對于每一個CFA考生來說，在備考CFA前需要了解自身學(xué)習(xí)背景與CFA課程相關(guān)內(nèi)容權(quán)重，這是一個良好的學(xué)習(xí)規(guī)劃必不可少的一部分，以下是CFA在2015年7月更新的課程內(nèi)容。 CFA考試內(nèi)容主要為以下10個點。

 

　　CFA考試科目和內(nèi)容：

 

　　1. 道德和職業(yè)標(biāo)準(zhǔn)

 

　　2. 數(shù)量方法

 

　　3. 經(jīng)濟(jì)學(xué)（邁克·帕金版）

 

　　4. 財務(wù)報表分析

 

　　5. 公司金融

 

　　6. 投資組合管理

 

　　7. 權(quán)益類投資分析

 

　　8. 固定收益證券分析

 

　　9. 衍生工具分析與應(yīng)用

 

　　10. 其它類投資分析

 

　　以下為詳細(xì)的章節(jié)內(nèi)容，大家可以詳細(xì)的看出涉及到哪些知識點和相關(guān)領(lǐng)域；I. Ethical and Professional Standards（倫理和職業(yè)標(biāo)準(zhǔn)）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 StatisticsD. Sampling and Estimation

 

　　E. Hypothesis Testing

 

　　F. Correlation Analysis and Regression

 

　　G. Time-Series Analysis

 

　　H. Simulation Analysis

 

　　I. Technical Analysis

 

　　III. Economics（經(jīng)濟(jì)學(xué)）

 

　　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 MarketsIV. Financial Reporting and Analysis（財務(wù)報告與分析）A. Financial Reporting System (with an emphasis on IFRS)B. Analysis of Principal Financial StatementsC. Financial Reporting Quality

 

　　D. Analysis of Inventories and Long-Lived AssetsE. Analysis of Taxes

 

　　F. Analysis of Debt

 

　　G. Analysis of Off-Balance-Sheet Assets and LiabilitiesH. Analysis of Pensions, Stock Compensation, and Other Employee BenefitsI. Analysis of Inter-Corporate InvestmentsJ. Analysis of Business Combinations

 

　　K. Analysis of Global Operations

 

　　L. Ratio and Financial Analysis

 

　　V. Corporate Finance（企業(yè)融資）

 

　　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（股權(quán)投資）

 

　　A. Types of Equity Securities and Their CharacteristicsB. Equity Markets: Characteristics and InstitutionsC. Equity Portfolio Benchmarks

 

　　D. Valuation of Individual Equity SecuritiesE. Fundamental Analysis (Sector, Industry, Company)

 

　　F. Equity Market Valuation and Return AnalysisG. Closely Held Companies and Inactively Traded SecuritiesH. Equity Portfolio Management Strategies

 

　　VII. Fixed Income（固定收益產(chǎn)品）A. Types of Fixed-Income Securities and Their CharacteristicsB. Fixed-Income Markets: Characteristics & Institutions

 

　　C. Fixed Income Portfolio BenchmarksD. Fixed-Income Valuation (Sector, Industry, Company) and Return AnalysisE. Term Structure Determination and Yield SpreadsF. Analysis of Interest Rate Risk

 

　　G. Analysis of Credit Risk

 

　　H. Valuing Bonds with Embedded Options

 

　　I. Structured Products

 

　　J. Fixed-Income Portfolio Management StrategiesVIII. Derivatives（衍生產(chǎn)品）A. Types of Derivative Instruments and Their CharacteristicsB. Forward Markets and Valuation of Forward ContractsC. Futures Markets and Valuation of Futures ContractsD. Options Markets and Valuation of Option ContractsE. Swaps Markets and Valuation of Swap ContractsF. Credit Derivatives Markets and InstrumentsG. Uses of Derivatives in Portfolio ManagementI

 

　　X. Alternative Investments（另類投資）

 

　　A. Types of Alternative Investments and Their CharacteristicsB. Real Estate Valuation

 

　　C. Private Equity/Venture Capital ValuationD. Hedge Fund Strategies

 

　　E. Distressed Securities/Bankruptcies

 

　　F. Commodities and Managed Futures

 

　　G. Alternative Investment Management StrategiesG. Collectibles

 

　　X. Portfolio Management and Wealth Planning（投資組合管理和財富規(guī)劃）A. The Investment Policy Statement

 

　　B. Modern Portfolio Management Concepts

 

　　C. Behavioral Finance

 

　　D. Management of Individual/Family Investor PortfoliosE. Management of Institutional Investor PortfoliosF. Investment Manager Selection

 

　　G. Economic Analysis and Setting Capital Market ExpectationsH. 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