cfa(特许金融分析师)考试知识体系包括10个主题,为投资决策提供基本知识框架。该10个主题包括:道德和专业准则、财务报告及分析、企业财务、经济学、量化方法、证券投资、固定收益、另类投资、衍生工具、和投资组合管理及财富策划。
cfa一级经历近几年的考纲巨变,现在已经趋于稳定。考纲每年变化一次,考纲变化的部分恰好是cfa考试重难点,希望引起大家重视!总体来讲,今年的考纲变化不大,泽稷网校cfa项目组整理cfa协会发送的:
2017年cfa一级考纲及2016年cfa一级考纲对比
1、ethical and professional standards
1.由2016年4个reading增至2017年5个reading;
2.study session 1中增加一个reading,ethics and trust in the investment profession。
reading 1. ethics and trust in the investment profession
a)explain ethics;
b)describe the role of a code of ethics in defining a profession;
c)identify challenges to ethical behavior;
d)describe the need for high ethical standards in the investment industry;
e)distinguish between ethical and legal standards;
f)describe and apply a framework for ethical decision making.
2、quantitative methods
无变化
3、economics
1.由2016年的9个reading减为2017年7个reading;
2.微观经济学部分的demand and supply analysis中introduction, consumer demand及firm合并为一个reading 14 topics in demand and supply analysis。由2016年31个考点减为2017年6个。
reading 14. topics in demand and supply analysis
a)calculate and interpret price, income, and cross-price elasticities of demand and describe factors that affect each measure;
b)compare substitution and income effects;
c)distinguish between normal goods and inferior goods;
d)describe the phenomenon of diminishing marginal returns;
e)determine and describe breakeven and shutdown points of production;
f)describe how economies of scale and diseconomies of scale affect costs.
4、financial reporting and analysis
1.study session 8,reading 24,income statement部分,删除对extraordinary items的理解。
5、corporate finance
1.corporate governance内容变化较大。
reading 34. corporate governance and esg: an introduction
a)describe corporate governance;
b)describe a company’s stakeholder groups and compare interests of stakeholder groups;
c)describe principal–agent and other relationships in corporate governance and the conflicts that may arise in these relationships;
d)describe stakeholder management;
e)describe mechanisms to manage stakeholder relationships and mitigate associated risks;
f)describe functions and responsibilities of a company’s board of directors and its committees;
g)describe market and non-market factors that can affect stakeholder relationships and corporate governance;
h)identify potential risks of poor corporate governance and stakeholder management and identify benefits from effective corporate governance and stakeholder management;
i)describe factors relevant to the analysis of corporate governance and stakeholder management;
j)describe environmental and social considerations in investment analysis;
k)describe how environmental, social, and governance factors may be used in investment analysis.
6、portfolio management
无变化。
7、equity
无变化 。
8、fixed income
无变化。
9、derivatives
无变化。
10、alternative investments
无变化。
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