{"id":18852,"date":"2023-01-31T11:44:59","date_gmt":"2023-01-31T03:44:59","guid":{"rendered":"https:\/\/afmaexam.org\/?page_id=18852"},"modified":"2026-01-08T16:52:13","modified_gmt":"2026-01-08T08:52:13","slug":"fma-%e8%80%83%e7%94%9f%e5%8f%83%e8%80%83%e6%9b%b8%e7%9b%ae","status":"publish","type":"page","link":"https:\/\/afmaexam.org\/zh\/fma-%e8%80%83%e7%94%9f%e5%8f%83%e8%80%83%e6%9b%b8%e7%9b%ae\/","title":{"rendered":"FMA \u8003\u751f\u53c2\u8003\u4e66\u76ee"},"content":{"rendered":"

\u7d93\u6fdf\u5206\u6790\u8207\u7d71\u8a08\u61c9\u7528<\/strong><\/p>\n\n\n\n

    \n
  1. \u7d93\u6fdf\u5b78\u539f\u7406(Gregory Mankiw\uff1aPrinciples of Economics 6\/E)\u3002<\/li>\n\n\n\n
  2. \u7d93\u6fdf\u5b78\uff0c\u4f5c\u8005:\u6bdb\u6176\u751f\u3001\u6731\u656c\u4e00\u3001\u6797\u5168\u3001\u8a31\u677e\u6839\u3001\u9673\u6dfb\u679d\u3001\u9673\u601d\u5bec\u3001\u9ec3\u671d\u7199\u3002<\/li>\n\n\n\n
  3. N. Gregory Mankiw, Macroeconomics, 7th edition, Chapters 3-11\u3002<\/li>\n\n\n\n
  4. R.S.Pindyck & D.L. Rubinfeld, Microeconimcs Chapters 1-7\u3002<\/li>\n\n\n\n
  5. Corporate Finance, Second Edition, Berk and DeMarzo, 2011, Pearson Education.(\u65b0\u9678\u66f8\u5c40): \u7b2c\u56db\u7ae0<\/li>\n\n\n\n
  6. \u73fe\u4ee3\u8ca1\u52d9\u7ba1\u7406(\u5341\u4e00\u7248)\uff0c2007\uff0c\u8591\u582f\u6c11\uff0c\u83ef\u6cf0\u6587\u5316\u51fa\u7248\u3002CH2\u3002<\/li>\n\n\n\n
  7. \u8ca1\u52d9\u7ba1\u7406(\u5341\u7248)\uff0c2014\uff0c\u5f90\u71d5\u5c71\uff0c\u9ea5\u683c\u7f85\u5e0c\u723e\u51fa\u7248\u3002CH5\u3002 \u6a5f\u7387\u8207\u6a5f\u7387\u5206\u914d\u3001\u62bd\u6a23\u3001\u4f30\u8a08\u8207\u6aa2\u5b9a<\/li>\n\n\n\n
  8. \u5546\u7528\u7d71\u8a08\u5b78(\u7b2c\u516b\u7248)\uff0c2013\uff0c\u6731\u6649\u5fb7\u3001\u9673\u4e43\u7dad\uff0cMcGraw-Hill\u51fa\u7248\u3002CH1~CH15\u3002<\/li>\n\n\n\n
  9. \u57fa\u790e\u7d71\u8a08\u5b78(\u7b2c\u56db\u7248) \uff0c2012\uff0c \u65b9\u4e16\u69ae\u8457\uff0c\u83ef\u6cf0\u6587\u5316\u51fa\u7248\u3002CH1~CH13\u3002<\/li>\n<\/ol>\n\n\n\n

    \u6295\u8cc7\u7ba1\u7406\u5206\u6790<\/strong><\/p>\n\n\n\n

      \n
    1. \u6295\u8cc7\u5b78\uff0c\u694a\u671d\u6210\u3001\u9673\u52dd\u6e90\uff0c2009\u5e742\u6708\uff0c\u6295\u8cc7\u5b78\uff0c\u7b2c\u4e8c\u7248\uff0c\u83ef\u6cf0\u6587\u5316\u4e8b\u696d\u516c\u53f8\u3002(\u7b2c9\u7ae0 \u80a1\u7968\u5e02\u5834\u8207\u80a1\u7968\u6307\u6578\u4ecb\u7d39\uff0c\u7b2c10\u7ae0 \u50b5\u5238\u5be6\u52d9\u4ecb\u7d39\u3002)<\/li>\n\n\n\n
    2. Bodie et al (2013)_9ed,Essentials of Investments\u3002 Ch5-8\u3002<\/li>\n\n\n\n
    3. \u5468\u8cd3\u51f0\u3001\u6c60\u7965\u8431\u3001\u5468\u51a0\u7537\u3001\u9f94\u6021\u9716; 2002; \u8b49\u5238\u5e02\u5834\u767c\u5c55\u5b63\u520a\u3002<\/li>\n\n\n\n
    4. \u300a\u671f\u8ca8\u8207\u9078\u64c7\u6b0a\u300b \u5ed6\u56db\u90ce\u3001\u738b\u662d\u6587 \u8457\u3002<\/li>\n\n\n\n
    5. Bodie\u7bc4\u570d: \u5e02\u5834\u7570\u5e38(market anomaly)\u3002<\/li>\n\n\n\n
    6. Rick Ferri\u7bc4\u570d: \u4e3b\u88ab\u52d5\u6295\u8cc7\u3002<\/li>\n<\/ol>\n\n\n\n

      \u8ca1\u5831\u5206\u6790\u8207\u8a3a\u65b7<\/strong><\/p>\n\n\n\n

        \n
      1. \u8b1d\u528d\u5e73\uff0c2012\uff0c\u8ca1\u52d9\u5831\u8868\u5206\u6790\uff0c\u7b2c\u4e09\u7248\uff0c\u667a\u52dd\u6587\u5316<\/li>\n\n\n\n
      2. \u674e\u5b97\u9ece\u3001\u6797\u8559\u771f\uff0c2012\uff0c\u8ca1\u52d9\u5831\u8868\u5206\u6790\uff1a\u7406\u8ad6\u8207\u61c9\u7528\uff0c\u7b2c\u4e09\u7248\uff0c\u83ef\u6cf0\u6587\u5316\u3002\u6d41\u52d5\u8cc7\u7522\u3001\u6d41\u52d5\u8ca0\u50b5\u3001\u640d\u76ca\u8868\u8207\u80a1\u6771\u6b0a\u76ca<\/li>\n\n\n\n
      3. Financial Accounting, IFRS Edition 2e, Weygandt & Kimmel & Kieso \u3002\u975e\u6d41\u52d5\u8cc7\u7522\u3001\u975e\u6d41\u52d5\u8ca0\u50b5\u3001\u79df\u8cc3\u3001\u6240\u5f97\u7a05<\/li>\n\n\n\n
      4. Business Analysis & Valuation Using Financial Statements, by Palepu, Healy, Bernard, 2nd edition. 2000\u3002<\/li>\n\n\n\n
      5. Financial Statement Analysis, by Wild, Subramanyam, Halsey, 9th edition, 2007<\/li>\n<\/ol>\n\n\n\n

        \u516c\u53f8\u8ca1\u52d9\u5206\u6790<\/strong><\/p>\n\n\n\n

          \n
        1. Ross et al., Corporate Finance, Ch4\uff0c5\uff0c6\u3002<\/li>\n\n\n\n
        2. Ross\u8ca1\u52d9\u7ba1\u7406\u6559\u79d1\u66f8(Short-term Financing and Planning\uff0cCredit and Inventory Management\uff0cCash and Liquidity Management)\u3002<\/li>\n\n\n\n
        3. Brealey, R. A., S. C. Myers, and F. Allen, 2011, Principles of Corporate Finance, 10th edition\u3002<\/li>\n\n\n\n
        4. Chapter 17 Does Debt Policy Matter\u3002 Chapter \uff0c18 How Much Should a Corporation Borrow\u3002<\/li>\n\n\n\n
        5. \u694a\u671d\u6210\u3001\u9673\u52dd\u6e90\uff0c97\u5e744\u6708\uff0c\u6295\u8cc7\u5b78\uff0c\u7b2c\u4e8c\u7248\uff0c\u83ef\u6cf0\u6587\u5316\u4e8b\u696d\u516c\u53f8\u3002\u7b2c\u56db\u7ae0\u3002<\/li>\n<\/ol>\n\n\n\n

          \u4e00\u3001\u4e2d\u6587\u90e8\u5206<\/p>\n\n\n\n

            \n
          1. \u6797\u5411\u6137\u3001\u694a\u9069\u4e88\uff0c\u300a\u8ca1\u52d9\u7ba1\u7406-\u7406\u8ad6\u8207\u5be6\u52d9\u300b\uff0c2008<\/li>\n\n\n\n
          2. \u8b1d\u528d\u5e73\uff0c\u300a\u8ca1\u52d9\u7ba1\u7406-\u65b0\u89c0\u5ff5\u8207\u672c\u571f\u5316\u300b\uff0c\u7b2c\u56db\u7248\uff0c2011\uff0c\u667a\u52dd\u6587\u5316\u51fa\u7248\u3002<\/li>\n\n\n\n
          3. \u8591\u582f\u6c11\uff0c\u300a\u8ca1\u52d9\u7ba1\u7406\u539f\u7406\u300b\uff0c2007\uff0c\u7b2c2\u7248\uff0c\u65b0\u9678\u66f8\u5c40\u3002<\/li>\n\n\n\n
          4. \u6d2a\u8302\u851a\uff0c\u300a\u8ca1\u52d9\u7ba1\u7406\u7406\u8ad6\u8207\u500b\u6848\u300b\uff0c 2012\uff0c\u96d9\u8449\u66f8\u5eca\u3002<\/li>\n\n\n\n
          5. \u5f90\u4fca\u660e\uff0c\u300a\u8ca1\u52d9\u7ba1\u7406\u57fa\u790e\u8207\u61c9\u7528\u300b\uff0c 2011\uff0c\u7b2c2\u7248\uff0c\u65b0\u9678\u66f8\u5c40\u3002<\/li>\n\n\n\n
          6. \u5f35\u5bae\u718a\uff0c\u300a\u73fe\u4ee3\u8ca1\u52d9\u7ba1\u7406\u300b\uff0c2012\uff0c\u6ec4\u6d77\u66f8\u5c40\u3002<\/li>\n\n\n\n
          7. Eugene F. Brigham\u7b49\u539f\u8457\uff0c\u674e\u9686\u751f\u8b6f\uff0c\u300c\u73fe\u4ee3\u8ca1\u52d9\u7ba1\u7406\u300d\uff0c\u521d\u7248\uff0c\u81fa\u5317\u5e02\uff1a\u65b0\u52a0\u5761\u5546\u8056\u667a\u5b78\u7fd2\uff0c2013\u5e7412\u6708\u3002(\u83ef\u6cf0\u6587\u5316)<\/li>\n<\/ol>\n\n\n\n

            \u4e8c\u3001\u82f1\u6587\u90e8\u5206\uff1a<\/p>\n\n\n\n

              \n
            1. J. Berk, P. Demarzo and Harford J., Fundamentals of Corporate Finance, Pearson Prentice Hall<\/li>\n\n\n\n
            2. R. A. Brealey, S. C. Myers and Marcus A. J., Fundamentals of Corporate Finance, McGraw-Hill Irwin.<\/li>\n\n\n\n
            3. E. F. Brigham, Houston J. F., Hsu J.M., Kong Y.K. and A.N. Bany-Ariffin, Essentials of Financial Management, 3 Edition, 2014, Cengage Learning.<\/li>\n\n\n\n
            4. J. Berk and P. Demarzo, Corporate Finance, Pearson Addison Wesley.<\/li>\n\n\n\n
            5. J. Keown, J. D. Martin and Petty J. W., Foundations of Finance, Pearson Prentice Hall.<\/li>\n\n\n\n
            6. Stephen A. Ross, Randolph W. Westerfield and Jeffery Jaffe, 2010, Corporate Finance, 9th Ed., McGraw-Hill<\/li>\n\n\n\n
            7. Jonathan Berk and Peter DeMarzo, 2009, Corporate Finance: The Core, Pearson Education, Boston, MA,<\/li>\n\n\n\n
            8. T. E. Copeland, J. F. Weston, and K. Shastri, 2005, Financial Theory and Corporate Policy 4th edition, Pearson Addison Wesley publishing company.<\/li>\n<\/ol>","protected":false},"excerpt":{"rendered":"

              \u7d93\u6fdf\u5206\u6790\u8207\u7d71\u8a08\u61c9\u7528 \u6295\u8cc7\u7ba1\u7406\u5206\u6790 \u8ca1\u5831\u5206\u6790\u8207\u8a3a\u65b7 \u516c\u53f8\u8ca1\u52d9\u5206\u6790 \u4e00\u3001\u4e2d\u6587\u90e8\u5206 \u4e8c\u3001\u82f1\u6587\u90e8\u5206\uff1a<\/p>","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"_links":{"self":[{"href":"https:\/\/afmaexam.org\/zh\/wp-json\/wp\/v2\/pages\/18852"}],"collection":[{"href":"https:\/\/afmaexam.org\/zh\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/afmaexam.org\/zh\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/afmaexam.org\/zh\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/afmaexam.org\/zh\/wp-json\/wp\/v2\/comments?post=18852"}],"version-history":[{"count":3,"href":"https:\/\/afmaexam.org\/zh\/wp-json\/wp\/v2\/pages\/18852\/revisions"}],"predecessor-version":[{"id":21841,"href":"https:\/\/afmaexam.org\/zh\/wp-json\/wp\/v2\/pages\/18852\/revisions\/21841"}],"wp:attachment":[{"href":"https:\/\/afmaexam.org\/zh\/wp-json\/wp\/v2\/media?parent=18852"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}