新鮮出爐的2015年CFA三級考綱,與14年考綱對比并專為備戰(zhàn)2015年7月6日CFA一級的考生準(zhǔn)備,預(yù)祝各位考生復(fù)習(xí)順利,百尺竿頭,更進(jìn)一步!
  CFA三級考綱對比 (2014-2015)
 
  2015年CFA三級考綱總體變化不大,刪除了三個(gè)Readings,增加了一個(gè)Reading,另外有一個(gè)Reading改變了位置。Reading總數(shù)從35個(gè)下降到33個(gè)。其它部分基本不變或有略微改動(dòng)。
  1.Ethics Standards of Practice Handbook 使用*7版(第十一版)
  2.刪除的Readings:
  (1)READING 3. ETHICS IN PRACTICE
  (2)READING 25. CORPORATE PERFORMANCE, GOVERNANCE AND BUSINESS ETHICS
  (3)READING 24. INTERNATIONAL EQUITY BENCHMARKS
  3.增加的Reading:
  READING 20. MARKET INDEXES AND BENCHMARKS,該Reading被放在Asset Allocation Session中
  4.調(diào)整的Reading:
  CURRENCY MANAGEMENT: AN INTRODUCTION從Risk Management Session中調(diào)入Asset Allocation Session中,其中的LOS基本沒有改變
  5.細(xì)節(jié)變化
  (1)BEHAVIORAL FINANCE AND INVESTMENT PROCESSES中刪除了三個(gè)LOS。
  (2)ALTERNATIVE INVESTMENTS PORTFOLIO MANAGEMENT中的一個(gè)LOS作了重大改寫。
 
  從各模塊的角度來看,具體變化有:
  Ethics:
  Standards of Practice Handbook 使用*7版(第十一版);刪除原READING 3. ETHICS IN PRACTICE
  Behavioral Finance:
  BEHAVIORAL FINANCE AND INVESTMENT PROCESSES中刪除了以下三個(gè)LOS:
  i.compare the traditional finance and behavioral finance models of investor decision making;
  ii.explain the use of a personality typing questionnaire for identifying an investor’s personality type;
  iii.compare risk attitudes and decision-making styles among distinct investor personality types, including cautious, methodical, spontaneous, and individualistic investors;
  Asset Allocation:
  新增兩個(gè)Reading,一個(gè)是CURRENCY MANAGEMENT: AN INTRODUCTION,這個(gè)Reading在2014年的教材是位于Risk Management,現(xiàn)在被遷移到Asset Allocation中;另一個(gè)新增的Reading是MARKET INDEXES AND BENCHMARKS,這個(gè)Reading的相關(guān)內(nèi)容在一級介紹過而二級沒有出現(xiàn),在此又重新引入,目的是為了方便三級的portfolio management of fixed-income securities, equities, alternative investments,performance *uation中涉及Index的內(nèi)容的學(xué)習(xí)。
  Equity Portfolio Management:
  刪除了原來的READING 24.INTERNATIONAL EQUITY BENCHMARKS和READING 25.CORPORATE PERFORMANCE, GOVERNANCE AND BUSINESS ETHICS
  Alternative Investments:
  重大改寫——將原來的“discuss the construction and interpretation of benchmarks and the problem of benchmark bias in alternative investment groups;”
  改成“*uate the return enhancement and/or risk diversification effects of adding an alternative investment to a reference portfolio (for example, a portfolio invested solely in common equity and bonds);
  Risk Management:
  把CURRENCY MANAGEMENT: AN INTRODUCTION遷移到了Asset Allocation中。

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  報(bào)考指南:2014年CFA考試備考指南
  免費(fèi)題庫:2014年CFA免費(fèi)題庫
  考前沖刺:CFA考試備考專題
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