雙十一活動正在進(jìn)行中……CFA一級考試科目有10門,在CFA官網(wǎng)中,協(xié)會對這些科目做了簡單的介紹,可是全英文的解釋許多考生是看不懂的額,即便能看懂上面的單詞,理解起來還是有難度的,小編給考生說一說,讓備考心里安心一點!

Ethical and Professional Standards (職業(yè)道德)

This topic introduces ethics, related challenges to ethical behavior, and the role played by ethics and professionalism in the investment industry. A framework to support ethical decision making is provided to help guide behavior. CFA Institute Code of Ethics and Standards of Professional Conduct is examined, as well as the Global Investment Performance Standards (GIPS?).

翻譯:本科目介紹道德,道德行為的相關(guān)挑戰(zhàn)以及道德和專業(yè)精神在投資行業(yè)中扮演的角色。 提供了支持道德決策的框架,以幫助指導(dǎo)行為。 審查了CFA研究所的道德守則和專業(yè)行為標(biāo)準(zhǔn)以及全球投資績效標(biāo)準(zhǔn)(GIPS?)。

Quantitative Methods(數(shù)量分析)

Introduces quantitative concepts and techniques used in financial analysis and investment decision making. Descriptive statistics used for conveying important data attributes such as central tendency, location, and dispersion are presented. Characteristics of return distributions are introduced. Probability theory and its application quantifying risk in investment decision making is considered.

翻譯:介紹用于財務(wù)分析和投資決策的定量概念和技術(shù)。 介紹了用于傳達(dá)重要數(shù)據(jù)屬性(如集中趨勢,位置和離散度)的描述性統(tǒng)計信息。 介紹了收益分配的特征。 考慮了概率理論及其在投資決策中量化風(fēng)險的應(yīng)用。

Economics(經(jīng)濟(jì)學(xué))

Introduces fundamental concepts of supply and demand analysis for individual consumers and firms. Also covered are the various market structures in which firms operate. Key macroeconomic concepts and principles are covered, including aggregate output and income measurement, aggregate demand and supply analysis, and analysis of economic growth factors. The topic concludes with coverage of the business cycle and its effect on economic activity.

翻譯:介紹了個人消費者和公司的供需分析的基本概念。 還涵蓋了公司運作的各種市場結(jié)構(gòu)。 涵蓋了關(guān)鍵的宏觀經(jīng)濟(jì)概念和原則,包括總產(chǎn)出和收入計量,總需求和供給分析以及經(jīng)濟(jì)增長因素分析。 本科目以商業(yè)周期及其對經(jīng)濟(jì)活動的影響作為結(jié)束。

Financial Report and Analysis(財務(wù)報表分析)

Offers a thorough explanation of financial reporting procedures and the standards that govern financial reporting disclosure. Emphasis is on basic financial statements and how alternative accounting methods affect those statement and the analysis of them. Primary financial statements are examined, along with a general framework for conducting financial statement analysis.

翻譯:提供有關(guān)財務(wù)報告程序和管理財務(wù)報告披露的標(biāo)準(zhǔn)的詳盡解釋。 重點是基本財務(wù)報表以及其他會計方法如何影響這些報表及其分析。 審查了主要財務(wù)報表以及進(jìn)行財務(wù)報表分析的一般框架。

Corporate Finance(公司金融)

Provides an introduction to corporate governance and investing and financing decisions. An overview of corporate governance is presented along with a framework for understanding and analyzing corporate governance and stakeholder management. The growing impact of environmental and social considerations in investing is also highlighted. Coverage is given on how companies make use of leverage and manage their working capital to meet short-term operational needs.

翻譯:介紹公司治理以及投資和融資決策。 提出了公司治理的概述以及用于理解和分析公司治理和利益相關(guān)者管理的框架。 還強(qiáng)調(diào)了環(huán)境和社會因素對投資的日益增長的影響。 涵蓋了公司如何利用杠桿和管理其營運資金以滿足短期運營需求的內(nèi)容。

Equity Investments(權(quán)益)

Learn to describe characteristics of equity investments, security markets, and indexes. Analyze industries, companies and equity securities, and the use of basic equity valuation models. Global equities are defined as an important class for meeting longer-term growth and diversification objectives.

翻譯:學(xué)習(xí)描述股票投資,證券市場和指數(shù)的特征。 分析行業(yè),公司和股票證券,以及基本股票估值模型的使用。 全球股票被定義為滿足長期增長和多元化目標(biāo)的重要類別。

Fixed Income(固定收益)

Learn to describe fixed income securities and their markets, yield measures, risk factors, and valuation measurements and drivers. Calculating yields and values of fixed income securities will be covered. How to understand securitization of assets, the fundamentals of bond returns and risks, and basic principles of credit analysis are included.

翻譯:學(xué)習(xí)描述固定收益證券及其市場,收益率度量,風(fēng)險因素以及估值度量和驅(qū)動因素。 將涵蓋計算固定收益證券的收益率和價值。 包括如何理解資產(chǎn)證券化,債券收益和風(fēng)險的基本原理以及信用分析的基本原理。

Derivatives(衍生品)

Builds the conceptual framework for understanding the basic derivatives and derivative markets. Essential features and valuation concepts for forward commitments such as forwards, futures, and swaps and contingent claims are introduced. Arbitrage is discussed, a critical concept that link derivative pricing to the price of the underlying.

翻譯:建立用于理解基本衍生產(chǎn)品和衍生產(chǎn)品市場的概念框架。 介紹了遠(yuǎn)期承諾的基本功能和估值概念,例如遠(yuǎn)期,期貨,掉期和或有債權(quán)。 討論了套利這一至關(guān)重要的概念,它將衍生產(chǎn)品定價與標(biāo)的價格聯(lián)系起來。

Alternative Investment Portfolio(另類投資)

There is discussion of alternative investments, including hedge funds, private equity, real estate, commodities, and infrastructure. The use of alternative investments for diversifications and higher returns is covered. The curriculum defines what alternative investments include, and the characteristics that they have in common.

翻譯:關(guān)于替代投資的討論,包括對沖基金,私募股權(quán),房地產(chǎn),大宗商品和基礎(chǔ)設(shè)施。 涵蓋了使用另類投資來實現(xiàn)多元化和更高的回報。 該課程定義了替代投資包括哪些內(nèi)容,以及它們共有的特征。免費發(fā)送CFA最新資料(點我領(lǐng)?。?/span>

Portfolio Management and Wealth Planning(投資組合管理和財富規(guī)劃)

Explains and demonstrates the use of fundamentals of portfolio and risk management, including return and risk measurement, and portfolio planning and construction. The needs of both individual and institutional investors are examined, along with the range of available investment solutions. CAPM is used to identify optimal risk in portfolios.

翻譯:解釋并演示投資組合和風(fēng)險管理基礎(chǔ)知識的使用,包括收益和風(fēng)險衡量以及投資組合計劃和構(gòu)建。 考察了個人和機(jī)構(gòu)投資者的需求,以及可用的投資解決方案的范圍。 CAPM用于確定投資組合中的*風(fēng)險。雙十一活動正在進(jìn)行中……