2018年CFA一级考纲解读

报考资讯 | 2018-04-17

　　2018年CFA一级考试的考纲有所变化，下面就是与2017年CFA一级考纲的详细对比，金程CFA小编带大家来看个究竟。》》点我了解更多CFA一级考纲详情

　　1、Ethical and Professional Standards

　　1.由2016年4个Reading增至2018年5个Reading；2.Study Session 1中增加一个Reading，Ethics and Trust in the Investment Profession。

　　READING 1.ETHICS AND TRUST IN THE INVESTMENT PROFESSIONa)explain ethics;

　　b)describe the role of a code of ethics in defining a profession;c)identify challenges to ethical behavior;d)describe the need for high ethical standards in the investment industry;e)distinguish between ethical and legal standards;f)describe and apply a framework for ethical decision making.

　　2、Quantitative Methods

　　无变化

　　3、Economics

　　1.由2016年的9个Reading减为2018年7个Reading；2.微观经济学部分的Demand and Supply Analysis中introduction,Consumer Demand及Firm合并为一个Reading 14 Topics in Demand and Supply Analysis。由2018年31个考点减为208年6个。

　　READING 14.TOPICS IN DEMAND AND SUPPLY ANALYSISa)calculate and interpret price,income,and cross-price elasticities of demand and describe factors that affect each measure;b)compare substitution and income effects;c)distinguish between normal goods and inferior goods;d)describe the phenomenon of diminishing marginal returns;e)determine and describe breakeven and shutdown points of production;f)describe how economies of scale and diseconomies of scale affect costs.

　　4、Financial Reporting and Analysis

　　1.Study Session 8，Reading 24，Income Statement部分，删除对extraordinary items的理解。

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　　5、Corporate Finance

　　1.Corporate Governance内容变化较大。

　　READING 34.CORPORATE GOVERNANCE AND ESG:AN INTRODUCTIONa)describe corporate governance;

　　b)describe a company’s stakeholder groups and compare interests of stakeholder groups;c)describe principal-agent and other relationships in corporate governance and the conflicts that may arise in these relationships;d)describe stakeholder management;

　　e)describe mechanisms to manage stakeholder relationships and mitigate associated risks;f)describe functions and responsibilities of a company’s board of directors and its committees;g)describe market and non-market factors that can affect stakeholder relationships and corporate governance;h)identify potential risks of poor corporate governance and stakeholder management and identify benefits from effective corporate governance and stakeholder management;i)describe factors relevant to the analysis of corporate governance and stakeholder management;j)describe environmental and social considerations in investment analysis;k)describe how environmental,social,and governance factors may be used in investment analysis.

　　6、Portfolio Management

　　无变化。

　　7、Equity

　　无变化。

　　8、Fixed Income

　　无变化。

　　9、Derivatives

　　无变化。

　　10、Alternative Investments

　　无变化。