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2017年CFA一级考纲变化总结

来源:中博 | 更新:2016/8/5 0:00:00 | 关键词:CFA一级考纲变化

摘要:CFA备考要从考纲开始,把握考试的侧重点,合理分配好备考时间,才能事半功倍,提高CFA考试通过率。经历近几年的考纲巨变,CFA一级现在已经趋于稳定。总体来讲,2017年的考纲变化不大:各科目比重没有任何变化,内容方面只有四个章节有所变动。同时考纲的调整仍延续了 “二级挪一级、三级挪二级”的指导方针。

CFA备考要从考纲开始,把握考试的侧重点,合理分配好备考时间,才能事半功倍,提高CFA考试通过率。经历近几年的考纲巨变,CFA一级现在已经趋于稳定。总体来讲,2017年的考纲变化不大:各科目比重没有任何变化,内容方面只有四个章节有所变动。同时考纲的调整仍延续了 “二级挪一级、三级挪二级”的指导方针。

新的考纲在经济学和公司金融部分变化调整最多,职业伦理道德与财务报表分析部分变化较小,其他部分维持2016年考试大纲要求。

中博小编带大家看一下具体的变化内容:

一、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.

二、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 crossprice 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.

三、Financial Reporting and Analysis

Study Session 8,Reading 24,Income Statement部分,删除对extraordinary items的理解。

四、Corporate Finance

Corporate Governance内容变化较大。

READING 34. CORPORATE GOVERNANCE AND ESG: AN INTRODUCTI--ON

a) describe corporate governance;

b) describe a company's stakeholder groups and compare interests of stakeholder groups;

c) describe principalagent 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.

Quantitative Methods、Portfolio Management、Equity、Fixed Income Derivatives、Alternative Investments 均无变化

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