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1.浣犳嫢鏈夊熀鏈殑閬靛畧鑱屼笟閬撳痉瑙勮寖锛圕FA鍗忎細姣旇緝閲嶈杩欓」锛夛紱
2.浣犺兘澶熷畬鎴愭敞鍐屽拰鎶ュ悕鍜屾敮浠樿€冭瘯鐨勮垂鐢紱
3.浣犲彲浠ョ敤鑻辫鍙傚姞鑰冭瘯锛?/p>
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浜屻€佹姤鍚嶅弬鍔?022骞碈FA锛堢壒璁搁噾铻嶅垎鏋愬笀锛夎€冭瘯鐨勪汉鍛樺簲鍏峰涓嬪垪鏉′欢涔嬩竴锛?/p>
A.鍙栧緱澶у4骞存湰鍒剁瀛﹀巻鎴栧澹浣嶆垨浠ヤ笂瀛﹀巻鑰呭彲鐩存帴鎶ュ悕鍙傚姞鑰冭瘯銆傛敞锛氬ぇ鍥涘弬鍔犺€冭瘯銆備笖浠呰兘鎶ヨ€僀FA鈪犵骇锛屽叾瀹冪骇鍒』姣曚笟鍚庢墠鑳芥姤鑰冿紱
B.濡傛灉浣犳槸鏈鍦ㄦ牎瀛︾敓锛屾姤鍚嶆椂闂村埌姣曚笟鏃堕棿鍦?2鏈堜箣鍐呭嵆鍙姤鍚嶈€冭瘯锛?/p>
C.浣犳湁鍙栧緱澶у3骞村埗涓撶瀛﹀巻涓旀嫢鏈?骞村叏鑱屽伐浣滅粡楠岋紱
D.浣犳湁鍙栧緱澶у2骞村埗涓撶瀛﹀巻涓旀嫢鏈?骞村叏鑱屽伐浣滅粡楠岋紱
E.浣犺鎷ユ湁鍥涘勾鍙婁互涓婁笓涓氬伐浣滅粡楠岋紙鍙互涓嶅拰鎶曡祫鐩稿叧锛夈€?/p>
浠ヤ笂鐩稿叧鐨勫鍘嗘垨鑰呭浣嶆槸鍥藉鏁欒偛琛屾斂閮ㄩ棬璁ゅ彲鐨勫鍘嗭紙瀛︿綅锛夈€傜浉鍏崇殑鎶曡祫宸ヤ綔骞撮檺绛夋槸鎸囨姤鑰冧汉鍛樺湪鑾峰緱瑙勫畾瀛﹀巻鍚庯紝浠庝簨鎶曡祫閲戣瀺宸ヤ綔鐨勬椂闂翠箣鍜屻€?/p>
鏈€鍚庯紝瑕佹兂閫氳繃CFA鑰冭瘯锛屼竴瀹氭槸鍔姏+鎶€宸?瀹炲姏鐨勪笁鑰呯粨鍚堬紝濡傛灉浣犺寰楄嚜宸辫冻澶熷姫鍔涳紝浣嗙己涔忓涔犳妧宸у彲浠ラ€夋嫨鎶ュ煿璁彮銆傚煿璁彮鍙互甯姪浣犺妭鐪佹椂闂存垚鏈紝浠ュ強缁欎綘鑰冭瘯鐨勬柟鍚戯紝鑳借浣犲皯璧板集璺紝鎻愰珮搴旇瘯鐨勬妧宸с€?/p>
CFA鑰冭瘯绉戠洰浠嬬粛
1.閬撳痉涓庝笓涓氬噯鍒?/p>
Ethical and Professional Standards
璇ョ鐩殑閲嶇偣鏄亾寰枫€佹湁鍏抽亾寰疯涓虹殑鎸戞垬锛屼互鍙婇亾寰峰拰涓撲笟姘村钩鍦ㄦ姇璧勮涓氫腑鐨勫奖鍝嶃€傝€冪敓鍙互瀛︿範鎺屾彙鏀寔杩涜閬撳痉鍐崇瓥鐨勪竴濂楁鏋讹紝骞舵楠孋FA Institute閬撳痉鎿嶅畧涓庝笓涓氳涓哄噯鍒欙紙Code of Ethics and Standards of Professional Conduct锛夈€佸叏鐞冩姇璧勪笟缁╂爣鍑嗭紙Global Investment Performance Standards锛夈€?/p>
2.瀹氶噺鏂规硶
Quantitative Methods
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3.缁忔祹瀛?/p>
Economics
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4.璐㈠姟鎶ヨ〃鍒嗘瀽
Financial Statement Analysis
锛?020骞磋€冭瘯鏁欐潗涓娇鐢ㄥ悕绉颁负璐㈠姟鎶ュ憡涓庡垎鏋愶級
璇ョ鐩璐㈠姟鎶ュ憡鐨勬祦绋嬪拰璐㈠姟鎶ュ憡绠$悊鍒跺害杩涜浜嗚灏介槓杩帮紝閲嶇偣寮鸿皟鍩烘湰璐㈠姟鎶ヨ〃浠ュ強涓嶅悓鐨勬牳绠楁柟娉曞浣曞奖鍝嶈繖浜涙姤琛ㄥ拰鍒嗘瀽锛屾兜鐩栦簡涓昏璐㈠姟鎶ヨ〃浠ュ強杩涜璐㈠姟鎶ヨ〃鍒嗘瀽鐨勫熀鏈鏋躲€?/p>
5.浼佷笟鍙戣浜?/p>
Corporate Issuers
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璇ョ鐩粙缁嶄簡鍏徃娌荤悊銆佹姇璧勫拰铻嶈祫鍐崇瓥锛屾杩颁簡鍏徃娌荤悊浠ュ強鐞嗚В鍜屽垎鏋愬叕鍙告不鐞嗗拰鍒╃泭鐩稿叧鑰呯鐞嗙殑澶ф鏋讹紝寮鸿皟浜嗙幆澧冨拰绀句細鍥犵礌瀵规姇璧勭殑褰卞搷閫愭笎澧炲姞锛屼粙缁嶄簡鍏徃濡備綍鍒╃敤閲戣瀺鏉犳潌鍜岃惀杩愯祫閲戞潵婊¤冻鐭湡杩愯惀闇€姹傘€?/p>
6.鏉冪泭鎶曡祫
Equity Investments
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7.鍥哄畾鏀剁泭
Fixed Income
璇ョ鐩В閲婁簡濡備綍鎻忚堪鍥哄畾鏀剁泭璇佸埜鍙婂叾甯傚満銆佹敹鐩婄巼琛¢噺鎸囨爣銆侀闄╁洜绱犱互鍙婁及鍊艰 閲忔寚鏍囧拰椹卞姩鍥犵礌銆傛澶栵紝杩樻兜鐩栦簡鏀剁泭鐜囪绠椼€佸浐瀹氭敹鐩婅瘉鍒镐及鍊笺€佽祫浜ц瘉鍒稿寲銆佸€哄埜鏀剁泭鍜岄闄╃殑鍩烘湰娉曞垯浠ュ強淇$敤鍒嗘瀽鐨勫熀鏈師鍒欑瓑鐭ヨ瘑鐐广€?/p>
8.琛嶇敓鍝?/p>
Derivatives
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9.鍙︾被鎶曡祫
Alternative Investments
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10.鎶曡祫缁勫悎绠$悊涓庤储瀵岃鍒?/p>
Ethical and Professional Standards
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