「博李CFA」:什么是CFA?

CFAChartered Financial Analyst 的首字母缩写,翻译为 “特许金融分析师”。

特许金融分析师 (CFA) 考试分为三个级别,由 CFA协会 设计和管理,旨在测试您对不同投资工具和技能的了解。

通过所有三个级别的 CFA考试 后,您将被授予 “CFA执照”,成为 “CFA执照特许持证人”

CFA执照CFA协会 授予金融和投资专业人员的专业证书,这些专业人员必须完成其学习项目,通过所有三级考试,并满足其他专业要求(比如一定年限的金融行业相关经验)。

CFA执照 被许多人视为投资管理行业的黄金标准”

一般来说,完成CFA课程并通过所有三级考试需要 2到5年 的时间。根据CFA协会的数据,到目前为止,全球有超过17万的CFA持证人。

CFA一级考试有 180 个独立的多项选择题MCQ,例如涵盖 2022 年 CFA 课程的 19 个学习部分、60 个阅读章节和 10 个主题。 CFA课程设计和考试范围每年可能会有所不同。

从 2022 年开始,CFA一级考试将在每年的 2 月、5 月、8 月和 11 月举行。

从2021年开始,所有三个级别【I/II/III】CFA考试 将从 笔试(PBT)改为 机试(CBT)

根据CFA协会:

  • CFA一级考试在过去10年的年均通过率约为42%
  • 历史上成功的一级考生花费大约 300 小时准备考试
  • 背景较弱(例如对于金融或英语)的候选人可能需要更多的时间

此致!

There are three levels of the Charted Financial Analyst (CFA) exams, designed and administrated by the CFA Institute to test your knowledge of different investment tools and skills.

Upon passing all three levels of CFA exams, you will become the CFA charter-holder.

The CFA charter is a professional credential bestowed by the CFA Institute on financial and investment professionals who have completed its program of study, passed all three levels of its examinations, and met other professional requirements.

The CFA charter is considered by many as the “gold standard” for the investment management industry.

Typically, it takes between two and five years to complete the CFA Program and pass all three levels of examination. According to the CFA® Institute, there are more than 170,000 CFA charterholders worldwide as of now.

There are 180 standalone MCQs in the Level-1 CFA exam, which for example covers 19 study sessions, 59 readings, and 10 topics as per the 2022 CFA curriculum. The CFA curriculum and exam coverage may vary each year.

Beginning in 2022, the Level-1 exam will be offered in February, May, August, and November every year.

All Level [I/II/III] CFA Exams shift from paper-based (PBT) to computer-based testing (CBT) starting in 2021.

According to the CFA Institute.

  • The average annual pass rate for the last 10 years for the CFA Level-1 exam is around 42%.
  • Historically successful Level-1 candidates spend roughly 300 hours preparing for the exam.
  • Candidates with a weaker background (e.g., in Finance or English) may need considerably more time.

The End!