没有,重要的限制是学历问题。学历有两方面的要求,一是你要有本科以上的学历,如果你还在读大学的话,你最早只能在大四这一阶段参加CFA报名,大学生报名过程中没有专业的限制;若没有大学的学历,你可以有一定的学历和工作经历也可以参加CFA报名,只要提供相关的证明材料即可。
CFA二级考纲变化:
相较于2019年,2020年CFA二级考纲半数以上科目实质变化较大。相较于2019年,各科目的考试权重不变。
考纲内容上,除了财务报表分析(Financial Reporting Analysis)、权益投资(Equity Investments)、其他类投资(Alternative Investments)、固定收益投资(Fixed Income Investments)四门科目考纲要求无变化,其余科目的考纲都有不同程度的内容调整。
一、伦理与职业标准(Ethical and Professional Standards)
删除两个章节:Reading 4 Trade Allocation:Fair Dealing and Disclosure Reading 5 Changing Investment Objectives
笔者运用多年英文阅读理解,发现总结来讲,数量新增的所有知识点都是围绕着Fintech的哦!
二、数量方法(Quantitative Methods)
Reading 4 Introduction to Linear Regression,删除关于相关分析的考纲要求:
a.calculate and interpret a sample covariance and a sample correlation coefficient and interpret a scatter plot;
b.describe limitations to correlation analysis;
c.formulate a test of the hypothesis that the population correlation coefficient equals zero and determine whether the hypothesis is rejected at a given level of significance;
Reading 5 Multiple Regression,删除关于机器学习的三条原考纲要求:
p.distinguish between supervised and unsupervised machine learning;
q.describe machine learning algorithms used in prediction,classification,clustering,and dimension reduction;
r.describe the steps in model training;
新增Reading 7 Machine Learning;
新增Reading 8 Big Data Project.
三、经济学(Economics)
Reading 12 Economics of Regulation中,关于评估行业监管的影响的考纲要求描述有所修改:
i.describe the considerations when evaluating the e?ects of regulation on an industry.
四、公司金融(Corporate finance)
删除Reading 23 Corporate Performance,Governance,and Business Ethics;
删除Reading 24 Corporate Governance;
新增Reading 22 Corporate Governance and Other ESG Considerations in Investment Analysis
五、衍生工具(Derivatives)
删除Reading 41Derivatives Strategies
六、投资组合管理(Portfolio Management)
删除两个章节:Reading 46 The Portfolio Management Process and The Investment Policy Statement
Reading 51 Algorithmic Trading and High-Frequency Trading
新增两个章节:Reading 43 Exchange-Traded Funds:Mechanics and Applications;
Reading 48 Trading Costs and Electronic Markets,新考纲要求来源于:
?2019年CFA三级科目Trading and rebalancing相关章节;
?2019年CFA二级投资组合管理(Portfolio Management)Reading 51 Algorithmic Trading and High-Frequency Trading.
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