2017年CFA一級(jí)考綱及2016年CFA一級(jí)考綱對(duì)比

1、Ethical and Professional Standards

1.由2016年4個(gè)Reading增至2017年5個(gè)Reading；

2.Study Session 1中增加一個(gè)Reading，Ethics and Trust in the Investment Profession。

READING 1. ETHICS AND TRUST IN THE INVESTMENT PROFESSION

a)explain ethics;

b)describe the role of a code of ethics in defining a profession;

c)identify challenges to ethical behavior;

d)describe the need for high ethical standards in the investment industry;

e)distinguish between ethical and legal standards;

f)describe and apply a framework for ethical decision making.

2、Quantitative Methods

無(wú)變化

3、Economics

1.由2016年的9個(gè)Reading減為2017年7個(gè)Reading；

2.微觀經(jīng)濟(jì)學(xué)部分的Demand and Supply Analysis中introduction, Consumer Demand及Firm合并為一個(gè)Reading 14 Topics in Demand and Supply Analysis。由2016年31個(gè)考點(diǎn)減為2017年6個(gè)。

READING 14. TOPICS IN DEMAND AND SUPPLY ANALYSIS

a)calculate and interpret price, income, and cross-price elasticities of demand and describe factors that affect each measure;

b)compare substitution and income effects;

c)distinguish between normal goods and inferior goods;

d)describe the phenomenon of diminishing marginal returns;

e)determine and describe breakeven and shutdown points of production;

f)describe how economies of scale and diseconomies of scale affect costs.

4、Financial Reporting and Analysis

1.Study Session 8，Reading 24，Income Statement部分，刪除對(duì)extraordinary items的理解。

5、Corporate Finance

1.Corporate Governance內(nèi)容變化較大。

READING 34. CORPORATE GOVERNANCE AND ESG: AN INTRODUCTION

a)describe corporate governance;

b)describe a company’s stakeholder groups and compare interests of stakeholder groups;

c)describe principal–agent and other relationships in corporate governance and the conflicts that may arise in these relationships;

d)describe stakeholder management;

e)describe mechanisms to manage stakeholder relationships and mitigate associated risks;

f)describe functions and responsibilities of a company’s board of directors and its committees;

g)describe market and non-market factors that can affect stakeholder relationships and corporate governance;

h)identify potential risks of poor corporate governance and stakeholder management and identify benefits from effective corporate governance and stakeholder management;

i)describe factors relevant to the analysis of corporate governance and stakeholder management;

j)describe environmental and social considerations in investment analysis;

k)describe how environmental, social, and governance factors may be used in investment analysis.

6、Portfolio Management

無(wú)變化。

7、Equity

無(wú)變化 。

8、Fixed Income

無(wú)變化。

9、Derivatives

無(wú)變化。

10、Alternative Investments

無(wú)變化。

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