金程教育CFA考生学习进度表 (1)
CFA Level 1 Learning Progress Chart
有侧重点地进行第二遍Study
Notes 的学习
Derivatives
Fxed Income
Alternative Investment
Equity
Corporate Finance
Financial Statement Analysis
Portfolio Mgmt
Economics
Quantitative Analysis
2nd Week
3rd Week
4th Week
1st-2nd Week
3rd Week
4th Week
1st Week
2nd-3rd Week
4th Week
1st-2nd Week
AUG
书本通读阶段：学习Schweser Study Notes 并完成每个Study Session 后的配套习题
强化复习阶段
1st Week
AUG
DEC
Golden Future 金兆丰 个人学习计划SEP
OCT
NOV
Ethics Study Session 1 Ethics & Professional Standards
1st Week
2nd Week
Quantitative Analysis
Ethics Session 7‐10 Financial Reporting and Analysis
SS7
R29: Financial Statement Analysis: An Introduction R30: Financial Reporting Mechanics R31: Financial Reporting Standards
SS8
R32: Understanding the I/S
Study Session 2‐3 Quantitative Analysis R6 Time Value of Money R7 Statistical Concepts R8 Probability Concepts
R9 Common Probability Distributions R10 Sampling and Estimation R11 Hypothesis Testing R12 Technical Analysis
Study Session 11 Corporate Finance
Corporate Finance
Financial Statement Analysis
SEP
1st-2nd Week
3rd Week
OCT
R32: Understanding the I/S R33: Understanding the B/S R34: Understanding the C/F
R35: Financial Analysis Techniques SS9
R36: Inventories
R37: Long-Lived Assets R38: Income Taxes
R39: Long-Term Liabilities and Leases
SS10
R40: Financial Reporting Quality: Red Flags and Accounting Warning Signs R41: Accounting Shenanigans on the Cash Flow Statement
Study Session 11 Corporate Finance
Study Session 11
R44: Capital Budgeting R45: Cost of Capital
R46: Measures of leverage *
R47: Dividends and Share Repurchases: Basics *R48: Working Capital Management R49: Financial Statement Analysis
R50: The Corporate Governance of Listed Companies: A Manual for Investors
Study Session 15-16 Fixed Income
Study Session 15 —Basic Concepts R61 Features of Debt Securities
R62 Risks Associated with Investing in Bonds R63 Overview of Bond Sectors and Instruments R64 Understanding Yield Spreads
Study Session 17 Derivatives
Study Session 16 —Analysis and Valuation
R65 Introduction to the Valuation of Debt Securities
R66 Yield Measures, Spot Rates, and Forward Rates
R67 Introduction to the Measurement of Interest Rate
Risk
Fxed Income
Alternative Investment
1st-2nd Week 3rd Week
Equity
4th Week
R56 Security-Market Indexes R57 Efficient Capital Markets
Study Session 14 —Industry and Company Analysis R58 Overview of Equity Security
R59 Industry Analysis and Company Analysis R60 Equity Evaluation
Study Session 18Alternative Investments
Derivatives 4th Week