CFA協(xié)會(huì)官網(wǎng)發(fā)布的CFA一二三級(jí)考試難度來(lái)看,CFA二級(jí)和CFA三級(jí)考試難度不相上下,都是不容易通過(guò)。很多CFA考生反應(yīng),CFA三級(jí)考試備考難度很大,通過(guò)不易。作為最后一場(chǎng)考試,CFA三級(jí)考試確實(shí)難倒了很多英雄漢,那么CFA三級(jí)考試到底該怎么過(guò)呢?2018年CFA三級(jí)考試考綱變化創(chuàng)歷史新高,一起去看看!
  下面cfa三級(jí)學(xué)長(zhǎng)推薦了一份很完整cfa備考精華資料,在CFA考試前,一份CFA好資料+更早的準(zhǔn)備cfa考試,能夠大大提升通過(guò)率。關(guān)于2017-2018年年CFA學(xué)習(xí),建議可以早點(diǎn)下載2017-2018最新CFA電子資料進(jìn)行了解學(xué)習(xí)(點(diǎn)我下載)
CFA三級(jí)考綱
  2018年6月CFA考試大綱概覽:
  1.2018年CFA考綱變化25%,變化比例創(chuàng)歷史新高,
  2.CFA考試計(jì)算題比重逐年下降,概念定性題比重增加,考試難度逐年提升,
  3.CFA考試綜合能力要求更高,一級(jí)考察知識(shí)點(diǎn)繁多,二級(jí)同一知識(shí)點(diǎn)出現(xiàn)多種題型,
  4.2018年CFA考試各級(jí)別關(guān)聯(lián)度更強(qiáng),實(shí)務(wù)性題量增多等。
  2018年CFA三級(jí)考綱變動(dòng)分析
CFA三級(jí)考綱分析
  2018年CFA三級(jí)考綱相對(duì)于2017年的考綱,變化比較大:
  首先,F(xiàn)ixed-Income和Asset Allocation這兩門(mén)課的內(nèi)容全部重新編寫(xiě),其次,機(jī)構(gòu)IPS中刪除了Linking Pension Liabilities to Asset這一個(gè)reading,Alternative中刪除了關(guān)于futures return的三大組成部分,個(gè)人IPS中刪除了accrual equivalent tax rate以及after-tax return的計(jì)算,Trading中刪除了比較brokers和dealers的作用,其余有少數(shù)考點(diǎn)的表述方式略作修改。
  一、2018考綱新增考點(diǎn):
  1.Study Session 8 Asset Allocation and Related Decisions in Portfolio Management(1)
  Reading 16 Introduction to Asset Allocation整個(gè)reading新增。
  Reading 17 Principles of Asset Allocation整個(gè)reading新增。
  2.Study Session 9 Asset Allocation and Related Decisions in Portfolio Management(2)
  Reading 18 Asset Allocation with Real-World Constraints整個(gè)reading新增。
  3.Study Session 10 Fixed-Income Portfolio Management(1)
  Reading 21 Introduction to Fixed-Income Portfolio Management整個(gè)reading新增。
  Reading 22 Liability-Driven and Index-Based Strategies整個(gè)reading新增。
  4.Study Session 11 Fixed-Income Portfolio Management(2)
  Reading 23 Yield Curve Strategies整個(gè)reading新增。
  Reading 24 Credit Strategies整個(gè)reading新增。
  2017-2018CFA考試大綱修改考點(diǎn):
  1.Study Session 4 Private Wealth Management(1)
  Reading 8 Managing Individual Investor Portfolio
  考點(diǎn)i改為:discuss the effects that ability and willingness to take risk have on risk tolerance;
  2.Study Session 4 Private Wealth Management(1)
  Reading 9 Tax and Private Wealth Management in a Global Context
  考點(diǎn)d改為:discuss the tax profiles of different types of investment accounts and explain their effects on after-tax returns and future accumulations;
  考點(diǎn)g改為:explain tax loss harvesting and highest-in/first-out(HIFO)tax lot accounting;
  3.Study Session 7 Applications of Economic Analysis to Portfolio Management
  Reading 14 Capital Market Expectations
  考點(diǎn)e改為:discuss the inventory and business cycles and the effects that consumer and business spending and monetary and fiscal policy have on the business cycle;
  考點(diǎn)f改為:discuss the effects that the phases of the business cycle have on short-term/long-term capital market returns;
  考點(diǎn)i改為:interpret the shape of the yield curve as an economic predictor and discuss the relationship between the yield curve and fiscal and monetary policy;
  4.Study Session 12 Equity Portfolio Management
  Reading 25 Equity Portfolio Management
  考點(diǎn)d改為:distinguish among the predominant weighting schemes used in the construction of major equity market indexes and *uate the biases of each;
  5.Study Session 13 Alternative Investments for Portfolio Management
  Reading 26 Alternative Investments Portfolio Management
  考點(diǎn)d改為:distinguish among types of alternative investments;