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因為CFA考試範圍中各類科有重疊與界線不明的項目，為保持課程之完整性，本班之CFA課程之內容與CFAI所公告之考試範圍依下列對照表分配：
1. 職業道德(6hr)
1.“Code of Ethics and Standards of Professional Conduct”- (完整職業道德下載)
2.
“Guidance” for Standards I – VII
3.
“Introduction to the Global Investment Performance Standards (GIPS®)”-(GIPS下載請按此)
4.
“Global Investment Performance Standards”
5.
“The Corporate Governance of Listed Companies: A Manual for
Investors”
-(公司治理要求下載請按此)
2. 數量方法(12hr)
8.
“Statistical Concepts and Market Returns”
9.
“Probability Concepts”
10. “Common Probability Distributions”
11. “Sampling and Estimation”
12. “Hypothesis Testing”
13. “Correlation and Regression”
78. “An Introduction to Portfolio Management”
3 經濟學(15hr)
14. “Economic Fluctuations, Unemployment, and Inflation”
15. “Fiscal Policy”
16. “Money and the Banking System”
17. “Modern Macroeconomics: Monetary Policy”
18. “Stabilization Policy, Output, and Employment”
19. “Demand and Consumer Choice,” including addendum “Consumer
Choice and
Indifference Curves”
20. “Costs and the Supply of Goods”
21. “Price Takers and the Competitive Process”
22. “Price-Searcher Markets with Low Entry Barriers”
23. “Price-Searcher Markets with High Entry Barriers”
24. “The Supply of and Demand for Productive Resources”
25. “The Financial Environment: Markets, Institutions, and Interest
Rates”
26. “Gaining from International Trade”
27. “Foreign Exchange”
28. “Foreign Exchange Parity Relations”
4. 財報分析(27hr)
29. “Framework for Financial Statement Analysis”
30. “Long-Term Assets”
31. “Accounting Income and Assets: The Accrual Concept”
32. “The Statement of Cash Flows”
33. “Analysis of Cash Flows”
34. “Future FASB Changes and the Analytical Challenges of GAAP”
35. “Analysis of Financial Statements”
36. “Dilutive Securities and Earnings per Share”
37. “Seek and Ye Shall Find” and
38. “Searching for Shenanigans”
39. “Analysis of Inventories”
40. “Analysis of Long-Lived Assets: Part I −The Capitalization
Decision”
41. “Analysis of Long-Lived Assets: Part II −Analysis of
Depreciation and Impairment”
42. “Analysis of Income Taxes”
43. “Analysis of Financing Liabilities”
44. “Leases and Off-Balance-Sheet Debt”
5. 公司財管(9hr)
6.
“The Time Value of Money”
7.
“Discounted Cash Flow Applications”
45. “An Overview of Financial Management”
46. “The Cost of Capital”
47. “The Basics of Capital Budgeting”
48. “Cash Flow Estimation and Other Topics in Capital Budgeting”
49. “Risk Analysis and the Optimal Capital Budget”
50. “Capital Structure and Leverage,”
51. “Dividend Policy”
55. “An Introduction to Security Valuation”
79. “An Introduction to Asset Pricing Models”
6. 股票評價(12hr)
52. “Organization and Functioning of Securities Markets”
53. “Security-Market Indicator Series”
54. “Efficient Capital Markets”
56. “Stock-Market Analysis”
57. “Industry Analysis”
58. “Equity: Concepts and Techniques”
59. “Company Analysis and Stock Valuation”
60. “Technical Analysis”
61. “Introduction to Price Multiples”
75. “Alternative Investments”
76. “The Investment Setting”
註:
55. “An Introduction to Security Valuation”
改列至公司財管，75.
“Alternative Investments”及76.
“The Investment Setting”列為股票評價內容
7. 債券評價(12hr)
62. “Features of Debt Securities”
63. “Risks Associated with Investing in Bonds”
64. “Overview of Bond Sectors and Instruments”
65. “Understanding Yield Spreads”
66. “Introduction to the Valuation of Debt Securities”
67. “Yield Measures, Spot Rates, and Forward Rates”
68. “Introduction to the Measurement of Interest Rate Risk”
8.
衍生性商品(6hr)
69. “Derivative Markets and Instruments”
70. “Forward Markets and Contracts”
71. “Futures Markets and Contracts”
72. “Option Markets and Contracts”
73. “Swap Markets and Contracts”
74. “Risk Management Applications of Option Strategies”
9. 投資組合管理(3hr)
77. “The Asset Allocation Decision”
79
“An Introduction to Asset Pricing Models”.
註：78. “An
Introduction to Portfolio Management”改列為數量方法之內容，76.
“The Investment Setting”改列為股票評價之內容。 |
