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1、特许金融分析师（CFA ）考试科目/章节对于每一个CFA考生来说，在备考CFA前需要了解白身学习背景与CFA课程相关内容权重，这是一个良好的学 习规划必不可少的一部分，以卜是CFA2014年7月更新的课程内容。CFA考试内春主要为以卜-10个点；1. 道德和职业标准2. 数最方法3. 经济学（迈克帕金版）4. 财务报表分析5. 公司金融6. 投资组合管理7. 权益类投资分析&固定收益证券分析9. 衍生工具分析与应用10. 其它类投资分析以下为详细的章节内容，大家可以详细的看出涉及到哪些知识点和相关领域；T. EthicalandProfessionalStandards （伦理和职业标准）A.
2、 ProfessionalStandardsofPracticeB. EthicalPracticesTT. QuantitativeMethods （定量方法）A. TimeValueofMoncyB. Probabi1ityC. ProbabilityDistributionsandDescriptiveStatistiesD. SamplingandEstimationE. Hypothesi sTestingF. Corre1at i onAnalys i sandRcgressionG Time-SeriesAnalysisH. SimulationAnalysisI. Techni
3、calAnalysisITT. Economics（经济学）A. MarketForcesofSupplyandDemandB. TheFirmandlndustryOrganizationC-MeasuringNationalIncomeandGrowthD. Bus inessCyclesE. TheMonetarySystemF. InflationG InternstionalTradeandCapitalFlowsH. CurrencyExchangeRatesI. MonetaryandFiscalPolicyJ. Economi cGrowthandDevelopmentK Ef
4、foctsofGovernmcntRogulationL. ImpactofEconomicFactorsonlnvestmentMarketsIV. FinancialReportingandAnalysis （财务报告与分析）A. Financ ia1 ReportingSystcm（wi thanemphas i son IFRS）B. Analysi sofPri ncipalFinancialStatementsC. FinancialReportingQualityD. A rmlysisofInventoriesandLong-LivedAssetsE-AnalysisofTax
5、esF AnalysisofDcbtG AnalysisofOff-Balancc-ShoctAssotsandLiabi1i tiesH. AnalysisofPensions, StockCompensation, andOtherEmployeeBenefi tsI. Analysisoflnter-CorporatelnvestmentsJ. AnalysisofBusinessCombinationsK. AnalysisofGlobalOperationsL. RatioandFinancialAnalysisV. CorporateFi nance （企业融资）A. Corpor
6、atcGovernanceB. DividendPolicyC. CapitalInvestmentDecisionsD. Bus inessandE i nanc i a1R i skE. CapitalstruetureDecisionsF. WorkingCapi talManagementG MergersandAcquisitionsandCorporateRestrueluringVI. Equity Investments （股权投资）A. TypesofEqui tySecuri tiesandThcirCharacteri sticsB. EquityMarkets:Char
7、acteristi csandTnstitut ionsC EquityPortfolioBenchmarksD VaiuationofIndividualEquitySecuritiesE. FundamentalAnalysis（Sector, Industry, Company）F EquityMarketVaiuationandReturnArmlysisG CloselyHeldCompaniesandTnocti velyTradedSecuri ti esH.EquityPortfolioManagementStrategiesVII. Fixedlncome（固定收益产品）A.
8、 TypesofFixed-IncomeSecuritiesandTheirCharacteri stiesB. Fixed-IncomeMarkets:Characteristics&InstitutionsC FixcdlncomoPortfolioBcnchmarksD. Fi xed-TncomeValuation （Sector, Industry, Company）ondReturnAnalysiE. TermStructureDeterminationandYieldSpreadsF AnalysisofInterestRateRiskG. AnalysisofCreditRis
9、kH. ValuingBondswi thEmbeddcdOptionsT.StructuredProductsJ. Fixed-IncomePortfolioManagementStrategiesVIII. Derivatives（衍生产品）A. TypesofDerivativeinstrumentsandTheirCharacteristiesB. FonyardMarkctsandValuationofFonvardContractsC. FuturesMarketsandValuati onofFuturesContractsD. OptionsMarkctsandValuatio
10、nofOptionContractsE. SwapsMarketsandValuationofSwapContractsF. CreditDerivativesMarketsandlnstrumentsG. UscsofDerivati vesinPortfolioManagementIX. Al ternati veTnvestments （另类投资）A. TypesofAlternativelnvestmentsandTheirCharacteristiesB. RealEstateValuationC. PrivateEquity/VentureCapitalValuationD. He
11、dgeFundStrategiosE DistressedSecurities/BankruptciosF. Commodi ti esandManagedFuturesG AlternativelnvestmentkmagementStrategiesG CollectiblesX. Portfo 1 io.ManagementandWea 11hP 1 anning（投资组合管理和财富规划）A The InvcstmcntPolicyStatementB. ModernPortfolioManagementConceptsC. BehavioralFinanceD. Managemento
12、fIndividual/Fami1yTnvestorPortfol i osE. ManagementoflnstitutionallnvestorPortfoliosF. InvestmcntManagerSelectionG. Economi cAnalysi sandSet t i ngCapi talMarketExpectationsH. TaxEfficiencyStrategiesI. AssetAllocationJ. Portfol ioConstructionandRevisionK. Ri skManagementL. ExecutionofPortfol ioDecisions（Trading）M PerformanceEvaluationN.Presentat ionofPerfonuanceResults*注：CBOK主题大纲进行了更新，2014年7月。各位考生，2015年CFA备考己经开始，为了方便各位考生能更加系统地掌握考试人纲的重点知识，帮助大家充 分备考，体验实战，网校开通了全免费的高顿题库（包括精题真题和全真模考系统），题库里附有详细的答案解析, 学员可以通过多种题型加强练习，通过针对性地训练与模考，对学习过程进行全面总结。
