CFA一級(jí)

Alternative Investments Corporate Finance, Derivatives, Economics, equity investments, ethical & professional standards, financial reporting & analysis, fixed income investments, portfolio management, quantitative methods.

這些都是很基礎(chǔ)的入門知識(shí),屬于掃盲階段,概念性的東西;是CFA課程中比較簡(jiǎn)單的了。

考題都是單獨(dú)的單項(xiàng)選擇題,題與題之間沒(méi)有關(guān)系,總計(jì)180個(gè)選擇題。

二級(jí)

Alternative Investments Corporate Finance, Derivatives, Economics, equity investments, ethical & professional standards, financial reporting & analysis, fixed income investments, portfolio management, quantitative methods.

考的topics跟一級(jí)完全一樣,不過(guò)內(nèi)容要廣泛很多,深度也要強(qiáng)很多,有很多之前沒(méi)有接觸過(guò)的定價(jià)模型;

每六道選擇題構(gòu)成一個(gè)item set,有一些相關(guān)的背景內(nèi)容,然后這六道選擇題都圍繞這個(gè)case展開,總計(jì)120個(gè)選擇題,也就是20個(gè)itemset。

三級(jí)

Morning session

Portfolio Management -Individual, Portfolio Management - Institutional, Equity Investments, Economics, Fixed Income Investments, Portfolio Management - Asset Allocation, Portfoilo Management - Risk Management, Portfolio Management - Monitor & Rebalance...

Morning session每個(gè)題目都是essay questions,有長(zhǎng)有短,而題目長(zhǎng)短也決定了題目的數(shù)量,因此每年早上題目的量是不一樣的。

Afternoon session

Alternative Investments, Economics, Portfolio Management - Performance...

這些也是item set question,跟二級(jí)一樣的了。

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