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课程主页: https://www.udemy.com/course/cfa-level-3-practice-exam-2025/
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**CFA Level 3 备考课程总结 (2025)** 本课程旨在帮助学员高效备考特许金融分析师（CFA）三级考试，这是获得CFA特许的最后一步，重点在于投资组合管理和财富规划。 **考试结构与内容：** * **考试形式：** 共分为两个部分，上午为论文题，下午为投资组合分析题（类似多项选择题）。每部分考试时长为三小时。 * **核心主题：** * 职业伦理与专业行为标准 * 行为金融学 * 私人财富管理 * 投资组合管理与财富规划 * 资产配置与固定收益组合管理 * 股权组合管理 * 另类投资与组合管理 **获取CFA特许的条件：** * 成功通过CFA所有三个级别的考试。 * 至少拥有四年相关工作经验。 * 遵守CFA协会的职业道德和专业行为准则。 **CFA Level 3 考试备考建议：** * **财务报表：** 题目基于国际财务报告准则（IFRS），除非另有说明使用美国公认会计原则（US GAAP）。 * **计算器熟练度：** 熟练掌握计算器的使用，以高效应对学习成果陈述（LOS）的要求。 * **答题策略：** 务必回答所有题目，因为答错不扣分。 * **模拟考试：** 利用学习生态系统（Learning Ecosystem）进行模拟考试练习。 * **考试软件熟悉度：** 通过教程熟悉考试软件的各项功能。 * **考场适应：** 了解考场硬件/软件可能对考试体验造成的影响。 * **着装建议：** 穿着舒适，建议多层着装，因为没有官方着装要求。 * **时间管理：** 密切关注CFA考试日历上的重要日期，确保按时完成考前各项事务。
The CFA (Chartered Financial Analyst) Level 3 exam is the final step in the prestigious CFA program, focusing on evaluating a candidate's expertise in portfolio management and wealth planning.The exam is divided into two sections: the morning session consists of essay questions, and the afternoon session includes item set questions (similar to multiple-choice). Each session lasts three hours.Key topics covered in the CFA Level 3 curriculum include:Ethical and Professional StandardsBehavioral FinancePrivate Wealth ManagementPortfolio Management and Wealth PlanningAsset Allocation and Fixed-Income Portfolio ManagementEquity Portfolio ManagementAlternative Investments and Portfolio ManagementTo earn the CFA charter, candidates must successfully complete all three levels of the CFA program, have at least four years of relevant work experience, and adhere to the CFA Institute's Code of Ethics and Standards of Professional Conduct.CFA Level 3 Exam Tips:Financial Statement Analysis questions are based on International Financial Reporting Standards (IFRS), unless US GAAP is specified.Be proficient with your calculator to efficiently handle the learning outcome statements (LOS).Answer every question, as there is no penalty for incorrect answers.Take a mock exam in the Learning EcoSystem for practice.Familiarize yourself with the exam software features through a tutorial.Understand how test center hardware/software might impact your exam experience.Dress comfortably in layers, as there is no official dress code.Keep track of important dates in the CFA exam calendar to meet pre-exam deadlines.
