CP3 Guidance



  • To be continued



  • 经验:
    多写多刷题,写完之后找个既懂英文又不懂精算的朋友,把background material和你写的东西给他帮你看,如果他看完还有问题的话就重新写一份儿。
    准备时间:
    我CP2和CP3一起考的,大概三四个月吧,CP2两篇文章+CP3一篇文章这么算下来每天一篇换着写



  • 经验:
    其實不用這麽多篇,我一共練了6篇左右。68一次過要注重質,不是量。一開始不用計時,後面幾篇自己抓時間。BPP (ActEd)那個1 天CP3/ CP2 preparation day 很有用。
    有答案吗?会考原题吗?:
    這科目死背一定掛,題不可能一模一樣,同個主題換個target audience 寫法就不同[旺柴]



  • 考试形式

    线上考试。考试的三天前会收到一些文章进行阅读,文章的内容大概是一些数据和各方利益相关者的沟通内容。考试当天是三小时的线上笔试,笔试的内容和三天前的给文章相关。

    考试分两个部分,第一个部分是写一个report,占90%的分数,第二个部分是要写自己为什么这么写report,占10%的分数。

    Part 1: Scenario material

    You will be provided with scenario material a minimum of three days before the assessment is due to be taken. This could include a number of documents such as articles, written communications between relevant stakeholders, data sets, tables and charts.

    This will give you the opportunity to review the materials and familiarise yourself with the scenario, and the subject area before sitting the exam. The exam question will be set around the scenario on which the advance material is based.

    You are not required to undertake any research or additional reading relating to the technical material beyond what is provided in the scenario documents.

    Part 2: Written paper

    The CP3 exam is a three hour paper, which will have two questions

    First question: a written communication piece such as a written report, a memo, a letter or a set of briefing notes.
    90% of the overall mark
    Second question: a short reflective piece which will give you the chance to justify the style and structure of communication and the choice of charts/tables or diagrams you have used in your written answers.
    10% of the overall mark.
    At the end of the three hour exam you have an additional 5 minutes to upload your exam submission. This must be completed within these 5 minutes to confirm your upload has been successful. You are able upload before this time if you have completed the exam question paper earlier.

    Please note: your exam submission will only be accepted as a Word file. PDF submissions will NOT be accepted



  • CP3 学习笔记

    如何选择合适的语言

    首先要了解你的听众的学术背景。如何从题目中了解?有两个方面。

    • 问题中是如何描述听众的角色的?比如说金融从业人员比HR了解的金融知识多。
    • 从你的听众使用的语言中进行判断。

    如何选择语言?

    • 使用术语会被扣分
    • 如果真的要使用的话需要进行明确定义
    • 小技巧:多描述术语的用途而不是它的算法,加例子进行解释
    • Probability应该被换成likelihood / chance,Mortality rate可以换成Probability of death at a given age,Morbidity Rate可以换成Sickness rate

    如何justify自己使用的语言(是CP3考试最后10%的部分)

    • 描述自己听众的特质
    • 描述考试问题中听众不会听懂的术语
    • 描述没有在考试问题中出现的,如果对于一个更有技术背景的听众可以讲的,但是这个听众不能理解的术语
      例子: The survey on impact of price increases could be discussed as price elasticity. However, this would be a term unfamiliar to Mrs Freshman
    • 描述这个听众应该了解的术语,并描述你是如何定义或者解释的
      例子:I have introduced Mrs Freshman to the concept of profit margin as it is a key financial driver and the new law impacts results


  • 如何展现数字

    该展示多少信息?

    • 在可以说明要点的同时,使用最少的语言或者数字。
    • 在可以说明要点的同时,使用最少的细节。比如在说明房价的时候,一般不需要保留至两位小数,而保留到十位或者百位就可以。

    如何使用数字例子

    • 最好用简短粗略的计算,只要说明自己的意思即可。

    如何justify使用数字信息的方式

    • 描述题目中没有展现清楚的数字
    • 解释自己要补充数字例子的理由, 比如
      • the information has been simplified so as to remove an unnecessary level of distracting detail.
      • the audience is not particularly technical and will not understand, or need to understand, how I have calculated the figures in the example.
      • it is not necessary to include the information on ... in order to meet the objectives in communicating

    在展现数字的过程中可以使用图表的方式

    需要注意

    • 图表中不要展现太多信息,只要表达要点即可
    • 除了图表本身,我们需要用文字的形式去解读图表,不这样做的话听众可能会用不同方式来看这个图表。图表只能用来支持文字表达的内容,而不能代替文字本身。
    • 表的标签需要特别注意。因为写标签的地方很小,我们可能会一不注意就用了没有标注的术语或简写。
    • 图表需要有
      • 名称
      • x轴和y轴的意义 (!我自己经常忘记标注)
      • 如果有不止一个数据集,需要有合适的图标
    • 最好用图片的方式从Excel把图表插入Word

    如何justify使用图表的原因

    • 描述影响到使用图表选择的听众的相关特质
    • 图表是如何帮助进行交流的
      • both tables and charts were used so as "to add variety to the document"
    • 使用某一形式图表的原因,比如
      • pie charts are effective at showing the split of a total
      • bar charts are good at making comparisons
      • line graphs are suitable for showing trends in data
      • brevity, as lengthy tables can be hard for non-technical audiences to read
      • focus, as tables attempting to communicate more than a couple of key messages can be hard for non-technical audiences to understand.


  • 答题过程

    需要花一定的时间先想好写什么,再下笔。

    五个步骤:RASER

    • R: read
      读题的过程中主要抓取的信息是
      • 涉及的沟通对象
      • 大概涉及哪些方面的内容
      • 大致的写作风格
    • A: ask
      • 写作的对象是什么人?
      • 交流的目标是什么?想要达成的目的是什么?
    • S: select and sequence
      • 要表达的关键点是什么,要描述哪些点来达到我的目标。
    • E: expand
      • 从上面的想法和要点出发,开始写草稿。
    • R: review
      • 需要做三种不同的回顾检查。
        • 写作对象检查
        • 准确性检查
        • 语法检查

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