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2024年CFA三级考纲变化解析

2024-01-24   Meteor

  CFA三级:考纲变化10%左右。经济学、衍生、固收、权益、交易,未发生变化。行为金融,整章删除。资产配置、另类、个人IPS、机构IPS、案例、道德,考纲要求发生变化。
  1.Behavioral Finance整个科目删除。
  2.Asset Allocation、Alternative Investments、Private Wealth Management、Institutional Investors、Cases in Portfolio Management、Ethical and Professional Standards考纲要求发生改变。
  Behavioral Finance整个科目删除;
  Principles of Asset Allocation在2024年的变化为考纲顺序的调整,但是考纲要求并未改变,所以对于备考影响不大;
  Hedge Fund Strategies章节中删除一条考纲:
  describe how factor models may be used to understand hedge fund risk exposures;
  Risk Management for Individuals章节中删除两条考纲:
  discuss the financial stages of life for an individual;
  analyze and evaluate an insurance program;
  Portfolio Management for Institutional Investors章节中删除一条考纲:
  prepare the investment objectives section of an institutional investor's investment policy statement;
  Case Study in Portfolio Management:Institutional章节中一条考纲要求改变,一条考纲新增:
  23年考纲要求:analyze actions in asset manager selection with respect to the Code of Ethics and Standards of Professional Conduct;
  变化:demonstrate the application of the Code of Ethics and Standards of Professional Conduct regarding the actions of individuals involved in manager selection;
  新增考纲:discuss ESG considerations in managing long-term institutional portfolios;
以上就是【2024年CFA三级考纲变化解析】的全部解答,如果想要学习更多的相关知识,欢迎大家前往frmcfa.com
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