对CFA考试学员的10个建议

来源: 高顿网校 2014-07-23
  对CFA考试学员的10个建议
  1. Engage in revision sessions that are marathons, not sprints,If you want to pass the CFA Level I, you’re advised by the CFA Institute to spend six months preparing and to do between 300 and 400 hours ofrevision per exam during that time.
  “Success is strongly correlated with the date you start revising,” says Nathalie Columelli, aformer Deutsche Bank trader who now coaches people in the CFA exam. Inother words, the earlier you start revising, the greater your chances ofsuccess.
  Now is therefore not the time to be crammingfor the June exam. Now’s the time to be starting to revise for the examin December!
  “This is the best moment to start revising[for December],” says Patricia Donnelly, head of consultant services atBNP Paribas Investment Partners and former president of the CFA SocietyFrance. “It’s generally calm at work and on the markets. If you startnow, you can get ahead before things heat up after the summer.”
  2. Plan carefully
  Six months is a long time. And during that time it’s easy to go astray and to spend less time revising than you’d intended.
  Toprevent yourself neglecting revision times, Columelli advises usingOutlook to block out 12 hours of revision time every week over the nextsix months. If things get in the way, make sure you transpose thoseblocked out hours to other times.
  Philippe Maupas,
  president of CFA Society France, advises that students need to build twoor three completely free weeks into their revision schedules. That way,you can absorb any professional or personal issues which might come up.
  If nothing comes up, you can simply have a break. Or you can use thatextra time to go back over the most difficult parts of the syllabus.
  3. Find a method of revising that works for you“The best thing is to use a revision technique that you’ve employed forprevious exams and that’s worked for you,” says Columelli. “Some peoplework best in the mornings, others at night. Some like to go to thelibrary, others will work in their office or at home - each to theirown!”
  Corporate finance student, Bastien Doutreleau iscurrently doing an internship in Spain and preparing to take the CFAlevel II exam in December. When he studied for Level I, Doutreleau saidhe watched CFA videos and is regularly exchanged information withprofessionals who’d already passed the exam. Talking to those peoplewith successful careers helped remind him why he decided to take theexams in the first place. On the other hand, Doutreleau said that heavoided CFA exam forums, which can be stressful places when you’restudying.
  4. Make the most of the materials on offer The CFA itself offers materials that will help you prepare for the exam.
  “With your login and password you can access a heap of information andadvice from the CFA site itself, says Columelli. “Candidates too oftenneglect this,” she adds.
  Donnelly suggests that students nearing the end of their revision look at the list of ‘Learning OutcomeStatements (LOS)’ provided by the CFA Institute.  They’re especiallygood for running through during a commute, or on the morning of theexam, she suggests.
  5. Practice, practice and practice
  “It’sessential that you’re able to respond to the questions without stoppingand that understand each one quickly and in the sort of conditionsyou’ll encounter in the exams,” says Bastien, who regularly put himselfthrough timed mock exams prior to level I. “This is the best way offinding out how good you are and what you still need to work on. It willalso give you confidence before the big day,” he said.
  6. Don’t leave anything out
  Each of the ten units is important for CFA level I, says Maupas. You can’t leave anything out.
  Thefirst time he took CFA Level I, Bastien says he didn’t devote enoughtime to the economics material, on the grounds that it involved 300 pageof coursework for just 10% of the marks in the exam (while other unitswere 100 pages of coursework for 15% of the exam). This was a big error,he admits.
  It’s particularly important that you know thesmall subjects without much coursework extremely well. This isespecially true for the ethical and professional standards section, saysDonnelli. “A wrong note here can compromise your success in the wholeexam if you’re on the border of passing and failing,” she says.
  7. Have a strategy
  The passing score in the CFA exam is a matter of utmost secrecy, but is thought to be around 70%.
  If you want to pass, you’ll therefore need to be good at everything (see point six).
  Bastien advises against studying one particular area at a time. Instead, hesuggests proceeding in the style of a ‘crab’ and covering severaldisciplines at once during revision sessions whilst alternatingtheoretical with quantitative disciplines.
  Columelli advocates paying particular attention to details on subjects you’retraditionally good at in order to avoid careless mistakes. Work harderon the subjects where you achieve irregular results during mock exams,she adds.
  8. Look after yourself as the exam approaches“As the exam draws closer, you need to treat yourself a bit like a baby,” says Columelli. “Eat regularly, go outside, take in some fresh air atleast twice a day.”
  If you’re in a full time job,Donnelli advises taking some half days. They’ll help you relax and giveyou more time for revision. Some employers will even offer time off forexam preparation, she says.
  9. Don’t disqualify yourself on the big day by doing something stupidThe
  CFA website has important information on the materials you can takeinto the exam - read it carefully. Make sure the information on yourpassport conforms to what you’ve written on the CFA entry forms.
  Recharge your calculator batteries. Give yourself enough travel time -remember that quite a few people will be converging on the exam hall.
  10. Retain your common sense
  As with all exams, you should:
  -  Start with the easy questions.
  -  Always give an answer. You have nothing to lose.
  -  Make an intelligent guess if you don’t know the answer.
  -  Don’t panic. At worse this is just preparation for your next attempt!

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cfa备考 热门问题解答
cfa证书就业岗位有哪些?

cfa考完后可以从事的工作包括公司会计、基金经理助理、投资管理师、股票研究分析师、基金分析师、投资产品分析师、券商助理分析师、交易员等。在全球范围内,cfa会员的雇主包括了摩根大通、汇丰银行等机构。

cfa考试内容有哪些?

cfa考试分为三个等级,cfa一级和二级考试科目包括《职业伦理道德》、《定量分析》、《经济学》、《财务报表分析》、《公司理财》、《投资组合管理》、《权益投资》、《固定收益投资》、《衍生品投资》、《其他类投资》。cfa三级考试科目包括《经济学》、《投资组合管理》、《权益投资》、《职业伦理道德》、《固定收益投资》、《其他类投资》、《衍生工具》。

cfa一年考几次?

cfa每年考试的次数每个级别均有不同,其中CFA一级考试每年设置四次,CFA二级考试每年设置三次,CFA三级考试每年设置两次。需注意,协会规定考生必须要按照CFA考试的三个级别,依次进行报考,且报考两个级别考试的窗口之前需至少间隔6个月。

cfa的含金量如何?

CFA证书全称Chartered Financial Analyst(特许注册金融分析师),是全球投资业里最为严格与高含金量资格认证,为全球投资业在道德操守、专业标准及知识体系等方面设立了规范与标准,具有较高的知名度和影响力。 英国的国际学术认证中心,还将持有CFA证书视为拥有硕士学历水平,能让想进修的金融专业人士,充分学习等同于金融硕士的知识课程。此外,人民日报三年内连续四次推荐CFA证书!因此,无论是从国际知名度还是国内知名度来说,CFA资格认证的含金量和认可度都是非常高的。

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陈一磊

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陈一磊
  • 老师好,考出CFA的难度相当于考进什么大学?
  • 老师好,CFA考试怎样备考(越详细越好)?
  • 老师好,38岁才开始考CFA金融分析师会不会太迟?
  • 老师好,金融分析师通过率是多少?
  • 老师好,有了金融分析师证后好找工作吗?
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Luke

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Luke
  • 老师好,CFA如果不去考会怎么样?
  • 老师好,金融分析师难度有多大?
  • 老师好,金融分析师挂出去多少钱一年?
  • 老师好,金融分析师考试科目几年考完?
  • 老师好,CFA工资一般是多少钱?
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Gloria

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  • 老师好,金融分析师工资待遇如何?
  • 老师好,35岁考金融分析师有意义吗?
  • 老师好,考过金融分析师能干嘛?
  • 老师好,考完金融分析师可以做什么工作?
  • 老师好,CFA注册会计师年薪一般多少?
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