12CFA涓绾ц璇浠╀袱涓锛濡浣澶涔姣杈濂斤

CFA涓绾у浠ヨ绠锛涓2/3notes灏卞浠ヨ浜锛涓杩涔娉ㄦCFA涓绾ц璇澶涔椤哄濂藉澶瑕CFA圭姣ュ冲澶涔椤哄

CFA涓绾ф虹璁虹ヨ虹舵锛稿崇ヨ戒璁╁瀛锛璇镐浠ョ璁虹ヨ瀹уゆCFA涓绾хヨ稿藉ヨCFA涓绾ч灏辨兜浜翠釜璇稿烘璧浜у浠缁锛杩涔澶惰璁硅哄癸绫讳骇㈡扮璇稿哄烘ヨ锛杩绫讳骇烘及兼ā锛杩灏辨哄剁㈡TIPS杩╃哄革垮哄革浼涓猴MBS/ABS绛锛氨璐ф锛缁璐㈡挎QuantitativeMethods锛锛璇姣12%锛杩涓瑰ㄧ涓绔扮涓绔浠ユ扮缁璁°伴蹇甸璁＄棰涓洪广

涔灏辨浜澶涔锛浠戒涓烘蹇电瑙ｏ瑙ｈ绠ㄧ绠娉杩冲板杩涓蹇垫崇朵姒蹇碉骞朵浠界ラ杩涓蹇典负浠涔借鸿浜姒蹇碉ｄ璇浠氨涓句

Economics:锛璇姣10%锛缁涔涓锛浠ヨ板广寰缁绗扮涓reading锛瀹缁绗扮涓涓reading锛介缁绗绗涓reading戒般

娌℃缁虹绛瀛浠瑕插涔杩ㄧ苟涓介捐锛涓昏浠ユ姒蹇靛负涓伙寤鸿棰搴棰宸╁恒

CFA涓绾х缁剧硅ㄤ昏锛界惰璇涓存瀵涔㈢瑕缁璁猴涓跺杩姣杈存锛浣澶у涓涓瑕杩ヤ涓猴ｅ氨浜缁璁哄氨濂戒锛涓烘浠璇跺瀵CFA10涓ｄ缁浣涓洪㈢涓涓ā锛浠借浣㈢寰澶缁杩缁璁哄

杩剧朵瑕澶у瀵逛浜烘缁惧舰瀵艰琛璁板瑙ｇ灏ゅ舵缁讳缁杩婚姹绾匡杩寰缁㈢剁娉绫诲哄甯鸿涓哄锛杩缁璁哄澶锛浣ぇ瀹跺藉烘拌绋瑙ｏｄ缁璁鸿舵浠繁浠ュ恒

Financial Reporting Analysis: 锛璇姣20%锛FSACFA涓绾х硅哥寤鸿澶у灏芥╂杩绔瀹11涓涓ss8ss9棰扮80%锛杩涓澶чㄥ棰绠棰や瀛瀛锛″夸锛

璐㈠℃ヨ〃杩跺澶у瑕浣涓烘绾胯矾灏卞浠ヤ锛棣灏辨瑙ｆ椤逛＄烘瑰杩浠瑕璁板T璐风璁板娉锛瑕璁板涓椤逛璁′″璧浜ц哄 ╂鼎琛ㄦ涓ぇ浣褰卞灏卞浜

CorporateFinance: 锛璇姣7%锛璐㈠CFA涓绾ч姣涓澶э涓绾х璐㈡瑕瑙ｅ璁板姒蹇垫杈澶锛NPVIRR崇绯荤浠峰浠浠ュ拷ワ浠撮瑕瑙ｇNPVprofile锛杩涓鹃甯哥瑕锛涓烘绔㈡浜寰澶虫蹇佃ヨ广

杩涓辨6涓锛绔瑕璁＄棰″锛涓昏癸璧绠娴烘浜绉澶娴规NPV句互NPVIRP规瀵规锛浣跨WACC规璁＄璧濡浣纭哄°浼′互″璧绠

璐㈢澶涔绛ユ瀹瑕璐㈠″哥锛涓绾ч ヨ璧杩瀛璐х锛 搴惰处娆剧锛澶涔拌跺锛浠瀹瑕缁璐㈠★姣姣璧浜хц川锛杩琛澶涔锛杩锋芥剧

Equity:锛璇姣10%锛涓绾Equity6涓锛瑕market organization and structure锛introduction to introduction to industry and company analysisequity valuation.璇浠ユ蹇甸涓轰富

CFA涓绾х绫 璧浜ц浼伴惧害涓楂锛抽ㄤ璇典浜姒蹇碉杩绔ㄤ绾у涔寰绠锛涓涔涓浣涓告锛璇靛ㄨ涓绔锋寰楂姣锛璇电瑰ㄤ稿哄烘ヨ浜тｄ袱涓锛㈢妯″锛跺涔ㄥ瑙ｈ锛璁＄棰哄寰绠锛杩瑕璇存涓绾х绫讳及煎跺绾х虹锛㈠澶芥涓ユ剁浠缁锛浠ヨ寰澶瑕澶у璇电

Fixedincome锛哄剁CFA涓绾х澶涔涓惧害浠娆′储″锛ㄤ涓ㄨ瑕姹澶у杩琛澶ч璁板锛哄镐骇浠缁锛杩姒蹇电娣卞害瑙ｏ绉浜у规э杩灏辨 ╃椋╋锛浠ュ璁＄锛涔告эZ-spread,OAS锛哄镐及硷杩灏辨╃锛锛浠ヤ绾у哄哥被浜у澶涔跺缓璁ぇ瀹跺变规堕磋琛璇伙璁板瑰ㄤ哄镐骇ц川姣濡涓哄稿浠ユ涓鸿ュ共N-1舵哄革杩灏辨inverseratebond涓╃崇郴锛垮哄哥绫昏ц川锛杩灏辨TIPS涔╃崇郴绛绛

拌绠锛瑕娉ㄦ瑙ｏ涔涓瑕姣濡Zspread跺瀵澶у灏辨╃茬嚎骞宠绉诲ｄ璇澶у跺瑕璁＄灏辨姣藉涓涓涓X锛璁＄X灏卞浠ヤ锛杩风瑙ｅ浠ョ寰澶璁板楹荤杩灏辨绠杩╃浜锛杩瑙ｅ跺灏辨浣骞冲扮姒蹇碉辨惧ㄩ惰瀹涓骞村涓婊ㄥ跺风锛杩峰ㄨ绠跺锛浠氨藉ㄥご瀵瑰涓ぇ姒拌薄锛涓瑕瀵瑰烘绱及煎琛姝昏纭

Portfolio Management and derivatives:锛璇姣7%锛璇圭ㄧ涓绔扮绔涓昏告璧绫汇璧缁绠＄姝ラ涓や釜璧浜х椋╁剁搴CALCMㄨ锛瀵硅哥ヨ逛涓涓涓俱璇疯纭涓绔瀹广

璇哥绠＄琛ㄤ绾х瀛姣涓澶э杩涓ょ璁板ф蹇靛灏锛芥瑕娣卞害瑙ｅ浜澶涔规瀵煎姣濡璧浜х绠＄浠┈肩淮ㄧ宸娉板㈢璇稿虹嚎锛繁轰涓ご缁琛浜ゆ涓浣瀹浠风锛涓涓ㄤ涔昏崇郴瀵煎烘ョ锛姣 濂╁钩浠峰崇郴㈤浠涔风浜ゆ姝ラ锛繁颁瀵逛澶浠戒瑕姝昏纭浜

Alternative Investments锛锛璇姣4%锛杩涓绔瑕浜瑙ｄ缁璧浜у告杈锛朵绫绘璧浜у圭广瀵瑰插洪ㄥ瑕烘圭广

绫绘璧㈡寰澶璧浜у规灏洪锛ETF,垮颁骇锛澶у绛璧浜у浠缁浜绾т腑涓昏寮鸿瀵规垮颁骇瑰Raw Land 浼板硷浠ュPE 涓浼板兼规濡VC,LBO 绛绛Hedge Fund 涔浼浜虹浠缁 瀛褰涓芥浜烘姒蹇点濡冲濂界浜瑙ｆ绉璧浜у锛杩瑕寰娣卞ョ瀛杩ㄨ瀛ュ氨瑙姣杈绌猴娌℃浠涔瑰繁荤拌薄

Ethical and Professional Standards锛锛璇姣15%锛CFA涓绾ч寰峰辨涓锛绗绔guidance to standards甯稿寰烽ㄥ姣90%浠ュ╃ㄦ╄捣浠讳琚娓妤跺22涓跺璇峰涓浜琛х

寰疯ㄥ姣绾ч借锛瀹瑕斤寰蜂杩50%姝ｇ‘锛跺ㄥ楂涓借璋ｈ锛讳や璐㈡ワ灏辫濂藉ソ瀹浜锛寰蜂归㈤匡瀵逛辨涓澶ソ瀛ヨ釜灏锛璇芥琛妗渚锛杩涓浜杩病锛″锛杩″锛浠ワ涓绠＄涓寰锋

稿锛浣涓瀹瑕藉寰娓浠朵颁″锛杩涓濂介寰风抽濡notes涓澶灏卞寰锋涓妗渚锛姝ゅ姣″借寰涓澶变负涓涓ǔ濡ョ规

CFA涓绾х澶涔椤哄浠ュ涓㈢璇姣ヨ琛锛姣姣杈楂瑕娣辩瑙ｏ垮伴锛姣浣㈠堕寸璇涔浠ヨ辫垂涓浜堕达浣娌℃澶堕寸璇ｅ氨浠ュ濂芥惧澶锛涓瀹瑕瀹浣绉涓ヨ濡夸姣楂ｅㄥ肩芥т姣杈澶с

CFA涓绾х澶涔涔瑕瓒冲堕寸锛涓缓璁辫垂涓涓堕存ヨ琛锛澶notes冲锛寰锋炬锛寰锋灏卞浠ヤ锛CFA涓绾ч惧害涓楂锛澶notes灏卞浠ヨ浜锛濡浜濂藉notes杩娌¤寰璇借浣杩姘澶樊浜涔藉杩寰

濡璇CFA璇瑕缁璇稿伴俱锋敞瀹虹鹃椋ｄ濡灏卞ㄤ绾ч舵璁╄烘撮ㄦョ寸浜с