CFA三級:考綱變化10%左右。經(jīng)濟學(xué)、衍生、固收、權(quán)益、交易,未發(fā)生變化。行為金融,整章刪除。資產(chǎn)配置、另類、個人IPS、機構(gòu)IPS、案例、道德,考綱要求發(fā)生變化。
1.Behavioral Finance整個科目刪除。
2.Asset Allocation、Alternative Investments、Private Wealth Management、Institutional Investors、Cases in Portfolio Management、Ethical and Professional Standards考綱要求發(fā)生改變。
Behavioral Finance整個科目刪除;
Principles of Asset Allocation在2024年的變化為考綱順序的調(diào)整,但是考綱要求并未改變,所以對于備考影響不大;
Hedge Fund Strategies章節(jié)中刪除一條考綱:
describe how factor models may be used to understand hedge fund risk exposures;
Risk Management for Individuals章節(jié)中刪除兩條考綱:
discuss the financial stages of life for an individual;
analyze and evaluate an insurance program;
Portfolio Management for Institutional Investors章節(jié)中刪除一條考綱:
prepare the investment objectives section of an institutional investor's investment policy statement;
Case Study in Portfolio Management:Institutional章節(jié)中一條考綱要求改變,一條考綱新增:
23年考綱要求:analyze actions in asset manager selection with respect to the Code of Ethics and Standards of Professional Conduct;
變化:demonstrate the application of the Code of Ethics and Standards of Professional Conduct regarding the actions of individuals involved in manager selection;
新增考綱:discuss ESG considerations in managing long-term institutional portfolios;
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