对于每一个CFA考生来说，在备考CFA前需要了解自身学习背景与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，以下是CFA在2015年7月更新的课程内容。 CFA考试内容主要为以下10个点。

 

　　CFA考试科目和内容：

 

　　1. 道德和职业标准

 

　　2. 数量方法

 

　　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

 

　　8. 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；I. Ethical and Professional Standards（伦理和职业标准）A. Professional Standards of Practice

 

　　B. Ethical Practices

 

　　II. Quantitative Methods（定量方法）

 

　　A. Time Value of Money

 

　　B. Probability

 

　　C. Probability Distributions and Descriptive StatisticsD. Sampling and Estimation

 

　　E. Hypothesis Testing

 

　　F. Correlation Analysis and Regression

 

　　G. Time-Series Analysis

 

　　H. Simulation Analysis

 

　　I. Technical Analysis

 

　　III. Economics（经济学）

 

　　A. Market Forces of Supply and Demand

 

　　B. The Firm and Industry Organization

 

　　C. Measuring National Income and Growth

 

　　D. Business Cycles

 

　　E. The Monetary System

 

　　F. Inflation

 

　　G. International Trade and Capital Flows

 

　　H. Currency Exchange Rates

 

　　I. Monetary and Fiscal Policy

 

　　J. Economic Growth and Development

 

　　K. Effects of Government Regulation

 

　　L. Impact of Economic Factors on Investment MarketsIV. Financial Reporting and Analysis（财务报告与分析）A. Financial Reporting System (with an emphasis on IFRS)B. Analysis of Principal Financial StatementsC. Financial Reporting Quality

 

　　D. Analysis of Inventories and Long-Lived AssetsE. Analysis of Taxes

 

　　F. Analysis of Debt

 

　　G. Analysis of Off-Balance-Sheet Assets and LiabilitiesH. Analysis of Pensions, Stock Compensation, and Other Employee BenefitsI. Analysis of Inter-Corporate InvestmentsJ. Analysis of Business Combinations

 

　　K. Analysis of Global Operations

 

　　L. Ratio and Financial Analysis

 

　　V. Corporate Finance（企业融资）

 

　　A. Corporate Governance

 

　　B. Dividend Policy

 

　　C. Capital Investment Decisions

 

　　D. Business and Financial Risk

 

　　E. Capital Structure Decisions

 

　　F. Working Capital Management

 

　　G. Mergers and Acquisitions and Corporate Restructuring

 

　　VI. Equity Investments（股权投资）

 

　　A. Types of Equity Securities and Their CharacteristicsB. Equity Markets: Characteristics and InstitutionsC. Equity Portfolio Benchmarks

 

　　D. Valuation of Individual Equity SecuritiesE. Fundamental Analysis (Sector, Industry, Company)

 

　　F. Equity Market Valuation and Return AnalysisG. Closely Held Companies and Inactively Traded SecuritiesH. Equity Portfolio Management Strategies

 

　　VII. Fixed Income（固定收益产品）A. Types of Fixed-Income Securities and Their CharacteristicsB. Fixed-Income Markets: Characteristics & Institutions

 

　　C. Fixed Income Portfolio BenchmarksD. Fixed-Income Valuation (Sector, Industry, Company) and Return AnalysisE. Term Structure Determination and Yield SpreadsF. Analysis of Interest Rate Risk

 

　　G. Analysis of Credit Risk

 

　　H. Valuing Bonds with Embedded Options

 

　　I. Structured Products

 

　　J. Fixed-Income Portfolio Management StrategiesVIII. Derivatives（衍生产品）A. Types of Derivative Instruments and Their CharacteristicsB. Forward Markets and Valuation of Forward ContractsC. Futures Markets and Valuation of Futures ContractsD. Options Markets and Valuation of Option ContractsE. Swaps Markets and Valuation of Swap ContractsF. Credit Derivatives Markets and InstrumentsG. Uses of Derivatives in Portfolio ManagementI

 

　　X. Alternative Investments（另类投资）

 

　　A. Types of Alternative Investments and Their CharacteristicsB. Real Estate Valuation

 

　　C. Private Equity/Venture Capital ValuationD. Hedge Fund Strategies

 

　　E. Distressed Securities/Bankruptcies

 

　　F. Commodities and Managed Futures

 

　　G. Alternative Investment Management StrategiesG. Collectibles

 

　　X. Portfolio Management and Wealth Planning（投资组合管理和财富规划）A. The Investment Policy Statement

 

　　B. Modern Portfolio Management Concepts

 

　　C. Behavioral Finance

 

　　D. Management of Individual/Family Investor PortfoliosE. Management of Institutional Investor PortfoliosF. Investment Manager Selection

 

　　G. Economic Analysis and Setting Capital Market ExpectationsH. Tax Efficiency Strategies

 

　　I. Asset Allocation

 

　　J. Portfolio Construction and Revision

 

　　K. Risk Management

 

　　L. Execution of Portfolio Decisions (Trading)M. Performance Evaluation

 

　　N. Presentation of Performance Results