I. Ethical and Professional Standards(伦理和职业道德规范)
  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(财务报表与分析)
  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
  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
  VII. Fixed Income(固定收益)
  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(投资组合管理及财产规划)
  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
  *Note: The CBOK Topic Outline was updated July 2014.
  CFA评分标准
  考试成绩分为"Pass"或者"Fail";
  CFA一级、二级成绩一般在考试结束后60天内公布,CFA三级成绩在考试结束后的90天内公布;
  评分体系: CFA考试中会对各个科目单独评分,每个科目的成绩分为三档:<=50%、51%-70%、>70%.CFA协会会把考生各个科目成绩汇总做加权平均,从而评判考生是否能通过考试;
  CFA协会官方尚没公布具体的通过标准,以下标准为根据历年考生的实际通过情况进行估算的:考生正确的答案数量>=全球成绩排名前1%的考生的平均正确答案数量的70%。
  例如:试题总量为240题,全球成绩排名前1%的考生的平均正确答案数量为220题,那么考生必须答对220*70%=154题才可通过本次考试。
  Ethics部分的影响:如果考生成绩在及格线边缘,那Ethics的成绩会对考生是否通过考试产生重要影响,如果考生Ethics的成绩很好的话,跟那些同等分数的考生相比会有更多的机会通过考试,所以考生应该更加重视这部分内容。
  CFA考生只要完成三个阶段的6-hourCFA考试,持有学士学位或累积至少四年投资决策相关经验,以及遵守CFA的道德标准守则(Code of Ethics and Standards),这样便可以得到特许财务分析师(CFA)资格。 报考CFA考试。无论考生在大学所修读的是与CFA内容相关的学系、学位、资历或专业经验,考取CFA都不会获得任何豁免。