What is the CFA Program? A Rigorous Self-Study Program

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CFA PROGRAM
Sponsored by
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Chartered Financial Analyst
A Symbol of Integrity and Professional Excellence

https//www.cfainstitute.org/pages/index.aspx
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???CFA
???????(Chartered Financial
Analyst),??????????,??CFA?CFA????????????????????,
CFA?????CFA??(CFA Institute)???,??????????????????
????? CFA???????????????????,CFA?????????
???????? CFA?????????????,?????????????
???????????????????????????????CFA??????????????
??
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???CFA??
CFA??????????????,???????????CFA????,?????
??????????????????????????
???2012?5??CFA???????,CFA?????139??????????109,748
???,????100,328?CFA??????????58???????135??????CFA
????????????????????????????,??????????
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CFA ???
CFA???????????? 1963? ??CFA???
??10? ??????CFA???
2000?? 2011?6?CFA?????? ??
115,027? ??

19,830? ????
13,787? ??
29,537? ??

10,515? ???
9,514? ??
7,742?
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CFA??????
??????,????CFA????10??,????????2000?,??CFA
?????????? ??CFA??????????????304
000??,???320 000??,????172 800??,???217
600??,????179 200???
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CFA????????
?????????CFA??????????????????????????????
???????????????????????????????????????????
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CFA????????
?????,??CFA???????????????????(Bank of
America Merrill Lynch) ????(Citigroup)???????(Cred
it Suisse)??????(Deutsche Bank)?????(HSBC)?????(JP
Morgan Chase)??????(Morgan Stanley Smith
Barney)????????(RBS)???????(UBS)?????(Wells Fargo)
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CFA???????
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CFA???
CFA?????????????????????????,???????????
???????????,???,??3??CFA?????10000?,?????2000???
??CFA?????,?????????????,????????????????,
?????????????????,??CFA????????30?????
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CFA???
CFA???2000?????????,?????????????????????,
??2002?9?????,???????????????????????
????????,?2004?12???,?????CFA Charter
holder????CFA Institute ?????CFA
???????????????????????,????CFA?????????,?????????
?????????
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CFA??
CFA???????????????,??????,???????????
???????,??????? 1)????????????????,?????????
2)??????????????????
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CFA??
3)????????????,???????????,??????????CFA???????
???????????,????,4??????????????????4??????,??????
????????,??????????????????????
4)?????????,?????????????
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CFA????
CFA???????????????CFA ????????????????????
?,???????????????????????????????????
????????????????????????????????????????(????????
???????????????)?????(???????????????????????),
??????????????
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CFA????
CFA??????????????????????,????????????????
????? CFA???????????????????????(?????????????
?????)? CFA???????????????,????????????,????????
??????????????????????????????
????????CFA?????????????????
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CFA????
CFA????????????,?????????????,????????????
???????? ?2003??,?Level I ??????????????,??5?/6
????160????????,??12???????????????????23?????????
Level II ?Level III?????????
CFA?????????CFA??????,?????????????????,??????????
?????????
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CFA????
Level I ?????????,????????????????????????
?Level II?Level III ?????????????????,??50,?????
??????????????????????,??,Level II
???????????,Level III ???????????????
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2004-2005 CFA Program
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CFA??
CFA???????? 1.??????"Pass"??"Fail"
2.??????????45???? 3.????
CFA?????????????,???????????lt50?51-70?gt70.CF
A???????????????????,?????????????
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2004-2005 CFA Program
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CFA??
CFA???????? 4.CFA???????????????,????
????????????????????????????gt???????1??????????
???70? ???????240?,???????1?????????????220
?,????????22070154??????????
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2004-2005 CFA Program
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CFA??
CFA???????? 5.Ethics????????????????
?,?Ethics???????????????????,????Ethics???????,???
????????????????????,????????????????
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2004-2005 CFA Program
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CFA?????
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2004-2005 CFA Program
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CFA?????
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2004-2005 CFA Program
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CFA??????
6???????CFA???????????????????
12???????CFA?????????? ??????????,?????CFA??
????,?????????????????????????????????
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CFA??????

• ?????????
• Registration fee to enter CFA Program US 375
• Enrollment fee for Level I examination US
  360 Study materials for Level I
• Study Guide Free CFA Institute
  publications US 268
• Primary textbooks US 427
• Approximate Total Costs for Level I
  US1,430

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CFA???
????????????????? ???CFA
??????,????????????(????????),????????????????????
CFA???????????????????,???????,???????????????????
????????,??????????????,??????????????
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CFA???
???????????????CFA??????????
?????????(??????????????????)???????????????????
?????????????????????????????????????????????????
??,????CFA???
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CFA???
?????????????????CFA????
??CFA?????????????????CFA??,????????????????????,?
???CFA????????CFA????????????,????????????????????
?????CFA????????????????
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CFA??
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CFA????
????????????????????(CFA??)?2009?????????
??????????????,??????,?????
2009???,?????CFA???????????????
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CFA????
?????????????????????????????,???????????
???????????????,2010????????????????(CFA??)???????
???????????602??604??608?,2011????????????????????
???616??618??622?,????????(CFA??)????????
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CFA????
???????(CFA??)????????FMA(Financial
Management Association)??????????,???FMA??????????
?????? 2009?5?6-8?, FMA???????????14?????
??????????FMA????,???????????
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CFA????
2011?,????????FMA????????????????????????
????,?????? ?????????FMA?????????,FMA????2
00???????,??????5???????????2011?,??FMA??????????
(Northern Illinois University )? ????????????(Cali
fornia State University Fresno)????????FMA??????
?2011?????????
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CFA????
FMA?????????????FMA?????????????????2011?
????7??????????????????????????????
FMA??????????????????????????????2011?????24??????
?????????(???FMA??)????(???FMA???????)????(???FMA?
??????)????(???FMA???????)???????
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Chartered Financial Analyst
A Symbol of Integrity and Professional Excellence