了解CFA官方考綱是一個優(yōu)秀備考計劃的開始,掌握好考試的側(cè)重點,接下來按照學(xué)習(xí)時間來分配即可達(dá)到事半功倍的效果。友情提醒:CFA考試大綱變化的各個知識點是每年考試容易出現(xiàn)的重點,CFA備考復(fù)習(xí)過程中要尤其重視。高頓CFA老師整理CFA協(xié)會發(fā)送的:
  首先,相較于2019年,各科目的考試權(quán)重不變。
  其次,考綱內(nèi)容上,除了財務(wù)報表分析(Financial Reporting Analysis)、權(quán)益投資(Equity Investments)、其他類投資(Alternative Investments)、固定收益投資(Fixed Income Investments)四門科目考綱要求無變化,其余科目的考綱都有不同程度的內(nèi)容調(diào)整。單科科目的考綱要求變化情況具體如下:
  一、倫理與職業(yè)標(biāo)準(zhǔn)(Ethical and Professional Standards)
  刪除兩個章節(jié):
  Reading 4 Trade Allocation: Fair Dealing and Disclosure
  Reading 5 Changing Investment Objectives
  二、數(shù)量方法(Quantitative Methods)
  Reading 4 Introduction to Linear Regression,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(jī)器學(xué)習(xí)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;
  三、經(jīng)濟(jì)學(xué)(Economics)
  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 *uating the eects of regulation on an industry.
  四、公司金融(Corporate finance)
  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
  五、衍生工具(Derivatives)
  刪除Reading 41Derivatives Strategies
  六、投資組合管理(Portfolio Management)
  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,新考綱要求來源于:
  2019年CFA三級科目Trading and rebalancing相關(guān)章節(jié);
  2019年CFA二級投資組合管理(Portfolio Management)Reading 51 Algorithmic Trading and High-Frequency Trading.
  以上內(nèi)容僅供參考,如有變更,我們會及時做出更新,請隨時關(guān)注高頓CFA官網(wǎng)