??????涓???锛??绘??涓?绉?绁?绉????稿???锛?瀹??充??板???寰?????充?甯??虹?????????锛??村?充????ョ?????????姐????寰?杩?涓?簿褰╀???????ユ?查?ㄧ???????硅?????????甯?锛?CFA锛?涓?绾ц??璇?锛??村父甯歌????板???姊︽?崇??杩芥ⅵ???????存?????璇???瀹圭??搴???锛??ヨ??圭??绻?澶?锛?璁╄?澶?浜烘???拌韩?疯糠?撅?涓??ヤ?浣?涓?????
姣?澶╁??棣?浜???????????锛??风????涓?瀹???涔?棰?锛??存?绘??瑙???涓?浣????癸?????浣?涓?锛??﹁????濡?褰遍??褰€???鹃????稿氨娌℃??涓?绉??存??般???撮?????瀛︿?璺??锛??藉?甯??╂??浠??ㄥ?浜??撅??存?靛????锛?
绛?妗????????锛?浠?澶╋???浠??????锛?姝ｆ????蜂?浣????村?????????CFA涓?绾у???涓?????妯??插甫???拌薄??浣????戒??????妯??插甫?????锛?杩????涔??扮?╂???匡????ワ?璇峰??璁告??涓轰?濞?濞????ャ??
?宠薄涓?涓?锛??ㄤ?绮惧???澶???CFA涓?绾х?璁颁腑锛??????ㄨ??甯?璁茶В??璇剧?PPT涓?锛??讳????ｄ?涓?浜???瀹癸?琚??ㄩ??????棰??诧?姣?濡?浜?附??榛??层????婊℃椿????姗???ヨ?诧??????????涓?涓??????诧????烘??????娉ㄥ?烘?ャ??杩?浜?棰??诧?涓?????浠??????????璁帮?瀹?浠??胯浇???ヨ???????锛????介?浜洪???辩?????癸????瀹朵滑??澶?寮鸿??????剧?癸?????寰????煎???扮嚎??涓??????????????
??妯??插甫?????虹?帮?缁????剁?躲??瀹?婧?浜?瀵?FA涓?绾ц??璇?瑙?寰???娣卞?绘?瀵???瀵瑰??????圭??绮惧?????°??CFA涓?绾ц??璇??界?惰????㈠箍锛?浣?骞堕???????ヨ??归?藉??绛???瑕?????涓?浜??稿?姒?蹇靛?????锛???疮绌挎?翠釜??璇?浣?绯荤???虹?筹?涔????洪?棰?????楂?????瀹规????寮????扮???哄????杩?浜???楂?浠峰?尖???ヨ??癸?灏卞??璐㈠?℃?ヨ〃涓??ｄ??冲?浼?涓?浼板?肩???抽???版???涓??︽???★?渚胯?戒妇涓???涓?锛?浜?????????
??妯??插甫?????楠???娌?娣????ｄ?缁?楠?涓板????硅??烘????璧?娣辫?甯?锛?浠ュ????FA澶???璺??濂???杩?????ュ??杈?浠????杩????版???瀹?璺靛???荤?锛????惰???跺?版???煎?轰?杩?浜?楂?棰????瑰???稿??ヨ???浠?浠??灏?杩?浜??ヨ??逛互?规?????瑰????帮?姣?濡??ㄨ?绋?璁蹭?涓??ㄩ??????棰??叉??璁帮??????ㄥ?涔?璧???涓????????恒??
杩?????锛??????璇?澶х翰??绮捐?锛??????骞寸??棰???缁??村????锛??存???????棰???涓?涓??ヨ???娣卞害??瑙ｃ??
??妯??插甫???????????惧ぇ?ㄣ???ㄦ??????澶????堕?村??锛?灏?????????ョ簿?????ュ?版???????藉?虹?拌??棰??????戒??拌?藉?????ヨ??逛?锛????烘?х?????┿??涓??跺ぇ娴锋????锛?涓?濡???浣????广????妯??插甫????浣????灏辨??府浣?蹇???瀹?浣?杩?浜??????库??锛?璁╀??ㄧ???堕?村????寤鸿捣??瀹?????ョ?ヨ?妗??讹??垮???ㄩ???稿???瀹逛???璐硅?澶??堕?村??绮惧????
杩?灏卞???ㄨ?????娴蜂腑锛?浣????′?寮???瀹??撅??存??瀹??????ㄥ?般??
????锛???妯??插甫????俊蹇????╂?ㄥ?ㄣ??褰?浣????拌糠?????叉???讹????梆??搁?ｄ?琚???璁板?烘?ョ????妯??插甫??锛?浣?浼????斤?浣?骞堕??瀛ゅ??濂???锛???浜轰负浣?????浜??瑰??????杩??诲??杩?浜???妯??插甫????浠ｈ〃????ョ?ヨ??癸?浣??藉???娓?寤虹?璧峰???璇???淇″?锛????拌??繁骞堕????娉??捐?杩?浜?????锛????????规?????绛??ュ?板?ㄥ??杩???
杩?绉??卞????澶?????俊锛???????澶??????涓?????缂虹??绮剧???????
?ㄥ???澶???涓????浠??浣?????????骞娥??????╃?ㄢ??杩?浜???妯??插甫?????
绗??姝ワ?涓诲?ㄨ????绮惧??瀹?浣????ㄩ??璇绘?????????璇俱????缁?涔??讹??????ｄ?琚???澶???????琚????硅?瑙ｃ??琚?????涓衡???稿?????????瑕???????甯歌????绛?瀛??肩????瀹广??濡?????繁??璇伙???互涓诲?ㄥ???瑕????????瀹?涔???妗??跺???????规??ㄤ???棰??茬??绗?杩?琛???璁般??濡????ㄦ?ヨ??硅?璇剧?锛??″????╅?ｄ?浣?绯诲???????昏?????ヨ?绋?锛?骞朵?缁???璇昏?涔?涓?????璁般??
?虫敞涓?浜?浼?璐ㄧ??澶???绀惧?哄??璁哄??锛??????朵?????????甯????浣?璁ㄨ?????璁伴???圭????
绗??姝ワ?娣卞害??瑙ｏ???浼?璐???????妯??插甫??骞堕??浠?浠?????瑕?姝昏?纭?????瀛ょ??癸?瀹?浠??寰????镐??宠????褰㈡??浣?绯荤????瀵逛?姣?涓?涓????璁扮???ヨ??癸??借???姹???瑙ｅ?惰?????????????ㄥ?杩?绋?浠ュ??涓??朵??ヨ??圭????绯汇??渚?濡?锛??ㄥ?涔?璐???ュ?℃?ヨ〃?????讹??哄?璧?浜ф???ф?规???????锛?濡?浣?褰卞???╂鼎???伴??娴?浠ュ??璧?浜ц??鸿〃锛?杩?????灏辨???绯诲???镐??宠??????妯??插甫???????
瑕?瀛︿?涓句???涓?锛?灏???涓?????妯??插甫??涓茶??璧锋?ワ?褰㈡??涓?寮?瀹??寸???ヨ?缃?缁???
绗??姝ワ???澶?缁?涔?锛?宸╁?鸿?蹇?????瑙ｆ???虹???ワ?缁?涔????抽??????瀵光??妯??插甫???????浠ｈ〃???ヨ??癸?杩?琛?????瀵规?х??缁?涔?????互??杩???绔???缁?涔?棰?????骞寸??棰?涓????稿?抽????????妯℃??棰??ユ?楠???繁?????＄?搴︺??瀵逛??ｄ?渚??舵???梆??告ā绯???瀹规???洪??????妯??插甫??锛?瑕???澶???椤俱????娣辫?蹇???
??互灏?璇??ㄤ??????瑰??昏?蹇?锛?姣?濡??朵???缁村??俱??缂???璁板??ｈ???????涓?????杩?琛?璁ㄨ?璁茶В??
绗???姝ワ??ユ?琛ヰ???缂猴?浼???绛??ャ???ㄧ?涔?杩?绋?涓??浣?浼????拌??繁瀵规??浜???妯??插甫???????′?澶??㈠?猴???????浜???妯??插甫????瑕????㈡?棰???????ヨ?骞裤??杩??讹???瑕????惰??村???绛??ワ?灏??村?绮惧?????ュ?拌??寮辩??????涔?瑕?娉ㄦ???ｄ?浣?璁や负涓??????瑕?????瀹癸????﹀??涓虹??瑙ｅ??宸???琚?拷?ヤ???
CFA涓?绾ц??璇???榄????ㄤ??剁郴缁??э????跺??涓?涓???浼间?璧风?肩??灏??ヨ??癸????藉?存??В寮?涓???缁煎??棰????抽????
??妯??插甫??涓?浠?浠????绉?澶?????宸э?瀹??存???绉?瀛︿??插???浣??扳?????ㄧ悍绻?澶?????淇℃??腑锛??惧?版?稿?锛???浣????癸?浠ユ??楂??????瑰?瀹??扮??????瀹???浼???浠??浣??ㄦ捣???ヨ?涓???娣?????锛?濡?浣??ㄨ??璇?????灞卞嘲?????惧?版??绋冲?虹?????荤?广?????′???妯??插甫????杩??ㄤ???锛?浣?灏辩?稿?浜?涓鸿??繁??CFA涓?绾у???涔?璺??逛寒浜?涓????????绌筐????杩烽?撅??ユ?卞????锛???????褰煎哺???锛?灏?涓????ヨ???
?挎?ヤ?涓?part锛???浠?凡缁?娣卞?ユ?㈣?浜???CFA涓?绾фí?插甫??杩?涓?姒?蹇电???辨?ャ??浠峰?间互??璇????规?????浠??ラ??锛?瀹?骞堕??绠?????棰??叉??璁帮???????缁?浜???璇?瑙?寰???涓?瀹舵?烘?у??澶???缁?楠???绮惧????浠?浠?璇????衡??妯??插甫??杩?杩?杩?涓?澶?锛?濡?浣?灏?瀹?浠???姝ｈ浆??涓鸿??璇?涓???寰????╁???濡?浣?浠???????ュ?剁?垛??璧板?????ュ?舵??浠ョ?垛??锛?骞舵??缁?瀹??拌川??椋?璺?锛?杩???瑕??村?疯薄????瀹???搴??ㄥ???寸簿濡?????ヨ??剁?绫???
??FA涓?绾у?????搴?澶х?ヨ?浣?绯讳腑锛??????╃?ㄢ??妯??插甫????棣?瑕?浠诲?℃????寤轰?涓???扮??澶???瀵艰??华??杩?涓?浠?浠?????绾匡??存????ユ?х?????╁??浼???绾ф??搴???
????锛?浠?缁???璇?FA??浼?瀹??规????锛?StudyNotes锛???娉ㄦ???ｄ?琚???澶?寮鸿???璇?姹?锛?濡???crucial??????important??????key??????note??绛?锛?????绮????????甯︽?????风??绔???锛?浠ュ????????熬????LearningOutcomeStatements??锛?LOS锛???
LOS??FA??璇????甸?锛?瀹?浠??存?ュ??璇?浣?姣?涓??ヨ??硅??璇??堕??瑕????′?涔?绋?搴︺??灏?LOS涓???????瀹圭???锛?浣?浼????伴?ｄ?涓?LOS绱у??稿?崇???ㄥ??锛?寰?寰?灏辨????妯??插甫?????规???璇剧?锛?濡???浣??ヨ?浜??硅?璇剧?锛?璁插??ㄨ?瑙ｆ?朵娇?ㄧ??PPT棰??层??寮鸿????ｅご璇????ㄩ????靛??金??℃?夸???澶??虹?扮???????姒?蹇碉??芥??????褰㈡í?插甫?????剧?般??
璁ょ??璁板?杩?浜?锛?骞跺??朵???繁??绗?璁板??????杩?琛?姣?瀵癸?褰㈡??涓?濂?灞?浜?浣???繁????妯??插甫??浣?绯汇??
??璇????︼???棰????楠?瀛︿?????????浣虫?瑰???姣?娆″??????棰????灏ゅ?舵???浜?浣???澶??洪????棰?????惰??瀵????ヨ??癸?灏辨???搴?璇ラ???瑰?虫敞????妯??插甫??????猸?杩?浜???棰???璁板?烘?ワ???????璇?????锛????蹇典?娓?锛??????璁伴?????锛?杩????绠?澶辫?锛?锛?锛??跺?????版????猸???璇剧????涓?????板珐?鸿??ヨ??广??
楂?棰????癸?寰?澶?澶???璧?????棰?搴?浼??规????骞寸??棰?????璇?澶ю??哥翰锛???璁板?衡??楂?棰????光?????????归?????杩?浜?琚?????璁扮????瀹癸?姣???????????妯??插甫????????浣?璇???瑕?纭????繁?藉???缁????¤?浜?棰?????娑??????ヨ???
??缁╁????锛?妯℃????璇?????缁╂?ュ????????????妯??插甫?????℃???电??缁?浣冲伐?枫??????浣??ㄥ??涓?????濡?QuantitativeMethods,Economics,FinancialReportingandAnalysis,CorporateFinance,EquityInvestments,FixedIncome,Derivatives,AlternativeInvestments,PortfolioManagement,Ethics锛?涓???寰??????点??
寰???杈?浣???绉?????绔???锛????崇??浣??ㄨ?棰???????妯??插甫?????瀛??ㄧ?茬?广??????棰???椤撅?妯℃????璇?缁?????锛??″???椤鹃?ｄ????惰??裤???硅鲍涓??崇??棰????浠ュ???ｄ?浣???杩???娴???绛?瀵圭??棰?????杩?浜??藉???芥????浣?瀵圭?稿?斥??妯??插甫??????瑙ｄ?澶?娣卞?ャ??
??妯??插甫????浠峰?硷?缁?涓?浠?浠??ㄤ?璁よ??板?浠??????癸??村?ㄤ???瑙ｅ?浠?负浣??????癸?浠ュ??瀹?浠??浣??镐??宠??锛?褰㈡??瀹??寸???????ヨ?浣?绯汇??
杩芥?规函婧?锛???瑙ｉ?昏?锛?瀵逛?姣?涓?涓????璁颁负??妯??插甫??????ョ?ヨ??癸??借?????繁锛???涓轰?涔?瀹?????瑕???锛???????瀹??????????涔?锛???????瀹??ㄦ?翠釜????棰???涓????浠?涔?瑙??诧?????渚?濡?锛??ㄥ?涔?璐㈠?℃?ヨ〃?????讹?EPS锛?姣??℃?剁??锛????涓???瑕?????妯??插甫????浣?瑕???瑙ｅ?涓轰?涔???瑕?锛?灏遍??瑕?杩?涓?姝ヰ???浜?瑙ｅ?????锛?P/ERatio锛???璁＄?锛?浠ュ??EPS??????锛?绋?????PS????瑕??э???
杩?绉?杩芥?规函婧?锛??藉?璁╀?浠??瑰?伴???寤虹?璧锋?存繁灞?娆＄????瑙ｃ??
?宠???村??锛???寤虹?缁?锛?CFA涓?绾ц??璇?骞堕????瀵??舵?ｇ???ヨ??癸???????瀵?浣?瀵归?????ヨ?浣?绯荤????瑙ｅ??搴??ㄨ?藉????瑕?瀛︿?灏?涓???????妯??插甫??杩??ヨ捣?ャ??渚?濡?锛??哄??剁??锛?FixedIncome锛?涓???涔???锛?Duration锛????稿害锛?Convexity锛?????妯??插甫??锛?瀹?浠???╃??椋??╃????稿?筹?????璧?缁???绠＄??锛?PortfolioManagement锛?涓??????ｅ??锛?Diversification锛???璧?浜ч??缃??AssetAllocation锛?涔?????妯??插甫????
浣???瑕???瑙ｏ??ㄦ??寤虹ǔ?ョ????璧?缁????讹?濡?浣?杩??ㄥ?哄??剁????椋??╁害??宸ュ?锋?ユ??瀵艰?浜ч??缃??崇??????
?烘????搴????瀹???妯℃??锛?灏???妯??插甫???ヨ??圭疆浜??蜂????????烘??腑杩?琛???????渚?濡?锛??ㄩ??复涓?涓????镐及?肩??????讹?浣???瑕?璋??ㄨ储?℃?ヨ〃???????＄エ??璧??????搁????绛?澶?涓????????妯??插甫???ヨ?锛?濡?璐㈠?℃??????????伴??娴????版ā?????″?╁??挎ā??绛?锛?骞剁患??杩??ㄣ????杩?澶ч????妗?渚????????衡???ā??锛?浣????界??姝ｅ??舵?ｇ????妯??插甫????????瑙ｅ?冲?????????藉????
???′???妯??插甫????璇??????涓?娣卞害????锛???浠????互??杩?涓?浜?杩??剁?绫?锛?璁╁?浠???姝ｆ??涓轰?CFA涓?绾ц??璇????????ㄣ??
??妯??插甫????浼???绾ф??搴?锛?骞堕??????????妯??插甫???藉?锋????绛?????ラ??瑕??с???ㄥ??????????锛?浣???瑕??规????繁??寮哄急椤癸?浠ュ????璇????堕?村????锛?瀵光??妯??插甫??杩?琛?浼???绾ф??搴???浼???宸╁?洪?ｄ??虹?伴?????楂???姒?蹇垫???稿??????朵??????寮辩????妯??插甫????
??妯??插甫?????ㄦ???у?涔?锛??????ヨ???瀛︿???瑕???澶?宸╁?恒??涓轰?????妯??插甫???跺?涓?涓??涔?璁″??锛?姣?濡???X澶╁??椤句?娆○????????Y澶╁??涓?濂??稿?抽????????╃?ㄧ??????堕?达?濡????ゃ????浼?锛???澶?缈婚??浣?????妯??插甫??绗?璁帮???娣辫?蹇???
??妯??插甫????浜???浜???娉?锛?灏?璇??ㄢ??妯??插甫???ユ??寤轰????ヨ?瀵煎?俱??浠ヤ?涓??稿?姒?蹇碉?濡???????甯??衡??锛?涓轰腑蹇?锛???澶?杈?灏??虹?稿?崇????妯??插甫???????濡????＄エ甯??衡???????哄?稿??衡??????琛?????甯??衡??锛?锛????ㄦ?涓??????缁????村?????妯??插甫????杩?绉?缁???????澶?涔?锛??藉?甯??╀??村ソ?拌?蹇?????瑙ｇ?ヨ??逛??寸??灞?绾у????绯汇??
??妯??插甫????????????????锛?瀵逛?涓?浜??抽??????妯??插甫???ヨ??癸?涓?浠?瑕???瑙ｅ?舵??㈠???锛?杩?瑕?灏?璇?杩?琛???????????????渚?濡?锛?瀛︿?浜???????甯??哄??璇粹????锛?灏辫???????濡???甯??轰?????ㄦ??????锛?浼??虹?颁?涔????碉???????濡?浣??╃?ㄥ??烘?????ц?峰?╋?????杩?绉??瑰?ゆ?ф??缁达????╀?浣??村?ㄩ?㈠?扮??瑙ｇ?ヨ?锛?涔??藉?瀵规?寸?垫椿????棰???
??妯??插甫????????浜?????璁板?锛?瀵逛?涓?浜?澶??????????姒?蹇碉???互灏?璇?璧?浜?瀹?浠??浜????ㄧ????浜??????炽??渚?濡?锛??ㄨ?蹇?璐㈠?℃?ヰ??¤〃??绛?寮?锛?璧?浜?璐?????????????锛??讹???互?宠薄涓?涓????稿氨??涓?涓??搴??璧?浜ф???搴??ユ????????涓?瑗匡?璐??烘???搴????澶??猴?????????????灏辨???搴????????????璧?浜с??
灏??借薄??姒?蹇佃浆??涓哄?蜂???????????杩??ョ??????浜???锛??村????夸?璁板???
CFA涓?绾у???锛?????虹?ヨ???椹????撅?涔?????烘?烘?х??杈???????妯??插甫??灏卞????┈???捐???涓?????绀虹??锛????烘?х???板?俱??瀹?浠?苟??瑕?浣??惧?骞垮??????璇伙??????浣?浠ヤ?绉??磋???????磋???︾???瑰?锛??ㄦ???????堕?村??锛?瀹??版??澶х??瀛︿?????????楂?????ヨ??璇?寰?????
?ユ?扁??妯??插甫??锛?璁╁???涓轰?瀛︿?????寮?锛?璁╁??逛寒浣???琛???璺???褰?浣??藉???缁??拌???????瑙ｃ??搴??ㄥ苟????村??杩?浜???妯??插甫???讹?浣?浼????帮?CFA涓?绾ц??璇?涓??????涓???????宸ㄧ?筹????????涓???瀹????伴?躲????俊?拌??烘?涓?姝ワ?杩??ュ?浜?浣????????ｈ??锛?
?靛???/a>
