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所在平台: Udemy |
课程主页: https://www.udemy.com/course/new-2025-cfa-level-iii-comprehensive-practice-exam/
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课程名称：CFA三级全面实践考试 新版2025 概述：2025年开始，CFA三级课程将不再是单一的学习路径，而是细分为三个独立的方向，供考生根据个人职业目标进行选择: 1. 投资组合管理路径 2. 财富管理路径 3. 私募市场路径 每个方向将包含一个一般知识部分，占考试内容的65-70%，以及与所选路径相关的额外专业内容。考生在注册时必须选择其路径，之后不得更改。 核心内容：所有考生必须完成五个共同的核心内容，这些内容构成课程的重要基础，并且占程序总量的50-70%： - 资产配置 - 投资组合构建 - 绩效测量 - 衍生品与风险管理 - 职业道德 专业科目：完成五个核心科目后，考生将根据职业导向学习不同的专业科目。 - 投资组合管理路径：包括股票投资组合管理、固定收益投资组合管理、交易与执行以及投资组合管理伦理和案例研究。 - 财富管理路径：专注于高净值客户的服务，内容包括私人财富行业、客户管理、财富结构和投资规划以及财富管理伦理。 - 私募市场路径：重点研究私人市场投资，从主要投资者的角度出发，包括投资结构与流程、私募股权、私募债务以及私人房地产和基础设施，和私人市场伦理。 实用技能模块：2025年CFA三级课程将新增“实用技能模块”，旨在提升考生的实践技能。考生将通过视频、多项选择题、案例研究和引导练习灵活学习，以便更好地掌握专业知识并应用于实际工作环境。该模块学习时间为10-15小时，通过CFA学习生态系统在线学习，虽然该模块不计入考试，但完成后才能收到考试结果，预计从2025年CFA三级考试开始实施。 考试结构：三级考试由题目集和作文集构成。所有问题均需根据题干中的信息回答，每个考试时段将有6道题目集和5道作文集，或5道题目集和6道作文集。整体考试包含11个题目集与11个作文集，各12分，其中20个问题集计分，2个（一个题目集和一个作文集）为试验题，不计入分数。 考试时长：CFA三级考试时长为4小时24分钟，分为两个相等的时段，各2小时12分钟，中间可选择休息。
NEW 2025 - CFA Level IIIPreviously, the CFA Level 3 program offered a single learning path, orienting candidates towards the role of Portfolio Manager. However, from 2025, the program will be divided into three separate paths, allowing candidates to choose the path that best suits their career goals:Portfolio Management PathwayWealth Management PathwayPrivate Market PathwayEach track will include a general knowledge section, which accounts for approximately 65-70% of the exam content, plus additional specialist content relevant to the chosen track. This means that candidates will need to decide on their track at registration, and this choice cannot be changed afterwards.Core contentCandidates will have the flexibility to choose between the three pathways above, depending on their personal career goals. However, all candidates must complete 5 common core contents before delving into their specialization, including:Asset AllocationPortfolio ConstructionPerformance MeasurementDerivatives & Risk ManagementEthics (Professional ethics)These contents account for about 50 - 70% of the program volume, creating the necessary knowledge foundation for candidates to continue to delve into the profession.Specialized subjectsAfter completing the 5 core subjects, candidates will study different specialized subjects depending on their career orientation. Specifically as follows:With the Portfolio management track , this path retains the public market focus of the previous CFA program, the required courses are: Equity Portfolio Management, Fixed Income Portfolio Management; Trading and Execution; Ethics in Portfolio Management and Case study.With the Wealth management direction , this path focuses on serving high net worth clients and the required subjects will be: Private Wealth Industry; Client Management; Wealth Structuring; Investment Planning; Ethics in Wealth Management.With the Private market orientation focusing on private market investment from the perspective of the Principal Investor, candidates need to study the following subjects: Structures and Investment Process; Private Equity; Private Debt; Private Real Estate & Infrastructure; Ethics in Private Markets.Add Practical Skills ModuleIn addition to the core and specialized subjects, the CFA Level 3 program in 2025 will add a new module called Practical Skills Module to enhance candidates' practical skills. Through this module, candidates will learn flexibly through videos, multiple choice questions, case studies and guided practice exercises. This helps candidates easily master specialized knowledge and apply it to real-life working environments.Information to note about Practical Skills Module:Study time: 10-15 hoursLearning format: Online through CFA's Learning EcosystemNote: This course is not part of the exam but is required to complete in order to receive the exam results. It is expected to be added from the 2025 CFA Level 3 exam.NEW 2025 - CFA Level III Topic and Exam weightAsset Allocation 15-20%Portfolio Construction 15-20%Performance Measurement 5-10%Derivatives and Risk Management 10-15%Ethical and Professional Standards 10-15%Pathways (Portfolio Management or Private Markets or Private Wealth) 30-35%Exam structureThe Level III exam consists of item sets and constructed response (essay) sets. Both question types combine vignettes with accompanying multiple-choice items for item sets and constructed response items for essay sets.All questions must be answered based on the information in the vignette. Hence, the items are not free-standing, as in the CFA Level I exam. You'll need to refer to the vignette before answering each item.Each session will have either 6 item sets and 5 essay sets or 5 item sets and 6 essay sets. This mixed distribution of item types across the two exam sessions creates a more balanced delivery of questions throughout the exam. Overall, the Level III exam contains 11 item sets and 11 essay sets for 12 points each. Twenty of these question sets are scored, and two (one item set and one essay set) are being trialed and will not be scored.The CFA Program curriculum topic areas for Level III will be randomly placed on the exam. All topics may be covered in either the first or second sessions, and possibly both sessions. Each vignette will begin with a statement of the topic and the total point value, which is always 12 points.Exam durationThe Level III exam will be 4 hours and 24 minutes, split into two equal sessions of 2 hours and 12 minutes, with an optional break in-between.
