2018年6月CFA二級(jí)考試報(bào)名第一階段截止到9月20號(hào),希望有想要報(bào)考的考生要抓緊報(bào)名了,畢竟錯(cuò)過(guò)第一階段要多花費(fèi)一些金錢(qián)??赡苁且?yàn)镃FA二級(jí)考試難度很大,所以很多人對(duì)于CFA二級(jí)考試關(guān)注度很高。部分通過(guò)CFA一級(jí)的考生對(duì)于CFA二級(jí)考試相關(guān)內(nèi)容了解不多,尤其是關(guān)于CFA二級(jí)考試費(fèi)用一級(jí)難度。
CFA考試費(fèi)用
2018年6月CFA考試費(fèi)用
 
  2017年CFA二級(jí)與2018年CFA二級(jí)考綱詳細(xì)對(duì)比
  SS1-2
  Ethical and Professional Standards
  無(wú)變化
  SS3
  Quantitative Methods
  無(wú)變化
  SS4
  Economics
  Reading 13.標(biāo)題改為Currency Exchange Rates:Understanding Equilibrium Value
  修改了2個(gè)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(gè)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(wú)變化
  SS7-8
  Corporate Finance
  Reading 23.Dividends and Share Repurchases:Analysis
  修改了1個(gè)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(gè)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(wú)變化
  SS12-13
  Fixed Income
  Reading 37.Valuation and Analysis:Bonds with Embedded Options
  修改了1個(gè)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(gè)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(gè)考點(diǎn):
  d)describe how interest rate options are valued using a two-period binomial model;
  SS15
  Alternative Investments
  無(wú)變化
  SS16-17
  Portfolio Management
  無(wú)變化
CFA二級(jí)考試難度
 
  那么對(duì)于CFA二級(jí)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(jí)考綱指定了12本參考書(shū),閱讀量非常大,因此,考生常有這樣的疑問(wèn):這些參考書(shū)要不要通讀?還是只需讀專(zhuān)業(yè)機(jī)構(gòu)出版的輔導(dǎo)講義(Study Notes)?一般來(lái)說(shuō),應(yīng)以參考書(shū)為本,以Study Notes為綱,即簡(jiǎn)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(shū),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(guò)CFA二級(jí)考試的關(guān)鍵,因此,考生在復(fù)習(xí)中,不僅要掌握知識(shí)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??迹员阏业奖∪醐h(huán)節(jié),及時(shí)彌補(bǔ)不足。
  抓住關(guān)鍵知識(shí)點(diǎn)
  CFA一級(jí)考試重點(diǎn)是金融基本概念和公式,而二級(jí)考試重點(diǎn)是資產(chǎn)定價(jià)理論的運(yùn)用和高級(jí)會(huì)計(jì)理論,考生在備考中要注意關(guān)鍵知識(shí)點(diǎn)的變化。此外,二級(jí)考試對(duì)會(huì)計(jì)科目的要求進(jìn)一步提高,在一級(jí)基礎(chǔ)會(huì)計(jì)的基礎(chǔ)上,新增了公司并購(gòu)會(huì)計(jì)、投資會(huì)計(jì)、外幣會(huì)計(jì)和養(yǎng)老金會(huì)計(jì)等專(zhuān)題,還要求考生能辨識(shí)財(cái)務(wù)報(bào)表中的“會(huì)計(jì)騙術(shù)”。