹锛瀹借璁鸿璇棰涓藉澶娉棰锛浠ュ浠充瑙CFA璇棰椋硷CFA瀹硅棰氨涓濂界ユ锛璇撮芥CFA繁虹棰~

ㄨ浠ュ涓涓CFA涓烘璇澶妯¤棰锛涓汉瑙寰妯¤棰浼姣棰绋寰句浜~锛涓ラ杩绠涓绠杩涓寰峰~靛~锛

寤鸿澶уㄧ绗绗跺姣瀹涓涓ヨ瑰浠ュ涓涓荤Notes涓荤涓姣癸杩峰ㄧ╀跺浼浜锛ㄨ涔虫璋楂涓涓讳换浣杩绉规寰濂藉濂界ㄥ锛浠涓濮浣跨ㄨ充锛寰ㄣ垮~锛

涓㈡绉璇翠涓CFA12ㄧ~

Ethical and Professional Standards 锛15%锛

杩ㄨ繁宸涔涓濂借浜哄寮~濡璋濂界规涔缁浼涓~靛~

渚涓汉缁ョ锛杩ㄨ瓒╁涔锛涓瑕绛版版瓒病堕淬蹇瓒ャ瀛瓒涓浣瑙寰朵11ㄥ浠ヤㄧCFA瀹硅Notes灏辫锛杩ㄤ瀹瑕CFA缂寰锋锛

Notes杩ㄥ瀹瑰お绠ワ涓烘寰锋涓ㄥ~姝ゅ锛や寰锋澶锛杩瑕CFA瀹硅GIPS瀹癸界跺浣涓瀹瑕锛繁ㄨ涓㈠氨浜寰澶х浜

Quantitative Method 锛12%锛

瑙寰繁杩ㄨ涓お濂界绔ラ浠浠ュ缁璁″璇惧~充蜂瀹癸涓汉瑙寰锛Time Value of MoneyDCFㄥㄨ涓ㄨ卞お澶堕达涓哄ㄥ㈣濡Fixed Income锛Equity Investmentㄥ瀵逛浠搴ㄤ寰澶~

瑰浠ユ惧ㄩｅ涓Market Return Probability Distribution Hypothesis Testing涓~灏ゅ舵浼涓Market Return涔寸镐杞Z妫楠t妫楠F妫楠绛琛ㄨ揪褰㈠~

Economics 锛10%锛

杩ㄥ涔灏辨井瑙瀹瀹癸Notes涓杩ㄥ茬嚎惧澶锛瑕浼瑙ｉ涓剧缁绔ラ浼瑙寰杩ㄥ寰ワ寰杩ㄥ哄ソ垮~

涓鸿ㄥ瀹瑰烘芥姝荤ヨ锛板璁＄涔浼娑灏涓浜~涓¤锛娌′跺氨ㄨ瀛杩杩璇炬ｅ涓撅杩ㄥ棰涓浼澶ぇ~

Financial Statement Analysis (20%)

澶涔讹琚汉瑾涓烘炬诲涓~姣涓锛拌ㄥIncome Taxes Non-current Liabilities跺氨娌″涓

杩涓ㄥ姣澶э浣杩涓寰涓

澶у跺烘娌℃瑙accounting涓瑗匡灏卞杩绾т璁★ｄ45骞村浜浠ユ濡㈡璇寸锛璐㈠℃ヨ〃烘涓澧跺绔ラ浠寤鸿浣浠￠杩ㄧ稿崇璇剧~

杩ㄥ瀹癸瑕寰涓寮ヨ〃BSISCFS涔寸绯伙CFS浼存杞存规存杞存规~

缁绉Ratio锛瑕藉版釜Ratio借藉哄琛ㄨ揪寮ラ涓浜Ratio涔寸绯~

瀵逛Forecasting瑕ラ瀹涓浜棰娴宸э涓涔锛浠涔~缁DCF规锛娓FCFFFCFE涓~

Inventoriesㄥ锛瑕缁杩ㄤ绉瀛璐ф瑰ラㄤ绉涓规涓Ratioヨ〃涓绉浼楂锛浼浣~Long-lived Assetsㄥ锛瑕ラcostscapitalized锛expensed锛峰寰software development costs

浼Depreciation涓规杩琛璁＄锛ラIFRSU.S. GAAP涓璇稿revaluation绛哄~Income Taxesㄥ锛繁ㄥ锛锛锛涓瀹涓瀹瑕ラ浼瀵艰DTA锛浼瀵艰DTL锛

Non-current Liabilitiesㄥ锛涓昏涓轰袱ㄥ锛涓ㄥBonds锛瑕ラ哄哥琛浠璧绛ㄤ寮ヨ〃涓锛涓ㄥ充lease锛瑕ラfinance leaseoperating lease哄ㄤlease涓锛lesseelesserヨ〃~褰InventoriesLong-lived Assets Non-current Liabilities绛ㄥ戒虹Ratio璁＄~

Corporate Finance 锛8%锛

杩ㄥ跺涓お撅璇寸戒灏辨NPVIRRPIWACCCAPM璁＄规锛NPVIRR浠ョㄩ璁＄ㄧ存璁＄~

dividends and share repurchases ㄥラstock dividendsstock split朵涔楂锛浠涔浣锛浠涔锛骞朵浼璁＄EPS~Working Capital Management涓昏璁茬涔灏辨Current Asset Current Liability~

Portfolio Management 锛5%锛

杩ㄥ涓撅姣涔涓澶э涓浜瀹瑰Quantitative Methodㄥ灏卞凡缁虹杩浜锛澶缁瑰樊锛宸绛锛ラ绯荤椋╋绯荤椋~

姝ゅ瑕缁涓や釜ModelCMLSML~

Equity Investments 锛10%锛

跺瑙杩ㄥ瀹规烘哄锛褰跺妯¤惰ㄥ绘揩瀵瑰

棣瑕ラ绉securitiescurrenciescontractscommoditiesreal assets圭瑰哄跺ラ绉financial intermediaries 浠浠渚＄哄ラshort salemargin buy圭癸ラ绉orders圭癸ラ涓绫诲markets锛浼ㄤ规璁＄security market indices锛椤哄甫浜瑙ｄfixed-incomecommodityreal estatehedge fund indexes圭癸ラmarket efficiency涓绉褰㈠浠ュ浠浠Technical analysisFundamental analysis绯伙浼瑙ｉ涓浜anomalies锛瑕浼杩ㄤmodel璁＄PV

Fixed Income Investments锛12%锛

ㄤ慨Fixed Income Securities and Interest Rate Derivatives涔锛杩ㄥ璋涓瑙姣澶ぇ锛澶锯

浣浜瀛淇杩ㄨ锛涓涓ソ甯芥瑰浣瀵逛ㄨ娉~David锛釜寮轰汉锛寮轰汉锛

杩ㄥ瀹瑰跺涔烘哄~棣锛瑕浜瑙ｅ绉risk锛ラmaturitydurationcouponsyieldoptionsinterest rate risk崇郴锛ラduration绠璁＄规锛ラ绉涓fixed income security圭瑰哄浼瑙ｉ涓绉╃缁璁猴浼璁＄bond value锛杩ㄥ浠ヨ璁＄PV绯讳涓~

浼璁＄绉yield锛骞剁ラ浠浠哄绯~ラshort-term forward rates spot rates 绯汇杩ㄥ璁＄浼寰澶锛煎娉ㄦ娓棰腑璇寸骞村娆′渚濡涓骞N娆′涓瀹瑕couponや互N锛堕翠浠N锛discount rateや互N锛

Derivatives 锛3%锛

杩ㄥ涔灏辨forward锛futures锛option swap~ 瑕ラ杩浜contract圭瑰哄~Forward ㄥ浼璁＄FRA锛Futures锛瑕浼璁＄Margin Balance锛Option撅涔楹荤杩ㄥ繁瀛涔涓濂斤濡朵Option瀛涓濂界绔ラ浠Option璇惧~Swap锛ラ浜ゆ娴绋锛浼璁＄规瑕浠澶灏灏辫~

Alternative Investment 锛3%锛

杩ㄥ变姣澶锛涓姣澶涔绘涓浠ユ绘病澶ㄦ浣ㄥ妯¤舵锛杩ㄥ繁涔ヨ规浜绻涓昏惰寰ラETFs浼缂虹癸浼ㄤ规瀵Real Estate Investments杩琛璇浼帮ラHedge Funds椋╋『甯瑙ｄCommodities Investments~

宠瀵逛拷姹瀹缇虫釜ヨ归藉涔扮绔ラヨ锛Notes涓濂界~伴ｅ瀹ㄦ浠ュㄧ瀹规讹跺氨姝㈡

Notes5璧锋ュ戒灏卞瀹规涓やｄ锛浠ュ宠ワヨ圭娑电涔ㄥ~界跺舵5Notes浜5锛浣ㄨ璇跺杩浜涓浜Notes涓惧虹杩瀹光

浣浜汉杩疯姹涓楂锛姹Pass灏卞ソ绔ラ浠ヨ锛Notes灏卞凡缁冻澶浜~瑕芥Notes涓ヨ规涓80%宸锛杩CFA12ㄥㄩ70浠ヤ涔ㄦ芥淮~(*^__^*) 垮库

璇翠杩涔澶锛浜杩涔澶锛杩1骞村瀛娲伙杩5涓CFA澶涔涔璺杩涓瀹涓瀹虫璋㈣涓骞村涓璧峰杩甯╂浠~

璋㈣阿Amanda~姣伴锛绘冲扮涓涓浣佃锛浠ｉ瀛颁濂藉濂藉~

璋㈣阿寮瀛~杩涔澶骞村浣绘剁缁璁查璁查

璋㈣阿Christina~姣涔扮跺锛浣讳甯濂藉~垮~

璋㈣阿Echo~濡锛杩涓骞磋界舵浠蹇锛浣姣釜诲娆㈢浣涓佃~(*^__^*) 诲烩

璋㈣阿Arm~浠CFA璺~璋璇ｅぉ缁绉RP~O(_)O~

璋㈣阿瓒~ 浠璧蜂璇炬澶锛ㄤ璧风堕存匡浣浠ㄤ璧风跺寰寮蹇~靛O(_)O~

璋㈣阿浣浠即锛璁╂瑙骞朵瀛ゅ~