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2016年CFA一級(jí)考綱對(duì)比總結(jié)

　　一、2016年CFA一級(jí)考綱新增部分：

　　1Financial Reporting and Analysis部分

　　1.1SS7 R23. FINANCIAL REPORTING MECHANICS新增考點(diǎn)a describe how business activities are classified for financial reporting purposes;1.2SS7 R29 新增考點(diǎn) d, e, f, h, j, k; SS7 R30 新增考點(diǎn)c, k, m, o, p.

　　2Portfolio Management部分

　　2.1SS12 新增整個(gè)章節(jié)R 42. RISK MANAGEMENT: AN INTRODUCTION2.2SS15 R 55. INTRODUCTION TO ASSET-BACKED SECURITIES 新增考點(diǎn)c & f. 新增知識(shí)點(diǎn)e including mortgage pass-through securities and collateralized mortgage obligations3Fixed Income部分SS16 R 57 FUNDAMENTALS OF CREDIT ANALYSIS新增考點(diǎn)b describe default probability and loss severity as components of credit risk;4Alternative Investments部分SS18 R 61 INTRODUCTION TO ALTERNATIVE INVESTMENTS考點(diǎn)d &f都添加了describe infrastructure

　　二、2016年CFA一級(jí)考綱刪除內(nèi)容：

　　1Equity Analysis and Valuation部分SS14 R 50 INTRODUCTION TO INDUSTRY AND COMPANY ANALYSIS刪除內(nèi)容： 考點(diǎn)h刪掉了一小點(diǎn)：describe product model.

　　2Fixed Income部分

　　2.1SS15 R55 刪除內(nèi)容：考點(diǎn)b刪除了the legal structures involved; 原考點(diǎn)e explain the motivation for creating securitized structures with multiple tranches(e.g., collateralized mortgage obligations), and the characteristics and risks of securitized structures.整個(gè)刪除2.2SS16 R56 FIXED INCOME ANALYSIS OF RISK刪除內(nèi)容：考點(diǎn)e刪除了embedded options2.3SS16 R57 FUNDAMENTALS OF CREDIT ANALYSIS刪除內(nèi)容：考點(diǎn)i calculate the return impact of spread changes

　　三、2016年CFA一級(jí)考綱修改內(nèi)容：

　　1Financial Reporting and Analysis部分

　　1.1SS8 R25 修改內(nèi)容：changes in accounting standards 改成了changes in accounting policies1.2SS9 R29原考綱的考點(diǎn)c&d合并為16年新考綱的c, 原考綱的g改為16年新考綱的I, f改成g, 原考綱的考點(diǎn)h calculate and interpret ratios used to evaluate inventory management修改成了l analyze and compare the financial statements of companies, including companies原考點(diǎn)a-h，現(xiàn)為a-i，各項(xiàng)均有改動(dòng);1.3SS9 R30 LONG-LIVED ASSETS原考綱的知識(shí)點(diǎn)c、d、e、f、g改變了題號(hào)，改成了新考綱的d、e、f、g、h;1.4SS9 R31 INCOME TAX 修改內(nèi)容：知識(shí)點(diǎn)h將compare a company’s deferred tax items改成了explain recognition and measurement of current and deferred tax items;2Equity部分

　　2.1SS13 R48 SECURITY MARKET INDICES修改內(nèi)容：考點(diǎn)f的selected market anomalies改成了market anomalies;考點(diǎn)g關(guān)于behavioral finance的內(nèi)容都改了;2.2SS14 R50 INTRODUCTION TO INDUSTRY AND COMPANY ANALYSIS 修改內(nèi)容：考點(diǎn)d的句子語序有所改變，考點(diǎn)g將return on capital改成了price competition，考點(diǎn)h刪掉了一小點(diǎn)：describe product models;2.3SS14 R51 EQUITY VALUATION: CONCEPTS AND BASIC TOOLS 修改內(nèi)容：考點(diǎn)f將identify companies改成了identify characteristics of companies，g將后半句改成了how the price to earnings multiple relates to fundamentals, and the use of multiples based on comparables;3Fixed Income 部分

　　3.1SS15 R53 FIXED-INCOME MARKETS: ISSUANCE, TRADING, AND FUNDING原考點(diǎn)e拆分成了新考點(diǎn)的e&f, 考點(diǎn)i的后半句從their importance to investors who borrow short term改成了the risks associated with them;3.2SS15 R55 INTRODUCTION TO ASSET-BACKED SECURITIES考點(diǎn)e新增了including mortgage pass-through securities and collateralized mortgage obligations，考點(diǎn)h&i將credit risk都改成了risks;3.3SS16 R57 FUNDAMENTALS OF CREDIT ANALYSIS 修改內(nèi)容：考點(diǎn)f將components改為具體的four Cs (Capacity, Collateral, Covenants, and Character); 考點(diǎn)j將之前的municipal debt issuers and issues改成了non-sovereign government debt issuers and issues.

　　4.Alternative Investments部分 R 61 INTRODUCTION TO ALTERNATIVE INVESTMENTS 修改內(nèi)容：考點(diǎn)d&f都添加了describe infrastructure

　　四、2016年參考書變動(dòng)部分：

　　1Financial Reporting and Analysis部分 SS9 R30 LONG-LIVED ASSETS, 15版參考書為Income Taxes International Financial Statement Analysis, by Thomas R. Robinson, CFA, Jan Hendrik van Greuning, CFA, Elaine Henry, CFA, and Michael A. Broihahn, CFA; 16年新版改為By Elbie Louw, CFA,CIPM, and Michael A. Broilhahn, CPA,CIA,CFA2Portfolio Management部分 SS12 R42 RISK MANAGEMENT: AN INTRODUCTION, 新增了一本參考書, Risk Management: An Introduction by Don M. Chance, PhD, CFA, and Michael E. Edleson, PhD, CFA

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