CFA三考試課程及所有考點匯總

CFA三級考試課程及所有考點匯總關(guān)于CFA考試的三級內(nèi)容，所涉范圍最廣，也最深入。IPS題目更具難度，在難以攻克下，敗在其考試二次不過者，大有人在。所以，在準(zhǔn)備考CFA三級時，就應(yīng)對其有一個較為完全的了解。方可更具自己的較弱的知識點進(jìn)行強補，并對其他考點充分復(fù)習(xí)。TopicalOutlineCFACandidateBodyofKnowledge(CBOK)I.EthicalandProfessionalStandardsA.ProfessionalStandardsofPracticeB.EthicalPracticesII.QuantitativeMethodsA.TimeValueofMoneyProbabilityProbabilityDistributionsandDescriptiveStatisticsSamplingandEstimationHypothesisTestingCorrelationAnalysisandRegressionTimeSeriesAnalysisSimulationAnalysisTechnicalAnalysisIII.EconomicsA.MarketForcesofSupplyandDemandB.TheFirmandIndustryOrganizationC.MeasuringNationalIncomeandGrowthD.BusinessCyclesE.TheMonetarySystemInflationInternationalTradeandCapitalFlowsCurrencyExchangeRatesMonetaryandFiscalPolicyEconomicGrowthandDevelopmentEffectsofGovernmentRegulationImpactofEconomicFactorsonInvestmentMarketsIV.FinancialReportingandAnalysisFinancialReportingSystem(IFRSandGAAP)B.PrincipalFinancialStatementsC.FinancialReportingQualityD.AnalysisofInventoriesE.AnalysisofLong-LivedAssetsF.AnalysisofTaxesG.AnalysisofDebtH.AnalysisofOff-Balance-SheetAssetsandLiabilitiesI.AnalysisofPensions ，StockCompensation ，andOtherEmployeeBenefitsJ.AnalysisofInter-CorporateInvestmentsK.AnalysisofBusinessCombinationsL.AnalysisofGlobalOperationsM.RatioandFinancialAnalysisV.CorporateFinanceA.CorporateGovernanceB.DividendPolicyC.CapitalInvestmentDecisionsD.BusinessandFinancialRiskE.Long-TermFinancialPolicyF.Short-TermFinancialPolicyG.MergersandAcquisitionsandCorporateRestructuringVI.EquityInvestmentsA.TypesofEquitySecuritiesandtheirCharacteristicsB.EquityMarkets ：Characteristics ，Institutions ，andBenchmarksC.FundamentalAnalysis(Sector ，Industry ，Company)andtheValuationofIndividualEquitySecuritiesD.EquityMarketValuationandReturnAnalysisE.SpecialApplicationsofFundamentalAnalysis(ResidualEarnings)F.EquityofHybridInvestmentVehiclesVII.FixedIncomeA.TypesofFixed-IncomeSecuritiesandtheirCharacteristicsB.Fixed-IncomeMarkets ：Characteristics ，Institutions ，andBenchmarksC.Fixed-IncomeValuation(Sector ，Industry ，Company)andReturnAnalysisD.TermStructureDeterminationandYieldSpreadsE.AnalysisofInterestRateRiskF.AnalysisofCreditRiskG.ValuingBondswithEmbeddedOptionsH.StructuredProductsVIII.DerivativesA.TypesofDerivativeInstrumentsandtheirCharacteristicsB.ForwardMarketsandInstrumentsC.FuturesMarketsandInstrumentsD.OptionsMarketsandInstrumentsE.SwapsMarketsandInstrumentsF.CreditDerivativesMarketsandInstrumentsIX.AlternativeInvestmentsA.TypesofAlternativeInvestmentsandtheirCharacteristicsB.RealEstateC.PrivateEquity/VentureCapitalD.HedgeFundsE.Closely-heldCompaniesandInactivelyTradedSecuritiesF.DistressedSecurities/BankruptciesCommoditiesTangibleAssetswithLowLiquidityX.PortfolioManagementandWealthPlanningA.PortfolioConceptsB.ManagementofIndividual/FamilyInvestorPortfoliosC.ManagementofInstitutionalInvestorPortfoliosD.PensionPlansandEmployeeBenefitFundsE.InvestmentManagerSelectionF.OtherInstitutionalInvestorsG.MutualFunds ，PooledFunds ，andETFsH.EconomicAnalysisandSettingCapitalMarketExpectationsI.TaxEfficiencyJ.AssetAllocation(includingCurrencyOverlay)K.PortfolioConstructionandRevisionL.EquityPortfolioManagementStrategiesM.Fixed-IncomePortfolioManagementStrategiesN.AlternativeInvestmentsManagementStrategiesO.RiskManagementP.ExecutionofPortfolioDecisions(Trading)Q.PerformanceE