CFA考试二级考纲变化
作者:泽稷小编 发布时间:2020-05-08 11:01
CFA二级考纲内容上,除了财务报表分析(Financial Reporting Analysis)、权益投资(Equity Investments)、其他类投资(Alternative Investments)、固定收益投资(Fixed Income Investments)四门科目考纲要求无变化,其余科目的考纲都有不同程度的内容调整。单科科目的考纲要求变化情况具体如下:
1、伦理与职业标准
删除两个章节:
Reading 4 Trade Allocation:Fair Dealing and Disclosure;
Reading 5 Changing Investment Objectives。
2、数量方法
Reading 4 Introduction to Linear Regression中,删除关于相关分析的考纲要求:
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,删除关于机器学习的三条原考纲要求:
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。
3、经济学
Reading 12 Economics of Regulation中,关于评估行业监管的影响的考纲要求描述有所修改:
i.describe the considerations when evaluating the effects of regulation on an industry.
4、公司金融
删除Reading 23 Corporate Performance,Governance,and Business Ethics;
删除Reading 24 Corporate Governance;
新增Reading 22 Corporate Governance and Other ESG Considerations in Investment Analysis。
5、衍生工具
删除Reading 41Derivatives Strategies。
6、投资组合管理
删除两个章节:
Reading 46 The Portfolio Management Process and The Investment Policy Statement;
Reading 51 Algorithmic Trading and High-Frequency Trading。
新增两个章节:
Reading 43 Exchange-Traded Funds:Mechanics and Applications;
Reading 48 Trading Costs and Electronic Markets,新考纲要求来源于:
2019年CFA三级科目Trading and rebalancing相关章节;
2019年CFA二级投资组合管理(Portfolio Management)Reading 51;
Algorithmic Trading and High-Frequency Trading。
在此提醒虽然CFA®二级考试从体系上仍然是一级考试的延伸,很多覆盖知识点在一级考试中已有涉及,但更多加入的是定价模型和实际运用的方法,考生在时间有限的情况下应将更多精力放在重点、难点和新增知识点上,进行重点突破。另外二级考试,提高了英语阅读的难度,也以更复杂的方式去考核考生,所以对于基础不是很好的考生更需要花费更多的时间在CFA®二级备考当中。