CFA二級相比一級又是一座難以翻越的大山,這座山比首座山還要難爬,想要在攀爬的過程中省一點力氣的話,在爬山前要做好攻略,先要從CFA考試大綱入手,我們來分析一下考試大綱科目!

職業(yè)倫理道德【考綱變化情況】刪除了4個reading ,新增了一個reading,刪除了萬年不考的行為客觀性標準(ROS);

定量分析【考綱變化情況】增加了Fintech 一個reading ; 多元回歸中,新增了三個考點,是Fintech相關(guān)內(nèi)容;

財報概念和分析,基本不涉及計算

財務(wù)報表分析【考綱變化情況】新增一個分析金融機構(gòu)的reading,大多為概念和分析,基本不涉及計算;

固定權(quán)益投資【考綱變化情況】對信用分析模型(Credit analysis models) 整個reading 的考綱描述發(fā)生了調(diào)整。

說完了CFA二級的整體變化外,我們一起看看CFA考試大綱的增加,想要通過CFA二級考試的小伙伴們,一定要牢記二級的考綱變化,在這些內(nèi)容上多下點功夫!

01 倫理與職業(yè)標準

刪除兩個章節(jié):

Reading 4 Trade Allocation: Fair Dealing and Disclosure;

Reading 5 Changing Investment Objectives。

02 數(shù)量方法

Reading 4 Introduction to Linear Regression中,刪除關(guān)于相關(guān)分析的考綱要求:

a. calculate and interpret a sample covariance and a sample correlation coefficient and interpret a scatter plot;

b. describe limitations to correlation analysis;

c. formulate a test of the hypothesis that the population correlation coefficient equals zero and determine whether the hypothesis is rejected at a given level of significance;

Reading 5 Multiple Regression,刪除關(guān)于機器學習的三條原考綱要求:

p.distinguish between supervised and unsupervised machine learning;

q.describe machine learning algorithms used in prediction, classification, clustering, and dimension reduction;

r.describe the steps in model training;

新增Reading 7 Machine Learning;

新增Reading 8 Big Data Project。

03 經(jīng)濟學

Reading 12 Economics of Regulation中,關(guān)于評估行業(yè)監(jiān)管的影響的考綱要求描述有所修改:

i. describe the considerations when evaluating the e?ects of regulation on an industry.

04 公司金融

刪除Reading 23 Corporate Performance, Governance, and Business Ethics;

刪除Reading 24 Corporate Governance;

新增Reading 22 Corporate Governance and Other ESG Considerations in Investment Analysis。

05 衍生工具

刪除Reading 41Derivatives Strategies。

免費發(fā)送CFA*資料(點我領(lǐng)取)


06 投資組合管理

刪除兩個章節(jié):

Reading 46 The Portfolio Management Process and The Investment Policy Statement;

Reading 51 Algorithmic Trading and High-Frequency Trading。

新增兩個章節(jié):

Reading 43 Exchange-Traded Funds: Mechanics and Applications;

Reading 48 Trading Costs and Electronic Markets。

所以,二級的這座大山想要翻越不是一件簡單的事情,需要的是考生在備考中的用心,一切事情需要的用心,沒有用心事情是辦不好的,讀懂CFA考試大綱就是拿下CFA二級考試!