新增考點(diǎn)通常會成為新的一年的重點(diǎn)考察對象!24年整體來說變動還是很大的,融躍CFA研究院老師做出了CFA三級考綱解讀分析,快來看看吧!

cfa三級考綱變化

2024年CFA三級考綱變化程度怎么樣?

CFA三級:考綱變化10%左右。經(jīng)濟(jì)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(jī)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;

建議:參加2024年考期的三級學(xué)員無需再做學(xué)習(xí)。

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;

建議:Asset Allocation即便按照23年課程學(xué)習(xí)對于備考無太大影響。

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;

建議:Alternative Investments即便按照23年課程學(xué)習(xí)對于備考無太大影響。

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;

建議:Private Wealth Management即便按照23年課程學(xué)習(xí)對于備考無太大影響。

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;

建議:Institutional Investors即便按照23年課程學(xué)習(xí)對于備考無太大影響。

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;

建議:Cases in Portfolio Management預(yù)計原版書內(nèi)容要發(fā)生一定調(diào)整,建議結(jié)合*教材學(xué)習(xí).

Overview of the Global Investment Performance Standards章節(jié)中刪除一條考綱,一條考綱順序調(diào)整:

刪除考綱:explain the fundamentals of compliance with the GIPS standards, including the definition of the firm and the firm's definition of discretion;

建議:Ethical and Professional Standards用23年課程學(xué)習(xí)對于備考無太大影響。

注:本考綱變化僅參考2023和2024 Level III Topic Outlines整理,具體的細(xì)節(jié)變化需以CFA協(xié)會原版書為準(zhǔn)。