杭州考生看过来,CFA考试成功的10条戒律

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CFA考试成功的10条戒律,请成都考生关注

CFA考试成功的10条戒律,请成都考生关注

CFA考试成功的10条戒律,请成都考生关注In less than two weeks, 40,000 candidates globally will take this year’s June CFA exams. If you’re one of them, you have reason to feel stressed. The pass rate isn’t high (40% for CFA Level I last June) and the amount of revision you’re advised to do is enormous.So what can you do to improve your chances? We’ve asked a selection professionals, students, coaches and people from the CFA Institute. This is what they suggest.1. Engage in revision sessions that are marathons, not sprintsIf you want to pass the CFA Level I, you’re advised by the CFA Institute to spend six months preparing and to do between 300 and 400 hours of revision per exam during that time.“Success is strongly correlated with the date you start revising,” says Nathalie Columelli, a former Deutsche Bank trader who now coaches people in the CFA exam. In other words, the earlier you start revising, the greater your chances of success.Now is therefore not the time to be cramming for the June exam. Now’s the time to be starting to revise for the exam in December!“This is the best moment to start revising [for December],” says Patricia Donnelly, head of consultant services at BNP Paribas Investment Partners and former president of the CFA Society France. “It’s generally calm at work and on the markets. If you start now, you can get ahead before things heat up after the summer.”2. Plan carefullySix months is a long time. And during that time it’s easy to go astray and to spend less time revising than you’d intended.To prevent yourself neglecting revision times, Columelli advises using Outlook to block out 12 hours of revision time every week over the next six months. If things get in the way, make sure you transpose those blocked out hours to other times.Philippe Maupas, president of CFA Society France, advises that students need to build two or three completely free weeks into their revision schedules. That way, you can absorb any professional or personal issues which might come up. If nothing comes up, you can simply have a break. Or you can use that extra time to go back over the most difficult parts of the syllabus.3. Find a method of revising that works for you“The best thing is to use a revision technique that you’ve employed for previous exams and that’s worked for you,” says Columelli. “Some people work best in the mornings, others at night. Some like to go to the library, others will work in their office or at home – each to their own!”Corporate finance student, Bastien Doutreleau is currently doing an internship in Spain and preparing to take the CFA level II exam in December. When he studied for Level I, Doutreleau said he watched CFA videos and is regularly exchanged information with professionals who’d already passed the exam. Talking to those people with successful careers helped remind him why he decided to take the exams in the first place. On the other hand, Doutreleau said that he avoided CFA exam forums, which can be stressful places when you’re studying.4. Make the most of the materials on offerThe CFA itself offers materials that will help you prepare for the exam. “With your login and password you can access a heap of information and advice from the CFA site itself, says Columelli. “Candidates too often neglect this,” she adds.Donnelly suggests that students nearing the end of their revision look at the list of ‘Learning Outcome Statements (LOS)’ provided by the CFA Institute. They’re especially good for running through during a commute, or on the morning of the exam, she suggests.5. Practice, practice and practice“It’s essential that you’re able to respond to the questions without stopping and that understand each one quickly and in the sort of conditions you’ll encounter in the exams,” says Bastien, who regularly put himself through timed mock exams prior to level I. “This is the best way of finding out how good you are and what you still need to work on. It will also give you confidence before the big day,” he said.6. Don’t leave anything outEach of the ten units is important for CFA level I, says Maupas. You can’t leave anything out.The first time he took CFA Level I, Bastien says he didn’t devote enough time to the economics material, on the grounds that it involved 300 page of coursework for just 10% of the marks in the exam (while other units were 100 pages of coursework for 15% of the exam). This was a big error, he admits.It’s particularly important that you know the small subjects without much coursework extremely well. This is especially true for the ethical and professional standards section, says Donnelli. “A wrong note here can compromise your success in the whole exam if you’re on the border of passing and failing,”she says.7. Have a strategyThe passing score in the CFA exam is a matter of utmost secrecy, but is thought to be around 70%.If you want to pass, you’ll therefore need to be good at everything (see point six).Bastien advises against studying one particular area at a time. Instead, he suggests proceeding in the style of a ‘crab’ and covering several disciplines at once during revision sessions whilst alternating theoretical with quantitative disciplines.Columelli advocates paying particular attention to details on subjects you’re traditionally good at in order to avoid careless mistakes. Work harder on the subjects where you achieve irregular results during mock exams, she adds.8. Look after yourself as the exam approaches“As the exam draws closer, you need to treat yourself a bit like a baby,” says Columelli. “Eat regularly, go outside, take in some fresh air at least twice a day.”If you’re in a full time job, Donnelli advises taking some half days. They’ll help you relax and give you more time for revision. Some employers will even offer time off for exam preparation, she says.9. Don’t disqualify yourself on the big day by doing something stupidThe CFA website has important information on the materials you can take into the exam – read it carefully. Make sure the information on your passport conforms to what you’ve written on the CFA entryforms. Recharge your calculator batteries. Give yourself enough travel time – remember that quite a few people will be converging on the exam hall.10. Retain your common senseAs with all exams, you should:- Start with the easy questions.- Always give an answer. You have nothing to lose.- Make an intelligent guess if you don’t know the answer.- Don’t panic. At worse this is just preparation for your next attempt!各位考生,2015年CFA备考已经开始,为了方便各位考生能更加系统地掌握考试大纲的重点知识,帮助大家充分备考,体验实战,网校开通了全免费的高顿题库(包括精题真题和全真模考系统),题库里附有详细的答案解析,学员可以通过多种题型加强练习,通过针对性地训练与模考,对学习过程进行全面总结。

2023年11月cfa考前注意事项

2023年11月cfa考前注意事项

2023年11月CFA考前注意事项近年来,CFA(Chartered Financial Analyst)考试在金融行业备受瞩目,越来越多的金融从业者以及金融专业学生加入了CFA考试的备考行列。

对于准备参加2023年11月CFA考试的考生来说,有一些重要的注意事项需要引起足够的重视和准备。

在本文中,我们将深入探讨这些注意事项,预祝大家在考试中取得优异的成绩。

一、充分准备时间准备CFA考试需要足够的时间。

对于大多数考生来说,工作和学习往往是同时进行的,需要充分安排好工作和学习的时间,尤其是针对11月份的考试。

建议提前6-9个月进行系统的复习和备考,以确保能够充分消化和吸收大量的知识。

二、精心选择学习材料选择适合自己的学习材料至关重要。

CFA考试的教材种类繁多,包括官方出版的教材、备考指南、模拟试题等。

考生需要根据自己的学习风格和时间安排,选择适合自己的学习材料。

建议多使用官方教材进行学习,并辅之以一些备考指南和模拟试题,以检验自己的学习效果。

三、重视模拟试题模拟试题在备考过程中扮演着至关重要的角色。

通过模拟试题的练习,考生可以更好地了解自己对知识点的掌握情况,找出薄弱之处,及时调整学习计划。

模拟试题还可以帮助考生熟悉考试的形式和节奏,增加考试的信心和把握。

四、注重重点知识点CFA考试涉及的知识面较为广泛,考试内容也很多,对于考生来说,需要明确重点知识点,划定复习的重点和难点。

建议考生合理分配时间和精力,优先复习重点知识点,深入理解和掌握这些内容。

五、交流和讨论在备考过程中,考生可以通过交流和讨论的方式,加深对知识点的理解。

可以参加一些CFA考试的学习小组、论坛或者线上课程,与其他考生进行交流,向一些备考经验丰富的学长学姐请教经验和技巧,这对于备考是非常有益的。

六、保持良好的心态保持良好的心态对于备考CFA考试也非常重要。

CFA考试是一项需要全面理解和应用金融知识的考试,考生需要保持乐观、自信的态度,充分发挥自己的潜力,最大限度地发挥出自己的水平。

【注意】CFA考试时的若干问题

【注意】CFA考试时的若干问题

全球最大的CFA(特许金融分析师)培训中心
总部地址:上海市虹口区花园路171号A3幢高顿教育
电话:400-600-8011网址: 微信公众号:gaoduncfa 1 【注意】CFA 考试时的若干问题 CFA 考试必须特别注意的问题:
当您进行CFA 报名之后,紧接着就可以参加CFA 考试了,在 参加考试之前,需要了解相关方面的注意事项,确保考试中的顺利。

许多考试在考试之前,由于对考试注意事项不是特别的清楚,导致在考试之中出现了许多状况,影响了考生的正常发挥。

首先,要注意CFA 考试的具体时间,在考试当天需要提前达到考试的地点。

在考试当天交通比较拥堵,为了能够提前达到考场,最好在考试前一天就将在考试中需要使用到的物品准备 好,包括笔、手表等。

其次,在考试之前需要将考生承诺书中的信息照着书写一遍,在需要考生签字的地方,一定要签字,如果考试拒绝签字,将会将此次的考试视为作废处理,对考生会产生较大的影响。

然后,要注意考试的结束时间,在考试将要结束的半个小时之内可以交卷。

为了保证顺利通过考试,考试将题目全部完成之后,需要再返回来仔细检查一遍,查看有没有漏题或者错题 的现象。

最后,考试的所有答案一定要填写在答题卡中,如果答题卡中没有任何题目的答案,同样会将成绩视为零分。

各位考生,2015年CFA 备考已经开始,为了方便各位考生能更加系统地掌握考试大纲的重点知识,帮助大家充分备考,体验实战,网校开通了全免费的高顿题库(包括精题真题和全真模考系统),题库里附有详细的答案解析,学员可以通过多种题型加强练习,通过针对性地训练与模考,对学习过程进行全面总结。

给CFA考生的几条建议

给CFA考生的几条建议

给CFA考生的几条建议12月份,CFA考试又要开始了,不知道有多少朋友将会踏上考场,有的是经历过CFA一级考试的老兵,有的是跃跃欲试的新生。

不管怎么你是几万考生中的一员,要想过考试,得传出更多努力。

1、对待CFA考试要像马拉松比赛,而不是短跑如果你想通过CFA考试,就得花六个月的时间学习和做300至400小时的复习考试。

越早开始准备CFA考试,成功的机会就越大。

2、找到一个适合你自己的学习方法能够适合自己的方法就是最好的方法是,查找之前考试的资料,可以让你知道更清楚的去回答问题。

可以在CFA论坛与网友交流问题,能够帮你减轻学习压力。

3、熟悉考试成绩通过标准考试成绩分为"Pass"或者"Fail";评分体系: CFA考试中会对各个科目单独评分,每个科目的成绩分为三档:<=50%、51%-70%、>70%,CFA协会会把考生各个科目成绩汇总做加权平均,从而评判考生是否能通过考试;CFA协会官方尚没公布具体的通过标准,以下标准为根据历年考生的实际通过情况进行估算的:考生正确的答案数量>=全球成绩排名前1%的考生的平均正确答案数量的70%。

重视Ethics部分:4、照顾好自己临近考试日期,一定要照顾好自己,不要生病了,不要再做大量的考试题目,与朋友聚聚,出去散散心,保持最好的状态。

5、不要轻易取消CFA考试CFA网站有重要信息,你可以去浏览。

另外,确保您的护照上的信息与你网上的信息一致。

考试之前检查你的计算器有否能正常使用。

给自己足够的时间,记住,不少人将会聚在考试大厅。

6、保留你的常识如同所有的考试,你应该:从简单的问题开始、总是给一个答案你不会有任何损失、做一个聪明的猜测,如果你不知道答案、不要恐慌更糟糕的是这只是准备你的下一个尝试!。

CFA考试当天:好运气掌握在自己手里

CFA考试当天:好运气掌握在自己手里

CFA考试当天:好运气掌握在自己手里高顿财经CFA项目总监说:“很多没有通过的考生不是因为自己学习的不到位,而是因为考试当天的lucky值不够。

”每一年都看到一些学生无法进入考场,原因无他基本上都是没带护照、没带准考证、准考证打印有问题等等问题,另外,还有考试当天紧张,本身早早的到了考场结果在厕所呆到了迟到,别笑,真有此事,心态真的很重要。

所以考场也需要知己知彼,让我们可以有一个成功的六月一日。

不要觉得考场就在那里,就觉得知道个地点就行了,除非考场离你住的地方非常近,走路即可,不然的话,一定要好好算算时间,丁丁网大众网这种估算的时间不能考虑的,你要考虑到你的路线路段是否容易堵车,所以要提前去看看,然后在可预期的时间范围内提前多长时间到考场,赶早不赶晚。

考前一周左右就开始注意你的饮食,以免对你的身体造成伤害,如果是异地的学生,尽量提前两天来,为了防止异地不适。

别忘了打印准考证,这是重点,并且在打印完你的准考证要及时核对您的信息是否与您的真实信息相符,或者说跟你注册的信息一致。

这里注意,准考证的打印要用A4纸把所有信息打印其中,不能漏字的;另外,护照的期限一定要在考试日期之后,不然无法进入考场。

保证以上几点后,在考试前一天晚上务必把考试必须用品准备好装包,铅笔,橡皮,水笔,准考证,护照,计算器。

这里有个小提示,在市中心考试的,或者考场附近有草坪的同学们,可以弄个耳塞,把耳朵塞起来,能减少噪音,并且也能提高你的做题的精神力,不会因为考场别人的动向打扰你的心神,这是一个不错的方法。

还有就是准备一件小外套,夏天的考场的空调开的很低,所以需要的话,就带件小外套,以免考场觉得冷分散了你的注意力。

考试当天,跟平常的考试一样,需要等待监考老师说明可以进入考场。

考试开始前,你需要出示准考证和身份才能进入考场。

这里注意了,准考证上不能出现别的字迹,否则也是进不去考场了。

监考官会检查你所带的物品的,容许带入考场的除了必备品外还有耳塞、眼镜、药品、纸巾、钱包、计算器的电池和螺丝刀、削笔刀、手表(需关闭报时和闹铃功能),其他的不能带入的,并且这些物品还得放在凳子下方,不要放在桌子上,通常有存包的地方的在考场外面,建议不要存放贵重物品,所以在这里我建议大家要么拿家里一个便宜的不能再便宜的手机,要么就直接买一个破手机,如果自己开车那就当我没说,放车里就是了。

对CFA二级的十条学习建议

对CFA二级的十条学习建议

对CFA二级的十条学习建议对自学的考生来说,听辅导课是必不可少的,在网课老师的指导下,学员自己去精读钻研,才对CFA二级考试的出题思路有一点了解,在不剧透的前提下谈一点建议:1、道德部分非常难,每年都如此,所以一定要多加准备,只看懂notes远远不够。

还有道德手册全部看完,原版课后题全部做完,历年mock,sample 都做一遍。

细节之处要细抠。

2、尽量不要战略性地放弃某一部分,因为你放弃的哪一部分可能出题很简单,会导致你的总成绩比别人落后几道题,band 10的人基本上就差那几道题。

一共才120道题,一道题就可能涮掉成千上万人,不要存侥幸心理,准备了就尽量的准备充分。

3、尽量看培训的视频,他们讲的很好。

4、原版课后题一定做完,局部题目难度比真题稍微还高一点,但考试时,时间紧张,心情紧张,会感觉难度也较高。

5、另类投资比较繁琐,会变成考试的重点,可能会考两道题。

6、经济学部分看似简单,但结果很难拿A。

要重点关注一下。

7、除了道德,其他内容看notes就够了,但一定配课后题。

8、平时一定要提高阅读速度,要不很容易做不完题目。

9、考试时,不会的赶紧猜,不要停留。

几乎每道题里面总有一两道题比较难。

10、多做笔记,把要点录下来,闲着没事时听几遍。

有太多东西是需要死记硬背的。

能加深对CFA知识的理解,牢固掌握应考知识。

各位考生,CFA备考已经开始,为了方便各位考生能更加系统地掌握考试大纲的重点知识,帮助大家充分备考,体验实战,高顿网校开通了全免费的CFA题库(包括精题真题和全真模考系统),题库里附有详细的答案解析,学员可以通过多种题型加强练习,通过针对性地训练与模考,对学习过程进行全面总结。

cfa 考试新要求

cfa 考试新要求

cfa 考试新要求
CFA考试是全球金融业从业人士广泛认可的国际金融分析师资格考试,其新要求包括以下几个方面:
1. 考试科目更新:CFA考试从2021年开始对科目进行了更新调整,分为三级,分别是CFA Level I、CFA Level II和CFA Level III。

每一级的考试科目都会根据最新的金融行业发展趋势进行相应的调整。

2. 考试内容更新:CFA考试的内容也会根据行业需求和发展进行更新。

新的CFA考试要求考生具备更全面和深入的金融知识和技能,包括金融市场分析、投资组合管理、投资风险管理等方面的内容。

3. 伦理标准要求:CFA考试还对考生的伦理标准提出了更高要求。

考生需要了解并遵守CFA协会的道德和伦理规范,包括独立性、诚实、诚信等方面的要求。

4. 考试时间要求:CFA考试对每一级的考试时间都有严格要求,考生需要合理安排时间进行备考和考试,确保能够充分准备和顺利完成考试。

总的来说,CFA考试新要求主要包括科目更新、考试内容更新、伦理标准要求和考试时间要求等方面的调整,旨在提高考生的专业水平和伦理素养,适应金融行业的发展需求。

CFA考试拿高分8个基本套路!

CFA考试拿高分8个基本套路!

CFA考试拿高分8个基本套路!幸运的人都一样,不幸的人却有各自的不幸,就好比每次考试都挣扎在挂与不挂之间,幸运的人之所以幸运,是因为他们有相似的套路,今天浦江财经就为大家分享CFA学霸考试不挂科背后的8个套路能够做到5条以上基本就够了!CFA学习套路一:Make Study A Habit让学习成为一种习惯,告别突击抱佛脚的惴惴不安每天坚持学习,保持对固有知识的熟悉程度,不管投入的时间多少都是有帮助的。

拳不离手,曲不离口的道理在这里非常适用。

CFA学习套路二:Use the resources at hand充分利用有价值的学习资源,物尽其用CFA最具价值学习资料名单:培训课程、历年真题、教材+习题册、考官文章、小册子、考官报告、考试大纲、讲义等。

在学习资料方面CFA小编有两个观点不知大家是否赞同:1、要做到物尽其用,千万不要贪图资料的数量。

你电脑里保存几个G的资料并不能给你的考试带来对大的帮助,而是要看你脑袋里装了多少KB的资源。

真题是否刷透了?网课是否有认真跟着学?教材知识点是否掌握牢固?2、伸手党终究会害了自己。

网上各种论坛能给大家提供有价值的资料,但是出发点是为大家节约时间,把找寻资料的时间用于学习,但是不希望看到很多人都报名参加CFA,但还不知道真题应该在官网哪里下载?考官文章在哪里更新?只要你有心逛一逛官网,找到这些东西并不难,你们的英语水平肯定比我高,我是英语6级都没报过名的人啊。

因为报了也考不过,但我能做到这些,证明是真的不难。

CFA学习套路三:Work together学习伴侣能帮你度过难熬的时光,精神上的鼓励很重要只要思想不滑坡,办法总比困难多。

学习的过程中很容易产生动摇的心理。

但是如果自己在一个集体里面会得到身边人的激励与积极影响。

这也是CFA方向班吸引学生的一个原因,大家在一起学会有动力,正向驱动力会带着大家一起变得更优秀。

大学寝室的例子也很好的验证了同伴的重要性,优秀的寝室四个人都很优秀,一般的寝室都平庸无奇。

CFA新人一定要看的十条CFA考场注意事项

CFA新人一定要看的十条CFA考场注意事项

全球最大的CFA(特许金融分析师)培训中心总部地址:上海市虹口区花园路171号A3幢高顿教育电话:400-600-8011网址: 微信公众号:gaoduncfa 1 CFA 新人一定要看的十条CFA 考场注意事项一、考试中一切听考场人员指挥行动:1、上午9点-12点考试,8点开始在考场外候考,一般8点30分左右可能会暂时关闭考场,直至9点钟才允许在8点半以后候场的考生进入考场;下午2点至5点考试,1点开始在考场外侯考,一般1点30分左右可能会关闭考场,直至2点钟才允许候场的考生进入考场。

收卷前30分钟不能交卷,收卷前10分钟不能去洗手间,直到收完考卷得到广播统一通知后才能离开考场。

2、一定要听指令!在没有听到拆看试卷的指令前绝对不能拆看试卷,不然将被记录。

不要因为周围人拆考卷或者写字所影响。

一定要听广播中的指示。

一切以指示为准。

3、考试中间有任何问题和要求必须提前举手示意,得到允许方可行动,(例如:需要上厕所,需要从椅子下面拿纸巾)4、考试结束铃声一响,需要立刻停笔,不然一定会被取消资格。

5、万一被记录,千万不要紧张,耐心和考务人员交流,不能狡辩,不要发火,要承认错误,说明原因,尽力取得他们的原谅。

二、填写答题纸上的注意事项1、答题纸上LastName(Surname)是指姓,First Name(Given)是指名,切勿搞错。

2、答题纸上在最后一栏会有签字项目,不要忘记在上面签字(中文英文都可以,切记不能空白即可)3、答案必须抄写到答题纸上,题号必须与试卷上的题号对应,注意要把椭圆型的圆圈涂满,答题纸上会有正确涂写方法的图示。

4、不可以在考试的课桌上和准证上(包括背面)打草稿或乱涂乱画,如果被监考人员发现取消考试成绩。

打草稿在试卷的空白处。

5、不可以损毁考试卷上的任何东西(特别不要把试卷中的空白页给撕下来当作草稿纸使用)各位考生,2015年CFA 备考已经开始,为了方便各位考生能更加系统地掌握考试大纲的重点知识,帮助大家充分备考,体验实战,网校开通了全免费的高顿题库(包括精题真题和全真模考系统),题库里附有详细的答案解析,学员可以通过多种题型加强练习,通过针对性地训练与模考,对学习过程进行全面总结。

cfa道德7大准则

cfa道德7大准则

cfa道德7大准则CFA道德7大准则CFA(Chartered Financial Analyst)是全球范围内最具影响力和最有声望的金融分析师资格认证。

作为一名CFA候选人,遵守CFA 道德准则是非常重要的。

CFA道德准则共有七大准则,分别是诚实、刻苦、忠诚、公正、专业、独立和客观、保密。

以下将详细介绍这七大准则的内涵和实践意义。

一、诚实诚实是CFA道德准则的基石。

作为金融从业人员,我们应该始终保持真实、客观的态度,不隐瞒或歪曲事实。

诚实不仅表现在我们的言辞和行为上,还包括遵守法律法规、尊重合同和承诺。

二、刻苦刻苦是CFA道德准则的关键要素之一。

作为一名CFA候选人,我们需要持续学习并不断提升自己的专业素养。

这包括通过参加培训、研讨会和考试等途径不断充实自己的知识和技能。

三、忠诚忠诚是CFA道德准则的核心要求之一。

作为一名金融从业人员,我们应该始终坚守职业操守,忠于客户和雇主的利益。

我们应当尽职尽责地履行职责,避免利益冲突和不当行为。

四、公正公正是CFA道德准则的基本原则之一。

我们应该始终保持公正、公平的态度,不偏袒任何一方。

在处理与客户、雇主和同事之间的关系时,应该遵循公正的原则,不偏不倚地对待每个人。

五、专业专业是CFA道德准则的重要要求之一。

我们应该不断提升自己的专业能力,保持对行业和市场的了解,并且始终保持专业精神。

我们应该遵循一定的行业规范和标准,尽力提供准确、可靠的分析和建议。

六、独立和客观独立和客观是CFA道德准则的核心要求之一。

作为金融从业人员,我们应该保持独立的思考和判断,不受他人影响。

我们应该遵循事实和证据,不受个人情感和偏见的影响,客观地进行分析和决策。

七、保密保密是CFA道德准则的重要内容之一。

我们应该保护客户和雇主的机密信息,不泄露任何与工作有关的机密信息。

我们应该尊重客户和雇主的隐私权,妥善保管和使用相关信息。

总结起来,CFA道德准则包括诚实、刻苦、忠诚、公正、专业、独立和客观、保密七大准则。

cfa考试经验分享

cfa考试经验分享

cfa考试经验分享作为一个学习CFA考试的人,我想分享一些我个人的经验和建议。

第一,考试前准备是关键。

CFA考试的内容非常广泛而且深入,需要进行充分的准备。

我建议你提前准备,制定一个详细的学习计划,并且按照计划坚持学习。

尽量分配足够的时间来复习每个主题,特别是你感觉理解不太好的部分。

第二,做题是非常重要的。

CFA考试强调应用知识的能力,所以做题是非常关键的。

我建议你做大量的练习题,包括官方的模拟试题和过去的真题。

通过做题,你可以更好地理解和应用所学的知识,并且熟悉考试的题型和时间限制。

第三,理解和记忆要结合起来。

CFA考试的内容很多,只靠死记硬背是不够的。

你需要理解每个概念和原理,以及它们之间的关系。

理解是基础,记忆是巩固。

我建议你在学习的过程中不断反复复习和总结,印象会更加深刻。

第四,刷题要找准重点。

CFA考试的内容很多,不可能每个部分都投入同样的时间和精力。

你需要根据考试的权重和难度,找准重点,集中精力做题。

官方指南会给出每个主题的权重,你可以参考这个制定复习计划。

第五,做模拟考。

在考试前的最后几周,你应该做一些模拟考试来检验你的准备情况。

模拟考试可以帮助你熟悉考试的时间限制和压力,同时也可以发现你的薄弱环节,进一步加强复习。

最后,相信自己能够通过考试。

CFA考试是非常困难的,但只要你付出足够的努力和时间,相信自己可以通过。

保持积极的态度,相信自己的能力,相信你的努力会得到回报。

以上是我个人的一些经验和建议,希望对你有所帮助。

祝你考试顺利!。

CFA职业看点:危机中总结出来的金融行业10大戒律

CFA职业看点:危机中总结出来的金融行业10大戒律

CFA职业看点:危机中总结出来的金融行业10大戒律金融行业能够继续前行,需要遵守哪些重要的原则呢?正如一个古老的玩笑:这里有三个秘密被用来设计一个安全和健康的金融体系,但是问题是没有人知道这些秘密是什么。

所以,让高顿网校CFA小编试着从危机的几个主要教训中,总结10条未来金融行业的戒律。

1.记住人们所忘记的回溯历史,蒂莫西·盖特纳将危机“归功于”集体性的健忘症:“人们忘记了曾经的大危机,忘记了当一个国家允许危险不断积累时,将发生什么样的后果。

”忘记的证据就在我们身边:市场里,国会中,我们吹嘘的金融机构中。

反对市场效率的反派经济学家海曼·明斯基教会了我们(或者说应该教给我们),投机的市场走向极端是很正常的,这就是投机市场的本性。

明斯基认为,一个重要的原因就是人们不像大象那样能够汲取教训,而是经常忘记过去。

当行情好的时候,投资者盼望着市场能够无限期地延续下去,但是市场没有;当泡沫破裂时,投资者全都傻眼了。

我们应该记住明斯基的名言:市场和人类会经常遗忘。

2.不要依靠自我监管金融市场的自律是一件自相矛盾的事情,也许甚至是一个残忍的骗局。

我们需要真实的监管,就像动物园的管理员能够看守动物一样。

政府不能也不应该将此项功能交给市场规律(又一个自相矛盾的概念),或者用生意来赚钱的评级机构。

这是政府的职责,并亟待改进。

当然,与此同时,这里也存在过度监管的危险。

但考虑到我们曾经的自我监管,我现在不太担心这个问题。

总的来说,《多德-弗兰克法案》很好地反映了这些看法,尽管随着时间的推移,我们一定还会发现一些缺陷。

3.尊敬你的股东如果你是上市公司的董事,你需要铭记,公司的董事会应该了解和监控公司高管的举动——他们也是公司的员工,而不是国王和皇后,这样才能保护股东的利益。

然而,董事们就像开车时打瞌睡的司机,并没有履行他们的职责。

公司和董事会都公开遭受了严重的忽视。

董事会的成员们需要更加注意这点。

我们曾经尝试让他们履行职责,例如 2002 年的《萨班斯 - 奥克斯利法案》(Sarbanes-Oxley Act),但是效果不太显着。

史上最详CFA考试规范,你怎能错过

史上最详CFA考试规范,你怎能错过

史上最详CFA考试规范,你怎能错过为了保证全球CFA考试的公正性,确保全球所有的CFA考试都能平等公平的参加考试,美国CFA协会制定并实施了一系列考试归程及考试政策。

如果CFA考生不遵守协会制定的考试规定,极有可能影响考生参加考试;如果严重违规,协会有权禁止CFA考生继续参加CFA考试,并取消考试成绩。

CFA协会声明,CFA考生有责任了解并遵守这些规定。

在考试过程中,考试中心的监管人员有权利向CFA 协会报告考生出现的不当行为或违反考试规定的行为。

Learn more about misconduct and rules violations下面内容源自美国CFA协会官方网站:ID Policy ChangeThe CFA Program identification policy changed, effective 1 January 2011.Find out how this could impact you.Testing PoliciesⅠ. Admission Ticket PolicyBefore viewing your ticket, you will be prompted to read and agree to abide by the conditions, requirements, policies, and procedures for the CFA exam. It is your responsibility to print one copy of your admission ticket on clean, unused paper and bring it with you to the test center on exam d-ay. You will not be admitted into the testing room without an admission ticket.You must not write on the front or back of your admission ticket at any time before, during, or after the exam. Your ticket must display the correct exam d*ate and test center according to our records. Your ticket will only allow you admittance to the test center listed.The information on your admission ticket must match the information as it appears on your valid international travel passport. Submit an Identification Information Change Request (PDF) if necessary. If the information does not match, you will not be permitted to sit for the exam and will forfeit your registration fee. Review the existing identification policy for more information.Find out more about your admission ticket (candidate login required).Ⅱ. Calculator PolicyOnly two calculator models are authorized for use during CFA Program exams:Texas Instruments BA II Plus (including BA II Plus Professional)Hewlett Packard 12C (including the HP 12C Platinum, 12C 25th anniversary edition, and 12C 30th anniversary edition)Both authorized models are widely available through retail stores or online. Buy an approved calculator early so you can practice using it as you study.Bring the approved calculator with you on exam d*ay; calculators will not be available at the test center.Find a Texas Instruments calculator distributor or purchase online.Find a Hewlett Packard calculator distributor or purchase online.Please note that CFA Institute does not profit from the sales of these calculators. CFA Institute does not endorse, warrant, or guarantee the calculators or any other products or services provided by these distributors.CFA Institute strictly enforces all policies with regard to calculator usage during the exams and candidates are required to abide by the policies of CFA Institute.Your calculator will be inspected prior to the start of the exam. Your calculator must remain on your desk in full view and proctors will continue to inspect calculators throughout the administration of the exam. Possession or use of an unauthorized calculator at the test center will result in the voiding of your exam results and may lead to the suspension or termination of your candidacy in the CFA Program. Failure by the proctors to detect an unauthorized calculator prior to the start of the exam, or your use of an unauthorized calculator at any time during the exam, does not imply that the calculator is an approved model or that your scores will ultimately be reported.Calculator covers, keystroke cards, and loose batteries are permitted in the testing room; instruction manuals are not. You may keep a small screwdriver with you if necessary to replace batteries in the BA II Plus.Ⅲ. Candidate Pledge PolicyAt the testing center, you will be required to sign a pledge affirming that you have not given or received assistance during the exam.Sample Candidate Pledge (may vary on exam d*ay)As a candidate in the CFA Program, I am obligated to follow Standard VII(A) of the CFA Institute Standards of Professional Conduct, which states that members and candidates must not engage in any conduct that compromises the reputation or integrity of CFA Institute or the CFA designation or the integrity, validity, or security of the CFA exam.Prior to this exam, I have not given or received information regarding the content of this exam. During this exam, I will not give or receive any information regarding the content of this exam.After this exam, I will not disclose any portion of this exam and I will not remove any exam materials from the testing room in original or copied form. I understand that all exam materials, including my answers, are the property of CFA Institute and will not be returned to me in any form.I will follow all rules of the CFA Program as stated on the CFA Institute website and the back cover of the exam book. My violation of any rules of the CFA Program will result in CFA Institute voiding my exam results and may lead to suspension or termination of my candidacy in the CFA Program.Ⅳ. Exam Materials PolicyYou must attend both sessions or you will not receive exam results. If you do not sit for the morning session, you will not be permitted to sit for the afternoon session.Completed exams become the property of CFA Institute and will not be returned in either original or copied form. You must not remove any materials from the testing room. Legal action will be taken against any candidate who removes an exam book (either in part or in whole) from the testing room and/or reproduces it.You must not open the exam or begin work before instructed to do so by the testing personnel. At the end of the exam, you must immediately put pens and pencils down when instructed to do so.You must remain seated until all exam materials are collected and reconciled. Because of enhanced exam security, this process may require you to remain seated for additional time after the 12:00 p.m. and 5:00 p.m. end times.Ⅴ. Identification PolicyEffective 1 January 2011, the CFA Program identification policy changed. Find out how this impacts you.In order to enroll in the CFA Program and to register to sit for the CFA exam, you must have a valid international travel passport. The number on your passport and the country of issuance must be entered during online exam registration. On exam d*ay, the name*, date of birth, passport number, expiration date, and country of issuance on your passport must match the information you provided to CFA Institute.ID requirements are strictly enforced. It is your responsibility to read and understand the instructions and requirements. If you do not present appropriate ID you will not be admitted to the test center and you will forfeit your registration fee. Failure by proctors to detect an invalid passport does not imply the passport is valid or that your scores will ultimately be reported.In order for your passport to be considered valid it must:Be an international travel document. Internal passports used as a national ID are not sufficient.Be current (not expired).Contain your name, date of birth, passport number, expiration date, and country of issuance exactly as you provided to CFA Institute.*Include a recognizable photograph.Be an original document. Photocopies will not be accepted.This policy sets forth one global standard, in the form of a single document that is both internationally obtainable and recognizable, that allows us to confirm the identity of our candidates, and to ensure that all candidates receive identical treatment during the exam d*ay admissions process.*Acceptable Name VariationName on PassportName on Admission TicketAcceptableDoe Maria JaneMaria Jane DoeYesMaria Jane DoeJane Maria DoeYesⅥ. Personal Belongings PolicyYou are strongly encouraged to leave your personal belongings at home or in your car. As a courtesy, your test center will have an area away from the testing room designated for personal belongings. If you must bring personal belongings to the test center, please ensure they are clearly identifiable as many items look the same, particularly mobile phones.If proctors or security personnel find items that are not permitted in the testing room, you will be required to place them in the personal belongings area. You will not have access to these items during the exam, only during the lunch break and at the conclusion of the exam.Please note that it is not the responsibility of the proctors or security personnel to ensure the safety of the materials in the personal belongings area. Neither CFA Institute nor the test center, testing personnel, or vendors will assume responsibility or liability for stolen, lost, or damaged personal property left in this area.You must follow these guidelines at your test center. With your cooperation, candidates will be checked in promptly and seated on time.The following items must be kept on your desk:Exam admission ticketValid government-issued photo identificationApproved calculatorWriting instruments (pencils for Levels I and II, pens and pencils for Level III)The following items may be kept on your desk, if needed:Pencil sharpeners (no knives)Erasers, with no paper holder or coverLoose calculator batteries (no packaging) and screwdriver for battery replacementCalculator cases and keystroke cardsEyeglasses, but not the eyeglasses caseEarplugsWristwatches (analog and digital); however, audible alarms and/or timers must be turned offThe following items are permitted in the testing room but must remain in your pockets or under your chair when not in use:Wallet (money purse)Medicine, tissues, and other necessary medical or personal itemsGum, hard candy, cough dropsEyeglasses caseThe following items are not permitted in the testing room:Food or drinksBaggage of any kind, including transparent bags, backpacks, handbags, tote bags, briefcases, luggage, carrying cases, passport covers, or pencil casesStudy materials, including notes, papers, textbooks, or study guidesScratch paper, present/future value tables, or calculator manualsHighlighters, correction fluid, correction tape, or rulersKnives of any type, including box cutter and X-ACTO? knives for use as pencil sharpenersMobile phones, MP3 players, BlackBerrys?, cameras, pagers, headsets, computers, electronic organizers, personal data assistants, or any other remote communication or photographic devicesAny type of desk clock or timerⅦ. Recording Exam Answers PolicyCompleting Your Answer SheetLevel I (multiple choice), Level II (item set), and the PM session of Level III (item set)It is your responsibility to complete the answer sheet correctly to ensure all information is accurately recorded during grading and your results are correctly reported back to you. See more instructions for completing an answer sheet (PDF).Failure to follow proper instructions may affect how the scanning machine reads and records your information. Your score is determined solely by the marks read by the scanning equipment. Marks made by a writing instrument other than a No. 2 or an HB pencil, or marks that do not fill an oval completely, may not be read by the scanning equipment. Random marks and poor erasures may be read as your intended answer.Only the answers appropriately marked on your answer sheet will be graded.Completing Your Essay BookEssay Answers for Level III AM Session OnlyIt is your responsibility to complete the essay book correctly to ensure all information is accurately recorded during grading and your results are correctly reported back to you. When completing your essay book:Use blue or black inkWrite your CANDIDATE NUMBER and SEAT NUMBER on the front cover of your exam bookSign the candidate pledge inside the front cover. Do not remove the candidate pledge cardEssay answers must be written in EnglishEach essay question consists of one or more parts (A, B, C, etc.). Some parts will direct you to write your answer in a template. Instructions in bold print immediately following the question will direct you to the page number of each template. All other questions should be answered on the lined page(s) following the question. For these questions, label each part of your answer clearly (A, B, C, or i, ii, iii, etc.)If you use all of the designated lined pages, extra lined pages are provided at the back of the book. To use these pages, place a check mark in the box at the bottom of the last page designated for that answer and label the extra pages with the appropriate question numberAnswers on question pages will not be graded. You may make marks and notes on the question pagesⅧ. Scratch Paper Policy1. Scratch Paper PolicyYou are permitted to do scratch work in the exam book on question pages, blank pages, or (for Level III AM session only) the extra pages in the back of the essay book. You are not permitted to remove any pages from the book, including blank pages. Do not use your admission ticket as scratch paper. It is a CFA Institute testing policy violation to write on the front or back of your ticket at any time.2. Policy ChangesCFA Institute may change its conditions, requirements, policies, and procedures governing the CFA Program and CFA Institute membership from time to time. Candidates and members are required to adhere to the revised conditions, requirements, policies, and procedures, which will be published in various CFA Institute publications, including the CFA Institute Bylaws, and on this website.3. Notify UsIf you have witnessed or know of a violation of the CFA Program exam policies by a candidate, we encourage you to report violations here.各位考生,2015年CFA备考已经开始,为了方便各位考生能更加系统地掌握考试大纲的重点知识,帮助大家充分备考,体验实战,网校开通了全免费的高顿题库(包括精题真题和全真模考系统),题库里附有详细的答案解析,学员可以通过多种题型加强练习,通过针对性地训练与模考,对学习过程进行全面总结。

cfa证书取得条件

cfa证书取得条件

cfa证书取得条件
CFA证书是由CFA协会颁发的,它是全球金融行业公认的最高级别的投资专业资格之一。

要取得CFA证书,需要满足以下条件:
1. 学历要求,申请人需要具备本科学位或同等学历,或正在攻读本科学位的学生。

没有学士学位的申请人需要有四年相关工作经验才能取得CFA证书。

2. 考试通过,CFA证书考试分为三级,申请人需要依次通过三级考试。

每个级别的考试都包含多个科目,涵盖了投资组合管理、金融市场、估值模型等多个方面的知识。

考试难度较高,需要充分准备和复习。

3. 工作经验,在通过三级考试后,申请人需要具备至少四年与投资决策相关的工作经验。

这些经验可以是投资管理、投资研究、投资顾问等与金融投资相关的职位。

4. 遵守道德准则,申请人需要遵守CFA协会的道德准则和职业行为准则。

这些准则要求持证人在从事投资工作时遵守高标准的道德和职业行为,保护客户利益,维护行业声誉。

需要注意的是,CFA证书的取得并非一蹴而就,需要经过长时间的学习和实践,考试通过率也相对较低。

然而,一旦获得CFA证书,将为您在金融行业中的职业发展提供广泛的机会和认可。

cfa考试提前答题惩罚是什么

cfa考试提前答题惩罚是什么

cfa考试提前答题惩罚是什么
cfa考试提前答题惩罚是:私下批评,cfa考试提前打开试题本,提前开始涂写答题卡,
或在试题中写字,都为提前答题。

CFA考试不允许的事情:
1.CFA考试不可以提前交卷
从2016年6月份开始,CFA协会规定不准提前交卷,且交卷前10分钟,不能上厕所。

2.CFA不可以只考下午半场
如果上午场没有参加考试,下午也不用参加了,只考一场不会有成绩。

3.CFA考试时不可以用字典
字典、书以及任何复习资料都不允许带进考场。

4.CFA考试期间不可以吃东西
CFA考试期间不许吃东西或者喝饮料。

你可以自备午餐及水,食物只能在考场外吃。

在考试期间,CFA考生也不可出现左顾右盼情况,不得向他人借任何物品,(包括计算器,文具),不得与他人交谈,只能自己埋头做自己的题目,做题的时候要认真审题,理清答
题重点;不要在一道题上花费时间太久,合理安排考试时间。

5.拿到试卷不可以提前答题记录考试答案声明关于CFA答题卡说明(完成你的答题卡):
正确地完成答卷,以确保所有的答案在评分过程中准确地记录和你的答案是否正确的报告
给你。

在考试当天你必须把自己尖锐的2号或HB铅笔带入考场。

检测人员将不提供书写工具和铅笔刀。

不遵循说明可能会影响扫描机读取并记录您的信息,你的分数通过由扫描设备读取的标记来确定。

由书写工具大于2号和HB铅笔等制成的标记可能不被扫描设备读取。

标记不完全填充的椭圆形也有可能不被扫描设备来读取。

随机标记和擦除不干净可能被理解为你的答案导致相应的错误。

答案写在试卷上不会被评分。

CFA协会CFA考试纪律和违规行为详细解说!

CFA协会CFA考试纪律和违规行为详细解说!

CFA协会CFA考试纪律和违规行为详细解说!6月CFA考试即将到来,高顿君在CFA协会官网上看到了关于CFA考试考场的纪律和违规行为介绍,整理下来供大家参考:CFA考试有一定的考试规则,如果违反某些规则可能会被终身禁考,或取消成绩等,所以在CFA考前,CFA考生一定要将这些考试违规行为了解清楚。

CFA协会官网原文翻译:CFA考试不当行为和违规规则如果您在考试期间从事任何不当行为,您可能会被考试中心解雇并受到其他处罚,包括取消考试成绩和暂停或终止您在CFA考试中的候选资格。

不当行为是指任何损害或企图破坏CFA考试的声誉,完整性,有效性或安全性的行为或行为。

这包括在注册/注册期间发生的行为,以及在CFA考试管理之前,期间和之后的行为。

每位CFA候选人都应该期待无中断的考试日体验。

任何在考试期间从事任何不当行为的人都可能被从考试中心解雇,并受到其他处罚,包括取消考试成绩和暂停或终止CFA计划中的候选资格。

不当行为包括但不限于:在考试期间制造干扰;在考试期间提供或接受考试辅助,尝试与其他候选人或其他人沟通,和/或使用书籍,论文或其他助学金;在未经测试人员授权的时间内打开试卷或阅读考试;在考试的宣布结束交卷指示后写作或删除内容;从考试考场中删除考试材料或笔记;参与冒充或其他形式的作弊行为;在考试之前,期间和之后没有遵循监考人员的指示;在考试之前,期间或之后使用草稿纸,包括在考试准考证的正面或背面书写;在准备考试时,要求,接收或使用未经授权的CFA考试题或考试准备材料违反CFA协会的版权;在考试后与他人分享CFA考试内容;未遵守任何CFA协会考试政策,考试规则和/或CFA协会管理文件,包括章程,道德规范,职业行为标准和职业行为规则(不时修订);和参与CFA协会可自行决定考虑的任何其他行为,以妥协或试图损害CFA考试或CFA协会的声誉,完整性,有效性或安全性。

所有候选人均为CFA协会章程和职业行为准则下的“受保人”。

备考CFA的四大注意事项

备考CFA的四大注意事项

专注国际财经教育
备考CFA的四大注意事项
当您进行CFA报名之后,紧接着就可以参加CFA考试了,在参加考试之前,需要了解相关方面的注意事项,确保考试中的顺利。

许多考试在考试之前,由于对考试注意事项不是特别的清楚,导致在考试之中出现了许多状况,影响了考生的正常发挥。

首先,要注意CFA考试的具体时间,在考试当天需要提前达到考试的地点。

在考试当天交通比较拥堵,为了能够提前达到考场,最好在考试前一天就将在考试中需要使用到的物品准备好,包括笔、手表等。

其次,在考试之前需要将考生承诺书中的信息照着书写一遍,在需要考生签字的地方,一定要签字,如果考试拒绝签字,将会将此次的考试视为作废处理,对考生会产生较大的影响。

然后,要注意考试的结束时间,在考试将要结束的半个小时之内可以交卷。

为了保证顺利通过考试,考试将题目全部完成之后,需要再返回来仔细检查一遍,查看有没有*****或者错题的现象。

最后,考试的所有答案一定要填写在答题卡中,如果答题卡中没有任何题目的答案,同样会将成绩视为零分。

CFA专业行为准则

CFA专业行为准则

CFA专业行为准则准则I:基本责任成员必须做到:A.了解并遵守任何政府、政府机构、监管机构、执照管理机构或对协会成员的专业活动拥有管辖权的专业协会所颁布的一切有关法律、规则和条例(包括《AIMR 之道德操守和专业行为准则》。

)B.不故意参与或协助任何违反上述法律、规则或条例之行为。

准则II:与本行业之关系及所承担之责任A. 使用专业名衔。

1. AIMR 成员必须明智地使用其成员身份,维护其尊严。

在使用成员身份时,可附带对获得成员身份之要求加以准确的说明。

2.协会鼓励已经获得授权使用“特许财经分析师”名衔之成员使用“特许财经分析师”或“CFA”标志,但使用方式必须得当、明智、有助于维护此名衔之尊严。

使用此名衔时,可附带对获得使用此名衔所需达到之要求加以准确的说明。

3.符合AIMR 组织细则所规定的CFA课程考生,可宣称自己参加了CFA课程,但必须明确说明其仅为该课程考生,而不得暗示已经在某种程度上获得任何专业资格。

B. 违反专业准则的行为。

1.成员在从事专业活动时不得有不诚实、欺诈、欺骗、歪曲事实或任何损害其诚信或专业能力之行为。

2.成员和考生均不得参与或从事任何损害CFA名衔之声誉的行为,亦不得损害CFA资格考试之信誉或有效性。

C. 严禁抄袭。

在未说出或鸣谢作者姓名、出版商或资料来源时,成员不得引用或使用他人所编写的资料或与原文基本相同的资料。

成员在使用公认的财务和统计报告服务机构所发布的确实资料或类似之资料来源时,无须指出资料来源或鸣谢。

准则III:与雇主之关系及所承担之责任A. 向雇主通告《道德操守和专业行为准则》之义务。

成员必须:1. 以书面形式通过直接上级通知雇主:成员有义务遵守《道德操守和专业行为准则》,如有违反,将受到纪律处分。

2. 如果雇主没有上述之《道德操守和专业行为准则》副本,则必须向雇主提供副本。

B. 对雇主应尽职务。

成员不得在雇主和作为独立工作对象之人仕或公司书面应允前,从事任何可能与雇主利益冲突,且导致额外报酬或其他福利之独立工作。

cfa-esg考试注意事项

cfa-esg考试注意事项

cfa-esg考试注意事项嘿呀!以下就是关于CFA-ESG 考试的一些注意事项呢!1. 哎呀呀,报名可别马虎呀!一定要提前了解报名时间和相关流程,别错过了报名截止日期呀!不然可就惨啦!2. 哇,教材的选择很重要呢!要选官方推荐的教材,认真研读,这样才能掌握重点呀!3. 嘿,制定学习计划可得认真呀!合理安排时间,别三天打鱼两天晒网的,知道不?4. 哎呀呀,多做练习题那是必须的呀!通过做题来熟悉题型和考点,提高答题速度和准确率呢!5. 哇,参加培训课程也不错哦!有专业老师指导,能少走很多弯路呀!6. 注意考试的规则和要求哦,别因为违规被取消资格啦!7. 哎呀,复习的时候要注重知识点的串联,不能孤立地去看呀!8. 嘿,心态要放好呀!别一到考试就紧张得不行,影响发挥呢!9. 哇,考前一定要检查好考试所需的证件和文具,缺了可不行!10. 哎呀呀,注意答题的规范和格式,别因为这些小细节丢分哟!11. 嘿,遇到难题别死磕,先跳过,把会做的都做完再回来琢磨呀!12. 哇,做完题要认真检查,别粗心大意啦!13. 哎呀,考试当天要提前到达考场,别迟到了呀!14. 嘿,要注意保持良好的作息,保证考试时有充足的精力呢!15. 哇,和一起备考的小伙伴多交流,互相鼓励和分享经验呀!16. 哎呀呀,别盲目相信网上的所谓“押题”,还是要靠自己扎实的学习呀!17. 嘿,要对自己有信心,相信自己的努力会有回报的!18. 哇,考试中遇到突发情况别慌,冷静处理呀!19. 哎呀,认真阅读题目中的每一个字,别漏掉关键信息哦!20. 嘿呀,考完试就别想太多啦,耐心等待成绩,准备下一步的计划!总之呀,CFA-ESG 考试可不简单,这些注意事项一定要牢记在心呀!加油哇!。

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杭州考生看过来,CFA考试成功的10条戒律In less than two weeks, 40,000 candidates globally will take this year’s June CFA exams. If you’re one of them, you have reason to feel stressed. The pass rate isn’t high (40% for CFA Level I last June) and the amount of revision you’re advised to do is enormous.So what can you do to improve your chances? We’ve asked a selection professionals, students, coaches and people from the CFA Institute. This is what they suggest.1. Engage in revision sessions that are marathons, not sprintsIf you want to pass the CFA Level I, you’re advised by the CFA Institute to spend six months preparing and to do between 300 and 400 hours of revision per exam during that time.“Success is strongly correlated with the date you start revising,” says Nathalie Columelli, a former Deutsche Bank trader who now coaches people in the CFA exam. In other words, the earlier you start revising, the greater your chances of success.Now is therefore not the time to be cramming for the June exam. Now’s the time to be starting to revise for the exam in December!“This is the best moment to start revising [for December],” says Patricia Donnelly, head of consultant services at BNP Paribas Investment Partners and former president of the CFA Society France. “It’s generally calm at work and on the markets. If you start now, you can get ahead before things heat up after the summer.”2. Plan carefullySix months is a long time. And during that time it’s easy to go astray and to spend less time revising than you’d intended.To prevent yourself neglecting revision times, Columelli advises using Outlook to block out 12 hours of revision time every week over the next six months. If things get in the way, make sure you transpose those blocked out hours to other times.Philippe Maupas, president of CFA Society France, advises that students need to build two or three completely free weeks into their revision schedules. That way, you can absorb any professional or personal issues which might come up. If nothing comes up, you can simply have a break. Or you can use that extra time to go back over the most difficult parts of the syllabus.3. Find a method of revising that works for you“The best thing is to use a revision technique that you’ve employed for previous exams and that’s worked for you,” says Columelli. “Some people work best in the mornings, others at night. Some like to go to the library, others will work in their office or at home – each to their own!”Corporate finance student, Bastien Doutreleau is currently doing an internship in Spain and preparing to take the CFA level II exam in December. When he studied for Level I, Doutreleau said he watched CFA videos and is regularly exchanged information with professionals who’d already passed the exam. Talking to those people with successful careers helped remind him why he decided to take the exams in the first place. On the other hand, Doutreleau said that he avoided CFA exam forums, which can be stressful places when you’re studying.4. Make the most of the materials on offerThe CFA itself offers materials that will help you prepare for the exam. “With your login and password you can access a heap of information and advice from the CFA site itself, says Columelli. “Candidates too often neglect this,” she adds.Donnelly suggests that students nearing the end of their revision look at the list of ‘Learning Outcome Statements (LOS)’ provided by the CFA Institute. They’re especially good for running through during a commute, or on the morning of the exam, she suggests.5. Practice, practice and practice“It’s essential that you’re able to respond to the questions without stopping and that understand each one quickly and in the sort of conditions you’ll encounter in the exams,” says Bastien, who regularly put himself through timed mock exams prior to level I. “This is the best way of finding out how good you are and what you still need to work on. It will also give you confidence before the big day,” he said.6. Don’t leave anything outEach of the ten units is important for CFA level I, says Maupas. You can’t leave anything out.The first time he took CFA Level I, Bastien says he didn’t devote enough time to the economics material, on the grounds that it involved 300 page of coursework for just 10% of the marks in the exam (while other units were 100 pages of coursework for 15% of the exam). This was a big error, he admits.It’s particularly important that you know the small subjects without much coursework extremely well. This is especially true for the ethical and professional standards section, says Donnelli. “A wrong note here can compromise your success in the whole exam if you’re on the border of passing and failing,”she says.7. Have a strategyThe passing score in the CFA exam is a matter of utmost secrecy, but is thought to be around 70%.If you want to pass, you’ll therefore need to be good at everything (see point six).Bastien advises against studying one particular area at a time. Instead, he suggests proceeding in the style of a ‘crab’ and covering several disciplines at once during revision sessions whilst alternating theoretical with quantitative disciplines.Columelli advocates paying particular attention to details on subjects you’re traditionally good at in order to avoid careless mistakes. Work harder on the subjects where you achieve irregular results during mock exams, she adds.8. Look after yourself as the exam approaches“As the exam draws closer, you need to treat yourself a bit like a baby,” says Columelli. “Eat regularly, go outside, take in some fresh air at least twice a day.”If you’re in a full time job, Donnelli advises taking some half days. They’ll help you relax and give you more time for revision. Some employers will even offer time off for exam preparation, she says.9. Don’t disqualify yourself on the big day by doing something stupidThe CFA website has important information on the materials you can take into the exam – read it carefully. Make sure the information on your passport conforms to what you’ve written on the CFA entry forms. Recharge your calculator batteries. Give yourself enough travel time – remember that quite a few people will be converging on the exam hall.10. Retain your common senseAs with all exams, you should:- Start with the easy questions.- Always give an answer. You have nothing to lose.- Make an intelligent guess if you don’t know the answer.- Don’t panic. At worse this is just preparation for your next attempt!各位考生,2015年CFA备考已经开始,为了方便各位考生能更加系统地掌握考试大纲的重点知识,帮助大家充分备考,体验实战,网校开通了全免费的高顿题库(包括精题真题和全真模考系统),题库里附有详细的答案解析,学员可以通过多种题型加强练习,通过针对性地训练与模考,对学习过程进行全面总结。

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