对于2019年,主要的变化是在投资组合管理研究会议中增加了一个阅读 – 金融科技。 本文总结了投资领域的新技术,如大数据,机器学习,分布式账本,甚至比特币。
此外,还删除了“财务报告机制”阅读材料,该阅读材料不应对2019年重考的考生产生重大影响。
面积重量也略有变化。 大多数候选人都很高兴看到财务报告和分析现在在考试中的价值减少了5%:
章节 | 2019 | 2018 |
Ethics & Professional Standards | 15% | 15% |
Quantitative Methods | 10% | 12% |
Economics | 10% | 10% |
Financial Reporting & Analysis | 15% | 20% |
Corporate Finance | 10% | 7% |
Equity Investments | 11% | 10% |
Fixed Income | 11% | 10% |
Derivative Investments | 6% | 5% |
Alternative Investments | 6% | 4% |
Portfolio Management & Wealth Management | 6% | 7% |
除此之外,以下是候选人在准备考试时应考虑的一些LOS变更。 (删除为红色,添加为绿色。)
Reading 22 – Financial Reporting Mechanics(删除)
2018年课程 | 2019年课程 |
Reading 10 – Common Probability Distributions | |
LOS 10h: calculate and interpret tracking error | |
Reading 20 – Currency Exchange Rates | |
LOS 20j: explain the effects of exchange rates on countries’ international trade and capital flows | |
Reading 40 – Portfolio Risk and Return Part II | |
LOS 41i: calculate and interpret the Sharpe ratio, Treynor ratio, M2, and Jensen’s alpha | |
Reading 43 – Fintech in Investment Management | |
LOS 43a: describe “fintech” | |
LOS 43b: describe Big Data, artificial intelligence, and machine learning | |
LOS 43c: describe fintech applications to investment management | |
LOS 43d: describe financial applications of distributed ledger technology | |
Reading 49 – Equity Valuation – Concepts and Basic Tools | |
LOS 49c: describe regular cash dividends, extra dividends, stock dividends, stock splits, reverse stock splits, and share repurchases | |
LOS 49d: describe dividend payment chronology | |
Reading 51 – Fixed Income Markets: Issuance, Trading, and Funding | |
LOS 51h: describe structured financial instruments | |
Reading 52: Introduction to Fixed Income Valuation | |
LOS 52i: compare, calculate, and interpret yield spread measures. |