相關(guān)推薦：2018年CFA 三級考綱變動對比分析

2016年CFA三級考綱對比總結(jié)

　　一、 2016年CFA三級考綱新增部分：

　　1.SS 2 R4新增內(nèi)容 a. explain the purpose of the Asset Manager Code and the benefits that may accrue to a firm that adopts the Code;

　　二、 2016年CFA 三級考綱刪除內(nèi)容：

　　1.SS 16 R30. Monitoring and Rebalancing刪除內(nèi)容i. distinguish among linear, concave, and convex rebalancing strategies.

　　2.SS 16 R30. Monitoring and Rebalancing刪除內(nèi)容 j. judge the appropriateness of constant mix, buy-and-hold, and CPPI rebalancing strategies when given an investor’s risk tolerance and asset return expectations

　　三、 2016年CFA 三級考綱修改內(nèi)容：

　　1.SS 1 R1.知識點(diǎn)a刪去了multiple這個單詞。

　　2.SS2 R3合并了2015年的Reading 3 和 Reading 43.SS 9 R18. 原考綱為formulate an appropriate currency management program given market facts and client’s objectives and constraints; 現(xiàn)改為formulate an appropriate currency management program given financial market conditions and portfolio objectives and constraints;4.SS16 R30. 原考綱為explain the performance consequences in up, down, and nontrending markets of 1) rebalancing to a constant mix of equities and bills, 2) buying and holding equi?ties, and 3) constant proportion portfolio insurance (CPPI); 現(xiàn)改為explain the performance consequences in up, down, and flat markets of 1) rebalancing to a constant mix of equities and bills, 2) buying and holding equi?ties, and 3) constant proportion portfolio insurance (CPPI).

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