2018骞CFA涓绾ф╋澶涔缁璇В

CFA璇灏卞ㄦˉ涓凤娌″板ご寰跺缁瀵逛芥炬撅浠ュ氨绠涔杩浜CFA涓浜绾х涔涓芥炬锛涓CFA璇惧害澧锛瓒板㈤惧害灏辫澶э瑕澶涔澶灏辫抽负浜锛涓㈠氨ョCFA涓绾ф澶涔缁璇В锛瀵逛CFA涓绾ц璇涓瀹瑕ㄦ╂归璇圭绛归㈤戒瑙ｉ交

CFA涓绾х澶涔Notes杩涓澶寮濮澶涓绾ф舵版锛涓绾х澶璧涓澶锛蹇Notes瑕搴澶锛澶澶杩浜纰澶涔璧锋ラ惧椤炬澶卞郊澶ф变涓涓堕寸锛绛浜功瀹锛寰涓筹瀹瑙寰瀛娌＄涓浠涔锛涔规ラ涓绾у板璁蹭逛涔瀹癸惧╃notes锛浜瀹璇涓绾notes瑕杩浠ョ

涓绾ц璇浼拌寰澶浜哄澶浜寰澶璧锛寤鸿濡娌℃堕村氨Notes涓轰富锛涓鸿锛濡堕村瓒冲氨涓轰富姣杈濂界娴绋浠ご板熬璇讳锛浣浼瀹瑰舵ｏ跺璇Notes锛浣浼Notes荤寰寰濂斤Notes璇讳袱锛涓蹇璁扮涓娓妤璇炬璇荤稿冲瀹癸冲涓ゅㄥ濮棰瀹规ā棰褰惰涓绋瀵瑰澶堕寸揣杩轰汉澹ヨ寰惧帮寤鸿灏杩绋楂缂╋澶涔棰妯℃棰缁ヨ癸瑕㈤勘颁戒互瑰绾蹭腑娑版存癸瑕规

璇惧棰MOCK涓瀹瑕缈绘ヨ锛涓锛堕瑕э镐俊杩CFA涓浜绾х芥繁浣浼瓒瓒骞歌锛澶╁mock姝ｇ‘75%浠ヤ蜂浠ュ跺涓涓涔璁″锛寤鸿棣notes锛姣瀹涓涓reading锛灏卞涔棰ㄥ杩跺浣浼棰瑙寰濂斤板涓浼灏辩绛妗锛涓绾у澶绛棰璺瑰浠ラ杩璇惧棰绛妗瀛

CFA涓绾ц璇涓璇渚ч瑰ㄥ浜锛涓轰绾ц绌剁涓翠锛浣蹇椤绘涓ヨ硅涓烘翠锛涓浜绾ц璇娉ㄩ涓ヨ规ユ璇ㄤ绾т腑寰璁茬┒涓ヨ圭璧锋ヨ锛浠ュ椤诲涓瑙棰瀵逛绾хヨ瑰舰涓涓ぇ寸翠缁达瀵逛涓绾у涔涓洪瑕濡浣浠ヤュ氨涔绛浣浜功瀹锛浣涔规ラ涓绾у板璁蹭逛涔瀹广涓绾ц璇富瑕寸璧缁ョ锛虫璧缁瀹规稿榻ㄧ

涓绾ц璇富瑕寸璧缁ョ锛虫璧缁瀹规稿榻ㄧ涓绾т腑璁句洪缁璁╀缁涓汉烘瀹㈡风瀹垫ュ璧缁ㄥ璧缁杩绋涓棣浣寰缁瀹㈡峰investment policy statement(IPS)锛IPS瀹瑰ㄥ骞磋璇涓涔ㄤ40%宸硷ㄦ浣归㈠瀹癸璇蹇椤诲板揩锛杩归㈢瀹瑰涓烘浠ユ病瑙锛ㄧ瑙ｈ捣ヨ伴剧锛ㄥ蜂澶涔涓ヤラ浠ヨ绯绘浠ュ╀瑙ｃ灏辨璧归㈢璧浜ч缃璧涓缁╁涓浠风瀹广

灏辨璧归㈢璧浜ч缃璧涓缁╁涓浠风瀹广涓绾ц璇浼拌寰澶浜哄澶浜寰澶璧锛寤鸿ㄨNOTES澶CFA骞寸棰灏辫浜锛浣骞寸璇ョ锛濂藉璇椋艰骞寸椋兼寰澶х涓浜锛浣绠″浣棣寰NOTES涓㈡ヨ规濂斤涓绠℃硅癸澶棰涓ヨ圭瑙ｅソ

充绾т涓昏棰辫浣瑕蹇涓瑕锛ㄧㄨ辫浣涓ㄦ病蹇瑕浼璇锛璇ュぉ椹绌虹灏卞ぉ椹绌哄瑕琛ㄨ揪娓妤灏辫锛绱т换浣涓锛涓璇堕村涓戒汉ヨ绱ц揩涓澶у瑙棰璺浜绾х稿锛浣涓锛涓瑰ㄤ浣绛瑕涓绛妗锛杩涓瀹瑕姹㈢浣瀵癸涓㈢棰璺浜汉涓轰寰濂斤瀹涓稿涓濡瑙ㄨ缇棰婊￠烽便

Essay浣锛惧ㄥヨ浼璐藉涓〃杈捐藉姣濡IPS锛涓RRTTLLU锛杩璺℃璧锛fixincome锛绫绘璧锛琛浜у锛椋╃绛稿炽瀵Essay棰圭癸寤鸿濂界寮哄规涓卞ぇ堕寸涔浣锛IPS (Investment Policy Statement)浣哄妯″缁版釜甯哥ㄧ抽CFA涓浼涓鸿娉璇煎璇ｅ锛浣瑕姹缃哄ゆ卞璁＄昏搴姹IPS板寤鸿浣跨ㄦ棰浣(bullet point)瑰ュ浠ｅ寸瀛ュ绛锛娉ㄦCFA璇涓辨璇锛浠ュ充娇寰澶辫璇璇浣昏姝ｇ‘浠跺浠ュ辫浣瑕蹇涓瑕锛ㄧㄨ辫浣涓ㄦ病蹇瑕浼璇锛璇ュぉ椹绌虹灏卞ぉ椹绌哄瑕琛ㄨ揪娓妤灏辫锛绱т换浣涓锛涓璇堕村涓戒汉ヨ绱ц揩涓澶у瑙棰璺浜绾х稿锛浣涓锛涓瑰ㄤ浣绛瑕涓绛妗锛杩涓瀹瑕姹㈢浣瀵癸涓㈢棰璺浜

Portfolio Managementㄥ璇瀹归璇婚ぇ锛瑕姹璇荤瑙ｉ搴揩Performance Evaluation涓哄锛瑕缁涔棰瑙ｈ蹇GIPSㄤ绾ц璇涓Portfolio Management涓ヨ硅蹇澶,瑕卞ぇ堕村己璁板

Asset Valuation涓Fixed IncomeDerivatives惧害杈澶э朵腑Duration Immunization, Credit Derivatives, Hedging Mortgage Securities, Controlling Interest Risk, Cash Flow Matching芥稿娣卞害锛寤鸿浠缁璇荤稿崇CFA瀹规锛浣勾搴澶э姝ゅ浠ラ杩涓瀹缁涔浠ユ

Derivatives涓Option Strategy搴缁妯″炬ョ瑙ｈ蹇锛濡Bull Spread Strategy, Bear Spread Strategy, Straddle Strategy, Butterfly Spread Strategy, Calendar Spread Strategy界稿娣卞害锛寤鸿棰杈澶堕翠缁瀛娑

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濂戒换浣涓浠朵介瑕蹇锛CFA涓绾ц瀵搴绛ワ冲锛浠ュ宸с㈢舵ヨ锛浠氨瑕板涓搴锛ぉ卞斤涓娆℃ч杩瀹ㄦ界锛镐俊涓涓句姣涓浜猴涔浼璁板姣釜浜虹姊筹绁浣涓璺『╋