對于每一個CFA考生來說,在備考CFA前需要了解自身學習背景與CFA課程相關內(nèi)容權重,這是一個良好的學習規(guī)劃必不可少的一部分。
  CFA考試內(nèi)容主要為以下10個點;
  1.道德和職業(yè)標準
  2.數(shù)量方法
  3.經(jīng)濟學(邁克·帕金版)
  4.財務報表分析
  5.公司金融
  6.投資組合管理
  7.權益類投資分析
  8.固定收益證券分析
  9.衍生工具分析與應用
  10.其它類投資分析
  以下為詳細的章節(jié)內(nèi)容,大家可以詳細的看出涉及到哪些知識點和相關領域;
  I.EthicalandProfessionalStandards(倫理和職業(yè)標準)
  A.ProfessionalStandardsofPractice
  B.EthicalPractices
  II.QuantitativeMethods(定量方法)
  A.TimeValueofMoney
  B.Probability
  C.ProbabilityDistributionsandDescriptiveStatistics
  D.SamplingandEstimation
  E.HypothesisTesting
  F.CorrelationAnalysisandRegression
  G.Time-SeriesAnalysis
  H.SimulationAnalysis
  I.TechnicalAnalysis
  III.Economics(經(jīng)濟學)
  A.MarketForcesofSupplyandDemand
  B.TheFirmandIndustryOrganization
  C.MeasuringNationalIncomeandGrowth
  D.BusinessCycles
  E.TheMonetarySystem
  F.Inflation
  G.InternationalTradeandCapitalFlows
  H.CurrencyExchangeRates
  I.MonetaryandFiscalPolicy
  J.EconomicGrowthandDevelopment
  K.EffectsofGovernmentRegulation
  L.ImpactofEconomicFactorsonInvestmentMarkets
  IV.FinancialReportingandAnalysis(財務報告與分析)
  A.FinancialReportingSystem(withanemphasisonIFRS)
  B.AnalysisofPrincipalFinancialStatements
  C.FinancialReportingQuality
  D.AnalysisofInventoriesandLong-LivedAssets
  E.AnalysisofTaxes
  F.AnalysisofDebt
  G.AnalysisofOff-Balance-SheetAssetsandLiabilities
  H.AnalysisofPensions,StockCompensation,andOtherEmployeeBenefits
  I.AnalysisofInter-CorporateInvestments
  J.AnalysisofBusinessCombinations
  K.AnalysisofGlobalOperations
  L.RatioandFinancialAnalysis
  V.CorporateFinance(企業(yè)融資)
  A.CorporateGovernance
  B.DividendPolicy
  C.CapitalInvestmentDecisions
  D.BusinessandFinancialRisk
  E.CapitalStructureDecisions
  F.WorkingCapitalManagement
  G.MergersandAcquisitionsandCorporateRestructuring
  VI.EquityInvestments(股權投資)
  A.TypesofEquitySecuritiesandTheirCharacteristics
  B.EquityMarkets:CharacteristicsandInstitutions
  C.EquityPortfolioBenchmarks
  D.ValuationofIndividualEquitySecurities
  E.FundamentalAnalysis(Sector,Industry,Company)
  F.EquityMarketValuationandReturnAnalysis
  G.CloselyHeldCompaniesandInactivelyTradedSecurities
  H.EquityPortfolioManagementStrategies
  VII.FixedIncome(固定收益產(chǎn)品)
  A.TypesofFixed-IncomeSecuritiesandTheirCharacteristics
  B.Fixed-IncomeMarkets:Characteristics&Institutions
  C.FixedIncomePortfolioBenchmarks
  D.Fixed-IncomeValuation(Sector,Industry,Company)andReturnAnalysis
  E.TermStructureDeterminationandYieldSpreads
  F.AnalysisofInterestRateRisk
  G.AnalysisofCreditRisk
  H.ValuingBondswithEmbeddedOptions
  I.StructuredProducts
  J.Fixed-IncomePortfolioManagementStrategies
  VIII.Derivatives(衍生產(chǎn)品)
  A.TypesofDerivativeInstrumentsandTheirCharacteristics
  B.ForwardMarketsandValuationofForwardContracts
  C.FuturesMarketsandValuationofFuturesContracts
  D.OptionsMarketsandValuationofOptionContracts
  E.SwapsMarketsandValuationofSwapContracts
  F.CreditDerivativesMarketsandInstruments
  G.UsesofDerivativesinPortfolioManagement
  IX.AlternativeInvestments(另類投資)
  A.TypesofAlternativeInvestmentsandTheirCharacteristics
  B.RealEstateValuation
  C.PrivateEquity/VentureCapitalValuation
  D.HedgeFundStrategies
  E.DistressedSecurities/Bankruptcies
  F.CommoditiesandManagedFutures
  G.AlternativeInvestmentManagementStrategies
  G.Collectibles
  X.PortfolioManagementandWealthPlanning(投資組合管理和財富規(guī)劃)
  A.TheInvestmentPolicyStatement
  B.ModernPortfolioManagementConcepts
  C.BehavioralFinance
  D.ManagementofIndividual/FamilyInvestorPortfolios
  E.ManagementofInstitutionalInvestorPortfolios
  F.InvestmentManagerSelection
  G.EconomicAnalysisandSettingCapitalMarketExpectations
  H.TaxEfficiencyStrategies
  I.AssetAllocation
  J.PortfolioConstructionandRevision
  K.RiskManagement
  L.ExecutionofPortfolioDecisions(Trading)
  M.PerformanceEvaluation
  N.PresentationofPerformanceResults