QQ登錄
微博登錄
微信登錄
雖然每年CFA考綱都會有所變動，不過幅度并不是太大，充分了解就好。今天給諸位分享2017CFA二級考綱變動及報考條件。
友情提醒：CFA考試大綱變化的各個知識點是每年考試容易出現(xiàn)的重點，CFA備考復(fù)習(xí)過程中要尤其重視。高頓CFA老師整理CFA協(xié)會發(fā)送的：
1、經(jīng)濟學(xué)
無變化
2、財務(wù)報表分析
原2016年Reading 16刪除
Inventories:Implications for Financial Statements and Ratios原2016年Reading 17刪除
Long-lived Assets:Implications for Financial Statements and Ratios
3、股權(quán)投資
原2016年Reading 31刪除
The Five Competitive Forces That Shape Strategy原2016年Reading 32刪除
Your Strategy Needs a Strategy
4、另類投資
原2016年Reading 42改變
從2016 A Primer on Commodity Investing
改變?yōu)?017 Commodities and Commodity Derivatives:An Introduction
以下為2017年新內(nèi)容
A.compare characteristics of commodity sectors;B.compare the life cycle of commodity sectors from production through trading or consumption;C.contrast the valuation of commodities with the valuation of equities and bonds;D.describe types of participants in commodity futures markets;E.analyze the relationship between spot prices and expected future prices in markets in contango and markets in backwardation;F.compare theories of commodity futures returns;G.describe,calculate,and interpret the components of total return for a fully collateralized commodity futures contract;H.contrast roll return in markets in contango and markets in backwardation;I.describe how commodity swaps are used to obtain or modify exposure to commodities;J.describe how the construction of commodity indexes affects index returns.
5、投資組合
新增2017年
Measuring and Managing Market Risk
Algorithmic trading and high-frequency trading以下為2017年新內(nèi)容
Measuring and Managing Market Risk
A.explain the use of value at risk(VaR)in measuring portfolio risk;B.compare the parametric(variance-covariance),historical simulation,and Monte Carlo simulation methods for estimating VaR;C.estimate and interpret VaR under the parametric,historical simulation,and Monte Carlo simulation methods;D.describe advantages and limitations of VaR;E.describe extensions of VaR;
F.describe sensitivity risk measures and scenario risk measures and compare these measures to VaR;G.demonstrate how equity,fixed-income,and options exposure measures may be used in measuring and managing market risk and volatility risk;H.describe the use of sensitivity risk measures and scenario risk measures;I.describe advantages and limitations of sensitivity risk measures and scenario risk measures;J.describe risk measures used by banks,asset managers,pension funds,and insurers;K.explain constraints used in managing market risks,including risk budgeting,position limits,scenario limits,and stop-loss limits;L.explain how risk measures may be used in capital allocation decisions.
Algorithmic trading and high-frequency tradingA.define algorithmic trading;
B.distinguish between execution algorithms and high-frequency trading algorithms;C.describe types of execution algorithms and high-frequency trading algorithms;D.describe market fragmentation and its effects on how trades are placed;E.describe the use of technology in risk management and regulatory oversight;F.describe issues and concerns related to the impact of algorithmic and high-frequency trading on securities markets.
6、道德
無變化
7、量化分析
無變化
8、公司金融
無變化
9、固定收益
新增：
READING 39.CREDIT DEFAULT SWAPS
The candidate should be able to:
a describe credit default swaps(CDS),single-name and index CDS,and the parameters that define a given CDS product;b describe credit events and settlement protocols with respect to CDS;c explain the principles underlying,and factors that influence,the market’s pricing of CDS;d describe the use of CDS to manage credit exposures and to express views regarding changes in shape and/or level of the credit curve;e describe the use of CDS to take advantage of valuation disparities among separate markets,such as bonds,loans,equities,and equity-linked instruments.
10、衍生品
結(jié)構(gòu)雖然有大的調(diào)整，但是核心知識點并未改變，見下面黃色字體標(biāo)注關(guān)鍵變動：
1.CDS刪除，實際移動到固定收益
2.2016年CFA考試大綱提及到的Eurodollar Future,cap and floor,contango and backwardation,FRA，2017年CFA考試大綱中并未重點提到。
CFA報考條件-關(guān)于學(xué)歷的要求：
以下是CFA官方規(guī)定的CFA報名條件：
Enrollment requirements:
Have a bachelor's(or equivalent)degree
-or be in the final year of your bachelor's degree program at the time of registration
-or have four years of qualified,professional work experience
-or have a combination of work and college experience that totals at least four years
Be prepared to take the exams in English
Effective 1 January 2011:Have a valid international travel passport(For exam enrollment and registration)
從2011年1月1日開始，CFA考試報名必須用護照號報考，憑護照入場。
CFA報名要求本科學(xué)歷（大4就可報考，最快的方式是大4上半年順利拿下CFA1級，接著6月份順利拿下CFA2級）或大專學(xué)歷1年半工作經(jīng)驗或4年相關(guān)投資專業(yè)經(jīng)驗
