個人小簡介

事先聲明，我並非名牌大學的畢業生，亦不是在 i bank 工作，但我立志要成為分析員，所以報考了 CFA。幸運地，我報考了 2008 Dec 的 CFA level 1, 2010 的 CFA level 2 及 2011的 CFA level 3，全部一 take 合格，所以想跟大家分享一下我的心得。以下是我的考試成績:

2008 December Level 1

Topics	Max Pts.	<=50%	51%-70%	>70%
Alternative Investments	8			*
Corporate Finance	20			*
Derivatives	12			*
Economics	24			*
Equity Investments	24			*
Ethical & Professional Standards	36			*
Financial Reporting & Analysis	48			*
Fixed Income Investments	28			*
Portfolio Management	12			*
Quantitative Methods	28			*

2010 Level 2

Topics	Max Pts.	<=50%	51%-70%	>70%
Alternative Investments	18	*
Corporate Finance	36			*
Derivatives	36			*
Economics	18			*
Equity Investments	72			*
Ethical & Professional Standards	36			*
Financial Reporting & Analysis	72			*
Fixed Income Investments	36			*
Portfolio Management	18			*
Quantitative Methods	18			*

2011 Level 3
Essay - Morning Section

Q	Topics	Max Pts.	<=50%	51%-70%	>70%
1	Portfolio Management - individual	16		*
2	Portfolio Management - individual	22		*
3	Portfolio Management - institutional	26		*
4	Economics	23			*
5	Portfolio Management – Asset Allocation	20		*
6	Fixed Income Investments	19			*
7	Equity Investments	22		*
8	Portfolio Management – Risk Management	16		*
9	Portfolio Management – Performance Evaluation	16	*

Item Set - Afternoon Section

Topics	Max Pts.	<=50%	51%-70%	>70%
Alternative Investments	18		*
Economics	18			*
Equity Investments	18			*
Ethical & Professional Standards	36			*
Fixed Income Investments	36			*
Portfolio Management – Execution	18	*
Portfolio Management – Individual	18		*
Portfolio Management – Risk Management	18			*