張家口的CIIA學(xué)員看一看：高頓網(wǎng)校隨時(shí)關(guān)注CIIA考試動(dòng)態(tài)，據(jù)中國(guó)證券網(wǎng)的公告，2014年9月注冊(cè)國(guó)際投資分析師CIIA考試采用2008年版考試大綱。
 
　　CIIA考試大綱之*9部分-投資組合管理：
目錄（譯文僅供參考）Contents
*9部分Part 1
投資組合管理Portfolio Management
　
現(xiàn)代投資組合理論Modern Portfolio Theory
風(fēng)險(xiǎn)/收益框架The Risk/Return Framework
有效市場(chǎng)假說(shuō)Efficient Market Hypothesis
投資組合理論Portfolio Theory
資本資產(chǎn)定價(jià)模型（CAPM）Capital Asset Pricing Model(CAPM)
套利定價(jià)理論Arbitrage Pricing Theory
　
投資政策Investment Policy
投資目標(biāo)Investment Objectives
　
資產(chǎn)配置Asset Allocation
資產(chǎn)配置概述Asset Allocation Overview
資產(chǎn)配置類(lèi)型Type of Asset Allocation
　
資產(chǎn)負(fù)債-分析與管理Asset Liability-Analysis and Management
負(fù)債建模Modelling Liabilities
注資比率Funding Ratios
綜合優(yōu)化Integrated Optimization
結(jié)果解釋Interpretation of Results
編輯與實(shí)施Dynamics and Implementation
　
投資組合管理實(shí)務(wù)Practical Portfolio Management
股票組合管理Managing an Equity Portfolio
衍生工具在投資組合管理中的應(yīng)用Derivatives in Portfolio Management
房地產(chǎn)組合管理Managing a Property Portfolio
另類(lèi)資產(chǎn)/私人資本Alternative Assets/Private Capital
國(guó)際投資International Investments
　
績(jī)效度量Performance Measurement
績(jī)效度量與評(píng)價(jià)Performance Measurement and Evaluations
　
投資機(jī)構(gòu)管理Management of Investment Institutions
評(píng)估和挑選投資經(jīng)理Assessing and Choosing Managers
　　CIIA考試大綱之第二部分-股票估值與分析：
 
第二部分Part 2
股票估值與分析Equity Valuation and Analysis
　
股票市場(chǎng)及其構(gòu)成Equity Markets and Structures
洞察產(chǎn)業(yè)生命周期Understanding the Industry Life Cycle
行業(yè)分析及行業(yè)內(nèi)上市公司分析Analyzing the Industry Sector and its Constituent Companies
了解公司Understanding the Company
普通股的估值模型Valuation Model of Common Stock
       
　　CIIA考試大綱之第三部分-債券的估值與分析：
 
第三部分Part 3
債券的估值與分析Bond Valuation and Analysis
　
金融市場(chǎng)與工具Financial Markets and Instruments
固定收益證券：公司債券與政府債券Fixed Income: Corporate and Government
　
金融市場(chǎng)與工具Financial Markets and Instruments
貨幣的時(shí)間價(jià)值Time Value of Money
債券收益率指示Bond Yield Measures
利率期限結(jié)構(gòu)Term Structure of Interest Rates
債券價(jià)格分析Bond Price Analysis
風(fēng)險(xiǎn)度量Risk Measurement
信用風(fēng)險(xiǎn)Credit risk
　
附認(rèn)股權(quán)證的債券Bonds with Warrants
投資屬性Investment Characteristics
認(rèn)股權(quán)證的價(jià)值Value of Warrants
　
可轉(zhuǎn)換債券Convertible Bonds
投資屬性Investment Characteristics
轉(zhuǎn)換特性之價(jià)值Value of Conversion Benefits
　
可贖回債券Callable Bonds
投資屬性Investment Characteristics
估值與久期（期限）Valuation and Duration
　
浮動(dòng)利率票據(jù)Floating Rate Notes
投資屬性及其分類(lèi)Investment Characteristics and Types
估值方法Valuation Method
　
按揭支持證券Mortgage-Backed Securities
按揭貸款分類(lèi)Types of Mortgages
有價(jià)證券的分類(lèi)Types of Securities
影響市場(chǎng)價(jià)格的因素Factors Affecting Market Price
估值方法論Valuation Methodologies
　
固定收益證券組合管理策略Fixed Income Portfolio Management Strategies
積極管理Active Management
消極管理Passive Management
基于因素模型構(gòu)造的投資組合Portfolio Construction based on a Factor Model
計(jì)算套期比率：修正久期法Computing the Hedge Ratio: the Modified Duration Method
       
     CIIA考試大綱之第四部分-衍生產(chǎn)品估值與分析：
第四部分Part 4
衍生產(chǎn)品估值與分析Derivative Valuation and Analysis
　　
金融市場(chǎng)與工具Financial Markets and Instruments
衍生產(chǎn)品市場(chǎng)Derivatives Markets
期貨市場(chǎng)Futures Markets
相關(guān)金融市場(chǎng)Related Markets
　
衍生產(chǎn)品與其他金融產(chǎn)品分析Analysis of Derivative and other Products
期貨Futures 
期權(quán)Options
資產(chǎn)支持證券Asset-backed Securities
       
　　CIIA考試大綱之第五部分-公司財(cái)務(wù)：
第五部分Part 5
公司財(cái)務(wù)Corporate Finance
　
公司財(cái)務(wù)基礎(chǔ)Fundamentals of Corporate Finance
公司財(cái)務(wù)的目標(biāo)Goals of Corporate Finance
財(cái)務(wù)職能與企業(yè)的目標(biāo)The Finance Function and the Firm’s Objectives
財(cái)務(wù)經(jīng)理的職責(zé)Role of Financial Managers
估值原則Principles of Valuation
貼現(xiàn)現(xiàn)金流Discounted Cash Flows
資本預(yù)算Capital Budgeting
　
長(zhǎng)期融資決策Long-Term Finance Decision
投資決策Investment Decision
項(xiàng)目評(píng)估Project Evaluation
清算與重組Liquidation and Reorganization
　
短期融資決策Short-Term Finance Decision
短期融資Short-Term Financing
現(xiàn)金管理Cash Management
短期信貸Short-Term Lending and Borrowing
　　
　　CIIA考試大綱之第六部分-財(cái)務(wù)會(huì)計(jì)與財(cái)務(wù)報(bào)表分析：
 
第六部分Part 6
財(cái)務(wù)會(huì)計(jì)與財(cái)務(wù)報(bào)表分析Financial Accounting and Financial Statement Analysis
　
財(cái)務(wù)報(bào)告環(huán)境Financial Reporting Environment
商業(yè)活動(dòng)和主要財(cái)務(wù)報(bào)表Business Activities and Principal Financial Statements
財(cái)務(wù)報(bào)表的應(yīng)用Financial Reporting Issues
財(cái)務(wù)報(bào)表編制與列報(bào)框架Framework for the Preparation and Presentation of Financial Statements
　
現(xiàn)金流量表Statement of Cash Flows
現(xiàn)金流量表的基本原理Rationale for the Statement of Cash Flows
收入流和現(xiàn)金流的關(guān)系Relation between Income Flows and Cash Flows
　
公認(rèn)會(huì)計(jì)原則：收入確認(rèn)Generally Accepted Accounting Principles: Income Recognition
權(quán)責(zé)發(fā)生制Accrual Basis
公認(rèn)會(huì)計(jì)原則：資產(chǎn)、負(fù)債和所有者權(quán)益Generally Accepted Accounting Principles: Assets, Liabilities and Shareholders Equities
資產(chǎn)：確認(rèn)、計(jì)量和分類(lèi)Assets: Recognition, Valuation and Classification
負(fù)債Liabilities
所有者權(quán)益Shareholders’ Equities
　
企業(yè)合并Business Combination
兼并和收購(gòu)Mergers and Acquisitions
合并財(cái)務(wù)報(bào)表Consolidated Financial Statements
　
外幣業(yè)務(wù)Foreign Currency Transactions
外幣業(yè)務(wù)Foreign Currency Transaction
海外業(yè)務(wù)的財(cái)務(wù)報(bào)表Financial Statements of Foreign Operations
　
財(cái)務(wù)報(bào)告和財(cái)務(wù)報(bào)表分析Financial Reporting and Financial Statement Analysis
利潤(rùn)與現(xiàn)金流Income Flow vs Cash Flow
利潤(rùn)的質(zhì)量和利潤(rùn)管理Quality of Earning, Earnings Management
每股收益Earnings per Share
分部報(bào)告Segment Reporting
中期報(bào)告Interim Financial Statements
　
深入了解財(cái)務(wù)報(bào)表的分析性工具Analytical Tools for Gaining Financial Statement Insights
資產(chǎn)負(fù)債表Balance Sheet
損益表Income Statement
　
評(píng)估盈利性和風(fēng)險(xiǎn)的分析工具Analytical Tools for Assessing Profitability and Risk
盈利性分析Profitability Analysis
風(fēng)險(xiǎn)分析Risk Analysis
盈虧平衡分析Break-even Analysis
預(yù)計(jì)財(cái)務(wù)報(bào)表Pro Forma Financial Statements
　　
　　CIIA考試大綱之第七部分-經(jīng)濟(jì)學(xué)：
 
第七部分Part 7
經(jīng)濟(jì)學(xué)Economics
　
宏觀經(jīng)濟(jì)學(xué)Macroeconomics
國(guó)民收入和物價(jià)水平的衡量Measuring National Income and Price
實(shí)際市場(chǎng)均衡Equilibrium in the Real Market
貨幣市場(chǎng)均衡Equilibrium in the Money Market
經(jīng)濟(jì)均衡和總需求Equilibrium in Economy and Aggregate Demand
總供給與決定產(chǎn)品/服務(wù)價(jià)格的因素Aggregate Suppy and Determination of Price of Goods/Services
　
動(dòng)態(tài)宏觀經(jīng)濟(jì)學(xué)Macro Dynamics
通貨膨脹Inflation
經(jīng)濟(jì)增長(zhǎng)Economic Growth
商業(yè)周期Business Cycles
　
國(guó)際經(jīng)濟(jì)與外匯市場(chǎng)International Economy and Foreign Exchange Market
開(kāi)放體系下的宏觀經(jīng)濟(jì)學(xué)Open Macroeconomics
匯率Foreign Exchange Rate
中央銀行和貨幣政策Central Bank and Monetary Policy 

　　高頓網(wǎng)校小編寄語(yǔ)：應(yīng)該懂得這樣一個(gè)道理：要努力，努力，再努力；如果開(kāi)始不成功，還要努力，努力，再努力。