CFA（特許金融分析師）考試知識體系包括10個主題，為投資決策提供基本知識框架。該10個主題包括：道德和專業(yè)準則、財務報告及分析、企業(yè)財務、經(jīng)濟學、量化方法、證券投資、固定收益、另類投資、衍生工具、和投資組合管理及財富策劃。

CFA一級經(jīng)歷近幾年的考綱巨變，現(xiàn)在已經(jīng)趨于穩(wěn)定。考綱每年變化一次，考綱變化的部分恰好是CFA考試重難點，希望引起大家重視！總體來講，今年的考綱變化不大，澤稷網(wǎng)校CFA項目組整理CFA協(xié)會發(fā)送的：

2017年CFA一級考綱及2016年CFA一級考綱對比

1、Ethical and Professional Standards

1.由2016年4個Reading增至2017年5個Reading；

2.Study Session 1中增加一個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

無變化

3、Economics

1.由2016年的9個Reading減為2017年7個Reading；

2.微觀經(jīng)濟學部分的Demand and Supply Analysis中introduction, Consumer Demand及Firm合并為一個Reading 14 Topics in Demand and Supply Analysis。由2016年31個考點減為2017年6個。

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 

無變化。

7、Equity

無變化 。

8、Fixed Income

無變化。

9、Derivatives

無變化。

10、Alternative Investments 

無變化。

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