| 卷数 | 测验内容 | 参考分配比例 |
| 1.经济学(Economics) | 10% | |
| Exam I | 2.公司财务及股票估值评价与分析(Corporate Finance and Equity Valuation and Analysis) | 25% |
| 3.财务会计和报表分析(Financial Accounting and Financial Statement Analysis) | 15% | |
| 4.固定收益证券估值与分析(Fixed Income Valuation and Analysis) | 15% | |
| Exam II | 5.衍生产品估值与分析(Derivative Valuation and Analysis) | 15% |
| 6.投资组合管理(Portfolio Management) | 20% |

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