2024年cfa一级考纲汇总!详细内容变化速看!考纲是CFA考试知识点的概括。今天,小编将2024年CFA一级新考纲新增和调改的内容进行了梳理总结详细更新内容变化速看!

cfa一级考纲

  Quantitative Methods

  1)Learning Module 1 Rates and Returns

  2)Learning Module 2 Time Value of Money in Finance

  3)Learning Module 3 Statistical Measures of Asset Returns

  4)Learning Module 4 Probability Trees and Conditional Expectations

  5)Learning Module 5 Portfolio Mathematics

  6)Learning Module 6 Simulation Methods

  7)Learning Module 7 Estimation and Inference

  8)Learning Module 8 Hypothesis Testing

  9)Learning Module 9 Parametric and Non Parametric Tests of Independence

  10)Learning Module 10 Simple Linear Regression

  11)Learning Module 11 Introduction to Big Data Techniques

  解读:2024年的数量内容有重大调整!

  1)将原来的7章内容拆分成11章。

  2)新增第1章Rates and Returns。

  3)2024年的第2章Time Value of Money in Finance与2023年的第1章The Time Value of Money有一定类似之处,但删减了大量内容。

  4)2023年的第2章Organizing,Visualizing,and Describing Data予以删除。

  5)2024年新增第11章Introduction to Big Data Techniques。

  6)其它章节名称更新,大部分知识点2023考纲中均有涉猎,但2024年考纲要求发生一定变化和调整。

  Economics

  1)Learning Module 1 The Firm and Market Structures

  2)Learning Module 2 Understanding Business Cycles

  3)Learning Module 3 Fiscal Policy

  4)Learning Module 4 Monetary Policy

  5)Learning Module 5 Introduction to Geopolitics

  6)Learning Module 6 International Trade

  7)Learning Module 7 Capital Flows and the FX Market

  8)Learning Module 8 Exchange Rate Calculations

  解读:2024年的经济学内容有重大调整!

  1)2023年的第1章Topics in Demand and Supply Analysis被删除

  2)2023年的第3章Aggregate Output,Prices,and Economic Growth被删除

  3)2024年相比2023年保留的章节考纲要求也发生了调整,多数为考纲的删减

  4)2024年的第8章Exchange Rate Calculations只保留了汇率计算相关内容,定性相关知识点均被删除。

  Portfolio Management

  1)Portfolio Risk and Return:PartⅠ

  2)Portfolio Risk and Return:PartⅡ

  3)Portfolio management overview

  4)Basic of Portfolio Planning and Construction

  5)The Behavioral Biases of Individuals

  6)Introduction to Risk Management

  解读:2024年的组合内容有重大调整!

  1)2023年的第7章Technical Analysis被删除

  2)2023年的第8章Fintech in Investment Management被删除

  3)Portfolio management overview由原来的Module 1调整为Module 3。

  Corporate Issuers

  1)Organizational Forms,Corporate Issuer Features,and Ownership

  2)Investors and Other Stakeholders

  3)Corporate Governance:Conflicts,Mechanisms,Risks,and Benefits

  4)Working Capital&Liquidity

  5)Capital Investments and Capital Allocation

  6)Capital Structure

  7)Business Models

  解读:2024年的企业发行人内容变动较大!

  1)2023年的原有的第8章Measures of Leverage被删除

  2)其余章节名称、顺序变化,考纲要求也发生了重大调整。

  Financial Statement Analysis

  1)Learning Module 1 Introduction to Financial Statement Analysis

  2)Learning Module 2 Analyzing Income Statements Learning Module 3 Analyzing Balance Sheets

  3)Learning Module 4 Analyzing Statements of Cash Flows I

  4)Learning Module 5 Analyzing Statements of Cash Flows II

  5)Learning Module 6 Analysis of Inventories

  6)Learning Module 7 Analysis of Long-Term Assets Learning Module 8 Topics in Long-Term Liabilities and Equity

  7)Learning Module 9 Analysis of Income Taxes

  8)Learning Module 10 Financial Reporting Quality Learning Module 11 Financial Analysis Techniques

  9)Learning Module 12 Introduction to Financial Statement Modeling

  解读:2024年的财报内容变动较大,除新增第12章外,删除两个章节,拆分一个章节,保留章节考纲要求也发生一定调整。

  1)删除原有的Module 2和Module 12,新增第12章Introduction to Financial Statement Modeling;

  2)Learning Module 5 Understanding Cash Flow Statements拆分为两个章节Analyzing Statements of Cash Flows I和Analyzing Statements of Cash Flows II;

  3)Learning Module 6 Financial Analysis Techniques调整为Module 11

  4)保留的章节名称发生变化,考纲要求也发生了较大变化。

  Equity Investments

  1)Market Organization and Structure

  2)Security Market Indexes

  3)Market Efficiency

  4)Overview of Equity Securities

  5)Company Analysis:Past and Present

  6)Industry and Competitive Analysis

  7)Company Analysis:Forecasting

  8)Equity Valuation:Concept and Basic Tool

  解读:2024年的权益内容变动主要为新增,新增第5和7章外,其余章节的顺序做了调整,内容无重大变更。

  Fixed Income

  1)Fixed-Income Instrument Features

  2)Fixed-Income Cash Flows and Types

  3)Fixed-Income Issuance and Trading

  4)Fixed-Income Markets for Corporate Issuers

  5)Fixed-Income Markets for Government Issuers

  6)Fixed-Income Bond Valuation:Prices and Yields Yield and Yield Spread Measures for Fixed-Rate Bonds

  7)Yield and Yield Spread Measures for Floating-Rate Instruments

  8)The Term Structure of Interest Rates:Spot,Par,and Forward Curves

  9)Interest Rate Risk and Return

  10)Yield-Based Bond Duration Measures and Properties

  11)Yield-Based Bond Convexity and Portfolio Properties

  12)Curve-Based and Empirical Fixed-Income Risk Measures

  13)Credit Risk

  14)Credit Analysis for Government Issuers

  15)Credit Analysis for Corporate Issuers

  16)Fixed-Income Securitization

  17)Asset-Backed Security(ABS)Instrument and Market Features

  18)Mortgage-Backed Security(MBS)Instrument and Market Features

  解读:2024年的固收将原来的6章内容拆分成19章,变化幅度较大,知识点做了细化拆分和调整。

  Alternative Investments

  1)Alternative Investment Features,Methods,and Structures

  2)Alternative Investment Performance and Returns Investments in Private Capital:Equity and Debt

  3)Real Estate and Infrastructure

  4)Natural Resources

  5)Hedge Funds

  6)Introduction to Digital Assets

  解读:2024年的另类将原来的3章内容变化为7章,知识点做了细化处理,除新增第7章外,其余内容主要为原有章节拆分。