2017年cfa一級考綱變動對比分析

2017年CFA一級考綱及2016年CFA一級考綱對比

1、EthicalandProfessionalStandards

由2016年4個Reading增至2017年5個Reading；

StudySession1中增加一個Reading，EthicsandTrustintheInvestmentProfession。

READING1.ETHICSANDTRUSTINTHEINVESTMENTPROFESSION

explainethics;

describetheroleofacodeofethicsindefiningaprofession;

identifychallengestoethicalbehavior;

describetheneedforhighethicalstandardsintheinvestmentindustry;

distinguishbetweenethicalandlegalstandards;

describeandapplyaframeworkforethicaldecisionmaking.

2、QuantitativeMethods

無變化

3、Economics

由2016年的9個Reading減為2017年7個Reading；

微觀經(jīng)濟學(xué)部分的DemandandSupplyAnalysis中introduction,ConsumerDemand及Firm合并為一個Reading14TopicsinDemandandSupplyAnalysis。由2016年31個考點減為2017年6個。

READING14.TOPICSINDEMANDANDSUPPLYANALYSIS

calculateandinterpretprice,income,andcross-priceelasticitiesofdemandanddescribefactorsthataffecteachmeasure;

comparesubstitutionandincomeeffects;

distinguishbetweennormalgoodsandinferiorgoods;

describethephenomenonofdiminishingmarginalreturns;

determineanddescribebreakevenandshutdownpointsofproduction;

describehoweconomiesofscaleanddiseconomiesofscaleaffectcosts.

4、FinancialReportingandAnalysis

1.StudySession8，Reading24，IncomeStatement部分，刪除對extraordinaryitems的理解。

5、CorporateFinance

1.CorporateGovernance內(nèi)容變化較大。

READING34.CORPORATEGOVERNANCEANDESG:ANINTRODUCTION

describecorporategovernance;

describeacompany’sstakeholdergroupsandcompareinterestsofstakeholdergroups;

describeprincipal–agentandotherrelationshipsincorporategovernanceandtheconflictsthatmayariseintheserelationships;

describestakeholdermanagement;

describemechanismstomanagestakeholderrelationshipsandmitigateassociatedrisks;

describefunctionsandresponsibilitiesofacompany’sboardofdirectorsanditscommittees;

describemarketandnon-marketfactorsthatcanaffectstakeholderrelationshipsandcorporategovernance;

identifypotentialrisksofpoorcorporategovernanceandstakeholdermanagementandidentifybenefitsfromeffectivecorporategovernanceandstakeholdermanagement;

describefactorsrelevanttotheanalysisofcorporategovernanceandstakeholdermanagement;

describeenvironmentalandsocialconsiderationsininvestmentanalysis;

describehowenvironmental,social,andgovernancefactorsmaybeusedininvest