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CFA 2025三级考试课程总结 本课程是特许金融分析师（CFA）三级考试的备考课程，重点在于应用投资组合管理和财富规划的知识。 **考试形式与结构：** * **考试时长：** 总计4小时24分钟，分为两次考试，每次2小时12分钟。 * **题型：** 两次考试均包含构建式应答题（论述题）和项目集选择题。 * **项目集选择题：** 每组包含4-6道题目，所有题目均需基于提供的背景信息（vignette）作答。每道题目3分。 * **构建式应答题（论述题）：** 这是考生通常感到困难的部分。 * **整体题量：** 考试共包含11个项目集和11个构建式应答集，每个集12分。 **考试内容与权重：** CFA三级考试评估7个主题，不再包含数量方法、公司发行人和财务报表分析。核心重点是： * **投资组合管理 (Portfolio Management)：** 35-40% * **财富规划 (Wealth Planning)：** 包含在投资组合管理中，占比重大。 * **道德与职业标准 (Ethical and Professional Standards)：** 10-15% * **固定收益 (Fixed Income)：** 15-20% * **权益投资 (Equity Investments)：** 10-15% * **衍生品 (Derivatives)：** 5-10% * **另类投资 (Alternative Investments)：** 5-10% * **经济学 (Economics)：** 5-10% **考试频率：** CFA三级考试每年举行两次，分别为2月和8月。
Level III - Chartered Financial Analyst (CFA)Level 3 exam is heavily focused on applying what you've learned in portfolio management and wealth planning topics. It consists of two 2 hour and 12 minutes sessions, each session consists of a mix of constructed response questions (essay) and item-set questions.Level 3 exam is 4 hours and 24 minutes, split into 2 sessions.Both sessions are 2 hours and 12 minutes each, with item-set and constructed response (essay) now mixed within a session.So each session either has 6 item sets and 5 essay sets OR 5 item sets and 6 essay sets.Overall, the CFA Level 3 exam has 11 item sets and 11 constructed response sets, with 12 points each set.Level 3 has a mix of constructed response (essay) and item-based multiple choice questions (MCQ).Item-set based multiple choice questions (MCQ), whereby questions in each item set must be answered based on the information in the vignette. Each item-set has 4-6 questions related to it. Each question is worth 3 points.Constructed response or the ‘essay' section is where most candidates experience difficulty in.CFA Level 3 Topics and Weight (%)Level 3 CFA candidates are tested on 7 topics, instead of 10. In your level 3 curriculum, you will no longer find Quantitative Methods, Corporate Issuers, and Financial Statement Analysis. In the level 3 CFA exam, the major focus is on Portfolio Management and Wealth Planning with a weight of 35-40%.Ethical and Professional Standards 10-15%Quantitative Methods N/AEconomics 5-10%Financial Statement Analysis N/ACorporate Issuers N/AEquity Investments 10-15%Fixed Income 15-20%Derivatives 5-10%Alternative Investments 5-10%Portfolio Management 35-40%CFA exams are held a few times a year depending on level:Level 1: 4 times a year in February, May, August and November.Level 2: 3 times a year in May, August and November.Level 3: twice a year in February and August.
