CFA考试考纲继CFA三级考纲的资产配置和固定收益相关章节在去年发生了重大变化后(
CFA考试题型二三级调整),今年又对权益这一板块进行了大幅度的修订。CFA考试考纲除此之外,职业道德、资产配置、固定收益组合管理、交易这四门科目的考纲发生变化。
CFA考试考纲以下为为各科目发生的具体变化:
1、CFA考试考纲-职业道德(Study Session 1-3)
Reading 5. Overview of the Asset Management Industry and Portfolio Management
Reading 6. Professionalism in Investment Management
Study Session 1和2中,没有实质性变化,只有措辞的些微改变:
将“the Code of Ethics and Standards of Professional Conduct”改为“the CFA Institute Code of Ethics and Standards of Professional Conduct”或“the Code and Standards”
2、CFA考试考纲-资产配置(Study Session 9-10)
Study Session 9中的Reading 18(原Reading 16)删除一条考纲:
Reading 18. Introduction to Asset Allocation
Study Session 10删除一整章:
原Reading 20. Market Indexes and Benchmarks整章删除
Study Session 11无变化
Study Session 12中的Reading 24(原Reading23)新增2条考纲:
Reading 24. Yield Curve Strategies
4,CFA考试考纲-权益组合权利(Study Session 13-14)
整个部分完全重新编写,由原来的1个Session变成2个Session
修改后的Study Session 13-14,包括4个章节,分别为:
Reading 26. Introduction to Equity Portfolio Management
Reading 27. Passive Equity Investing
Reading 28. Active Equity Investing: Strategies
Reading 29. Active Equity Investing: Portfolio Construction
5,CFA考试考纲-交易(Study Session 18)
Session的名称改变,从“Trading, Monitoring and Rebalancing”修改为“Trading”