延期到2023年CFA一级考纲的变动具体情况怎样?

延期到2023年参加CFA一级考试的考生要知道CFA一级考纲有变动,考生需要掌握2023年CFA一级考纲的变动,具体情况是怎样的?

2023年CFA一级定量分析、财务报表分析、权益、固定收益、职业伦理考纲无变化。

经济学:经济学2023年考纲新增加1个reading,内容为地缘政治相关。

新增内容:Geopolitics

The candidate should be able to:

✔describe geopolitics from a cooperation versus competition perspective.

✔describe geopolitics and its relationship with globalization.

✔describe tools of geopolitics and their impact on regions and economies.

✔describe geopolitical risk and its impact on investments.

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公司发行人:公司发行人2023年考纲变动较大。

1. 新增2个Reading,分别为Corporate Structures and Ownership公司结构和Business Models & Risks所有权、商业模型和风险。

Corporate Structures and Ownership

The candidate should be able to:

✔compare business structures and describe key features of corporate issuers.

✔compare public and private companies.

✔compare the financial claims and motivations of lenders and owners

Business Models & Risks

The candidate should be able to:

✔Describe key features and types of business models.

✔Describe expected relations between a company’s external environment, business model, and financing needs.

✔Explain and classify types of business and financial risks for a company

2. Uses Of Capital更改为Capital Investments,并增加了关于资本项目分类的相关内容:

describe types of capital investments made by companies.

3. Sources of Capital更改为Working Capital & Liquidity,增加了关于营运资本、流动性和短期融资需求之间关系相关内容:

explain expected relations between working capital, liquidity, and short-term funding needs (NEW).

4. Introduction To Corporate Governance And Other ESG Considerations 部分考纲进行调整,考纲中未阐述关于Corporate Governance,functions and responsibilities of BOD and its committees等部分内容要求。

衍生品:衍生品2023年考纲变动主要为内容顺序的调整,主体内容没有大幅的增减,将部分二级内容移到一级。

如:describe how swap contracts are similar to but different from a series of forward contracts

加重对于swap合约考察。

另类投资:另类投资2023年考纲无变化,只是把2022年考纲中的explain investment characteristics of private capital拆分成了 explain investment characteristics of private equity 和 explain investment characteristics of private debt。无本质区别,对考试无影响。

投资组合管理:投资组合管理2023年考纲变动为内容的部分更新。

1. 组合风险和收益Part I:更新content added to support risk management for international investment with currency risk。

更新国际投资中的货币风险管理内容。

2. Fintech in investment management中更新:updated contend to reflect recent evolution in decentralized finance(DeFi) and block chain.

更新了Fintech这一章节去中心化金融和区块链的zui新发展。

这就是CFA一级考纲的变化,考生需要相关的考纲变化可以在线咨询或者添加CFA老师微信:rongyuejiaoyu