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CFA一级考试重难点,CFA考试必知!

发表时间:2015-08-12 01:21 编辑: 告诉小伙伴:
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CFA一级考试重难点,CFA考试必知!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,以下是CFA在2015年7月更新的课程内容;分享CFA一级学习方法。

              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,以下是CFA在2015年7月更新的课程内容。 CFA考试内容主要为以下10个点;具体请参照2016年CFA考试大纲:2016年CFA最全备考资料、视频和直播应有尽有!【免费下载】

              CFA考试科目和内容:

              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 StatisticsD. 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 MarketsIV. 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 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 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(固定收益产品)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(衍生产品)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(另类投资)

              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 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

             CFA一级学习方法:

             掌握CFA学习方法是基石!

             任何一门考试都离不开方法,CFA考试同样如此。同时CFA考试一门国外的考试,那么该如何应对CFA考试显得格外重要。复习策略决定着考生备考的方向和实际效果。充裕有效的时间安排,为考生应考事半功倍。考生在复习课本时必须对每个知识点做到心中有数,而不能摸石头过河。以下有三点对考生备考CFA一级非常关键:

             ①在理解基础上记忆

             对于一级考试,考生应注意在知识点着重背诵,注重对阅读资料的理解,在理解的基础上进行记忆。

             ②把握新增的知识点

             考生应将更多的精力放在每个知识点上面,进行重点突破。

             ③适当参加专业培训

             参加专业的培训,专业教师的指导,有建设性的教导可以使考生更好地理解知识、分析重点,增强复习的针对性。

             无论是什么方法,少不了总结!再总结!以上三点,加以合理安排时间,那对于CFA一级的过关指数,就更进一步啦!

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