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打卡|cfa考试准备

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备考书目:
1. 考纲
2. Kaplan CFA Notes
3. 模拟题

学习目标:
总共学习时长600小时

学习任务:
啃书本3小时/天
每周至少整理学习进度1次

预计共六个半月以上的准备


上一篇:打卡|系统设计面试准备
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打算报考2021年的考试。在bank做tech工作 没有finance基础,打算自学去考。希望可以共同督促共同进步。(我的微信ground_breaking)加油!!
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第一章 Ethical and Professional Standards 看完了

Ethics can be described as a set of shared beliefs about what is good or accesptable behavior and what is bad or unacceptable behavior.


A code of ethics is what a profession, which refers to a group of people with specialized skills and knowledge, agree to behave in accordance with. A professional code of ethics is a way for a profession to communicate to the public that its members will use their knowledge and skills to serve their clients in an honest and ethical manner.


A profession is an occupation group that has requirements of speciallized expert knowledge and often focus on ethical behavior and service to the larger community or society, and has characteristics of a code and standards for professional behavior, a regulatory body to enforce rules concerning professional behavior and monitor the ethical behavior of members, a focus on the need of their clients, a focus on service to society, a requirement to put client interest first, a focus on or requirement for continuing education.
Ways that professions establish trust include requiring high standards of expertise, knowledge, skill, establishing standards of ethical behavior, monitoring profesional conduct, encouraging continuing education to maintain and increase competence, being focus on clients' needs, mentoring and inspring others in the profession.


Investment profesionals have responsibility to use their specialized knowledge and skills to both protect and growth client assets makes high ethical standards all the moreimportant because  they're trusted with their clients' wealth. Investment advice and management are intangible products, making quality and value received more difficult to evaluate, thus trust in investment professionals takes on greater importance. Failure to act in a highly ethical manner can damage not only client health but also impede the success of investment firms. Unethical behavior by financial services professionals can have negative effects for society as a whole.


A profession is an occupation group that has requirements of speciallized expert knowledge and often focus on ethical behavior and service to the larger community or society, and has characteristics of a code and standards for professional behavior, a regulatory body to enforce rules concerning professional behavior and monitor the ethical behavior of members, a focus on the need of their clients, a focus on service to society, a requirement to put client interest first, a focus on or requirement for continuing education. Ethical principles are of greater importance, some financial professionals are held to suitability standard, whiles others are held to fiduciary standard.


The prospect of acquiring more money or more prestige can cause individules to engage in unethical behavior.


Not all unethical behaviors are illegal, and not all illegal actions are unethical. Ethical decisions require more judgment and consideration of the impact of behavior on many stakeholders compared to legal decisions.


        1. Identify: Relevant facts, stakeholders and duties owed, ethical principles, conflicts of interest.
        2. Consider: Situational influences, additional guidance, alternate actions.
        3. Decide and act.
        4. Reflect: Was the outcome as anticipated? Why or why not?



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学了EAR Estimated Annual Rate=(1+periodic rate)^m-1
periodic rate=stated annual rate/m
m=the number of compounding periods per year
相同名义利率下复利周期数越多,有效年利率越高
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请问楼主报名几月的 2月吗
Kaplan CFA Notes和 模拟题是配套150书本上的吗
我报名了5月的1级 没搞明白哪里下载digital 书本
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