澶х绋锛浠涓ョCFA灏斤版缁杩璇

浠涓ョCFA灏斤版缁杩璇锛涓村ヨ瑰澶ч寰澶ч棰婕缁锛杩寸甯╁澶х娉界ǚ缃CFA硅涓锛ㄨ涔琛ㄧず璋

浠ユ涓圭规CFA level 1蹇寰ㄨ浜绠涓圭圭寰ュс

姝ゅ寰涓ㄤ寰寮洪浠涓CFA level 1瀵逛绾х浜哄藉瑕澶╂堕村涔涓涓灏卞浠ヨ浜ｄ甯歌姣ぉ璇notes涓惰缁澶涓涓瀛ㄤ涓锛涓CFA level 1涓撅ヨ瑰锛瑕瀹濂芥堕达涓涓涓sub study session涓锛棰浜锛绗棰瀹锛ｄ浠ラ蹇т蹇寰涓昏府╁涓峰虹寮憋堕寸揣寮瀛骞12浠藉cfa涓绾ц璇锛璇绋甯界虹寮辩甯ヤ瑰府╋

8寮notes锛9跺剧杩quantitative analysis㈢time valueㄥ锛浜涓study session灏卞濮剧浜跺村11涔锛藉ㄥcareer talk锛绠锛澶绗璇㈣绛绛锛娌℃蹇澶㈣跺锛缈昏涓ㄥfixed incomederivative锛涓澶浠缁锛灞浜蛋椹憋ュ氨娌＄浜锛缁涓筹锛瀹拌繁璇economicsaccounting芥瀛涓圭稿崇璇剧锛搴璇ヤ杞绘俱缁灏辫疯娆轰汉1110宸锛ラ涔韬蹭杩浜锛虫充绠浜锛浣绔寰澶澶ф浜濮煎界

㈡浜涓涓瑰涓涓抽ュ澶澶

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寮濮璁ょㄥ灏辨FSA锛FSA骞磋璇涓锛鸿璇120棰㈡34棰FSA朵腑LIFO,FIFO存癸朵涓浜逛藉ぇ澶杈хｅ涓ヨ癸姣濡绉涓revenue recognition瑰ㄧ达瀵瑰绉ratio褰卞锛capitalizeexpense瀵ratio褰卞锛operting leasecapital lease奖浠涔锛Cash flow杩绠浠ヤ负寰瑕锛瀹扮涓澶

浠ョ烘ュ璇甯告敞瀵逛浜涓accounting method瑙ｏ涓哄ぇㄥ芥娣卞ユ蹇碉ratiochange寤鸿涓method瀵逛balance sheet㈡版ratio褰卞璁板伴甯哥缁绋搴涓鸿璇堕存锛涓璇跺芥瀵肩锛杩ㄥ涓ラ瓒讹涓涓鸿璁板涓瀵肩杩绋缁锛浠ュ棰灏卞揩浜璁稿

澶澶涔跺涓烘堕村崇郴锛互涓烘版病濂藉ソdefered tax锛off-balance-sheet杩涓瑕LOS锛杩娆¤寰寰澶锛璁╂杩芥涓哄ㄨㄥ辩堕村锛颁70%浠ヤFSAlevel 1 pass抽瑕杩涓戒70% pass轰灏卞澶э涔娓鸿浠ュ绮惧堕存锛寤鸿浠ㄥ寮濮

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corporate finance,equity杩ㄥ版癸浣炕浜涓涓瑙寰ヨ归芥杈绠锛涓甯歌璐杈瀹规垮浜涓虹浜涓癸姝诲藉扮ｄWACC, dividend discount model锛CAPM锛绠棰涔澶绠锛淇璇姝ｇ‘锛璇跺惰颁灏锛杩NPV, IRR姣杈锛涔勾蹇濡涓ゅㄦ堕村澶CFA锛ｄ涓瀹瑕DDM锛椤哄甫return on equity, retention rateｅ涓price multiplier杩涓逛覆锛璧锋ュ揩锛归瑕锛棰纭楂

涓涔涓ゅㄩ宸澶涓ㄦ堕村ㄨ涓ゅ瀹逛FSA涓4涓study session锛15涓锛corportate financeequity涓3涓study session锛杩20涓烘甯搁搴璇ュ樊涓澶芥涓剁涓涓锛涓跺姣釜灏㈢缁涔棰锛骞朵ㄥ璁板澶х害涓澶╁6涓锛涓ゆ璇伙骞冲澶х害涓娆¤涓灏跺涔3涓涓娆FSA,涓娆corporate finance杩烽寮ョ瑙寰寮哄害澶х瀛濂藉锛浠澶╃扮锛ぉ瑕ㄥ帮涓涓涓瑙寮鸿蹇涓锛defered tax浠涔锛浠ュ娌℃瑙锛涓轰淇璇杩搴у㈤搴ワ氨娌℃濂姐浠ヨ瑕澶辩规堕村ㄤ

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Fixed income锛杩ㄥ澶辫锛璇互涓鸿繁浠ュ璧伴┈瑙辩杩涓灏辨涓浜锛缁姝ｈ跺寰寰宸ｉㄥ㈢缁涔棰芥病锛涓澶缁锛bondㄥduration锛yield瑕甯哥缁锛涓惰ㄥ绠棰瑕寰涔锛灏ゅ舵ご插跺涓璇跺充涓duration㈡娌℃杩璐灏辨充浜杩ㄥ搴璇ュ浜涓涓癸搴璇ュㄥ㈣辨堕村涔瑙寰寰锛涓虹ヨ归芥锛灏卞樊杩涔涓撮ㄤ锛浜棰㈢（㈢（氨

涓涓抽

ethics锛涓bottom line passethics缁╃锛绔椹绾ц锛寰锋уㄦ涓锛╃ㄦぉ楗跺璇伙璇讳涓や釜浠ご璇诲板熬锛姣涓渚界涓璇涓澶╂涓GIPScorporate governance涓锛杩涓瑰跺挎不璇锛や煎借娌℃规

derivativeㄥ涓浼寰撅涓浼浠棰锛姣濡strike price灏涔绫荤

quantitative娌℃浠涔澶瑕锛杩姘寰抽с姝ｅ璇杩洪剧锛涓棰借涓や釜广灏ゅ舵statsprobabilityㄥ锛璇涔缁涔浜寰澶hypothesis testing,杩ｄchi-square, t-distribution璁＄锛浣涓Z-testｅ涓critical value璁颁氨澶ㄥ涓浼澶剧杩绠浣戒规杈锛姣濡MADstandard derivative姣杈浠涔褰朵灏辨规点time valueㄥ搴璇ヨ绠锛涓烘绔濡杩涓涓缁㈢asset valuation涔娌℃锛绠financial calculator烘с烘杩涓ㄥ涓界瀛藉浠ユ垮70%浠ヤ

economics娌℃浠缁锛绾补涓烘病堕翠锛涓microeconomics浠ュ瀛翠釜璺宠浜锛foreign exchangeｄ涔娌℃锛涓哄棰跺瑙姣杈common sense澶чㄥ堕磋卞ㄤmacroeconomics涓灏ゅ舵fiscal policymoney policy浠ュ绉电褰卞涓ヤ浼拌界micro涓涪浜涓浜锛浣ュ烘纭瀛economics瀛戒澶с

portfolioㄥ锛涓卞棰杩涓浜杈瀹规垮棰规CMLSML锛灏ゅ舵SML锛杩total errorbeta姒蹇点㈢ㄥ颁浜standard derivative姒蹇甸芥㈠杩

alternative investmentㄥ锛涓濂借锛ヨ逛灏锛real estate锛浣寰寰烘涔棰袱涓ヨ归ｇ

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涓ゅㄩ涓涔澶╂病堕村蹇notes锛绱㈡у濮绗妯℃棰锛骞朵荤棰ュ浜㈢浜濂棰涓杩姣杈璁ょ锛涔变灏堕磋姝ｃ澶跺琛ㄥ涓ワ烘借姹涓ゅ跺瀹锛涓烘寮璇跺涓涓惧害涓锛涓轰姣杈撅浠ヨ骞虫跺棰搴姹楂涓浜锛淇璇涓ゅ洪借芥跺瀹锛涓浼贡佃ヨ锛姝ｅ璇╀跺寰涓椤哄╋寰涔版瀹锛涓灏卞ソ浜锛蹇涓跺瀹杩灏辨ｅsample test跺锛濂芥ā涓娆′涓釜灏剁锛杩峰浠ユ涓涓锛涓惰璇褰澶╀ｄ涓朵及璁″ぇ

缁繁瀹濂界锛惧规锛镐俊浣涓瀹介『╅杩CFA璇锛