2018年6月CFA二级考试报名第一阶段截止到9月20号,希望有想要报考的考生要抓紧报名了,毕竟错过第一阶段要多花费一些金钱。可能是因为CFA二级考试难度很大,所以很多人对于CFA二级考试关注度很高。部分通过CFA一级的考生对于CFA二级考试相关内容了解不多,尤其是关于CFA二级考试费用一级难度。
2018年6月CFA考试费用
2017年CFA二级与2018年CFA二级考纲详细对比
SS1-2
Ethical and Professional Standards
无变化
SS3
Quantitative Methods
无变化
SS4
Economics
Reading 13.标题改为Currency Exchange Rates:Understanding Equilibrium Value
修改了2个考点描述(红色字体是增加的部分):
e)explain international parity conditions(covered and uncovered interest rate parity,forward rate parity,purchasing power parity,and the international Fisher effect);
l)describe objectives of central bank or government intervention and capital controls and describe the effectiveness of intervention and capital controls;
删除3个考点:
k)describe the Mundell–Fleming model,the monetary approach,and the asset market(portfolio balance)approach to exchange rate determination;
l)forecast the direction of the expected change in an exchange rate based on balance of payment,Mundell–Fleming,monetary,and asset market approaches to exchange rate determination;
p)describe uses of technical analysis in forecasting exchange rates.
SS5-6
Financial Reporting and Analysis
无变化
SS7-8
Corporate Finance
Reading 23.Dividends and Share Repurchases:Analysis
修改了1个考点描述(红色字体是增加的部分):
e)explain factors that affect dividend policy in practice;
新增4个考点:
a)describe the expected effect of regular cash dividends,extra dividends,liquidating dividends,stock dividends,stock splits,and reverse stock splits on shareholders’wealth and a company’s financial ratios;
h)compare share repurchase methods;
i)calculate and compare the effect of a share repurchase on earnings per share when 1)the repurchase is financed with the company’s surplus cash and 2)the company uses debt to finance the repurchase;
j)calculate the effect of a share repurchase on book value per share;
SS9-11
Equity Valuation
无变化
SS12-13
Fixed Income
Reading 37.Valuation and Analysis:Bonds with Embedded Options
修改了1个考点描述(灰色字体是删除的部分):
b)explain credit scoring and credit ratings,including why they are called ordinal rankings;
新增1个考点:
m)calculate the value of a capped or floored floating-rate bond;
SS14
Derivative Investment
Reading 41.Valuation of Contingent Claims
删除1个考点:
d)describe how interest rate options are valued using a two-period binomial model;
SS15
Alternative Investments
无变化
SS16-17
Portfolio Management
无变化
那么对于CFA二级考试有什么好的学习方法呢?一起去看看
适当选用参考材料
CFA二级考纲指定了12本参考书,阅读量非常大,因此,考生常有这样的疑问:这些参考书要不要通读?还是只需读专业机构出版的辅导讲义(Study Notes)?一般来说,应以参考书为本,以Study Notes为纲,即简单的内容直接看Notes,重点和难点的内容则应读原版的参考书,此外,还要根据自己的复习进度选择一些习题集。
安排有效训练
答题速度仍然是通过CFA二级考试的关键,因此,考生在复习中,不仅要掌握知识原理,还要进行适当和有效的题目训练。训练的目的除了巩固学习成果,还要提高做题速度。在最后的冲刺阶段,一定要进行一到两次的模考,以便找到薄弱环节,及时弥补不足。
抓住关键知识点
CFA一级考试重点是金融基本概念和公式,而二级考试重点是资产定价理论的运用和高级会计理论,考生在备考中要注意关键知识点的变化。此外,二级考试对会计科目的要求进一步提高,在一级基础会计的基础上,新增了公司并购会计、投资会计、外币会计和养老金会计等专题,还要求考生能辨识财务报表中的“会计骗术”。