很多备考CFA考试的同学不知道复习的进度如何了,有很多人咨询CFA考试难度怎么过?CFA十个科目怎么学习这样的问题。其实可以理解,毕竟CFA考试注册报名费用这么贵,一次性通过CFA每级考试十分有必要。
下面高顿CFA老师总结CFA十个科目怎么学的相关回答。
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CFA考试一共分为10个科目,这10门科目可分为三个框架,分别是:基础框架、财务主导的框架、金融工具框架。其中基础框架涵盖有:道德与职业行为标准(Ethics and Professional Standards)、定量分析(Quantitative)以及经济学(Economics)。财务主导的框架包含:财务报表分析(Financial Statement Analysis)、公司理财(Corporate Finance)、权益投资(Equity Investments)。金融工具框架则由固定收益投资(Fixed Income)、衍生工具(Derivatives)、其他类投资(Alternative Investments)以及投资组合管理(Portfolio Management)部分组成。
以下为详细的章节内容
I.Ethical and Professional Standards(伦理和职业标准)
A.Professional Standards of Practice
B.Ethical Practices
II.Quantitative Methods(定量方法)
A.Time Value of Money
B.Probability
C.Probability Distributions and Descriptive Statistics
D.Sampling and Estimation
E.Hypothesis Testing
F.Correlation Analysis and Regression
G.Time-Series Analysis
H.Simulation Analysis
I.Technical Analysis
III.Economics(经济学)
A.Market Forces of Supply and Demand
B.The Firm and Industry Organization
C.Measuring National Income and Growth
D.Business Cycles
E.The Monetary System
F.Inflation
G.International Trade and Capital Flows
H.Currency Exchange Rates
I.Monetary and Fiscal Policy
J.Economic Growth and Development
K.Effects of Government Regulation
L.Impact of Economic Factors on Investment Markets
IV.Financial Reporting and Analysis(财务报告与分析)
A.Financial Reporting System(with an emphasis on IFRS)
B.Analysis of Principal Financial Statements
C.Financial Reporting Quality
D.Analysis of Inventories and Long-Lived Assets
E.Analysis of Taxes
F.Analysis of Debt
G.Analysis of Off-Balance-Sheet Assets and Liabilities
H.Analysis of Pensions,Stock Compensation,and Other Employee Benefits
I.Analysis of Inter-Corporate Investments
J.Analysis of Business Combinations
K.Analysis of Global Operations
L.Ratio and Financial Analysis
V.Corporate Finance(企业融资)
A.Corporate Governance
B.Dividend Policy
C.Capital Investment Decisions
D.Business and Financial Risk
E.Capital Structure Decisions
F.Working Capital Management
G.Mergers and Acquisitions and Corporate Restructuring
VI.Equity Investments(股权投资)
A.Types of Equity Securities and Their Characteristics
B.Equity Markets:Characteristics and Institutions
C.Equity Portfolio Benchmarks
D.Valuation of Individual Equity Securities
E.Fundamental Analysis(Sector,Industry,Company)
F.Equity Market Valuation and Return Analysis
G.Closely Held Companies and Inactively Traded Securities
H.Equity Portfolio Management Strategies
CFA
 
VII.Fixed Income(固定收益产品)
A.Types of Fixed-Income Securities and Their Characteristics
B.Fixed-Income Markets:Characteristics&Institutions
C.Fixed Income Portfolio Benchmarks
D.Fixed-Income Valuation(Sector,Industry,Company)and Return Analysis
E.Term Structure Determination and Yield Spreads
F.Analysis of Interest Rate Risk
G.Analysis of Credit Risk
H.Valuing Bonds with Embedded Options
I.Structured Products
J.Fixed-Income Portfolio Management Strategies
VIII.Derivatives(衍生产品)
A.Types of Derivative Instruments and Their Characteristics
B.Forward Markets and Valuation of Forward Contracts
C.Futures Markets and Valuation of Futures Contracts
D.Options Markets and Valuation of Option Contracts
E.Swaps Markets and Valuation of Swap Contracts
F.Credit Derivatives Markets and Instruments
G.Uses of Derivatives in Portfolio Management
IX.Alternative Investments(另类投资)
A.Types of Alternative Investments and Their Characteristics
B.Real Estate Valuation
C.Private Equity/Venture Capital Valuation
D.Hedge Fund Strategies
E.Distressed Securities/Bankruptcies
F.Commodities and Managed Futures
G.Alternative Investment Management Strategies
G.Collectibles
X.Portfolio Management and Wealth Planning(投资组合管理和财富规划)
A.The Investment Policy Statement
B.Modern Portfolio Management Concepts
C.Behavioral Finance
D.Management of Individual/Family Investor Portfolios
E.Management of Institutional Investor Portfolios
F.Investment Manager Selection
G.Economic Analysis and Setting Capital Market Expectations
H.Tax Efficiency Strategies
I.Asset Allocation
J.Portfolio Construction and Revision
K.Risk Management
L.Execution of Portfolio Decisions(Trading)
M.Performance Evaluation
N.Presentation of Performance Results
CFA
CFA一共有三级,一级基本是金融的基础知识,难点在于覆盖的点非常广泛,基本涵盖了你能想到的所有经济金融的方方面面。二级就会开始有些侧重和深度,三级基本偏重应用了。三级全部考完后,你还并不是注册金融分析师,这时你还只是candidate,还需要给CFA管理委员会提交申请,他们会结合你的实际工作经验决定是否颁给你最终的证书,这个也就是chartered的含义。
可能还会有很多人咨询CFA科目具体的备考事宜,其实就CFA考试来说,不同级别的考试备考差异还是挺大的,这里以CFA二级备考为例提供一份考试经验供参考。
1、明确动力和目标。
决定考试前,必须想清楚自己考试的目的和意义,这很重要,因为它关系到你今后将会以什么心态去备考。生活中,我经常会看到有些同学在备考过程中问:考CFA到底对我今后就业转行有没有帮助?这类的问题。对于这些问题,我个人看法是,这些问题应该是在你决定开始考证前就应做好的尽调,而不是在考试途中反复考虑的问题。
开始备考之前,你必须想清楚自己考证是为了什么,你可以是为了系统学习金融知识,也可以是为了丰富业余生活,甚至可以是为了让自己的名片多一个title,这都ok。
但你一定要明确自己做这件事的目的。如果对自己的目标不明确,很容易产生厌学、弃学的心理。
2、制定复习计划。
以我自己为例,我给自己自己的CFA二级备考定的计划分为三个阶段:
第一阶段,通读notes,并完成首轮知识点的总结,做题。科目顺序完全可以因人而异,我的顺序是把道德和数量放在前面,因为比较重要,后面复习的时候,还要再强调一下这两个科目。第二阶段,主要借助高顿讲义、笔记、高顿的课程进行第二轮复习。
第三阶段,刷题。
3、执行计划。
具体而言,将复习计划明确切分到每月、周、日,设定阶段性目标。CFA考试共有10个科目,自己大概有4个月的复习时间,也就是16周,平均每个科目学一周就可以了,剩下6周的时间就是冲刺。我的执行要求为:工作日每晚学习两个小时,周末两天每天6个小时的学习时间保证,这样比较轻松。
以上就是【2021年CFA十个科目怎么学?如何一次性通过CFA考试?】的全部解答,如果想要学习更多知识,欢迎大家前往高顿教育官方网站