CFA涓绾уA杩瀛哥缁浜

璺绂12浠界CFA璇堕存ヨ杩浜锛澶у扮芥╂╃杩ヤ澶舵锛涓杩涔涓浜涓烘涓娆℃浠ユ病浠涔CFA澶缁锛瀵逛堕寸╀互圭绛归㈤戒ユ涓锛浠ヨ涓涓CFA涓绾уA杩瀛哥缁浜

充CFAュ

ヨ骞12浠界CFA涓绾ц璇锛绠绛骞充环涓涓CFA Level 1涓借撅涓杩ヨ㈡杈骞匡3涓惰瀵10ㄩ稿宠绋ヨ锛杩绉璇锛涓瑕浣澶瑕浣澶锛瑕澶瓒筹璋藉浠ヨ寰濂斤瀵逛ュ涓涓缓璁ｅ氨冲浜璇氨涓瑕硅鲍锛涓瀹瑕灏芥╂ュ涓哄ソ锛涓CFAearlybird锛瓒╂ュ璇璐圭ㄥ氨瓒浣煎涓ュ剁昏涓婚濂芥gmail锛hotmail锛yahoo杩绉ㄥㄤ骞挎浣跨ㄧ锛QQ浠涔杩浜с

缁锛涓绾хㄧ靛宸茬冻澶浜锛Notes濂界ǔ杩锛靛ㄥ涔ユˉ缂鸿濂界ㄧ锛涓昏杩靛涔蒋浠剁ユ惧芥惧颁功涓稿虫蹇靛府╃瑙Notes涓涓澶妤姒蹇点

靛浣跨ㄧ涓癸Vital Source锛靛涔蒋浠剁锛ュ浼跺颁涓锛涓濂界涓硅蒋浠讹娉ㄥ骞舵娲诲氨浠ヤ杞界靛浜锛涓娲伙浠ヤ娇5骞达蜂璁颁娓浜锛ㄥ缃绔涓拌锛搴璇ユ病锛锛涔灏辨5骞村娆′杞戒ュ褰骞寸锛浠ヤㄦ蹇佃洪瑁绯荤涔璐电靛涔涓㈠け

充CFA

澶涔ㄥ扮锛Schweser Notes 2014 锛浜板ぇ绾蹭瀛浜2015Book2锛Book3锛澶颁锛12,13,14涓骞寸MockSample锛借L1姣勾浠ヨ涓ゆ锛浣Mock姣勾涓濂锛Sample碉娌′拱杩锛涓璇锛锛靛锛涓昏ㄧ涓缁涔棰锛杩涓甯稿ソ锛锛锛SchweserPractice exam 2014锛Standard Handbook惧害CFA缃璇捐棰

CFA璇瀛璧涓昏涓ょ被锛涓涓烘虹Study NotesCFA瀹规CFA 瀹ㄨ娉ㄥ璐逛腑锛CFA 瀹稿璇绘锛涓杩骞朵瀵瑰涔涓璇瀛绮捐Schweser Study Notes 缂浠LOS(Learning Outcome Statement璇涓衡绾测) 涓哄虹锛CFA‘楂瀛琛ュ璧璁稿CFA 璇瀛藉渚璧Study Notes, 浠Study Notes 渚规瑰涔绌舵釜LOS锛跺璇CFA 涓渚瀛璧浣涓哄涔琛ュ

告涔涓锛CFA瀹锛界跺涔澶э浣淇璇浜瀹圭ㄩ㈡сCFA涓绾ц璇浠ュ瀛Schweser Study Notes锛CFA INSTITUTE瀹规瀹浠ヤ瀛涓CFA涓绾ц璇稿绠锛Schweser Study Notes瓒充互搴浠璇锛涓CFA涓绾ц璇澶300锛400灏跺冲褰跺堕磋冻澶锛寤鸿璇CFA INSTITUTE瀹规瀹锛涓哄㈢浜涓绾ц璇涓虹甯杩寰澶朵CFA璧锛规繁瑕╂喘涔般

CFA瀹规

1CFA瀹逛澶ч锛渚濡The Analysis and Use of FinancialStatementsFixed Income Analysis绛绛锛杩浜芥歌╋涓杩濡绾抽杩璇锛寤鸿缁杩

2curriculum锛灏辨己舵淳瀛璧浜锛姣骇芥6涓稿瀹瑰ｏ骞朵涔缂戒锛浠ョ簿惧峰ㄣ拌薄甯告繁荤浜绾хFSA(financial statement analysis)fixedincomeｉㄥ(MBSABS簿)锛涓绾хbehavior financealternativeinvestment杩ㄥ戒锛寤鸿璇讳

3Sample questionMockup锛杩逛负渚涓洪瑕璧浠扮ュ电锛瀹瑰璐规渚涓濂Sample涓濂Mock锛棰澶濂棰瑕棰澶跺(浼间50锛)界朵环间锛浣杩浜烽惧害瀹璇稿锛notes妯℃棰涓芥锛姝や瀹瑕锛骞朵ㄥ棰杩绋涓澶澶娴洪浜虹璺俱

4Codeof Ethics and Standard of Professional Conducts锛CFAI涓灞涓浼锛涓ㄥ跺稿虫锛Code andStandard灏辨朵腑涔涓锛澶杩澶у榧GIPS绛绛ㄥ澶璇达寰锋搴璇ヤ翠瀛ㄦ杈癸绌哄氨璇讳璇伙澶寤鸿ㄥ缃涓杞戒濂扮靛(v2005)瀹涓锛寰蜂存CFA璇涓涓绾ц璇寰蜂杩涓杩娴瑷(璇姣甯镐澶)锛浜绾ц璇涓甯稿父浼4寰烽锛涓绾ц界堕寰锋渚涓锛浣GIPS浠绉瑙搴浠ヨCode and Standard寤朵几锛浠ヤ澶稿璇达寰寰疯寰pass°

ｄ瀹瑕涔CFA 瀹锛Curriculum锛锛杩涓瀹浠2008 骞磋捣锛CFA 瀹宸茬ㄨ璇璐圭ㄤ腑锛靛绾歌川靛绾歌川涓绉绫诲┿浠╃靛涓瑕澶璐圭ㄣ

Schweser Study Notes

Schweser Study Notes戒浜虹烘瀵CFA璇渚澶涔璧锛瀹硅灏藉苟涓绐洪癸界惰骞寸棰捐藉CFAI瀵硅浜硅虹锛垮notes涓瑰洪(冲己舵娲炬锛绠翠弗杩antimonoplylaw)浣notes瀹规村绗╁锛朵跺璇ユ涓哄涔广虹notes烘寰澶锛渚濡KaplanSchweserStalla绛锛朵腑Schweserㄥ藉姘澶эㄧ浜轰澶姝よ蹇澶(跺涔娌＄杩锛娌℃姣杈)

涓富瑕浠缁Kaplan锛1Kaplan涓璐跨缂杈ㄦ规LOS(Learning OutcomeStatements锛curriculum浠缁姣涔虹锛浠ョ瑙ｄ负绾层)杩琛璁茶В渚LOS缂杈虹notes姣骇芥6瀹圭簿硷璇蹇璇汇

2Volume1Volume2锛Kaplan虹妯℃棰锛姣濂朵腑V2惧害村ぇ锛村瀹锛姝や搴浣涓洪广ㄦ堕村瑁骞朵瀹瑰棰宸茬杩典锛寤鸿瀹V1灏ゅ舵绾э瑕涓瀹缁涔锛浠ュ璇舵堕村涓灏村艾点

3SecretSource浠ュ瑙棰璇剧锛SecretSource瀹涓notes瀹圭娆＄簿硷涓notes宸茬稿绠姝SS浼婕澶ч瑕ヨ广涓杩杩ㄤ绾х跺浣跨ㄤSS锛瑙浣涓烘椤剧杩藉澶ч绗璁扮堕寸充棰绋锛璇涓讹瑙灏辨甯虫锛ゆ惰ц川锛浣涓鸿辫璇缁涔绱锛ｈ稿涓

充CFA堕村

灏杩80%堕寸ㄥNotes涓锛朵腑EthicsFRAFixed income璧DerivativesAlternative涓锛伴Corporate FinancePortfolio涓ら锛缁涓涓堕寸浜瑙棰锛浜涓骞寸MockSamlpe锛蜂靛㈢璇达朵堕翠瓒5%蹇界ヤ璁°

2015.22015.6锛涓涓瀛锛画缁浜NotesEthics锛涓涓ュEthics缁瀵规璇锛锛㈣缁璇达伴涓涓ㄥ锛缁浜璁＄TI锛浣跨璇跺浠ュ甫涓や釜璁＄璇跺灏卞甫浜TI涓涓涓や釜璁＄ㄣ涓や釜璁＄ㄧ哄ㄤ绾ф扮Discount Payback Period璁＄锛涓涓瑙寰姣杈瑕哄涓㈢垫寰逛究锛瑕猴杩涓涓炬

2015.72015.8锛涓锛涓鸿椹剧э寮虹浜涓ヨ〃锛稿寮恒

2015.9锛1000+娌娌℃濮ュ浜ㄦ锛姣ぉㄩ涔涓寰璁ょ涔锛涔寰8H/DayэBook3ヨ〃涓锛Book4&缁绠＄&璧涓锛堕村氨10浜

2015.10锛藉锛娌℃浜涓璇剧褰卞锛Book5哄剁&琛&绫绘璧锛澶чㄥ瀛涓瑗匡堕藉跺Book3锛璧锛哄剁涓锛ㄦ涓缁锛灏辫涔杩浜

2015.11锛寮濮瑙棰锛涓昏璇句汉璺蹇ヨ癸杩绉瑰寰楂锛堕杩汉璁茶В娣辩瑙ｇ樊Mock惧ㄥㄥㄥぉ杩琛妯℃锛Sample╃ㄦ病璇剧涓翠釜涓涓杩琛璁

涓『╅虫崇绉寰锛

1.澶╅わ

2.Notes宸茬浜涓瑗夸锛娌℃归逛

3.繁圭璁颁瀹瑕锛灏遍瀹浜锛

4.繁棰绗璁颁瀹瑕锛灏遍瀹浜锛

5.灏寰烽ㄥ惧ㄦ锛寰烽ㄥ棰芥渚锛㈡涓浜棰浣规&锛濂藉㈢瀹逛瀵圭瑙ｅ渚瀹瑰甯╋ㄧ寰风跺瑕瀛锛缂虹规浜锛涓澶绯荤锛涓ㄧ簿Notes寰烽ㄥ瀹ㄥ浠ヤ锛存寰锋灏介

6.SchweserNotes姣釜section㈤戒缁涔棰锛涓璁烘搴娣卞害杩舰寮棰藉樊璺杈澶э娌℃锛ㄤ缁姒蹇电宸ュ凤寰濂藉寰宸借涓浠ョ╁涓浠ュ繁测锛褰朵浠ヤ锛

7.涓瀹瑕瑙缁涔棰锛芥浜ㄥ棰╅锛涓瑕楹荤璁ょ锛璁ょ荤锛冲涓ら锛

8.繁娉ㄧ郴缁锛姣Notes借瀵逛绫诲浜椤硅琛娉浠ユ楂涓涓

荤涓涓CFA澶规

1ㄩ璇CFA涓荤硷

ㄩ绡璇讳腑锛跨涓涓ヨヨ炽㈠濡姝や″璇荤┾锛涓瀹瑕淇蹇锛璇CFA notes璇炬璇诲扮稿涓涓娉ㄩ讹瑕涓澶璇诲涓涓浠ユ句锛瀵硅繁涔瑙涓涓荤琛ㄨ揪涓涓锛繁瑙ｇ绔癸缈讳功稿杩涔ヨ圭绗涓蹇浠ュㄥ涔涓╃ㄨ捣ャ涔搴煎瀹归癸绗璁帮逛究ㄤ澶涔杩绋涓ラ

2ㄧ瑙CFA圭虹涓璁板锛

瑙ｆ借蹇寸㈠纭ㄥ涔跨嚎涓规繁靛ㄦ涔35涓跺浠ヨ琛椤挎寸浣涓洪舵х瀛绋冲洪舵灏ㄨ繁瑙ｄ锛肩绗璁扮炕烘ワ濂藉ソ寮涔ラ伴璇诲涔涓ㄨ涓锛瑕娉ㄦ涔浠ヨ蹇涓轰富涓瑕绘璇碉姝昏纭寰寰瀹规娣锋姒蹇甸涔憋褰卞璁板

3澶椤撅绯荤у棰锛

绯荤ф锛绯荤у棰锛绯荤у抽涔繁ヨ圭瓒锛ㄧ瀹CFA notes姣绔锛ㄧ璁颁奸逛灏卞璇ュ敖蹇姣绔瀵瑰缁涔棰锛х璁颁瀵瑰繁灞寮姝ｅ板ㄦ蹇堕磋锛瀛互寸ㄣ娣辨扮ヨ拌薄寰蹇瑕

4棰涓惧CFA璇锛

棰娴锋ㄨ澶璇规涓借般棰娴锋姝ｇ杩ㄤ浠棰涓瀛瑙ｉ璺规繁璺褰㈡蹇昏ㄥ瀵圭姝ｇ璇锛浜瑙ｈ璇洪瑙寰杩涓璁稿棰灏卞浠ョ灏辩姐瑕ㄥ棰讹蹇瑙瀵骞寸棰姒蹇电瑰ㄨ骞磋璇虹棰被棰CFA洪ソ?ㄩ娴蜂腑缁锛缁寰繁介浠浠杩宸层

やCFA瀛规澶锛璇汇绮捐CFA notes璧锛ㄨ涔瑕CFA涓绾Schweser notes锛5瀵瑰5notes涓缈昏锛璇炬ㄥ归借锛姣璇惧棰涔瑕涓ㄨ璇涓棰肩ㄥ涔浠ユ规韩堕村锛靛璇惧涓ㄨ插洪舵锛涔涔棰浠ユ涓涓俱5notes澶涓绾х稿锛朵绁椹芥病濂规ョ瑕璇20澶╄寮濮妯℃棰锛mock锛烽锛sample锛瀵瑰涓缈昏澶涔界剁炕璇杈纭浣杩锛

CFA澶涓瀹瑕板ㄩ㈡⒊CFA瑰CFA剧规浣CFA蹇椤昏锛濡浣灏杩浜CFA圭郴缁妗跺杩ヨ繁娴峰淇璇璇村濂斤濂借т濡绗澶淬涓璁轰㈡杩璇撅杩锛瀵规涓繁杩ヨ癸借垮虹ヨ褰浠ヤ杩锋浼拌薄锛ㄨ璇澶涔杩绋涓涔圭ヨ绗璁版浠ョ炕