2018年6月CFA二級考試報名第一階段截止到9月20號,希望有想要報考的考生要抓緊報名了,畢竟錯過第一階段要多花費(fèi)一些金錢??赡苁且?yàn)镃FA二級考試難度很大,所以很多人對于CFA二級考試關(guān)注度很高。部分通過CFA一級的考生對于CFA二級考試相關(guān)內(nèi)容了解不多,尤其是關(guān)于CFA二級考試費(fèi)用一級難度。
CFA考試費(fèi)用
2018年6月CFA考試費(fèi)用
 
  2017年CFA二級與2018年CFA二級考綱詳細(xì)對比
  SS1-2
  Ethical and Professional Standards
  無變化
  SS3
  Quantitative Methods
  無變化
  SS4
  Economics
  Reading 13.標(biāo)題改為Currency Exchange Rates:Understanding Equilibrium Value
  修改了2個考點(diǎn)描述(紅色字體是增加的部分):
  e)explain international parity conditions(covered and uncovered interest rate parity,forward rate parity,purchasing power parity,and the international Fisher effect);
  l)describe objectives of central bank or government intervention and capital controls and describe the effectiveness of intervention and capital controls;
  刪除3個考點(diǎn):
  k)describe the Mundell–Fleming model,the monetary approach,and the asset market(portfolio balance)approach to exchange rate determination;
  l)forecast the direction of the expected change in an exchange rate based on balance of payment,Mundell–Fleming,monetary,and asset market approaches to exchange rate determination;
  p)describe uses of technical analysis in forecasting exchange rates.
  SS5-6
  Financial Reporting and Analysis
  無變化
  SS7-8
  Corporate Finance
  Reading 23.Dividends and Share Repurchases:Analysis
  修改了1個考點(diǎn)描述(紅色字體是增加的部分):
  e)explain factors that affect dividend policy in practice;
  新增4個考點(diǎn):
  a)describe the expected effect of regular cash dividends,extra dividends,liquidating dividends,stock dividends,stock splits,and reverse stock splits on shareholders’wealth and a company’s financial ratios;
  h)compare share repurchase methods;
  i)calculate and compare the effect of a share repurchase on earnings per share when 1)the repurchase is financed with the company’s surplus cash and 2)the company uses debt to finance the repurchase;
  j)calculate the effect of a share repurchase on book value per share;
  SS9-11
  Equity Valuation
  無變化
  SS12-13
  Fixed Income
  Reading 37.Valuation and Analysis:Bonds with Embedded Options
  修改了1個考點(diǎn)描述(灰色字體是刪除的部分):
  b)explain credit scoring and credit ratings,including why they are called ordinal rankings;
  新增1個考點(diǎn):
  m)calculate the value of a capped or floored floating-rate bond;
  SS14
  Derivative Investment
  Reading 41.Valuation of Contingent Claims
  刪除1個考點(diǎn):
  d)describe how interest rate options are valued using a two-period binomial model;
  SS15
  Alternative Investments
  無變化
  SS16-17
  Portfolio Management
  無變化
CFA二級考試難度
 
  那么對于CFA二級考試有什么好的學(xué)習(xí)方法呢?一起去看看
  適當(dāng)選用參考材料
  CFA二級考綱指定了12本參考書,閱讀量非常大,因此,考生常有這樣的疑問:這些參考書要不要通讀?還是只需讀專業(yè)機(jī)構(gòu)出版的輔導(dǎo)講義(Study Notes)?一般來說,應(yīng)以參考書為本,以Study Notes為綱,即簡單的內(nèi)容直接看Notes,重點(diǎn)和難點(diǎn)的內(nèi)容則應(yīng)讀原版的參考書,此外,還要根據(jù)自己的復(fù)習(xí)進(jìn)度選擇一些習(xí)題集。
  安排有效訓(xùn)練
  答題速度仍然是通過CFA二級考試的關(guān)鍵,因此,考生在復(fù)習(xí)中,不僅要掌握知識原理,還要進(jìn)行適當(dāng)和有效的題目訓(xùn)練。訓(xùn)練的目的除了鞏固學(xué)習(xí)成果,還要提高做題速度。在最后的沖刺階段,一定要進(jìn)行一到兩次的模考,以便找到薄弱環(huán)節(jié),及時彌補(bǔ)不足。
  抓住關(guān)鍵知識點(diǎn)
  CFA一級考試重點(diǎn)是金融基本概念和公式,而二級考試重點(diǎn)是資產(chǎn)定價理論的運(yùn)用和高級會計(jì)理論,考生在備考中要注意關(guān)鍵知識點(diǎn)的變化。此外,二級考試對會計(jì)科目的要求進(jìn)一步提高,在一級基礎(chǔ)會計(jì)的基礎(chǔ)上,新增了公司并購會計(jì)、投資會計(jì)、外幣會計(jì)和養(yǎng)老金會計(jì)等專題,還要求考生能辨識財(cái)務(wù)報表中的“會計(jì)騙術(shù)”。