交大校区cfa一级全景套餐开学仪式及先导课程正式

7CFAInstitute CFAInstitute756CFAProgram56CFAProgram8CFAProgram CFAProgram99全球CFA持证人就业统 陆CFA持证人就业统TopGlobal TopGlobalABNAllianzBankofAmericaBarclaysBMOFinancialCreditSuisseDeutscheFidelityGoldmanSachsINGGroepJ.P.MorganChase&LehmanBrothers,

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梅隆金融公摩根士丹北 公普华永保德信金银丰业银道富银道明银行财 金融领域“十二五”人才发展规划 的海 次金融人才，200位本市金 ；具有本科 等学历的从业者占到70%以，持有国际通行的金融职业资格认 的人才达到5%左右昨天，市金融工 、金融服 正式公布了 金融领域“十二五”人才发展规》。无论是从金融人才的总体质量来看，还是从从业者创造的金融业增加值来看，到05年，金融人才的含“金”量都将比目前大大增加。5%金融从业者 市金融办相关介绍说，目前金融行业从业人员达到23万，其中包括“海归”近3000，台及外籍2000多名。随着建设国际金融中心，的金融人才的总量将明显增加，到2015年，的金融人才将达到32万人，列入和“ ”、“市浦江人才计划”等计划的海外次金融人才将达到100名；列入本市和金融领域培养计划的金融领军人才达到200名；具有本科及以上学历的人员比例达到70%，其中学历的人员比例达到15%此外 的金融人才也将更加 ”，到2015年，持有国际通行的金融职业资格认

市人才认定标准(2011年)公布2011人才认定标准：特许金融分析师纳入地方级领才 张小玲将生物、新能源和互联网三大产业列入 《市人才认定标准(2011年)》昨日发布，于1月1日起正式实施，原《次专业人才认定标准》(2010年修订版)同时废止。市人才认定标准将人才划分为杰出人才、(包括国家级、地方级、后备级人才)、高级人才和中初 (CFA)资格 备级人才认定标准中新增“近5年，连续2年获得《 》“最佳分析师”(行 前3 CFAInstitute

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Hard3sequential,6-hourexamsoveratleast2years12,000pagesof900hoursof CFAProgramCFACFAProgramInvestmentInvestmentAssetExamResultsarepostedonthewebsiteandmailedtostudentsinJuly/August,normally45daysaftertheexamdateforlevelIand75daysaftertheexamdateforlevelIIandlevelIIIYourscoreisthenumberofcorrectanswersyougaveatpercentageforeachpartAccuracy<=50%=51-70%=poorto>70%=averagetoOnly“pass”or“fail”willbetoldwithoutanyWestronglybelieveEthicshasthebottomCandidateswhoperformwellinsometopicareacanmakeupforlowerperformanceinotherareaHowisthepasslinedetermined-Allpartsabove70%issafeandisyourtarget

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CFAQuestionsFormatforEthicsandProfessionalStandardsQ1-18,Q121-138,36QtativeMethodsQ19-32,Q139-152,28QEconomicsQ33-44,Q153-164,24FinancialStatement ysisQ45-68,Q165-188,48QCorporateFinanceQ69-78,Q189-198,20QMarketsandEquityQ79-Q90,Q199-Q210,24Q eInvestmentsQ103-Q114,Q223-234,28QDerivativeInvestmentsQ91-98,Q211-218,12QAlternativeInvestmentsQ99-102,Q219-222,8QPortfolioManagementQ115-120,Q235-240,12Q CFAQuestionsFormatforEthicsandProfessionalStandardsQ1-18,Q121-138,36CodeofEthicsandStandardsofProfessionalEthicalcase,violatewhichCompliancecase,howtoGlobalInvestmentPerformanceStandards13LOSMustrefertothetextbooks,GIPS中文

CFAQuestionsFormatfortativeMethodsQ19-32,Q139-152,28TheTimeValueofDiscountedCashFlowStatisticalConceptsandMarketProbabilityCommonProbabilitySamplingandHypothesis 87LOS,KeyConcepts,BasicCalculation,<商务与经济统计技术CFAQuestionsFormatforEconomicsQ33-44,Q153-164,24 DemandandSupply ysis:Introduction,ConsumerDemandandtheFirm;TheFirmandMarket AggregateOutput,PriceandEconomicGrowth,UnderstandingBusinessCycles,MonetaryandFiscalEconomicsinaGlobalContextInternationalTradeandCapitalFlowsCurrencyExchangeRate98LOSKeyTheoriesandConcepts,<经济学:私人与公共选择中信

CFAQuestionsFormatforFinancial ysisQ45-68,Q165-188,48eStatement,BalanceSheet&CashFlowInventory,Long-lived eTaxes,Long-LiabilityandFinancialReportingQualityandFinancialStatementysisApplication109LOSBasicConceptsandEmphasis(LIFOvs.FIFOCFO,CFI,CFF,FinancialRatios, Cashflow,CapitalLeasevs.OperatingLease…),<财务报表分析与运用>中信版 CFAQuestionsFormatforCorporateFinanceQ69-78,Q189-198,20CapitalCostofMeasuresofDividendsandShareRepurchase:WorkingCapitalTheCorporate ernanceofListedCompanies:AManualforInvestors44LOS,BasicConceptsandCalculation,(NPVvs.IRR,WACC,GoodCorporate ernanceprocedures财务管理基础>中信

CFAQuestionsFormatforMarketsandEquityQ79-Q90,Q199-Q210,24MarketsOrganizationandSecurity-MarketMarketOverviewofEquityIntroductiontoIndustry EquityValuation:ConceptsandBasic60LOS,BasicConceptsandP0=D1/(K-g),g=ROE*RR，P0/E1=Payoutratio/(K-《国际投资学 大 CFAQuestionsFormatforL1 eInvestmentsQ103-Q114,Q223-234,28QFeaturesofDebtRisksAssociatedwithInvestinginOverviewofBondSectorsandUnderstandingYieldIntroductiontotheValuationofDebtYieldMeasures,SpotRates,andForwardIntroductiontotheMeasurementofInterestRateFundamentalof ysis76LOS,VarietyofDebtSecurities,YieldSpread,YTM,Risk,Valuation,Duration,Convexity,<固定收益

CFAQuestionsFormatforDerivativeInvestmentsQ91-98,Q211-218,12DerivativeMarketsandForwardMarketsandFuturesMarketsandOptionMarketsandContracts(Call,SwapMarketsandContracts(Currency,InterestRiskManagementApplicationsofOptionStrategies(CoveredCall,ProtectivePut)38LOS,BasicConceptsandEmphasis,< 中文版John,Hull CFAQuestionsFormatforAlternativeInvestmentsQ99-102,Q219-222,8IntroductiontoAlternativeInvestments(hedgefund,privateequity,realestate,commodities)(NEW)Investingin10LOSBasicConceptsandEmphasis国际投资学》

CFAQuestionsFormatforPortfolioManagementQ115-120,Q235-240,12PortfolioManagement:AnPortfolioRiskandReturn:PartPortfolioRiskandReturn:PartBasicsof nningand27LOSBasicConceptsandEmphasis,投资分析与组合管理第 CFALevel1 CFALevel1A.DisciplinaryReviewCommitteeB.CFAInstituteBoardof A.DisciplinaryReviewCommitteeB.CFAInstituteBoardof C.ProfessionalConductProgramDesignatedEthics:WhichofthefollowingismostdirectlyresponsibleforenforcingtheStandards?Ethics:WhichofthefollowingisacorrectuseofCharteredystandCFAJohnDoe,LevelIIJohnDoe,CFA,charterJohnDoe,passedLevelIIoftheCFA CFALevel1Ethics:DerrickRhodesrecentlybecameaCFAcharterholder.Asaresult,heispromotedtoportfoliomanager.Rhodesiscommendedbysupervisor,alsoaCFAcharterholder,in s,whichofthefollowingstatementsfrom isnotwiththe“RhodesisnowaCFAcommittedtothehighest“RhodeshascompletedallthreelevelsoftheCFAexaminthreeconsecutiveyears.”“ThefirmupholdsitscommitmenttoonlyemployCFAcharterholdersasportfoliomanagers.”

CFALevel1ChenJun,CFA,isaportfoliomanagerforaninvestmentfirm.Asagift,a offershimticketstoasold-outsportingeventonthedayoftheevent.Althoughheisunabletoseekpreapprovalfromhissupervisor,heacceptstheticketsandlaternotifieshissupervisoratthefirm’sannualgiftreview.HasChenmostlikelyviolatestheCFAInstituteStandardsofProfessionalConduct(theStandards)?Yes,becausehemustreceivepriorapprovalfromhisYes,becausehisroleasportfoliomanagerrestrictshimfromacceptinggiftsfrom 2013Dec nforCFA1July–7Oct:15weeksfinishNotes+Textbooks8Oct–31Oct:4weeksreviewanddesignownnotes1Nov–30Nov:4weekshavepracticeexam

CFAAwardCeremonyExam:2006-2013CFAInstituteOnlineSampleand2003-2013ActualCFAExamforLevel1DMCPracticeExamHandbooki-StudyOnlineMockQuestionsinTextbooksandStudyNotesSchweserPracticeExamV1andV2CFAAwardCeremonyCFAAwardCeremonyCFAAwardCeremony CFAAwardCeremonyCFAAwardCeremonyCFAAwardCeremonyCFAAwardCeremony2011DMCStudents

DMCIn-houseDMCIn-houseDMCIn-houseDMCIn-house i-StudyFor2013DecCFA

ClassScheduleof2013DMCClassforCFAProgramForDecExaminationforLevel1LongFullLessonsLevel27days13July一级全景套餐班（浦西徐汇交大LongFullLessonsLevel27days14July一级全景套餐班（浦东八佰伴LongFullLessonsLevel27days14July一级全景套餐班（杨浦复旦大学Advanced27￥单独拍摄，随报全景套餐网络函授班（机器绑定Advanced全景套餐移动硬 光函授班（27￥单独拍摄，随报器绑定，赠500G希捷*在册学*在册学员均可参加 的活动，包括晚宴、郊游、专业讲座，职业发展，后续教*费用包括中文学习精要，CFA专业词典，全真模拟题库 讲义 突击秘籍，全等ClassScheduleof2013DMCClassforCFAProgramForJunExaminationforLevel1LongFullLessonsLevel20days13July一级高级研修班（浦西徐汇交大LongFullLessonsLevel20days14July一级高级研修班（浦东八佰伴LongFullLessonsLevel20days14July一级高级研修班（浦西杨浦复旦Advanced一级高级研修20￥单独拍摄，随报绑定Advanced20￥单独拍摄，随报一级高级研修 光盘函授班（机绑定*在册学员均可参加 的活动，包括晚宴、郊游 、专业讲座，职业发展，后续教*费用包括中文学习精要，CFA专业词典，全真模拟题库 讲义 突击秘籍，全 等

ClassScheduleof2014DMCClassforCFAForJunExaminationforLevelEarlyBirdLongFullLessonsLevel127days14Sep一级全景套餐领先班（浦西徐交大EarlyBirdLongFullLessonsLevel227days15Sep二级全景套餐领先班（浦西徐交EarlyBirdLongFullLessonsLevel324days15Sep交大*在册学员均可参加的活动，包括晚宴、郊、专业讲座，职业发展，后续教*费用包括中文学习精要，CFA专业词典，全真模拟题库，讲义，突击秘籍，全真ClassScheduleof2014DMCClassforCFAForJunExaminationforLevel EarlyBirdLongFullLessons 27daysSaturday Level1一级全景套餐领先班（函授EarlyBirdLongFullLessons 27daysSunday Level2二级全景套餐领先班（函授EarlyBirdLongFullLessons 23daysWeekend Level3三级全景套餐领先班（函授14Sep15Sep15Sep*在册学员均可参加CFA的活动，包括晚宴、郊游、、专业讲座，职业发展，后续教*费用包括中文学习精要，CFA专业词典，全真模拟题库，讲义，突击秘籍，全真Tutors TutorsTeamin余润：（CF余润：（CFA）道明诚教育CFA培训中心（总部培训总监），专职讲师及考试试题研究员，加入道明诚教育前曾在英特尔（In）投资中国和法国金盛（） 任职。教学研究方面担任 强静:(FRM,MFE,levelIIIcandidateinCFATutorsTeamin TutorsTeaminBeijingPart赵启欣赵启欣CFA：现为国内某知名私募基金管理公司投资经理及行业分析师，主管公司及港股投资及私募股权投资业务。赵老师拥有六年投资及研究经验，以基本面研究为基础，通过对投资流程控制进行风险管理，同时对重点公司及其上下游企业进行深入的实地调研，曾设计并管理超20亿规模类产品，收益在同类产品中名列前茅。长于把握宏观经济走向，行业研究及上市公司选择。赵老师拥有四年的CFA授课经验，特别对于CFA课程体系和考试技巧有着突出把握。蒋佳良CFAFRM：现任国内某 系资产管理公司投资经理，曾在华宝证券投资部投资经理，负责 及固定收益投资策略制定及执行，拥有多年的金融投资行业工作经验。曾 工商银行德国法兰克福分行部工作，负责本行债券及各种金融衍生产品的投资策略制定、执行及投资组合维护。曾在东北财经大学担任德语