含历年真题和重点分析:
1 . 数量方法(Quantitative Methods)与 17 年相比 18 年考纲总体变化不大,需要注意在 Study Session 3,Reading 10: Common Probability Distributions 部分,删除了“tracking error”的理解 及计算。
2. 公司金融(Corporate Finance) 删掉了 Study Session 11 里面的 Reading 38: Dividends and Share Repurchases: Basics。
3. 投资组合(Portfolio Management and Wealth Planning)在 Reading 42 里新增知识点 “ calculate and interpret the Sharpe ratio, Treynor ratio, M2, and Jensen’s alpha.”。
4. 权益投资(Equity Investments)在 Reading 49: Equity Valuation: Concepts and Basic Tools 里 新增知识点”describe regular cash dividends, extra dividends, stock dividends, stock splits, reverse stock splits, and share repurchases”和“describe dividend payment chronology”。
5. 固定收益投资(Fixed Income) Reading 51: Fixed-Income Markets: Issuance, Trading, and Funding 里新增知识点”describe structured financial instruments”。
6. 衍生工具(Derivatives)删除 Study Session 17 里面的 Reading 59: Risk Management Applications of Option Strategies。
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