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1、GlobalBodyofInvestmentKnowledgeIn2007theCFAInstituteBoardofGovernorschargedtheEducationAdvisoryCommittee(EAC)withtheresponsibilityofensuringthattheGlobalBodyofInvestmentKnowledge(GBIK)andtheCandidateBodyofKnowledge(CBOK)remainrelevanttotheinvestmentprofessionaswellasreflectag
2、lobalperspective.TheEACemploysatechniqueknownaspracticeanalysistoachievethesegoals.Practiceanalysisisaprocessthat,throughaseriesoffocusgroupsandsurveys,delineatestheresponsibilitiesandknowledgeassociatedwithcompetencyintheinvestmentprofession.Whilepracticeanalysishasbeenusedb
3、yCFAInstitutesince1995toupdatetheCBOK1everyfiveyears,theEACrevisedtheprocessto:•updatetheGBIKonacontinuousbasis;•useacollaborativewebsitefollowedbyregionaldiscussionpanelsandmembersurveys;and,•updateportionsoftheCBOKonanannualbasis.Afteranintenseyearofrigorousstudy,theEACappr
4、ovedarevisedversionoftheGBIKon1September2009.TheGlobalBodyofInvestmentKnowledgeTheGBIKisthecomprehensiveoutlineofknowledgefortheinvestmentprofession.InvestmentprofessionalsmayuseGBIKconceptsatanystageoftheircareer–novicethroughexpert,generalistand/orspecialist.TheGBIKincludes
5、mainstreamandfrontierconceptsbasedonresearchthathasbeen,orisstillbeingdebatedandmayencompassviewswelloutsidethemainstream.GearedmoretowardtheCFAcharterholder,theGBIKservesasamembertoolforcontinuingeducationandlifelonglearningbymembers.Inaddition,therevisedGBIKservesasaguideto
6、allCFAInstitutelifelonglearningactivities,includingpublications,conferences,andothercontinuingeducationprograms.TherevisedversionoftheGBIKoutlineisattachedandthe“live”versioncanbefoundonthecollaborativewebsitewheretopicdomainmoderators,EACworkingbodymembers,andmemberandnon-me
7、mberinvestmentprofessionals“meet”virtuallytodiscusstheGBIK.Consensusopinionfromthisdiscussionservesasthebasisforfutureregionaldiscussionpanelsandmembersurveys.TheCandidateBodyofKnowledgeAspartofthepracticeanalysisprocess,membersidentifycomponentsoftheGBIKthatarerelevanttotheC
8、FAProgramCBOK.TheCFAProgramCBOKisthecoreknowledge,skills,andabilitie