Sept 9 2024, CFTA Institute has released the new exam and membership guide. The newly releases has the following changes:
1. CFTA Level II adds ESG investment and practice content, requiring candidates to master ESG concepts, theoretical basis for corporate ESG practices, ESG investment portfolio construction, measurement and reporting of ESG factors.
2. CFTA Level III adds RPA content, requiring candidates to master the methods of automating web and client applications through RPA technology, thereby greatly improving work efficiency.
3. CFTA Level III has added template writing, knowledge graph, and rule engine, requiring candidates to master how to automatically generate Word articles through template writing techniques, and learn to use knowledge graphs and rule engines to enable the generated articles to have reasoning and analysis abilities.
4. CFTA Level III adds content on big language models and AIGC, requiring students to master the framework of big language models, prompt engineering, integrated development of big language models, and the application of AIGC in the finance.
Below is the CFTA Level 1-3 knowledge system:
If you want to see detailed content, please click download.