2020年CFA考試科目還是10科？具體能說說嗎？

發布時間：2020-04-09 09:31編輯：融躍教育CFA

越來越多的人加入到CFA考試的大軍中，那你知道CFA考試科目有哪些嗎？考試科目都是金融知識嗎？今天來講一講！CFA考試科目根據不同內容可以劃分為3個課程框架，那它是怎么劃分的呢？

【CFA考試課程框架】

1、基礎框架：比如像道德，數量，以及經濟學。

2、財務主導的框架：財務報表分析，公司理財，權益。

3、金融工具框架：固定收益，衍生品，其他類投資，以及投資組合管理。

可能大家不知道CFA考試科目涉及到哪些知識點和相關領域，接下來詳細的分析一下，為考生解憂排難。

一、Ethical and Professional Standards（倫理和職業標準）

A. Professional Standards of Practice 專業實踐標準

B. Ethical Practices  道德實踐

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 技術分析

三、 Economics（經濟學）

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（財務報告與分析）

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（企業融資）

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（股權投資）、

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

七、 Fixed Income（固定收益產品）

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（衍生產品）

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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九、 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 StrategiesG. Collectibles

十、 Portfolio Management and Wealth Planning（投資組合管理和財富規劃）

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