2020年CFA考试科目还是10科?
发表时间: 2020/05/07
越来越多的人加入了CFA的考试。你知道CFA考试科目都是分为那几科吗?所有考试科目都是金融知识吗?今天,让我们来谈谈吧!根据不同的内容,可以将CFA考试科目分为三个课程框架。它是如何划分的?
【CFA考试课程框架】
1、基础框架:比如像道德,数量,以及经济学。
2、财务主导的框架:财务报表分析,公司理财,权益。
3、金融工具框架:固定收益,衍生品,其他类投资,以及投资组合管理。
可能大家不知道CFA考试科目涉及到哪些知识点和相关领域,接下来详细的分析一下,为考生解忧排难。
一、Ethical and Professional Standards(伦理和职业标准)
A.Professional Standards of Practice专业实践标准
B.Ethical Practices道德实践》》对CFA10大科目学习方法有疑问的点我咨询
二、Quantitative Methods(定量方法)
A.Time Value of Money
B.B.Probability
C.Probability Distributions and Descriptive Statistics
D.Sampling and Estimation
E.Hypothesis Testin
F.Correlation Analysis and Regression
G.Time-Series Analysis
H.Simulation Analysis
I.Technical Analysis技术分析
三、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>
四、Financial Reporting and Analysis(财务报告与分析)
A.Financial Reporting System(with an emphasis>
B.Analysis of Principal Financial Statements
C.Financial Reporting Quality
D.Analysis of Inventories and Long-Lived Assets
E.Analysis of Taxe
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
五、Corporate Finance(企业融资)
A.Corporate Governance
B.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
六、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
七、Fixed Income(固定收益产品)
A.Types of Fixed-Income Securities and Their Characteristics
B.B.Fixed-Income Markets:Characteristics&Institutions
C.C.Fixed Income Portfolio Benchmarks
D.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
八、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
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