2017cfa考试科目章节。对于每一个cfa考生来说,在备考cfa前需要了解自身学习背景与
cfa课程相关内容权重,这是一个良好的学习规划必不可少的一部分,以下cfa考试内容,主要为以下10个点;
1. 道德和职业标准
2. 数量方法
3. 经济学(迈克·帕金版)
4. 财务报表分析
5. 公司金融
6. 投资组合管理
7. 权益类投资分析
8. 固定收益证券分析
9. 衍生工具分析与应用
10. 其它类投资分析
以下为详细的章节内容,大家可以详细的看出涉及到哪些知识点和相关领域;
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
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