CFA頂級金融證照

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【第一周】

讀完Notes的Reading 1-Reading 10，這10個章節，對非金融背景出身得考生，算基礎課，一定要弄懂。

【第二週】本週針對經濟部份的學習
Reading 11: Hypothesis Testing 假設檢驗
Reading 12: Technical Analysis 技術分析(完成這2個部分，做章節後的練習題)
Reading 13: Elasticity 彈性
Reading 14: Efficiency and Equity 效率與權益
Reading 15: Markets in Action 實際中的市場
Reading 16: Organizing Production 組織生產
Reading 17: Output and Costs 產出和成本(開始做章節後的練習題)
Reading 18: Perfect Competition 完全競爭
Reading 19: Monopoly 完全壟斷
Reading 20: Monopolistic Competition and Oligopoly 壟斷競爭與寡頭壟斷
Reading 21: Markets for Factors of Production 生產要素市場
Reading 22: Monitoring Jobs, and the Price Level 監視就業與價格水準
Reading 23: Aggregate Supply and Aggregate Demand 總需求與總供給
(配合做章節後的練習題)
Reading 24: Money, the Price Level, and Inflation 貨幣、價格水準與通貨膨脹
Reading 25: U.S. Inflation,Unemplyment, and Business Cycles 通貨膨脹，失業與商業迴圈
Reading 26: Fiscal Policy 財政政策

【第三週】
Day1
Reading 27: Monetary Policy 貨幣政策
Reading 28: An Overview of Central Banks 央行概覽
看完這兩個部分，做完這個章節的練習題。如若做不完，可以留在第二天。
Day2-3
Reading 29: Financial Statement Analysis: An Introduction 財務報表分析：導論
Reading 30: Financial Reporting Mechanics 財務報告機制
Reading 31: Financial Reporting Standards 財務報告準則
仔細閱讀這三個部分，沒有會計基礎的考生更要仔細閱讀。再做這一章節的習題，會計部分剛開始有些難以理解，大家心態放輕鬆。
Day4-5
Reading 32: Understanding the Income Statement 理解利潤表
Reading 33: Understanding the Balance Sheet 理解資產負債表
Reading 34: Understanding the Cash Flow Statement 理解現金流量表
Reading 35: Financial Analysis Techniques 財務分析技巧
仔細讀完這一章節，再做課後題，加深理解。
Day6-7
Reading 36: Inventories 存貨
Reading 37: Long-Lived Assets: 長期資產
Reading 38: Income Taxes 所得稅
Reading 39: Long-Term Liabilities and Leases 長期債務與租賃
Reading 40: Financial Reporting Quality: Red Flags and Accounting Warning Signs: 財務報告品質：預警信息
看完這個章節，然後做章節後習題。會計這個部分占考試比重的最大部分，大家一定要熟悉FIFO等的概念，這是考試必考內容。

【第四週】
Day1-3
針對前三週進行重點整理，趕回未讀完的進度
Day4
Reading 1: Code of Ethics and Standards of Professional Conduct 道德與職業行為準則
Day5
Reading 2: “Guidance” for Standards I-VII 準則指引
Day6
Reading 3: Ethics in Practice 實踐中的道德
Reading 4: The Consultant 諮詢師
Day7
Reading 5: Pearl Investment Management (A), (B), (C) Pearl投資管理案例
Reading 6: Asset Manager Code of Professional Conduct資產管理經理行為準則
第五週
Day1-2
Reading 31: Corporate Governance 公司治理
Reading 32: Mergers and Acquisitions 收購與兼併

Day3
Reading 33: A Note on Asset Valuation 資產估價一注解

Day4
Reading 34: The Equity Valuation Process 權益估價過程

Day5
Reading 28: Capital budgeting 資本預算

Day6-7
Reading 35: Equity: Markets and Instruments 權益：市場與工具
Reading 36 Return Concepts 收益概念

【第六週】
Day1-2
Reading 69: Futures Markets and Contracts 期貨合約和市場
Reading 70: Option Markets and Contracts 期權合約和市場

Day3
Reading 71: Swap Markets and Contracts 互換合約和市場
Reading 72: Risk Management Applications of Option Strategies 利用期權管理風險(配合做章節後的練習題)

Day4-5(讀完下列章節後開始做章節後練習題)
Reading 73: Alternative Investments 其他投資
Reading 74: Investing in Commodities商品投資

Day6-7
練習做notes第六本的模擬題，建議寫在紙上不要回答在書上，往後可再練習一次。

(轉錄自終身學習部落格-CFA學苑)