CFA課程設(shè)置
　　I. Ethical and Professional Standards（倫理和職業(yè)道德規(guī)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（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 Markets
　　IV. Financial Reporting and Analysis（財(cái)務(wù)報(bào)表與分析）
　　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（股權(quán)投資）
　　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（衍生產(chǎn)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（另類投資）
　　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（投資組合管理及財(cái)產(chǎn)規(guī)劃）
　　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評(píng)分標(biāo)準(zhǔn)
　　考試成績分為"Pass"或者"Fail";
　　CFA一級(jí)、二級(jí)成績一般在考試結(jié)束后60天內(nèi)公布，CFA三級(jí)成績?cè)诳荚嚱Y(jié)束后的90天內(nèi)公布;
　　評(píng)分體系: CFA考試中會(huì)對(duì)各個(gè)科目單獨(dú)評(píng)分，每個(gè)科目的成績分為三檔:<=50%、51%-70%、>70%.CFA協(xié)會(huì)會(huì)把考生各個(gè)科目成績匯總做加權(quán)平均，從而評(píng)判考生是否能通過考試;
　　CFA協(xié)會(huì)官方尚沒公布具體的通過標(biāo)準(zhǔn)，以下標(biāo)準(zhǔn)為根據(jù)歷年考生的實(shí)際通過情況進(jìn)行估算的：考生正確的答案數(shù)量>=全球成績排名前1%的考生的平均正確答案數(shù)量的70%。
　　例如：試題總量為240題，全球成績排名前1%的考生的平均正確答案數(shù)量為220題，那么考生必須答對(duì)220*70%=154題才可通過本次考試。
　　Ethics部分的影響：如果考生成績?cè)诩案窬€邊緣，那Ethics的成績會(huì)對(duì)考生是否通過考試產(chǎn)生重要影響，如果考生Ethics的成績很好的話，跟那些同等分?jǐn)?shù)的考生相比會(huì)有更多的機(jī)會(huì)通過考試，所以考生應(yīng)該更加重視這部分內(nèi)容。
　　CFA考試設(shè)置：美國特許金融分析師（CFA）三級(jí)考試課程著重于投資組合管理，還包括投資工具的使用戰(zhàn)略，以及個(gè)人或機(jī)構(gòu)管理權(quán)益類證券產(chǎn)品、固定收益證券、金融衍生產(chǎn)品和其他類投資產(chǎn)品的資產(chǎn)評(píng)估模式。三級(jí)考試（LevelⅢ）的考試形式是50%的論文寫作及50%的案例題分析。倫理和職業(yè)道德標(biāo)準(zhǔn)是CFA三個(gè)級(jí)別考試課程中均強(qiáng)調(diào)的內(nèi)容。
　　CFA考生只要完成三個(gè)階段的6-hourCFA考試，持有學(xué)士學(xué)位或累積至少四年投資決策相關(guān)經(jīng)驗(yàn)，以及遵守CFA的道德標(biāo)準(zhǔn)守則(Code of Ethics and Standards)，這樣便可以得到特許財(cái)務(wù)分析師(CFA)資格。 報(bào)考CFA考試。無論考生在大學(xué)所修讀的是與CFA內(nèi)容相關(guān)的學(xué)系、學(xué)位、資歷或?qū)I(yè)經(jīng)驗(yàn)，考取CFA都不會(huì)獲得任何豁免。
　　CFA考試主要量度考生應(yīng)用投資原則的能力及專業(yè)操守。*9階段的課程及考試針對(duì)投資評(píng)價(jià)及管理的不同投資工具及概念；第二階段著重資產(chǎn)評(píng)價(jià)，第三階段則深入探討投資組合管理。而且，全球的CFA課程與考試都是一樣的，考試均使用英文。