The difficulty of the fund qualification examination is moderate, and the examination questions are all multiple-choice questions, including combination multiple-choice questions, which can basically be ruled out. Among them, the most headache may be numbers, calculations and charts. Only by mastering the knowledge points and solving methods of calculation problems can we easily cope with the exam.

You can't learn by rote.

In the process of fund qualification examination, the most common calculation questions are the basic knowledge of securities funds, and the calculation questions are probably 10-20. The other two subjects have fewer calculation problems and are relatively simple.

The calculation of fund qualification examination should start with the formula first. The settlement questions involved in the "Securities Fund Basis" exam are difficult and account for a large proportion of the score, which are all some indicators of practical application in the fund industry.

Practice hard

If you want to overcome the calculation problem, you should spend some time practicing. In the process of preparing for the exam, we should set aside some time for special exercises every day, concentrate on doing calculation problems and summarize the main points of calculation problems.

Summary of problem points of calculation problems

1. Calculation of fund subscription and redemption fees.

2. Fund return rate, time-weighted return rate.

3. Convertible bonds, conversion price and conversion ratio.

4. Ex-dividend, ex-dividend, exercise and ex-dividend price calculation.

5. Compound interest, present value and time value.

6. Spot and forward, calculated in yield to maturity.

7. Pledged repurchase, buyout repurchase and amount calculation.

8. Exponential weighted calculation.

9. Calculation of fund net value.

10. The undistributed profit of the fund can be used to calculate the distributed profit.

1 1. Normal distribution, median, score.

12. Beta value.

13. Formulas for calculating the company's assets and liabilities, income statement and return on net assets.

For the study of calculation problems, it is undoubtedly a good method to know the formulas corresponding to knowledge points, memorize them skillfully and use the tactics of asking questions appropriately. Only by constant practice can we skillfully use this formula.

The above is organized by Bian Xiao, a global ivy? How to get high marks in the 20 19 fund qualification examination? I also wish you all a smooth pass here!