2018年CFA三级考纲变化，官方版本不清晰，做了个版本按照SESSION分的，分享之回报论坛

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2018年三级考纲变化较大，官方版本不清晰，自己做了个版本按照SESSION分的，分享之回报论坛~

Study Session 4

删

Study Session 4 Private Wealth Management(1)

Reading 9 Tax and Private Wealth Management in a Global Context

考点C: calculate accrual equivalent tax rate and after-tax return删除。

改

Study Session 4 Private Wealth Management(1)

Reading 8 Managing Individual Investor Portfolio

考点i 改为：discuss the effects that ability and willingness to take risk have on risk tolerance;

Study Session 4 Private Wealth Management(1)

Reading 9 Tax and Private Wealth Management in a Global Context

考点d 改为：discuss the tax profiles of different types of investment accounts and explain their effects on after-tax returns and future accumulations;

考点g改为：explain tax loss harvesting and highest-in/first-out (HIFO) tax lot accounting;

Study Session 6

删

Study Session 6 Portfolio Management for Institutional Investor

Reading 14. Linking Pension Liabilities to Asset整个reading删除。

Study Session 7

改

Study Session 7 Applications of Economic Analysis to Portfolio Management

Reading 14 Capital Market Expectations

考点e改为：discuss the inventory and business cycles and the effects that consumer and business spending and monetary and fiscal policy have on the business cycle;

考点f改为：discuss the effects that the phases of the business cycle have on short-term/long-term capital market returns;

考点i改为： interpret the shape of the yield curve as an economic predictor and discuss the relationship between the yield curve and fiscal and monetary policy;

Study Session 8

删

Study Session 8 Asset Allocation and Related Decisions in Portfolio Management(1)

Reading 17. Asset Allocation整个reading删除。

增

Study Session 8 Asset Allocation and Related Decisions in Portfolio Management (1)

Reading 16 Introduction to Asset Allocation整个reading新增。

Reading 17 Principles of Asset Allocation整个reading新增。

Study Session 9

增

Study Session 9 Asset Allocation and Related Decisions in Portfolio Management (2)

Reading 18 Asset Allocation with Real-World Constraints整个reading新增。

Study Session 10

删

Study Session 10 Fixed-Income Portfolio Management(1)

Reading 20 Fixed-Income Portfolio Management-Part 1整个reading删除。

Reading 21 Relative-Value Methodologies for Global Credit Bond整个reading删除。

增

Study Session 10 Fixed-Income Portfolio Management(1)

Reading 21 Introduction to Fixed-Income Portfolio Management 整个reading新增。

Reading 22 Liability-Driven and Index-Based Strategies整个reading新增。

Study Session 11

删

Study Session 11 Fixed-Income Portfolio Management(2)

Reading 22 Fixed-Income Portfolio Management-Part 2整个reading删除。

增

Study Session 11 Fixed-Income Portfolio Management(2)

Reading 23 Yield Curve Strategies整个reading新增。

Reading 24 Credit Strategies整个reading新增。

Study Session 12

改

Study Session 12 Equity Portfolio Management

Reading 25 Equity Portfolio Management

考点d改为：distinguish among the predominant weighting schemes used in the construction of major equity market indexes and evaluate the biases of each;

Study Session 13

删

Study Session 13 Alternative Investments for Portfolio Management

Reading 26. Alternative Investments for Portfolio Management

考点n: explain the three components of return for a commodity futures contract and the effect that an upward- or downward-sloping term structure of futures prices will have on roll return.

改

Study Session 13 Alternative Investments for Portfolio Management

Reading 26 Alternative Investments Portfolio Management

考点d改为：distinguish among types of alternative investments;

Study Session 16

删

Study Session 16 Trading, Monitoring, and Rebalancing

Reading 31. Execution of Portfolio Decisions

考点d: compare the roles of brokers and dealers.

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关键词：session CFA三级 SES ESS CFA

谢谢楼主！

赞  很棒的分享

楼主厉害啊，有心了

厉害，这么早就开始准备了

想问下各位大神三级是看书还是看notes，另外今年好像淘宝上卖书的基本都被打得差不多了？

感谢楼主

谢谢楼主

谢谢楼主！

感谢楼主！