顾问丨任建畅王卫华

Advisor – Jianchang REN,Weihua WANG

策划丨江宁谢大为

Executive Producer - Sunny JIANG, Dawei XIE

制作人丨珍妮董嘉琦

Production Manager – Jenny, Frances DONG

剪辑图文 | 邓筠凡

Editing – Junfan DENG

统筹 | 唐嘉澍董嘉琦

Coordinator – Jason TANG, Frances DONG

CFA北京协会理事长寄语：随着疫情之后生产生活秩序的正常化，年轻的求职者、学生、职场更高生涯的追求者们再次开始关注自我提升的途径与阶梯。我们本期节目，请到了CFA Institute（CFA协会）的教育与考试认证部门团队，他们凭着多年从事CFA考试以及考生关注问题的经验，为我们解读备受大家关注的问题。这的确是一次难得的机会，让我们用这次节目跨越时空的限制，把三位直接从事CFA考试认证相关工作的大咖拉到大家身边，听听他们为我们解读CFA考试可以为大家提供的机会、提升与价值，听听CFA Institute有哪些新的课程内容、证书和新的发展变化，这实在是一桩幸事！金融业是一个特殊的行业，既要求有自己的专门技术，又要求能够与实践相结合，还要跟上时代的要求与发展。我们希望大家通过我们的节目，可以打开思路，开阔眼界，形成自己未来发展道路更加清晰的远景，并能够在这条道路上收获成长与成功！

From the president of CFA Society Beijing: With the continued normalization of people’s life and work,the pursuit of self-improvement has returned to the fore. For young jobseekersand students, it’s time to take next steps and reach higher goals in workplace.In this episode, we invited three education team leaders from CFA Institute, eachof which has years of experience in CFA®Program exams, to shedlight on the problems that candidates face. This is the first time that thepublic has been given an opportunity to hear directly from core members of CFAInstitute. We’ll touch on CFA Institute value, curriculum development, exams,and many other topics in the spotlight today. Finance is a specialized industrythat requires distinct skills, integration ability, and continuous developmentto evolve with the times. We hope that this series facilitates your efforts tobroaden your horizon, shape your vision, and achieve success.

Section Ⅰ Education System of CFA Institute

1. CFA证书如何使你脱颖而出；

How the CFA Program helps make a CFA®charterholderoutstanding.

2. 考生/持证人如何更高效地利用官方资源；

How to effectively utilize the official resourcesfor candidates and for charterholders.

3. 协会对于辅导机构的态度及筛选建议；

How to select a helpful exam preparation provider.

4. 协会针对特定领域推出的进阶证书体系介绍；

How CFA Institute built the certificates systemaround sustainability, data science, private markets, and other themes.

5. CFA三级考试迎来新变革，专业方向三选一如何影响备考；

How the selection of a specialized pathway in CFA®Level III may affect candidates.

Section Ⅱ Stories behind the CFA Program

1. CFA考试官方教材与知识体系如何更新；

How new topics are included in the CFA Program curriculum.

2. 解密出题及判卷过程，给考生的答题建议；

How exam questions are set, what candidates shouldpay attention to, and how the grading process works.

3. 解读考试中的“陷阱题”；

Explanations for “trick” questions in the exam.

4. 给非母语考生的备考及应试建议；

Suggestions for non-native speakers.

5. 非金融背景考生的建议；

Suggestions for non-finance candidates.

6. 解读通过率数据；

Interpretations of recent passing rates.

7. 从教材视觉到线上资源，新一代如何玩转CFA考试。

Learning ecosystem and bite-size learning helpaffiliate Gen Z to the CFA Program.

「嘉宾介绍 Speakers」

Chris Wiese，CFA，CFA Institute全球董事总经理、教育与考试认证部门负责人。他所领导的团队负责开发、监督与运营CFA®证书、投资绩效管理证书（CIPM）以及ESG投资证书（Certificate in ESG Investing）等项目。

Chris Wiese, CFA, Managing Director, Education, CFA Institute. Chrisleads a dedicated and talented team to develop current and future investmentmanagement professionals by overseeing all credentials, certificates, and otherprofessional learning products. Previously Chris was Senior Head, LearningExperience & Assessment Development (LEAD), and oversaw the development ofcurriculum and exams for all CFA Institute programs and levels. Additionally,Chris spent several years leading the Curriculum and Learning Experiencedepartment, followed by two years leading Exam Development before these groupsmerged to form LEAD, to assure a more seamless, integrated candidateexperience.

David Sanders, CFA，CFA Institute亚太区行业实践分析高级总监。David Sanders先生是拥有25年工作经验的投资专业人士，掌握多国语言，曾在不同地区、行业担任多种职位，包括在日本、阿联酋以及香港地区的海外工作经验。目前，Sanders领导CFA Institute的行业实践分析团队，负责识别和分析投资管理所需的关键知识，并通过课程开发以满足这些需求。在此之前，Sanders领导CFA协会课程开发团队，主要负责为CFA项目开发高质量的与从业者相关的学习内容。在加入CFA协会之前，他在阿联酋工作了14年，主要供职于阿布扎比主权财富基金相关的组织，包括曾作为首席投资官在阿布扎比投资公司工作七年。他还曾任职阿布扎比国家银行高级基金经理，以及阿布扎比投资局高级分析员。在搬到中东地区之前，Sanders在宝洁的财务部门担任多种职务，包括养老金管理（驻美国），亚洲财务（驻日本）以及预测和分析工作（驻日本）。

David Sanders, CFA, Senior Director, Practice Analysis, CFA Institute. David is aseasoned investment professional with over 25 years of experience acrossgeographies, industries, and roles. Currently, David is leading the PracticeAnalysis team at CFA Institute and is responsible for identifying and analysingthe critical knowledge, skills, and abilities required for a role in investmentmanagement and for supporting the development of curricula to meet these needs.Prior to this role, David led the curriculum development team responsible fordeveloping high-quality practitioner-relevant learning content primarily forthe Chartered Financial Analyst (CFA®) Program. Prior to joining CFA Institute in 2018, David spent over 14 years in theUnited Arab Emirates including various roles at Abu Dhabi based SovereignWealth institutions such as: Chief Investment Officer at Abu Dhabi InvestmentCompany (ADIC), Senior Fund Manager at the National Bank of Abu Dhabi (NBAD),and Senior Analyst at the Abu Dhabi Investment Authority (ADIA).

Grace Yeung, CFA, FCPA (Practising), CPA, CPA (CA)，是CFA Institute亚太区考试发展高级总监，领导CFA考试和CFA Institute其他认证产品的开发和推出，她的团队由全球150多名顾问和员工组成。Grace Yeung负责制定CFA考试的战略，推动项目以及CFA Institute的使命。她是将CFA考试从纸笔考试转变为机考的主要领导者。基于多年在亚太地区的背景和专业经验，Grace Yeung与亚太地区各CFA协会（CFA Societies）、专业标准制定机构、从业者和认证组织联系，以寻求与CFA考试相关的洞察并制定策略。Grace Yeung在金融服务和投资管理行业拥有超过20年的全球经验。在加入CFA Institute之前，她曾担任普华永道香港的审计、金融服务和资产管理高级经理。她的客户是来自传统和另类投资、对冲基金、私募股权、风险投资、房地产和基础设施领域的全球和区域的资产管理人。她领导了审计和咨询项目，包括投资基金设立、监管许可和内部控制合规。Grace Yeung在美国和加拿大拥有审计、咨询和金融服务工作经验。

Grace Yeung, CFA, FCPA (Practising), CPA, CPA (CA), Senior Director, Exam Development, Asia Pacific, CFA Institute. Grace plays a global role, and she leads the development andproduction of CFA Exams and CFA Institute’s certificates. Grace’s team consistsof over 150 consultants and staff worldwide. She develops strategies and leadsprojects of the CFA Program, CFA Exam, certificates, and accomplishes themission of CFA Institute. One of Grace’s key projects is transitioning the CFAExam from paper-based to computer-based. Grace is committed to advocating forESG and the Certificate in ESG Investing program.Grace has over twenty years of global experiences in thefinancial services and investment management industry. Prior to joining CFAInstitute, Grace held the position of Senior Manager, Assurance, FinancialServices and Asset Management of PwC Hong Kong. Her clients include global andregional asset managers in traditional and alternative investment spaces, hedgefunds, private equity, venture capital, real estate, and infrastructure.

本期播客感谢CFA Institute中国团队的特别支持。提问内容请教了中国内地四个CFA持证人地方协会的协会领导人，包括上海协会，成都协会，深圳协会，北京协会。特别感谢CFA成都协会副理事长刘仲承先生和CFA北京协会副理事长王卫华先生对播客内容的贡献。

This special CFA Program exam“China Charter Chat” (“CCC”) episode is the joint effort of CFA Institute ChinaTeam and CFA Society Beijing. The questions asked came from society leaders atour four CFA Institute local societies in mainland China, including CFA SocietyShanghai, CFA Society Chengdu, CFA Society Shenzhen, and CFA Society Beijing.Thanks to the special contribution from Mr. Zhongcheng Liu, vice president ofCFA Society Chengdu and Mr. Weihua Wang, vice president of CFA Society Beijing.

特许金融街是一档由北京金融分析师协会（CFA Society Beijing）发起，面向社会各界听众的金融访谈类播客，我们会邀请各金融细分领域的朋友们一起探讨资本市场热点，圈内秘闻，金融职场等与金融相关的热点话题。

微信公众号：cfabeijing

微博：北京金融分析师协会

订阅微信公众号，可查看往期播客图文版。

微信搜索个人微信号CFABJ-podcast，添加特许金融街小助手，即可加入我们的听众群，解锁独家福利，与主播和嘉宾互动交流。

EPISODE 80：CFA exam - Interview with CFA Institute Education team