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com

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4CFA ............................................................................................5

5 CFA.....................................................................................................5

6 CFA .......................................................................................5

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1CFA ..........................................................................................................................6

2 CFA ............................................................................................6

3CFA .........................................................................................................6

4 ..............................................................................................................................7

5 CFA ...........................................................................................8

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3. ...................................................................................................................... 11

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CFAspace CFA

APF CFA 123 CFA

CFA

www.cfaspace.com

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CFA - CFA

1CFA

CFA

CFA Chartered Financial Analyst

1962 CFA

2006 CFA

CFA

CFA CFA CFA CFA

Institute

CFA

2010 10 CFA 103109 91,555

137

CFA CFA 2008 12 CFA China

CFA

2CFA CFA

3
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CFA CFA

CFA

CFA

CFA

CFA

3CFA

CFA

(Bank of America Merrill Lynch)

(Citigroup)

(Credit Suisse)

(Deutsche Bank)

(HSBC)

(JP Morgan Chase)

(Morgan Stanley Smith Barney)

(RBC)

(UBS)

(Wells Fargo)

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 CFAspace CFA www.cfaspace.com

4CFA

2013 6 168 146,605

43%

51,350 35%

EMEA () 32,148 22%

2.2

5 CFA

MBA()MS in Finance()MS in Financial Engineering()

FRM()

6 CFA

30%

60%

10%

CFA - CFA

5
 CFAspace CFA www.cfaspace.com

CFA

1CFA

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A4

B 18

In Progress

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D2 2

2 CFA

CFA CFA

CFA

3CFA

CFA CFA

CFA 2

Enrollment Fee
CFA

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Registration Fee

2014 06 CFA

2014 6

1. mock

2. $150 +$20=$170

CFA

2013 12 2014 6 CFA CFA

CFA

A CFA :

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 CFAspace CFA www.cfaspace.com

http://bbs.cfaspace.com/thread-792930-1-1.html

BCFAspace

http://bbs.cfaspace.com/thread-844711-1-1.html

TEL400 628 8183 QQ 88129411

5 CFA

CFA

2 CFA

3 1

CFA

UPS CFA

7CFA

CFA CFA Level 1

CFA Level 1 CFA Level 2 CFA Level 2 CFA Level 3

8 CFA

8
 CFAspace CFA www.cfaspace.com

CFA

CFA

a.

b.

c. $100

CFA

ACFA

CFA LevelLevel Level

6 3

240

120 10 case case

9
 CFAspace CFA www.cfaspace.com

BCFA

CFA level level level

CCFA

CFA TI BAIIPLUS HP12C

TI BAIIPLUS

2CFA

10
 CFAspace CFA www.cfaspace.com

ACFA

>= 1*70

240 1220

220*70 154 CFAI <=50%

51%-70% >70%

CFA

B CFA

CFA CFA 1%

70%

30%

C CFA

CFA CFA

70% 50% 70% 50%

CFA

70%

3. 2014

June 2014 Exam Schedule (Levels I, II, and III)

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 CFAspace CFA www.cfaspace.com

Late July 2013 June 2014 exam registration opens

25 September 2013 First fee schedule deadline for the June 2014 exam

November 2013 Topic-based practice test and mocks examsbecome available

3 February 2014 Awareness scholarship application deadline

12 February 2014 Second fee schedule deadlinefor June 2014 exam

12 March 2014 Final fee schedule deadline to register for June 2014 exam

Final deadline for disability and religious alternate date

24 March 2014 accommodation requests to be received by CFA Institute

14 April 2014 Test center change request deadline

Early May 2014 Exam admission ticketsbecome available

7 June 2014 Exam day

JuneJuly 2014 Exams graded

JulyAugust 2014 Exam results become available

CFA

12
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CFA

User Name Password

I agree

Forgot user name/password

First Name

Last Name

Confirm Primary E-mail Address

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 CFAspace CFA www.cfaspace.com

Level I Level II Level III

12

http://www.cfainstitute.org/finsecustomer_enu/

Change My Test Center

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 CFAspace CFA www.cfaspace.com

6 7 8 12

CFA -

1CFA

CFA CFA

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 CFAspace CFA www.cfaspace.com

Body of KnowledgeTM ()

2CFA

LEVEL LEVEL LEVEL

Ethical and Professional Standards (total) 15 10 10

Quantitative Methods 12 5-10 0

Economics 10 5-10 0

Financial Statement Analysts 20 15-25 0

Corporate Finance 8 5-15 0

Investment Tools (total) 50 30-60 0

Analysis of Equity Investments 10 20-30 5-15

Analysis of Fixed Income Investments 12 5-15 10-20

Analysis of Derivatives 5 5-15 5-15

Analysis of Alternative Investments 3 5-15 5-15

Asset Valuation (total) 30 35-75 35-45

Portfolio Management (total) 5 5-15 45-55

TOTAL 100 100 100

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 CFAspace CFA www.cfaspace.com

4 CFA

CFA

1 CFA CFA

notesSample Mock Exam

17
 CFAspace CFA www.cfaspace.com

CFA

2 CFA CFA

Sample

Mock Exam CFA

3 CFA

ESSAY CFA

CFA

4 CFAspace

APF CFA 123

CFA CFA

CFA A 8766614

B CFA

CFA CFA 180-270

CFA

CFA

300-400

5CFA

CFA CFA

CFA

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 CFAspace CFA www.cfaspace.com

CFA

6 CFA

Study Notes CFA

Study Notes

notes

CFA

notes

CFA LEVEL 1 Study NotesCFA INSTITUTE

CFA LEVEL 1 Study Notes

CFA INSTITUTE CFA LEVEL 1 300400

CFA

1Study Notes

2CFA V10 handbook

3CFA

CFA 3500 study notes 1500

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 CFAspace CFA www.cfaspace.com

Schweser Study Notes

Schweser study note

Study Notes
Study

Notes CFA

CFA

1CFA 2

32B HB 4CFA TI HP

1. 2.

3. 4.

5. 6. 7.

1.

2.

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 CFAspace CFA www.cfaspace.com

3. NotesTextbookStudy Guide

4.

5.

6.

9 12 8 8 40 10

2 5 1 1 40 10

Last Name(Surname)First Name(Given)

1.5 3

least likely most likely

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 CFAspace CFA www.cfaspace.com

CFA

12 CFA Level 1

6 CFA Level 1CFA Level 2CFA Level 3 12 CFA Level

LevelI LevelII LevelIII

6 12 6 6

2001 49% 46% 82%

2002 42% 47% 58%

2003 42% 40% 47% 69%

2004 34% 36% 32% 64%

2005 36% 34% 56% 55%

2006 40% 39% 48% 76%

2007 40% 39% 40% 50%

2008 35% 35% 46% 53%

2009 46% 34% 41% 49%

2010 42% 41% 39% 46%

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 CFAspace CFA www.cfaspace.com

2011 39% 38% 43% 51%

2012 38% 37% 42% 52%

2013 38% 43% 49%

CFA

CFA

4 CFA

Client Service Representative or Relationship Manager

CFAI Description: "Responsible for all activities related to investment firm client

service, including: communicating investment performance and strategy to clients

and serving as a liason between client and portfolio manager."

Compliance Analyst or Compliance Officer

CFAI Description: "Responsible for ensuring investment firm s adherence to

applicable laws, regulations and professional standards of practice."

Investment Consultant

CFAI Description: "Provides investment consulting services, including developing

investment policy statements; formulating and delivering investment reviews,

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 CFAspace CFA www.cfaspace.com

conducting asset allocation studies, managing client relationships; monitoring

investment performance."

Corporate Chief Financial Officer

CFAI Description: "Responsible for determining structure and funding needs

through equity, debt, and alternative investments; evaluating financial

fundamentals, and making capital investment decisions."

Corporate Finance Analyst

CFAI Description: "Analyze financial fundamentals and capital needs for ongoing

corporate operations and/or new projects; conduct long range financial planning;

analyze and value possible mergers and acquisitions, asset sales and capital

investment decisions. Determine and recommend funding strategies through

various security or financing options."

Investment Banking Analyst

CFAI Description: "Analyze and value securities for public offering; target and value

mergers and acquisitions for corporate clients."

Derivatives Analyst

CFAI Description: "Formulate strategies and valuations for derivative securities."

Economist

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 CFAspace CFA www.cfaspace.com

CFAI Description: "Develop economic outlooks to be used in the formulation of

investment strategies and portfolio structuring."

Institutional Sales Professional or Business Development

CFAI Description: "Cultivate new business opportunities by marketing investment

products to institutional investors. Execute trades and convey research of securities

and strategies to institutional investors."

Investment Strategist

CFAI Description: "Apply investment knowledge to develop and analyze investment

strategies designed to achieve investor goals as part of the overall investment

process."

Portfolio Manager

CFAI Description: "Manage clients investment portfolios. Responsible for

investment decision-making, including security selection, industry/sector selection

and portfolio construction."

Private Client Investment Advisor

CFAI Description: "Manage portfolios of high net-worth clients. Identify investor

objectives and develop investment policies. Manage client relationships."

Professor/Instructor

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 CFAspace CFA www.cfaspace.com

CFAI Description: "Academic, full-time professor or instructor at a college or

university teaching investments, finance and/or economics. Other business

course instruction does not qualify for the award of the CFA Charter."

Quantitative Investment or Risk Analyst

CFAI Description: "Conduct quantitative research and/or performance attribution

analysis to assist portfolio managers and traders with investment decisions and risk

management. Supply portfolio managers with analytical tools needed for portfolio

management."

Real Estate Investment Manager

CFAI Description: "In the context of diversified securities portfolios, specialize in the

management of real estate investments, including, developing investment policies

and monitoring performance."

Regulator/Supervisor of Investment Firm

CFAI Description: "Oversee legal/regulatory compliance matters, perform due

diligence and ensure firm compliance with all applicable federal securities laws,

state statutes, regulatory agencies, and investment laws. Review and maintain

investment contracts, registration statements, regulatory filings and documents.

Security/Investment Analyst

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 CFAspace CFA www.cfaspace.com

CFAI Description: "Analyze, value, and recommend securities in one or more asset

classes (equity, fixed income, alternative investments, or derivatives)."

Securities Trader

CFAI Description: "Execute buy and sell transactions in investment securities.

Develop and disseminate information about markets and the trading environment

to securities dealers and portfolio managers."

Valuator of Closely Held Business

CFAI Description: "Value business/company/corporation where stock is thinly

traded (or privately held) and for which the market offers limited buyers/sellers.

Analyze financial statements, accounting methods, capital budget projects,

acquisitions and asset sales."

Venture Capital Analyst

CFAI Description: "Conduct market research and analysis to solicit/raise capital for

equity or debt funding, mergers, capital leasing, acquisitions or divestitures."

5CFA

27
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CFAspacewww.cfaspace.com

CFA CFA CFA

CFA
http://bbs.cfaspace.com/

CFA CFA

CFA

CFA CFA CFA

http://www.cfaspace.com/dict/index

CFAspace 8766614 CFAspace

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