Big data , robo - advisers and artificial intelligence are to be included on the Chartered Financial Analyst ( CFA ) exam from 2019 . Quant methods already appear heavily in Level I and also factor into Level II but drops out of Level III, as the latter is much more about portfolio management and private wealth management. Fintech is already part of the curriculum , but will become a subject in its own right within two years . The Fraser Institute groups the emerging sector into four topic areas : financial analysis and big data analytics ; technology 's impact on portfolio and private equity management ; how capital flows through the system , including crowdfunding and peer - to - peer lending , and mobile payments , cryptocurrency and market infrastructure .
Big data , robo - advisers and artificial intelligence are to be included on the Chartered Financial Analyst ( CFA ) exam from 2019 . Fintech is already part of the curriculum , but will become a subject in its own right within two years . The Fraser Institute groups the emerging sector into four topic areas : financial analysis and big data analytics ; technology 's impact on portfolio and private equity management ; how capital flows through the system , including crowdfunding and peer - to - peer lending , and mobile payments , cryptocurrency and market infrastructure .