2019年CFA®三级考纲内容变化情况:
●职业道德(Ethical and Professional Standards,SS1-3):新增Study session 3,包括2个章节,Study session 1和2中,无实质性变化,只有措辞些微改变
●资产配置(Asset Allocation and Related Decision in Portfolio Management,SS9-10):Study session 9中的reading 18(原reading 16)删除一条考纲;Study session 10删除一整章
●固定收益组合管理(Fixed Income Portfolio Management,SS11-12):Study session 11无变化;Study session 12中的reading 24(原reading 23)新增2条考纲
●权益组合管理(Equity Portfolio Management,SS13-14):整个部分完全重新编写,由原来的1个session变成2个session;修改后的Study session 13-14,包括4个章节
●交易(Trading,SS18):session的名称改变,从”session,Monitoring and Rebalancing"修改为“Trading”;Study session 18(原session 16)中删除一整章
2019年CFA®三级科目权重变化情况:
Ethical and Professional Standards—10-15%
Economics—5-10%
Equity Investments—10-15%
Fixed Income—15-20%
Derivatives—5-10%
Alternative Investments—5-10%
Portfolio Management and Wealth—35-40%