You are currently viewing 5個Chartered Financial Analyst (CFA) Level 1考試貼士

5個Chartered Financial Analyst (CFA) Level 1考試貼士

1. 投入大量的練習時間

因為 CFA 考試時間很長(每個級別 6 小時),所以時間管理是必不可少的。吸收信息是一回事。您還需要將其付諸實踐,以提高您的回憶並確保您理解問題。從 CFA Institute 的書籍開始,其中包含大量模擬考試和練習題。然後,找出你最薄弱的科目並集中精力複習它們。然後,至少在考試前兩個月,開始參加模擬考試。免費模擬問題可以在本博客的末尾找到。

2. 不要浪費時間

CFA協會推薦大約285小時的學習時間。但是,根據您的背景、時間管理技能和預科課程,您可以充分利用每個小時,顯著減少浪費的學習時間。例如,通過《普林斯頓評論》,您應該能夠將分心放在一邊,並在 120 小時內完成 I 級 CFA 考試準備工作。

3. 制定學習計劃


4. 關注概念

CFA 考試越來越概念化,尤其是一級考試。專注於考試中最重要的公式,並提供一個公式表,重點介紹常識應用程序以及如何獲取您可能需要的任何其他信息。最後,您需要弄清楚如果它們佔用了您太多時間,您可以跳過哪些公式。




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5 questions will be shown from a total of 30 free practice questions to prepare you for CFA level 1 exam. Enjoy!

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1. Which of the following statements relating to Z-spread, Option-adjusted spread (OAS) and option cost for callable and putable bonds is/are most likely correct?

I: For callable bonds, Z-spread is greater than OAS and option cost is greater than 0
II: For callable bonds, Z-spread is less than OAS and option cost is greater than 0
III: For putable bonds, Z-spread is less than OAS and option cost is greater than 0

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2. Henry Williamson, CFA, is also a Fellow of the Society of Actuaries (SOA). Henry is required to abide by the SOA’s Code of Conduct as a fellow. Part of that Code of Conduct is as follows: PRECEPT 4. An Actuary who issues an Actuarial Communication shall take appropriate steps to ensure that the Actuarial Communication is clear and appropriate to the circumstances and its intended audience and satisfies applicable standards of practice.

If Henry issues actuarial communications that do not adhere to the actuarial standards of practice, what Standard would Henry most directly violate?

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3. Asmita Mack, CFA, lives in the country of Onionland. Each morning, Asmita crosses the border to the neighboring country of WDC where she manages client portfolios. This morning, a positive earnings report was announced for HawkBlack, Inc. (ticker KANE). Asmita would like to invest in the stock and believes it would benefit her clients as well. WDC has a law that restricts portfolio managers from investing in securities owned by their clients. Onionland has no such law.

To comply with the Standard, what is the minimum that Asmita must do?

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4. Haspiess Systems, Inc. and Signicomp Manufacturing enter into a netted interest rate swap, with a notional USD75M. Haspiess will pay a fixed 5%, and Signicomp will pay LIBOR + 75bp. LIBOR is 3.5%.

The first semiannual payment will be closest to:

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5. Which of the following statements regarding Internal Rate of Return (IRR) and Net Present Value (NPV) is/are most likely correct?

1: If the NPV and IRR methods give conflicting decisions for mutually exclusive projects, the IRR method should be used to select the project.
2: A project may have positive NPV even if its IRR is less than the cost of capital
3: IRR is the discount rate at which the NPV of the project is zero.
4: A project’s IRR can be positive even if the NPV is negative.

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