2017骞CFA涓浜涓绾у绛ョ簿

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

瀵CFA涓浜涓绾ц璇澶涔规锛

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

CFA涓绾ц璇澶涔ぇ姝ラ锛

1.瀛瑙琛

绯荤瀛璁″ㄥ杩绋蹇涓灏澶灏澶瀛堕磋宠韩瀛瀛藉锛浣浠缓璁灏250涓剁瀛堕淬ュ瓒崇堕存ュ涔骞跺ㄩ㈡癸骞舵渚ч瀛繁寮辩

2.ュ涔堕

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3.璁＄ㄧ浣跨

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4.绮捐

CFAヨ浣绯伙CandidateBodyofKnowledge绠绉CBOK锛锛curriculum锛缁骞惰杩颁璧琛涓涓ㄥ瑕广寤鸿涓SchweserStudyNotes锛灏姣涓Session藉涔涔濡涓瑙ｇヨ癸浠ラ杩Curriculum瀵圭稿瀹硅琛ョ瀵逛绾ц锛瑰涔Level1SchweserStudyNotes杈CFA瀹规绔涔棰寰锋灏卞浠ヤ

5.澶涔舵

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6.涔棰插洪舵

瀵硅璇锛CFA姣勾戒渚online questions锛甯╄濂界稿冲澶锛澶ц撮娴璇堕淬妯℃璇棰戒绱фｈ绾诧棰缁芥弧瓒CFA稿宠姹

浜绾с涓绾ч杩缁锛

Level 2

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CFA浜绾х锛

1. 浜绾у涓绾т寸惧害璺ㄥ害锛涓瑰癸杩涔CFA杈涓骞村涓骞村璇浠锛甯澶у╁濮澶锛璁板璁般濡浣繁ц涓锛骞村濮澶戒涓鸿缁灏辨璁ｄ袱涓涓濡姝汇

2. Notes瓒冲锛濡璇讳缈绘浣璇惧棰杩烽瑕锛澶

3. 浜绾у蜂璇瀹硅涓绾у樊涓澶澶у锛浣ヨ瑰舵ｄ锛娌℃涓绾чｄ剧绯荤锛瑕繁荤锛涓涓ヨ逛寸绯汇杩瑕扮涓涓灏辨璇寸绯荤锛杩涓瑕CFAヨ㈣界跺骞匡浣绔浠讳缁浼璁＄稿崇涓瑗块芥歌绯荤锛璇荤涓借寰ヨ寰舵ｏ浣扮浜锛浣浼姣功姣釜ヨ逛寸浼间ラョ绯伙璇讳涔灏辨村娣卞伙ｄ涓剧绯诲ㄤ涔ユュ璇昏涔跺氨浼剧烘ワ涓瑕寰璇讳瑕堕翠瓒ヨ扮涓ㄤ涓涓板氨浠ヨ瀹5Notes

4. 涓澶╋schweser虹secretsauce浜涓ら锛锛涓濂界荤锛璁╁凡缁郴缁ヨ村缁娓般浠ヨ涓规锛瀹涓戒唬垮涓瀛锛浣涓瀹澶╃绉瀵姝ㄣ

5. 浜绾у板璁＄瑕姹寰澶锛涓瀹瑕澶棰ㄤ绾ч㈡扮ｄ宸э渚濡瀵硷浠ュ芥版茬嚎捐蹇锛浠堕涓村ㄣ

6. 瀹Mock exams涓瀹瑕

Level 3

涓板己璋涓瀹瑕澶辨堕村澶CFA璇锛缁跺涓绾т舵ㄥ涓涓锋寮濮澶у骞寸锛╀涓や釜澶锛涓杩涓瀹楠瀹ょ宸ヤ撮锛杩瑕paper锛缁舵浜绾х澶杩绋村椴琛娣婕充缁╋甯涓烘杩娌℃璇绘缁╁锛涓涓寮璁″锛浠ユ寰澶椤癸浠ヤ负寰涓濂界椤瑰ㄦA锛瑙寰磋虹涓涓ら」BC 讳杩涓涓杩杩涓癸硅ｅ璇锛涓瑕版袱涓寮濮璇CFA!

CFA涓绾х锛

1. 寰澶浜鸿浜绾ф涓绾ч撅跺涓汉瑙规绾ф俱璁＄绠锛浣ヨ规浜绾ф撮舵ｏ姒蹇垫хヨ规繁搴存繁锛涓村渚ч浜杩濡涓涓涓鸿韩锛寰澶ヨ瑰介芥冲瀵规ヨ枫浠ュ浜绾ц烽ㄦ蹇碉涓璁＄璇锛灏辨村瑕瓒崇堕村璇汇瑙ｅ姣涓ヨ癸浠ワ骞村澶锛涔瑙寰涓涓鸿涓や釜=浣姝汇

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3. 璇惧涓瀹瑕锛涓锛浣缁瀵逛浼

4. 琛涓洪瀛杈扮瀹癸璇婚ㄦ存功涓杈澶уヨ逛寰澶锛浣琛ㄨ薄娆洪锛璇姣寰灏浠ュぇ瀹朵瑕卞お澶堕村ㄨ涓蹇璇伙涓棰浠ュ骞寸棰

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7. 浜绾т凤secretsauce绉瀵姝ㄣ

8. 瀹Mock exams涓瀹瑕