CFA  距离考试还有    天



发表时间:2015-08-25 02:30 编辑: 告诉小伙伴:



       Topical Outline

        CFA Candidate Body of Knowledge (CBOK)

        I. Ethical and Professional Standards

        A. Professional Standards of Practice

        B. Ethical Practices

        II. Quantitative Methods

        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

        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

        A. Financial Reporting System (IFRS and GAAP)B. Principal Financial Statements

        C. Financial Reporting Quality

        D. Analysis of Inventories

        E. Analysis of Long-Lived Assets

        F. Analysis of Taxes

        G. Analysis of Debt

        H. Analysis of Off-Balance-Sheet Assets and LiabilitiesI. Analysis of Pensions, Stock Compensation, and Other Employee BenefitsJ. Analysis of Inter-Corporate InvestmentsK. Analysis of Business Combinations

        L. Analysis of Global Operations

        M. Ratio and Financial Analysis

        V. Corporate Finance

        A. Corporate Governance

        B. Dividend Policy

        C. Capital Investment Decisions

        D. Business and Financial Risk

        E. Long-Term Financial Policy

        F. Short-Term Financial Policy

        G. Mergers and Acquisitions and Corporate Restructuring

        VI. Equity Investments

        A. Types of Equity Securities and their Characteristics

        B. Equity Markets: Characteristics, Institutions, and Benchmarks

        C. Fundamental Analysis (Sector, Industry, Company) and the Valuation of Individual Equity Securities

        D. Equity Market Valuation and Return Analysis

        E. Special Applications of Fundamental Analysis (Residual Earnings)

        F. Equity of Hybrid Investment Vehicles

        VII. Fixed Income

        A. Types of Fixed-Income Securities and their Characteristics

        B. Fixed-Income Markets: Characteristics, Institutions, and Benchmarks

        C. Fixed-Income Valuation (Sector, Industry, Company) and Return Analysis

        D. Term Structure Determination and Yield Spreads

        E. Analysis of Interest Rate Risk

        F. Analysis of Credit Risk

        G. Valuing Bonds with Embedded Options

        H. Structured Products

        VIII. Derivatives

        A. Types of Derivative Instruments and their Characteristics

        B. Forward Markets and Instruments

        C. Futures Markets and Instruments

        D. Options Markets and Instruments

        E. Swaps Markets and Instruments

        F. Credit Derivatives Markets and InstrumentsIX. Alternative Investments

        A. Types of Alternative Investments and their CharacteristicsB. Real Estate

        C. Private Equity/Venture Capital

        D. Hedge Funds

        E. Closely-held Companies and Inactively Traded SecuritiesF. Distressed Securities/Bankruptcies

        G. Commodities

        H. Tangible Assets with Low Liquidity

        X. Portfolio Management and Wealth PlanningA. Portfolio Concepts

        B. Management of Individual/Family Investor Portfolios

        C. Management of Institutional Investor Portfolios

        D. Pension Plans and Employee Benefit Funds

        E. Investment Manager Selection

        F. Other Institutional Investors

        G. Mutual Funds, Pooled Funds, and ETFsH. Economic Analysis and Setting Capital Market ExpectationsI. Tax Efficiency

        J. Asset Allocation (including Currency Overlay)K. Portfolio Construction and Revision

        L. Equity Portfolio Management StrategiesM. Fixed-Income Portfolio Management StrategiesN. Alternative Investments Management StrategiesO. Risk Management

        P. Execution of Portfolio Decisions (Trading)Q. Performance Evaluation

        R. Presentation of Performance Results 


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