建議收藏！CFA各級別教材科目與章節(jié)詳解

Volume 1：Ethical and professional Standards,Quantitative Methods

Volume 2：Economics

Volume 3：Financial Statement

Volume 4：Corporate Finance and Portfolio Management

Volume 5：Equity and Fixed Income

Volume 6：Derivatives and Alternative Investment

CFA一級教材名稱譯：

第1卷：道德和專業(yè)標(biāo)準(zhǔn)，定量分析方法

第2卷：經(jīng)濟(jì)學(xué)

第3卷：財(cái)務(wù)報(bào)表

第4卷：公司財(cái)務(wù)和投資組合管理

第5卷：股票和固定收益

第6卷：衍生工具和另類投資

CFA Level II教材

CFA Level II教材名稱：

Volume 1：Ethical and professional Standards,Quantitative Methods,and Economics

Volume 2：Financial Statement Analysis

Volume 3：Corporate Finance

Volume 4：Asset Valuation and Equity

Volume 5：Fixed lncome

Volume 6：Derivatives and portfolio Management

CFA二級教材名稱譯：

第1卷：道德和專業(yè)標(biāo)準(zhǔn)，定量方法和經(jīng)濟(jì)學(xué)

第2卷：財(cái)務(wù)報(bào)表分析

第3卷：企業(yè)融資

第4卷：資產(chǎn)評估和股權(quán)

第5卷：固定lncome

第6卷：衍生工具和投資組合管理

CFA Level III教材

CFA Level III教材名稱：

Volume 1：Ethical and professional Standards

Volume 2：Behavioral Finance,individual investors,and institutional investors

Volume 3：Capital Market expectations,market valuation,and asset allocation

Volume 4：Fixed income and equity portfolio management

Volume 5：Alternative investments,risk management,and the application of derivatives

Volume 6：Portfolio:Execution,evaluation and attribultion,and global investment performance standards

CFA三級教材名稱譯：

第1卷：道德和專業(yè)標(biāo)準(zhǔn)

第2卷：行為金融，個(gè)人投資者和機(jī)構(gòu)投資者

第3卷：資本市場的預(yù)期，市場估值和資產(chǎn)配置

第4卷：固定收益和股票投資組合管理

第5卷：另類投資，風(fēng)險(xiǎn)管理，衍生品的應(yīng)用

第6卷：組合：執(zhí)行，評估和attribultion，以及全球投資表現(xiàn)標(biāo)準(zhǔn)

CFA詳細(xì)章節(jié)內(nèi)容

以下為詳細(xì)的章節(jié)內(nèi)容，大家可以詳細(xì)的看出涉及到哪些知識點(diǎn)和相關(guān)領(lǐng)域：

I.Ethical and Professional Standards（倫理和職業(yè)標(biāo)準(zhǔn)）

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)告與分析）

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（企業(yè)融資）

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（固定收益產(chǎn)品）

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（投資組合管理和財(cái)富規(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