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标题: [教材、Notes、资料] CFA注册费和CFA教材捆绑销售,考生报考费用剧增 [打印本页]

作者: keytee    时间: 2007-3-27 19:12     标题: CFA注册费和CFA教材捆绑销售,考生报考费用剧增

从2008年考试开始,CFA Institute将注册费和CFA教材以及online sample exam捆绑销售,考生报考成本剧增。

这样以后压力更大了。


作者: keytee    时间: 2007-3-27 19:18

以下是原文:

Bundled Curriculum

Beginning with the 2008 exams, CFA Institute will include the assigned CFA Program curriculum and one online sample exam in the registration fee paid.

When enrollment and registration for the June 2008 CFA exams opens in mid-July 2007, the CFA Program curriculum will be included in the exam registration fee and will be delivered to all candidates.

This decision will benefit CFA candidates, the CFA Program, and — we strongly believe — the profession itself.

Candidates enrolled in the December 2007 exam will still need to purchase the curriculum separately.

This decision was made after extensive study, modeling, and the unanimous recommendation from the CFA Preparation Task Force, an external working group that convened in 2004 to address questions of candidate preparation and exam performance.

The CFA Program curriculum is driven by a rigorous global practice analysis to determine the knowledge relevant to the profession. This body of knowledge drives the curriculum development process and the exam itself. The content in the curriculum is the sole source for exam questions.

Yet for many candidates, the focus has shifted from mastering a body of knowledge to merely passing an exam. The current practice of allowing candidates to register for an exam without purchasing the curriculum sends the wrong message that studying the curriculum is optional. Some candidates even confuse third-party materials with the curriculum. This decision to provide the CFA Program curriculum to all candidates was, in part, based on these concerns.

[此贴子已经被作者于2007-3-27 19:18:05编辑过]


作者: keytee    时间: 2007-3-27 19:20

How much will this cost?

The registration fee for the first deadline (26 September 2007) will be $600. This fee includes exam registration, curriculum, and one sample exam. Candidates who previously purchased the curriculum will save $120 on the curriculum and receive a free sample exam (additional $50 value). For candidates who would not have purchased the curriculum, this represents an increase of $230 over the 2006 registration fee. The enrollment fee for first-time Level I candidates will remain separate.

We view this as a mission-driven initiative to provide a service to CFA Program candidates and to the profession as a whole. To that end, we have priced the curriculum below cost to better serve our mission of educating CFA candidates. This reduced curriculum pricing within the overall bundle reflects the benefits of spreading our costs over a much larger candidate base as well as an organizational decision to absorb a portion of those costs internally.

Why is CFA Institute making the decision at all?
In 2004, the CFA Preparation Task Force convened to address declining candidate performance. In May 2005, the Task Force unanimously recommended that the CFA Program curriculum be bundled with the exam registration fees.

Providing the curriculum to all registered candidates serves our educational mission and ensures that all candidates will have equal access to this foundational material. There is no substitute for studying the curriculum.

Why is CFA Institute making the decision now?
In response to candidate feedback, we have substantially enhanced the format of the CFA Program curriculum in recent years. The most significant change is that the assigned readings — originally only available as sections of larger source books — have been assembled into multiple self-contained volumes. This new flexibility enables individual readings to be revised and updated as needed. This ability to keep the curriculum more relevant, the economies of scale inherent in a more efficient set of books, and the continued belief that studying the prescribed readings is foundational to the educational mission of the CFA Program all made this the right time to deliver the curriculum to all candidates. 

Is this just a way for CFA Institute to make more money?
We are very sensitive to this perception and took great care to price this as fairly as possible. We view this as a mission-driven initiative to provide a service to CFA Program candidates and to the profession as a whole. To that end, we have priced the curriculum below cost to better serve our mission of educating CFA candidates. This reduced curriculum pricing within the overall bundle reflects the benefits of spreading our costs over a much larger candidate base as well as an organizational decision to absorb a portion of those costs internally. 

Why not just give away the curriculum to candidates for free?
The CFA Program curriculum includes copyrighted material, and the pricing structure takes into account the costs of purchasing the rights to repackage that third-party material into the curriculum. There are also significant production and distribution costs.

What happens to candidates who fail Level I in June and re-take it in December of the same year? Will they get charged for the curriculum both times?
Candidates who fail the June Level I exam and register to re-take the exam in December of that same year will not be charged twice for the curriculum. Their registration fees for the December exam will be reduced to reflect the fact that they already own the curriculum for that year.

What happens to candidates who re-take the same exam but in consecutive years? Will they get charged for the curriculum both times?
The registration fees for candidates who re-take the same exam in consecutive years will be reduced. However, given the year to year changes, customization, and improvement in the curriculum, each candidate will receive a new set of curriculum.

How should candidates use the curriculum in conjunction with preparatory courses?
There is no substitute for careful study of the prescribed CFA Program curriculum. However, some candidates may find it useful to supplement their study with prep courses and/or review notes. Find out more about the CFA Institute Prep Provider Guidelines Program and those providers that participate in it.

Won't this result in lower-income candidates being "priced out of the CFA Program"?
For those candidates that previously purchased the curriculum, this new pricing structure will result in a significant decrease in out-of-pocket expense.

We approach pricing changes in a very careful and deliberate manner. While we cannot be sure of the ultimate effect of this pricing change, we will continue exploring creative ways to provide assistance to lower-income candidates.

We view this as a mission-driven initiative to provide a service to CFA candidates and to the profession as a whole. To that end, we have priced the curriculum below cost to better serve our mission of educating CFA candidates.


作者: oceo    时间: 2007-3-27 21:54

Candidates enrolled in the December 2007 exam will still need to purchase the curriculum separately.

就是说,如果我已经报名了2007年12月的考试,还需要另外再购买这套资料???

这种情况下,价格会是多少呢???


作者: keytee    时间: 2007-3-28 18:03

2007.9年以前注册的就不受这个制约了。
作者: lalgac    时间: 2007-3-30 13:17

God,无语[em06]

报名今年12月考的人会不会增多?


作者: yfshen1984    时间: 2007-3-30 18:27

不懂了,如果2008年准备考2级怎么算钱?
作者: guoyi1023    时间: 2007-3-31 18:35

加上原版教材的钱哦
作者: oceo    时间: 2007-3-31 18:48

或许购买教材并非强制规定,而只是建议.

[此贴子已经被作者于2007-4-11 22:19:28编辑过]


作者: kiwibird    时间: 2007-4-1 13:39

2007年12月还可以不买。2008年之后一定要买。只是建议的话跟现在没区别。
作者: veroxiao    时间: 2007-4-3 08:58

大致算了一下, 以level 1 为例: 08年的registration fee $600+exam fee $455( 假设as 07年)= $1055
.....
真是不小的一笔投资啊....= =\\\

另外, 请教大家, 这里面所说的curriculum, 是否也包括study notes? 还是说只有那六本textbook的??


[em06]
作者: phoenyfan    时间: 2007-4-3 09:08

cfa institute一般不推荐别人看schweser或者stalla等“third sources”的资料,总要别人看教材,看reading materials。但是为了考试,所以说,要真的这样绑定了,我们必须买教材(买了也基本不看),还要自己花钱买notes,郁闷啊[em16][em16][em16]
作者: jessyyann    时间: 2007-4-3 15:18

真是会赚钱啊...

那个教材厚的像砖头一样...郁闷....


作者: best_tu    时间: 2007-4-7 23:09

关键是要是我们今年六月已经注册过了,并参加了LEVEL1的考试

等我们明天六月再参加LEVEL2的考试,是不是可以不用受这个的约束了????(因为明年我们就不用注册了)

是这样吗???

牛人回答下吧


作者: veroxiao    时间: 2007-4-11 13:38

没错, 尤其是学过金融的, level one的教材恐怕更加不会看了.....................还要自己加钱买notes.....................................


[em06]

看样子难道真得赶考12月的???

作者: 路西菲尔    时间: 2007-4-11 15:54

明年考lev2 一样得多交钱 因为lev2也有指定教材!


作者: 路西菲尔    时间: 2007-4-11 15:58

QUOTE:
以下是引用oceo在2007-3-31 18:48:00的发言:

各位,我有写邮件给CFA,内容如下:

=====================================================================
Query:If I must buy Curriculum for December 2007 Level exam???"Must buy" or "you just advise us" to buy the curriculum" ??? 
Answer:Reading assignments are subject to change each year.  Therefore, we advise you to purchase the curriculum or textbooks assigned for the year in which you plan to take the exam. 
Query:
If candidate must buy the Curriculum "only" from CFA institute??? 
Answer:You may purchase the curriculum from other sources.   
 
Query:If I don't buy the curriculum, what is the result???If it will cause I can't get the qualification and chartered from CFA Institute???even I passed all 3 level exams. 
Anser:We do not require candidates to purchase all reading materials used in the curriculum, but we strongly believe that studying the prescribed reading materials is the best way to prepare for the examinations.  The examinations are developed directly from the curriculum and are consistent with the Learning Outcome Statements (LOS) prescribed by CFA Institute.  There is no substitute for studying the original material. 
 
You will not be penalized if you do not purchase the curriculum.  
=====================================================================
各位应该可以看出,或许购买教材并非强制规定,而只是建议.

说实话 哥们你的英语还真不咋地
作者: kiwi    时间: 2007-4-11 20:39

请教大家,

既然说新的官方教材要比Schweser Study Notes 系列更加周全详细,那买了它还有必要再花钱买Schweser Study Notes吗?
如果买了
官方教材的6本书,还有必要再买reading assignments吗?那可又是9到10本书啊!
作者: veroxiao    时间: 2007-4-12 10:49

level 2的制定教材买来学习应该还是很有用的, 但level 1的就有点悬了.......

ls的朋友, 如果你看过官方的教材, 你就知道为啥大家都要看notes了.........
那压根就不叫书, 是盖房子的厚砖头哩~~~~据我所知一般金融/经济专业的人都选择只看notes不看教材的, 不过对非金融专业的来说如果能坚持都把教材都看下来的话, 考试应该是没问题的, 而且对整个知识架构的了解和掌握会更全面. 个人一点愚见!

作者: best_tu    时间: 2007-4-12 13:01

那明年6月报考二级要花多少钱啊???


作者: Diana    时间: 2007-4-12 14:40

我也想知道这个问题,明年考2级要多少钱
作者: unisabcd    时间: 2007-4-12 20:48

只是买online sample吗? 还是整套都要?


作者: yfshen1984    时间: 2007-4-15 10:08

明年考2级的话也是这样么?糊涂
作者: ichiro    时间: 2007-4-16 16:42

看来鬼老们也学精了。。><

但是原版教材贵的离谱,要是降价的话还比较reasonable啊

他们以为考CFA的人都是大款不成


作者: 路西菲尔    时间: 2007-4-16 18:50

QUOTE:
以下是引用veroxiao在2007-4-12 10:49:00的发言:
level 2的制定教材买来学习应该还是很有用的, 但level 1的就有点悬了.......

ls的朋友, 如果你看过官方的教材, 你就知道为啥大家都要看notes了.........
那压根就不叫书, 是盖房子的厚砖头哩~~~~据我所知一般金融/经济专业的人都选择只看notes不看教材的, 不过对非金融专业的来说如果能坚持都把教材都看下来的话, 考试应该是没问题的, 而且对整个知识架构的了解和掌握会更全面. 个人一点愚见!

就算是金融经济专业的人,我看大多数专业水平也不咋地。强烈建议如果时间够用的话一定要看原版!
作者: epath    时间: 2007-5-5 12:27

12月一定要过
作者: vefsc    时间: 2007-5-6 02:02

关于0712捆绑政策的逻辑猜测,错误之处请大家指出。

Candidates enrolled in the December 2007 exam will still need to purchase the curriculum separately.

CFA认为原版教材是无可替代的,即按照他们的逻辑,站在考生利益角度上大家都会购买这些教材,所以这句话的意思是“参加2007年12月考试的考生仍需单独购买教材,而不能享受注册费捆绑教材的优惠”。why? 捆绑后注册费增幅是$230,而在CFA官网上的指定教材价格标明为$395,cfa认为这是一项购买优惠。前面的朋友也得到了CFA的回信,即购买教材不是强制的也不是必须由CFA处购买。

因此0712的朋友没有额外付费的必要。


作者: wroger    时间: 2007-5-6 23:48

是好事

[em01]
作者: georgexu    时间: 2007-5-15 01:13

smart business strategy

作者: luweipiero    时间: 2007-5-16 20:28

有人本来打算08年考 现在准备07年的吗 level 1


作者: linfengche    时间: 2007-5-29 22:57

QUOTE:
以下是引用vefsc在2007-5-6 2:02:00的发言:

关于0712捆绑政策的逻辑猜测,错误之处请大家指出。

Candidates enrolled in the December 2007 exam will still need to purchase the curriculum separately.

CFA认为原版教材是无可替代的,即按照他们的逻辑,站在考生利益角度上大家都会购买这些教材,所以这句话的意思是“参加2007年12月考试的考生仍需单独购买教材,而不能享受注册费捆绑教材的优惠”。why? 捆绑后注册费增幅是$230,而在CFA官网上的指定教材价格标明为$395,cfa认为这是一项购买优惠。前面的朋友也得到了CFA的回信,即购买教材不是强制的也不是必须由CFA处购买。

因此0712的朋友没有额外付费的必要。

 同意Vesfc 我也觉得只是一项建议 老外制定的这项政策从某种意义上讲对在中国这样一个盗版无处不在,觉得用盗版的才是正常的大环境下, 对中国考生影响不大.他建议我们买 我们可以选择不买 他认为已经恩泽于我们 却不知道盗版书商才是我们真正的恩人 毕竟几百美圆是个很大的诱惑.

另外,对于是否只是一项建议的问题,希望大家继续讨论,早日让这问题能够水落石出,毕竟是大家都关心的问题.欢迎拍砖!


作者: dalhousie    时间: 2007-10-5 02:23

太狠了,我在加拿大考SOA精算师一门考试也就100$,课本很便宜,很多大学BOOK STORE有卖,都是STATISTIC方面的






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