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MindMap Gallery CFA (Chartered Financial Analyst)

CFA (Chartered Financial Analyst)

CFA is qualified and recognized by the CFA Institute headquartered in the United States. At present, CFA has become the world's first unambiguous financial certification system. The financial concepts promoted by CFA have become industry standards. CFA qualifications have been widely adopted by the world's top financial institutions and become the main human resources evaluation standard.

Edited at 2023-02-07 10:11:14

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CFA (Chartered Financial Analyst)

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Outline

CFA (Chartered Financial Analyst)

Economics

Classic macroeconomics and microeconomics content is used to explain elasticity, price curves, producer surplus, consumer surplus, monopoly and market forms, macroeconomic policies and central bank knowledge, allowing candidates to understand the macroeconomic and microeconomic knowledge of economic operations.

Demand and total analysis

Manufacturers and market structure

Aggregate output, price level, and economic growth

Understand business cycles

Monetary policy and fiscal policy

International trade and capital flows

exchange rate

company

Corporate Issuers

Corporate Finance

Financial Statement Analysis

Financial Reporting and Analysis - Introduction

financial reporting standards

income statement

corporate income tax

balance sheet

stock

long term assets

Long-term liabilities

cash flow statement

financial reporting quality

financial ratio analysis

Comprehensive application of financial statement analysis

invest

Portfolio Management and Investment Performance Reporting

Portfolio Management

Let people understand the entire process of investment portfolio business, how to meet customer needs, calculate returns, determine risks, use portfolio management theory to allocate assets, diversify risks, and conduct regular reviews, how to use the investment portfolio method to improve the asset management level of insurance companies .

Equity Investments

It introduces in detail the pricing process when going public and raising funds, and how much you should pay during mergers and acquisitions. You can also understand the prospects of the industry during the evaluation process to make correct business decisions. And how to reasonably evaluate the value of a company during mergers and acquisitions.

Fixed Income Investment (Fixed Income)

It introduces the operation of the bond market and the pricing issues when issuing bonds. You can also understand how to securitize and sell assets.

Derivatives

Introduces how to face today's highly volatile financial and commodity markets and use various derivatives for risk management, hedging risks and reducing losses.

Alternative Investments

Introduces non-traditional investment vehicles such as hedge funds, venture capital funds, real estate trusts, etc.

quantitative analysis methods

Quantitative analysis

Use quantitative tools to measure portfolio correlation and probability statistics to provide technical support for setting reasonable and rational investment plans.

time value of money

Organizing, visualizing and describing data

probability theory

Sampling and Estimation

hypothetical test

Univariate linear regression

Ethical and professional standards

Ethics and Professional Standards

Improving the professional and ethical quality of employees, especially the international requirements for trustee responsibilities, reduces the risk of professional violations among company insiders, while improving the overall professional quality within the company,

CFA Level 1

The exam focuses on: knowledge and understanding, focusing on tools and techniques, including introduction to asset valuation and securities management skills. It mainly examines candidates' tools and basic concepts in investment evaluation and management.

240 channels

Morning (3 hours): 120 multiple choice questions covering all topics

Afternoon (3 hours): 120 multiple choice questions covering all topics

CFA Level 2

The exam focuses on: asset valuation analysis, stock valuation, fixed income, derivatives investment, and case studies on how to effectively price products and analyze investment portfolios.

The examination format is based on case analysis of investment performance and income changes.

There are 21 item set questions in the Level 2 exam:

Among them, 18 item sets each contain 6 multiple-choice questions, and 3 item sets each contain 4 multiple-choice questions, for a total of 120 multiple-choice questions.

The score for the Level 2 exam is 360 points, which is equivalent to the number of minutes of the exam. Level 120, both items are equally weighted, with 3 points each, excluding incorrect answers.

CFA Level 3

The exam focuses on: investment portfolio management, investment performance analysis and financial management. Candidates are required to be familiar with asset pricing and investment performance analysis and be able to write investment reports independently.

The examination format is to analyze investment performance according to the requirements of the sample essay and independently write an investment analysis report.

The Level 3 exam consists of item set and constructed response (essay) questions:

Morning: Constructed answer (essay) questions (usually between 8 and 12 questions, each with several parts), up to 180 points. (Point values for each question are provided in the exam paper).

Afternoon: 11 set questions, of which 8 cases each contain 6 multiple-choice questions, and 3 cases each contain 4 multiple-choice questions, for a total of 60 multiple-choice questions.