| 正文 |
要想學(xué)習(xí)CFA這門博大精深的金融課程，對(duì)于課程的了解必不可少。先做好心里準(zhǔn)備，是否有把握學(xué)習(xí)下去，也可以在大致了解CFA考試所涉的金融領(lǐng)域。
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.
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| 導(dǎo)航大圖 | |
| 責(zé)任編輯 | |
| 導(dǎo)語 | |
| 大標(biāo)題 | |
| 標(biāo)題一 | |
| 標(biāo)題二 | |
| 標(biāo)題三 | |
| 標(biāo)題四 |
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