CFA一级

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

这些都是很基础的入门知识,属于扫盲阶段,概念性的东西;是CFA课程中比较简单的了。

考题都是单独的单项选择题,题与题之间没有关系,总计180个选择题。

二级

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

考的topics跟一级完全一样,不过内容要广泛很多,深度也要强很多,有很多之前没有接触过的定价模型;

每六道选择题构成一个item set,有一些相关的背景内容,然后这六道选择题都围绕这个case展开,总计120个选择题,也就是20个itemset。

三级

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每个题目都是essay questions,有长有短,而题目长短也决定了题目的数量,因此每年早上题目的量是不一样的。

Afternoon session

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

这些也是item set question,跟二级一样的了。

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