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About CFA

 

證照 輔導課程 CFA review courses  About CFA

THE CFA® CHARTER Demonstrate your mastery of the investment analysis and decision-making skills most needed for a competitive career in the global investment management profession. The Chartered Financial Analyst® (CFA) credential is the professional standard of choice for more than 31,000 investment firms worldwide. When hiring leading firms demand investment professionals with real-world analytical skills, technical competence, and the highest professional standards, often requiring the CFA credential for consideration.

WHAT YOU WILL LEARN

The CFA Program is offered in a self-study format and is divided into three levels of exams.

Three Levels

The course of study is organized into three levels and each level requires passing a six-hour exam. The program curriculum increases in complexity as you move through the three levels:

·         Level I: Focuses on a basic knowledge of the ten topic areas and simple analysis using investment tools

·         Level II: Emphasizes the application of investment tools and concepts with a focus on the valuation of all types of assets

·         Level III: Focuses on synthesizing all of the concepts and analytical methods in a variety of applications for effective portfolio management and wealth planning

CFA Exam Topic Area Weights

Topic Area

Level I

Level II

Level III

Ethical and Professional Standards

15

10-15

10-15

Quantitative Methods

12

5-10

0

Economics

10

5-10

5-15

Financial Reporting and Analysis

20

15-20

0

Corporate Finance

7

5-15

0

Equity Investments

10

15-25

5-15

Fixed Income

10

10-20

10-20

Derivatives

5

5-15

5-15

Alternative Investments

4

5-10

5-15

Portfolio Management and Wealth Planning

7

5-10

40-55

Total

100

100

100

HOW TO EARN THE CHARTER

1. Become a CFA candidate and enroll in the CFA Program. To do so, you must

• meet one of the following criteria:

º Have a bachelor’s (or equivalent) degree,

º Be in the final year of a bachelor’s degree program,

º Have four years of professional work experience, or

º Have a combination of professional work and university experience that totals at least four years.

• be prepared to take the exams in English.

• have a valid international passport.

• meet the professional conduct admission criteria.

2. Pass the Level I Exam (June or December).

3. Pass the Level II Exam (June).

4. Pass the Level III Exam (June).

5. Have four years of professional work experience in the investment decision-making process (accrued before, during, or after participation in the CFA Program).

6. Join CFA Institute as a regular member.

For further information, visit www.cfainstitute.org

 

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