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课程大纲
{in name="user_id" value="21644"} {/ in}课程试听 推荐
1.计算器使用教程
1-1 Overview of Calculator Operations
1-2 Overview of Calculator Operations
1-3 Overview of Calculator Operations
2-1 Time-Value-of-Money and Amortization Worksheets
3-1 Cash Flow Worksheet
4-1 Bond Worksheet
5-1 Depreciation Worksheet
6-1 Statistics Worksheets
7-1 Combination and Permutation
1.Quantitative Methods
M1 Rates and Returns
M2-1 The Time Value of Money in Finance
M2-2 The Time Value of Money in Finance
M3-1 Statistical Measures of Asset Returns
M3-2 Statistical Measures of Asset Returns
M4 Probability Trees and Conditional Expectations
M5 Portfolio Mathematics
M6 Simulation Methods
M7 Estimation and Inference
M8-1 Hypothesis Testing
M8-2 Hypothesis Testing
M9 Parametric and Non-Parametric Tests of Independence
M10-1 Simple Linear Regression
M10-2 Simple Linear Regression
M10-3 Simple Linear Regression
M11 Introduction to Big Data Techniques
2.Economics
M1-1 Profit Maximization(1)
M1-1 Profit Maximization(2)
M1-2 Analysis of Market Structures(1)
M1-2 Analysis of Market Structures(2)
M1-3 Identification of Market Structure
M2 Understanding Business Cycles
M3 Fiscal Policy
M4-1 Monetary Policy(1)
M4-1 Monetary Policy(2)
M4-2 The Relationship Between Monetary and Fiscal Policy
M5-1 Introduction&National Governments and Political Cooperation
M5-2 Forces of Globalization&International Trade Organizations&Assessing Geopolitical Actors and Risk
M5-3 The Tools of Geopolitics&Incorporating Geopolitical Risk into the Investment Process
M6-1 International Trade
M6-2 Trade Restrictions and Agreements&Trading Blocs and Regional Integration
M7-1 The Foreign Exchange Market And Exchange Rates
M7-2 Exchange Rate Regimes&Capital Restrictions
M8 Exchange Rate Calculation
3.Corporate Issuers
Introduction
M1-1 Organizational Forms, Corporate Issuer Features, and Ownership
M1-2 Organizational Forms, Corporate Issuer Features, and Ownership
M2-1 Investors and Other Stakeholders
M2-2 Investors and Other Stakeholders
M3-1 Corporate Governance- Conflicts, Mechanisms, Risks, and Benefits
M3-2 Corporate Governance- Conflicts, Mechanisms, Risks, and Benefits
M4 Working Capital and Liquidity
M5-1 Capital Investments and Capital Allocation
M5-2 Capital Investments and Capital Allocation
M6-1 Capital Structure
M6-2 Capital Structure
M7 Business Models
4.Financial Statement Analysis
Introduction
M1 Introduction to Financial Statement Analysis
M2-1 Analyzing Income Statement
M2-2 Analyzing Income Statement
M2-3 Analyzing Income Statement
M2-4 Analyzing Income Statement
M2-5 Analyzing Income Statement
M2-6 Analyzing Income Statement
M3-1 Analyzing Balance Sheets
M3-2 Analyzing Balance Sheets
M4-1 Analyzing Statements of Cash Flows I
M4-2 Analyzing Statements of Cash Flows I
M5 Analyzing Statements of Cash Flows II
M6-1 Analysis of Inventories
M6-2 Analysis of Inventories
M7-1 Analysis of Long-Lived Assets
M7-2 Analysis of Long-Lived Assets
M8-1 Topics in Long-Term Liabilities and Equity
M8-2 Topics in Long-Term Liabilities and Equity
M8-3 Topics in Long-Term Liabilities and Equity
M8-4 Topics in Long-Term Liabilities and Equity
M9-1 Analysis of Income Taxes
M9-2 Analysis of Income Taxes
M10-1 Financial Reporting Quality
M10-2 Financial Reporting Quality
M10-3 Financial Reporting Quality
M11-1 Financial Analysis Techniques
M11-2 Financial Analysis Techniques
M11-3 Financial Analysis Techniques
M11-4 Financial Analysis Techniques
M12-1 Introduction to Financial Statement Modeling
M12-2 Introduction to Financial Statement Modeling
5.Equity Investments
0-1 Framing
M1-1 Market Organization and Structure
M1-2 Market Organization and Structure
M1-3 Market Organization and Structure
M1-4 Market Organization and Structure
M1-5 Market Organization and Structure
M1-6 Market Organization and Structure
M2-1 Security Market Indices
M2-2 Security Market Indices
M2-3 Security Market Indices
M3-1 Market Efficiency
M3-2 Market Efficiency
M4 Overview of Equity Securities
M5 Company Analysis- Past and Present
M6 Industry and Competitive Analysis
M7 Company Analysis- Forecasting
M8-1 Equity Valuation- Concepts and Basic Tools
M8-2 Equity Valuation- Concepts and Basic Tools
M8-3 Equity Valuation- Concepts and Basic Tools
6. Fixed Income
Introduction
Chapter 1-1 Fixed-Income Instrument Features
Chapter 1-2 Fixed-Income Cash Flows and Types(1)
Chapter 1-2 Fixed-Income Cash Flows and Types(2)
Chapter 1-1&2 Summary
Chapter 1-3 Fixed-Income Issuance and Trading
Chapter 1-4 Fixed-Income Markets for Corporate Issuers
Chapter 1-5 Fixed-Income Markets for Government Issuers
Chapter 1-3&4&5 Summary
Chapter 2-1 Fixed-Income Bond Valuation- Prices and Yields(1)
Chapter 2-1 Fixed-Income Bond Valuation- Prices and Yields(2)
Chapter 2-2 Yield and Yield Spread Measures for Fixed-Rate Bonds(1)
Chapter 2-2 Yield and Yield Spread Measures for Fixed-Rate Bonds(2)
Chapter 2-3 Yield and Yield Spread Measures for Floating-Rate Instruments
Chapter 2-4 The Term Structure of Interest Rates- Spot, Par, and Forward Curves(1)
Chapter 2-4 The Term Structure of Interest Rates- Spot, Par, and Forward Curves(2)
Chapter 2 Summary
Chapter 3-1 Interest Rate Risk and Return
Chapter 3-2 Yield-Based Bond Duration Measures and Properties
Chapter 3-3 Yield-Based Bond Convexity and Portfolio Properties
Chapter 3-4 Curve-Based and Empirical Fixed-Income Risk Measures
Chapter 3 Summary
Chapter 4-1 Credit Risk
Chapter 4-2 Credit Analysis for Government Issuers
Chapter 4-3 Credit Analysis for Corporate Issuers
Chapter 4 Summary
Chapter 5-1 Fixed-Income Securitization
Chapter 5-2 Asset-Backed Security (ABS) Instrument and Market Features
Chapter 5-3 Mortgage-Backed Security (MBS) Instrument and Market Features
Chapter 5 Summary
7.Derivatives
M1 Derivative Instrument and Derivative Market Features
M2-1 Forward Commitment and Contingent Claim Features and Instruments
M2-2 Forward Commitment and Contingent Claim Features and Instruments
M2-3 Forward Commitment and Contingent Claim Features and Instruments
M2-4 Forward Commitment and Contingent Claim Features and Instruments
M2-5 Forward Commitment and Contingent Claim Features and Instruments
M3 Derivative Benefits, Risks, and Issuer and Investor Uses
M4 Arbitrage, Replication, and the Cost of Carry in Pricing Derivatives
M5-1 Pricing and Valuation of Forward Contracts and for an Underlying with Varying Maturities
M5-2 Pricing and Valuation of Forward Contracts and for an Underlying with Varying Maturities
M6 Pricing and Valuation of Futures Contracts
M7-1 Pricing and Valuation of Interests Rates and Other Swaps
M7-2 Pricing and Valuation of Interests Rates and Other Swaps
M8-1 Pricing and Valuation of Options
M8-2 Pricing and Valuation of Options
M9-1 Option Replication Using Put-Call Parity
M9-2 Option Replication Using Put-Call Parity
M10 Valuing a Derivatives Using a One-Period Binomial Model
8. Alternative Investments
M1-1 Introduction&Alternative Investment Features and Methods
M1-2 Alternative Investment Structures
M2-1 Introduction&Alternative Investment Performance
M2-2 Alternative Investment Returns
M3-1 Introduction&Private Equity Investment Characteristics
M3-2 Private Debt Investment Characteristics&Diversification Benefits of Private Capital
M4-1 Introduction&Real Estate Features&Real Estate Investment Characteristics
M4-2 Infrastructure Investment Features and Characteristics
M5-1 Introduction&Timberland and Farmland
M5-2 Commodity&Natural Resource Investment Risk, Return, and Diversification
M6-1 Introduction&Hedge Fund Investment Features and Forms
M6-2 Hedge Fund Investment Risk, Return, and Diversification
M7 Introduction to Digital Assets
9. Portfolio Management - Zeno
M1-1 Portfolio management process+Types of investors
M1-2 The asset management industry+Pooled investment
M2-1 return measures+risk measures+portfolio risk
M2-2 Risk aversion and portfolio selection+ Efficient Frontier
M3-1 Capital Market Line+Systematic and Nonsystematic Risk+Beta
M3-2 CAPM+Portfolioperformanceappraisalmeasures
M4 Basic of Portfolio Planning and Construction
M5-1 BF —Cognitive error-Belief perseverance errors
M5-2 BF—Cognitive error-Information-processing biases+Emotional bias
M6-1 Risk Governance+Identification
M6-2 Measurement of market risk+Methods of risk modification
10.Portfolio Management - Min
Introduction
M1-1 Characteristics of the major asset classes
M1-2 Characteristics of investors
M1-3 Capital allocation line
M1-4 Portfolio return, standard deviation and and correlation
M1-5 Efficient frontiers of risky assets
M1-6 Optimal investor portfolio
M2-1 The capital market line (CML)
M2-2 Systematic and nonsystematic risk
M2-3 Return generating models (including the market model)
M2-4 Capital asset pricing model (CAPM)& security market line (SML)
M2-5 Sharpe ratio, Treynor ratio, M2, and Jensen’s alpha
M3-1 Portfolio approach to investing&Steps in the portfolio management process
M3-2 Types of investors
M3-3 Pooled investment products
M3-4 Asset management industry
M4-1 The Investment Policy Statement
M4-2 Portfolio Construction-Strategic Asset Allocation
M4-3 ESG Considerations
M5-1 Behavioral Bias Categories
M5-2 Cognitive Errors
M5-3 Emotional Biases
M5-4 Behavioral Finance and Market Behavior
M6-1 Risk Management Process
6-2 Risk Management Framework
M6-3 Risk Governance
M6-4 Identification of Risk
M6-5 Measuring and Modifying Risk
11. Ethical and Professional Standards
M1-1 Ethics and Trusts
M1-2 Ethics and Trusts
M2-1 Code of Ethics
M3-1 Knowledge of the law
M3-2 Knowledge of the law
M3-3 Independence and objectivity
M3-4 Independence and objectivity
M3-5 Independence and objectivity
M3-6 Misrepresentation
M3-7 Misrepresentation
M3-8 Misrepresentation
M3-9 Misconduct
M3-10 MNI
M3-11 MNI
M3-12 MNI
M3-13 Market manipulation
M3-14 Duties to clients
M3-15 Duties to clients
M3-16 Fair dealing
M3-17 Suitability
M3-18 Performance presensation and Confidentiality
M3-19 Duties to employer
M3-20 Duties to employer
M3-21 Additional compensation arrangements
M3-22 Responsibility of supervisors
M3-23 Diligence and reasonable basis
M3-24 Diligence and reasonable basis
M3-25 Communication with clients
M3-26 Record retention
M3-27 Disclosure of conflicts
M3-28 Priority of transaction and referral fee
M3-29 Conduct as participants in CFA institute programs
M3-30 Reference to CFA institute
M4-1 GIPS
M5-1 Ethical application
M5-2 Ethical application
M5-3 Ethical application
M5-4 Ethical application
1.Quantitative Methods
M1 Rates and Returns
M2 The Time Value of Money in Finance
M3 Statistical Measures of Asset Returns
M4 Probability Trees and Conditional Expectations
M5 Portfolio Mathematics
M6 Simulation Methods
M7 Estimation and Inference
M8 Hypothesis Testing
M9 Parametric and Non-Parametric Tests of Independence
M10 Simple Linear Regression
M11 Introduction to Big Data Techniques
2.Economics
M1 The Firm and Market Structures
M2 Understanding Business Cycles
M3 Fiscal Policy
M4 Monetary Policy
M5 Introduction to Geopolitics
M6 International Trade
M7 Capital Flows and the FX Market
M8 Exchange Rate Calculation
3.Corporate Issuers
M1 Organizational Forms, Corporate Issuer Features, and Ownership
M2 Investors and Other Stakeholders
M3 Corporate Governance- Conflicts, Mechanisms, Risks, and Benefits
M4 Working Capital and Liquidity
M5 Capital Investments and Capital Allocation
M6 Capital Structure
M7 Business Models
4.Financial Statement Analysis
M1 Introduction to Financial Statement Analysis
M2 Analyzing Income Statement
M3 Analyzing Balance Sheet
M4 Analyzing Statement of Cash Flows I
M5 Analyzing Statement of Cash Flows II
M6 Analysis of Inventories
M7 Analysis of Long-Term Assets
M8 Topics in Long-Term Liabilities and Equity
M9 Analysis of Income Taxes
M10 Financial Reporting Quality
M11 Financial Analysis Techniques
M12 Introduction to Financial Statement Modeling
5.Equity Investments
M1 Market Organization and Structure
M2 Security Market Indices
M3 Market Efficiency
M4 Overview of Equity Securities
M5 Company Analysis- Past and Present
M6 Industry and Competitive Analysis
M7 Company Analysis- Forecasting
M8 Equity Valuation- Concept and Basic Tool
6.Fixed Income
Chapter 1 Fixed-Income Basis- Products and Market
Chapter 2 Fixed-Income Valuation and The Term Structure of Interest Rates
Chapter 3 Interest Risks Analysis of Fixed-Income Securities
Chapter 4 Credit Analysis of Fixed-Income Securities
Chapter 5 Securitization
7.Derivatives
M1 Derivative Instrument and Derivative Market Features
M2 Forward Commitment and Contingent Claim Features and Instruments
M3 Derivative Benefits, Risks, and Issuer and Investor Uses
M4 Arbitrage, Replication, and the Cost of Carry in Pricing Derivatives
M5 Pricing and Valuation of Forward Contracts and for an Underlying with Varying Maturities
M6 Pricing and Valuation of Futures Contracts
M7 Pricing and Valuation of Interests Rates and Other Swaps
M8 Pricing and Valuation of Options
M9 Option Replication Using Put-Call Parity
M10 Valuing a Derivatives Using a One-Period Binomial Model
8.Alternative Investments
另类投资串讲-1
另类投资串讲-1
9.Portfolio Management
Introduction
M1-1 Portfolio Risk and Return- Part Ⅰ
M1-2 Portfolio Risk and Return- Part Ⅰ
M2 Portfolio Risk and Return- Part Ⅱ
M3 Portfolio management overview
M4 Basic of Portfolio Planning and Construction
M5 The Behavioral Biases of Individuals
M6 Introduction to Risk Management
10.Ethical and Professional Standards
CFA Level I Ethics 串讲班 1
CFA Level I Ethics 串讲班 2
CFA Level I Ethics 串讲班 3
CFA Level I Ethics 串讲班 4
CFA Level I Ethics 串讲班 5
CFA Level I Ethics 串讲班 6
CFA Level I Ethics 串讲班 7
CFA Level I Ethics 串讲班 8
CFA Level I Ethics 串讲班 9
CFA Level I Ethics 串讲班 10
1.Quantitative Methods
Mock Exam A Session I&II
Mock Exam B Session I
2.Economics
经济学冲刺 Q1-Q10
经济学冲刺 Q11-Q20
3.Corporate Issuers
企业发行人冲刺 Q1-Q10
企业发行人冲刺 Q11-Q20
4.Financial Statement Analysis
财报冲刺 Q1-Q5
财报冲刺 Q6-Q10
财报冲刺 Q11-Q15
财报冲刺 Q16-Q22
财报冲刺 Q23-Q30
5.Equity Investments
权益投资冲刺 Q1-Q10
权益投资冲刺 Q11-Q20
权益投资冲刺 Q21-Q30
6.Fixed Income
固收冲刺Q1-Q17
固收冲刺Q18-Q35
7.Derivatives
衍生品冲刺-1
衍生品冲刺-2
衍生品冲刺-3
8.Alternative Investments
另类投资冲刺 Q1-Q10
另类投资冲刺 Q11-Q23
9.Portfolio Management
组合管理冲刺 Q1-Q14
组合管理冲刺 Q15-Q25
10.Ethical and Professional Standards
CFA Level I Ethics 冲刺班 1
CFA Level I Ethics 冲刺班 2
CFA Level I Ethics 冲刺班 3
1.Quantitative Methods
1.1 Interest Rates and Return Measurement
1.2 Time Weighted and Money Weighted Returns
1.3 Common Measures of Return
2.1 Discounted Cash Flow Valuation
2.2 Implied Returns and Cash Flow Additivity
3.1 Central Tendency and Dispersion
3.2 Skewness Kurtosis and Correlation
4.1 Probability Models Expected Values and Bayes Formula
5.1 Probability Models for Portfolio Return and Risk
6.1 Lognormal Distributions and Simulation Techniques
7.1 Sampling Techniques and the Central Limit Theorem
8.1 Hypothesis Testing Basics
8.2 Types of Hypothesis Tests
9.1 Tests for Independence
10.1 Linear Regression Basics
10.2 Analysis of Variance ANOVA and Goodness of Fit
10.3 Predicted Values and Functional Forms of Regression
11.1 Introduction to Fintech
2. Economics
12.1 Breakeven Shutdown and Scale
12.2 Characteristics of Market structures
12.3 Identifying Market Structures
13.1 Business Cycles
14.1 Fiscal Policy Objectives
14.2 Ficsal Policy Tools and Implementation
15.1 Central Bank Objectives and Tools
15.2 Monetary Policy Effects and Limitations
16.1 Geopolitics
17.1 International Trade
18.1 The Foreign Exchange Market
18.2 Managing Exchange Rates
19.1 Foreign Exchange Rates
3.Portfolio Management and Wealth Planning（1）
20.1 Historical Risk and Return
20.2 Risk Aversion
20.3 Portfolio Standard Deviation
20.4 The Efficient Frontier
21.1 Systematic Risk and Beta
21.2 The CAPM and the SML
4.Corporate Issuers
22.1 Features of Corporate Issuers
23.1 Stakeholders and ESG Factors
24.1 Corporate Governance
25.1 Liquidity Measures and Management
26.1 Capital Investments and Project Measures
26.2 Capital Allocation Principles and Real Options
27.1 Weighted Average Cost of Capital
27.2 Capital Structure Theories
28.1 Business Model Features and Types
5.Financial Statement Analysts
29.1 Financial Statement Roles
30.1 Revenue Recognition
30.2 Expense Recognition
30.3 Nonrecurring Items
30.4 Earnings Per Share
30.5 Ratios and Common Size Income Statements
31.1 Intangible Assets and Marketable Securities
31.2 Common Size Balance Sheets
32.1 Cash Flow Introduction and Direct Method CFO
32.2 Indirect Method CFO
32.3 Investing and Financing Cash Flows and IFRSU.S. GAAP Differences
33.1 Analyzing Statements of Cash Flows II
34.1 Inventory Measurement
34.2 Inflation Impact on FIFO and LIFO
34.3 Presentation and Disclosure
35.1 Intangible Long Lived Assets
35.2 Impairment and Derecognition
35.3 Long Term Asset Disclosures
36.1 Leases
36.2 Deferred Compensation and Disclosures
37.1 Differences Between Accounting Profit and Taxable Income
37.2 Deferred Tax Assets and Liabilities
37.3 Tax Rates and Disclosures
38.1 Reporting Quality
38.2 Accounting Choices and Estimates
38.3 Warning Signs
39.1 Introduction to Financial Ratios
39.2 Financial Ratios Part 1
39.2 Financial Ratios Part 1
39.3 Financial Ratios Part 2
39.4 DuPont Analysis
39.5 Industry Specific Financial Ratios
40.1 Financial Statement Modeling
6.Equity Investments
41.1 Markets Assets and Intermediaries
41.2 Positions and Leverage
41.3 Order Execution and Validity
42.1 Index Weighting Methods
42.2 Uses and Types of Indexes
43.1 Market Efficiency
44.1 Types of Equity Investments
44.2 Foreign Equities and Equity Risk
45.1 Company Research Reports
45.2 Revenue, Profitability, and Capital
46.1 Industry Analysis
46.2 Industry Structure and Competitive Positioning
47.1 Forecasting in Company Analysis
48.1 Dividends, Splits, and Repurchases
48.2 Dividend Discount Models
48.3 Relative Valuation Measures
7.Fixed Income
49.1 Fixed Income Instrument Features
50.1 Fixed Income Cash Flows and Types
51.1 Fixed Income Issuance and Trading
52.1 Fixed Income Markets for Corporate Issuers
53.1 Fixed Income Markets for Government Issuers
54.1 Fixed Income Bond Valuation：Prices and Yields
55.1 Yield and Yield Spread Measures for Fixed Rate Bonds
56.1 Yield and Yield Spread Measures for Floating Rate Instruments
57.1 Term Structure of Interest Rates-Spot Par and Forward Curves
58.1 Interest Rate Risk and Return
59.1 Yield Based Bond Duration Measures and Properties
60.1 Yield Based Bond Convexity and Portfolio Properties
61.1 Curve Based and Empirical Fixed Income Risk Measures
62.1 Credit Risk
63.1 Credit Analysis for Govt Issuers
64.1 Credit Analysis for Corporate Issuers
65.1 Fixed Income Securitization
66.1 Asset Backed Security Instrument and Market Features
67.1 Mortgage Backed Securities Instruments and Market Features
8.Derivatives
68.1 Derivatives Markets
69.1 Forwards and Futures
69.2 Swaps and Options
70.1 Uses, Benefits, and Risks of Derivatives
71.1 Arbitrage Replication and Carrying Costs
72.1 Forward Contract Valuation
73.1 Futures Valuation
74.1 Swap Valuation
75.1 Option Valuation
76.1 Put Call Parity
77.1 Binomial Model for Option Values
9.Alternative Investments
78.1 Alternative Investment Structures
79.1 Performance Appraisal and Return Calculations
80.1 Private Capital
81.1 Real Estate
81.2 Infrastructure
82.1 Farmland, Timberland, and Commodities
83.1 Hedge Funds
84.1 Distributed Ledger Technology
84.2 Digital Asset Characteristics
10.Portfolio Management and Wealth Planning（2）
85.1 Portfolio Management Process
85.2 Asset Management and Pooled Investments
86.1 Portfolio Planning and Construction
87.1 Cognitive Errors vs Emotional Biases
87.2 Emotional Biases
88.1 Introduction to Risk Management
11. Ethical and Professional Standards
89.1 Ethics and Trust
90.1 Code and Standards
91.1 Guidance for Standards I(A) and I(B)
91.2 Guidance for Standards I(C) and I(D)
91.3 Guidance for Standard II
91.4 Guidance for Standards III(A) and III(B)
91.5 Guidance for Standards III(C), III(D), and III(E)
91.6 Guidance for Standard IV
91.7 Guidance for Standard V
91.8 Guidance for Standard VI
91.9 Guidance for Standard VII
92.1 Introduction to GIPS
93.1 Ethics Application
