瑕杩2018骞6CFA浜绾э瑕澶灏堕村锛

2018骞6浠CFA璇ュ绗舵姝ｅㄨ琛锛瑕ラ锛界跺锋涓告杈浜涓绾ц瑷锛CFA浜绾ч惧害浜锛浠ュ浜虹涓濂界撮瑕辫垂村堕村CFA浜绾у褰涓ㄤ腑芥芥绾ч惧害澶э涓绾у浼稿绠跺惧害杩涓瑗垮涓昏锛瑕浜鸿寮锛浠璇ヤ瑙ｈ朵腑 pitfalls锛寰澶浜烘瑙浜绾ч撅涓轰绾уお绠杩寰澶锛姣濡娌℃璁ょ澶涔杩浜锛涔灏辨浜绾ч剧芥浜绾ц法搴お澶э翠娇寰澶浜鸿交

淇姣ぉ涓灏CFA NOTES璇诲棰宸╁猴娉界ǚ缃CFA瑙棰璇剧锛CFA浜绾у绗舵搴璇ュ扮

CFA浜绾ц璇瀹瑰涓绾ф涓瀹寤剁画э浠跺涓哄涓归㈢璇剧锛ethics锛quantitative methods锛economics锛financial reporting and analysis锛corporate finance锛equity锛alternatives锛fixed income锛derivatives锛portfolio management浣灏辫璇瀹硅瑷锛惧害村锛澶х害绾у瀹圭2.53惧害寰蜂舵CFA浜绾х璇广

濡璇CFA涓绾ф颁缁涓涓甯哄朵腑烘伐凤CFA浜绾ф娣卞ュ版璁ㄨ浜宸ュ风哄跺锛瑰瀹浠瀹浠峰浼板奸锛灏ゅ舵equity锛fixed income锛derivatives锛alternatives浼板笺跺璐ㄥ氨涓稿甯瑙搴哄锛濡浣纭绉璇哥姝ｇㄤ环笺杩朵腑蹇舵板ぇ璁＄棰锛瑰derivativesfixed incomeㄥ璁＄姣杈澶借薄锛涔绾х剧逛涓涓锛浼板间浠浠绠锛涓杩瀹х归姣濡equity涓浼板兼规╁浼缂虹癸derivatives涓奖optionュ共绱浠ヨ浼板肩瀹у瀹涓や釜归藉锛缂轰涓

CFA寰锋瀹寸涓锛濂借涓规甯搁瑕杩瀹寸寰锋瀛锛浠ユ荤哄寰峰缁惧苟灏抽瑰ュ拌缁句腑

惰锛寰锋辫璇瀵硅辫虹涓濂界ヨ甯稿淇蹇锛涓涓涓ュ歌界朵辫垂寰澶堕达浣涔瀵规辫藉甯┿瀹涓涓瑕宠涓板宠浠涔锛昏板涔锛骞舵寸鸿繁涔㈡

浜绾х涓涓规储℃ヨ〃锛浼娑板ぇ储″缁变CFA璇互US GAAP涓烘锛浠ョ藉涓轰富浣涓哄锋锛姝ゆ浜璐㈠″瀹瑰涓借ヨ甯搁锛姣濡瀵瑰pension澶浠琛ㄤ腑浠ョ帮灏辫璇姣瑷锛镐宠崇郴涓ㄨ绋FinancialReporting and analysis锛Corporate Finance锛Equity姣澶х害35% 60%锛涔灏辨钩姣50%宸锛杩灏辨崇ㄤ绾у濂借涓ㄨ绋甯搁瑕濡涓ethics10%15%锛ｄ杩璇姒浼姣杈澶с褰讹杩骞朵崇惧跺璇剧锛涓哄ㄤ绾ц璇涓浼financial analysiscorporate finance瀹癸濡ㄤ绾ц璇涓惧跺璇剧锛灏浼缁涓绾ц璇甯ユ澶х伴俱

讹浜绾ц璇璇峰舰寮绾х告涔寰澶х涓锛涓涓120棰锛涓缁10绡绔锛姣绔6充绔棰界堕浜涓锛浣骞朵瀹规锛瑰澶涓借涓澶搴璇诲ぇ娈电辫绔锛涓惰ㄦ绔涓涓涓惧扮镐宠ㄥュ绛瀵硅瑕姹澶уぇ版楂

昏瑷涔锛浜绾х惧害瑕杩澶т绾э冲瑕卞澶涓绾ф堕寸涓ゅュ澶浜绾ц璇锛瀛ㄩ杩浜绾ц璇芥с瀵规锛浜绾ц瑕板璧烽瑙锛╀澶锛跺硅瀛

浠ヤ涓瑰澶CFA浜绾ч甯稿抽

1ㄧ瑙ｅ虹涓璁板稿浜绾ц璇锛浜绾ц璇村浜浠锋ā瀵瑰虹ヨ搴姝わ涓芥璁扮‖锛搴娉ㄩ瀵归璇昏瑙ｏㄧ瑙ｇ虹涓杩琛璁板棰婕缁

2浜绾ц璇浠绯讳浠舵绾ц璇寤朵几锛寰澶瑕ヨ瑰ㄤ绾ц璇涓凡娑锛村ョ浠锋ā瀹杩ㄧ规锛ㄦ堕存典搴灏村绮惧惧ㄩ广剧瑰板ヨ逛锛杩琛圭淬

3褰涓涓硅涓涓甯瀵兼╀村ソ扮瑙ｇヨ癸澧寮哄涔瀵规с

棰瀛鹃骞

CFA浜绾ц璇妗渚棰锛浠ヤ澶ф辫璇荤杩板寮锛涔釜灏釜灏骞堕寸涓涓ヨ瑰寮锛棰涓涔村存寰杩崇郴

棣瑕纭棰涓婚锛濡涓婚涓鸿储★锛涓璐㈠°娌荤绛骞朵ㄤ涓ヨ硅搞浜绾ц璇锛楂浜辫璇荤惧害锛涔浠ユ村瑰歌

妯℃棰冲抽瑕

绛棰搴舵杩CFA浜绾ц璇抽姝わㄥ涔杩绋涓涓ㄥ涔瀹涔锛涓浠瑕ヨ锛杩瑕杩琛褰棰缁璁や宸╁哄涔锛杩瑕楂棰搴涔澶,ヨ规ㄩ,缁瑕ㄨ璇涓烘.妯℃棰ㄤ珐哄涔,楂棰搴,惧鸿寮辩骞跺讥琛ュ涔涓瓒充澶剁瑰ㄦ插洪舵锛涓瀹瑕杩琛涓颁袱娆＄妯¤锛浠ヤ究惧拌寮辩锛跺讥琛ヤ瓒炽

寤剁画CFA涓绾х瀛瑰

荤ヨ锛CFA浜绾х瀹硅涓绾уㄦ繁搴骞垮害涓芥楂锛惧害界舵楂锛涓杩藉杩搴璇ョラ浜钩45%姘村钩灏辫骞寸CFA璇ョ锛notes瀹瑰ㄦ繁搴娆缂猴CFAI洪涓姣蹇璁冲涓涓ヨ圭澶搞姝ゅ浜浜烘ヨ锛200灏朵互涓澶涔堕撮甯稿瑕瑙浜绾хヨ绫绘杈绉瀛寰╀郴缁姊崇涓涓ヨ锛澶璇骞朵娴垂堕淬

CFA浜绾ц璇绉

Session NO.

Content

Weightings

Study Session 1-2

Ethics & Professional Standards

10-15

Study Session 3

Quantitative Methods

5-10

Study Session 4

Economic Analysis

5-10

Study Session 5-7

Financial Reporting and analysis

15-20

Study Session 8-9

Corporate Finance

5-15

Study Session 10-12

Equity

15-25

Study Session 13

Alternative Investments

5-10

Study Session 14-15

Fixed Income Analysis

10-20

Study Session 16-17

Derivative Investments

5-15

Study Session 18

Portfolio Management and Wealth Planning

5-10

Total:

100

1ETHIC锛寰疯棰涓绾у涓杩锛缁浜绁ㄥ崇priority浜锛锛浜CASE褰㈠撮炬村浜锛浠ュ浜杩涓绾х浜绾цヨ锛杩甯哥锛杩GIP涓

2QUANT锛板渚ф绠涓瀹规垮绉界舵浜涓灏缁璁★浣烘氨ㄦRegression宸诧涓绾х被浼硷锛寮介ｄ涓瑗夸互绠伴瑕戒瑙ｅ烘蹇碉瑕姝ｆ借瀹

3FRA锛 FSA涓ㄥ骞舵ヨ〃骞惰喘涓甯绉ヨ〃PENSION FUND杩涓ぇヨ逛锛杩绾ц璇癸澶杩涓浜宠储′涓瑗裤璐㈠℃ヨ〃ㄥ瓒夸藉CPA璇涓锛寰诲绻惧灞

4CORPORATE FINANCE: 垮濂界,涓绾х被浼笺

5PORTFOLIO锛璧缁绠＄ㄥ棰哄瑰跺瑕浠缁瀛涓璧瀛锛杩asset allocation杩浜锛杩浜棰锛涓洪芥缁父ㄨ璁虹topic浠璧瀛跺绘浜㈢璧浜х璁猴撮涓绾х榛濂杈板瀵硷绘拷ヤ璧瀛濂界缁绠＄杩涓锛跺杩ㄧ涓ㄥ

6EQUITY INVESTMENT锛 涓昏ュ共绉浼板兼规逛腑广涔寰澶涓负浜璇锛涔负浜浣灏ョ宸ヤ锛浣蹇椤昏杩浜规寰缁骞朵娓妤瀹浠绉ㄨ村寮辩规ㄣequity杩涓ㄥ浼村娑璧°琛涓浠ュ瀹缁舰跨锛烘浠风璁鸿锛浣℃璧妗舵撮瑕寤虹璧锋ャ杩ㄥ瀹癸瀛浠浠ュ澶涓娉界ǚ缃CFA浜绾х′璇剧锛甯璁茬缁淬

7FI锛姣杈澶稿绠Fixed Income锛跺FI剧锛浣涓鸿璇涓借浣瀹浠凤浜氨烘借绠璁＄璁烘蹇电瑙ｉ锛缁瀵规垮澶ч」锛BTW锛III绾ч哄剁琛杩涓ゅ灏浼存敞瀵逛骇韩圭圭瀵锛涓烘绔涓FRM锛浜у韩娴瑰瑕姣瀹浠峰CFA涓村板锛寰澶璁や负轰骇寰缁锛跺CFA涓伴涓涓浜哄锛瀵逛骇涓瑕°

8DERIVATIVES锛Derivativesㄤ绾ч㈤句帮姣濡FRA,SWAP,SWAPTION,CAP涔绫荤IRO浼璁╁娆℃瑙浜烘版堕㈢杩跺涓浼瑰撅间稿锛寰瀹规璁╀汉瑙寰ヤ骇烘杩浣村杩杩MBSABS锛惧澶锛璁╀汉缁灏辫ｄ涓ゅ锛瀛跺浼寰缁锛娌″崇郴锛跺涓浼寰澶锛濡浣堕村浠ュ涓澶涓锛濡堕翠澶浜锛澶у涓绗甯锛涓蹇瑕寰姝诲ㄤ妫垫涓锛宸ヤ跺濡绾CFACOVERAGE锛涔涓浼璁╀杩归㈢宸ヤ

濡浠宸茬寰澶瀛ュ浜娉界ǚ缃CFA浜绾х璇剧锛杩ョ揣寮瀛浜锛CFA璇跺害涓ユ硷璇瀹归惧害涔澶э濡涔涓绾т峰版涓寮濮瀛锛ｄ杩芥у氨灏寰澶

涔琛濮浜冻涓锛戒冲氨借揪扮锛濡浣涔娓存杩CFA浜绾э灏卞揩ュユ浠澶у搴э