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课程大纲
{in name="user_id" value="21644"} {/ in}课程试听 推荐
1.考试大纲介绍
2024年CFA二级考纲解读
2.计算器使用教程（已熟练可跳过）
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 Basic of Multiple Regression and Underlying Assumptions
M2 Evaluating Regression Model Fit and Interpreting Model Results
M3-1 Model Misspecification
M3-2 Model Misspecification
M4-1 Extensions of Multiple Regression
M4-2 Extensions of Multiple Regression
M5-1 Time-Series Analysis
M5-2 Time-Series Analysis
M5-3 Time-Series Analysis
M5-4 Time-Series Analysis
M5-5 Time-Series Analysis
M6-1 Machine Learning
M6-2 Machine Learning
M6-3 Machine Learning
M6-4 Machine Learning
M6-5 Machine Learning
M6-6 Machine Learning
M6-7 Machine Learning
M7-1 Big Data Projects
M7-2 Big Data Projects
M7-3 Big Data Projects
M7-4 Big Data Projects
2.Economics
M1-1 Currency Exchange Rates- Understanding Equilibrium Value
M1-2 Currency Exchange Rates- Understanding Equilibrium Value
M1-3 Currency Exchange Rates- Understanding Equilibrium Value
M1-4 Currency Exchange Rates- Understanding Equilibrium Value(1)
M1-4 Currency Exchange Rates- Understanding Equilibrium Value(2)
M1-5 Currency Exchange Rates- Understanding Equilibrium Value
M1-6 Currency Exchange Rates- Understanding Equilibrium Value
M1-7 Currency Exchange Rates- Understanding Equilibrium Value
M1-8 Currency Exchange Rates- Understanding Equilibrium Value
M2-1 Economic Growth and investment decision
M2-2 Economic Growth and investment decision
M2-3 Economic Growth and investment decision
M3 Economics of Regulation
3.Financial Statement Analysis
M1-1 Classification of Financial Assets and Reclassification
M1-2 Associates and Equity method
M1-3 Transactions with Associates、Fair Value Option、Impairment
M1-4 Acquisition Method
M1-5 Goodwill、Effect of methods on financial ratios、SPE & VIE
M2-1 Overview
M2-2 Share-based compensation
M2-3 Post-Employment Benefits(1)
M2-3 Post-Employment Benefits(2)
M3-1 Foreign currency transactions
M3-2 Translation ，Current rate method and Temporal rate method
M3-3 Translation ，Some special item
M3-4 Exposure to translation，Ratios analysis
M3-5 Translation in a hyperinflationary economy
M3-6 Effective tax rate，Sales growth and EX risk
M4-1 The difference between financial institutions and non-financial institutions
M4-2 CAMELS model，Capital adequacy and Asset Quality
M4-3 CAMELS model，Management capabilities，Earnings sufficiency，Liquidity position，Sensitivity to market risk
M4-4 Insurance Companies，P&C，L&H
M5-1 The quality of financial reports and Potential problems
M5-2 Evaluating financial report quality
M5-3 Evaluation，Beneish Model and Altman Model
M5-4 Evaluating quality of Cash flow statement and Balance sheet
M6 DuPont analysis and Accrual ratio
M7-1 Financial Statement Modeling
M7-2 Financial Statement Modeling
M7-3 Financial Statement Modeling
4.Corporate Issuers
M1-1 Dividends
M1-2 Theories of dividend policy and company value
M1-3 Factors
M1-4 Types of dividend policies
M1-5 Share repurchase
M1-6 Analysis of dividend safety
M2-1 Global Variations in Ownership Structures
M2-2 Evaluating Corporate Governance Policies and Procedures
M2-3 Identifying and Evaluating ESG-related Risks and Opportunities
M3-1 Cost of Capital Factors
M3-2 Estimating the Cost of Debt
M3-3 The ERP
M3-4 The Cost of Equity (Required Return on Equity)
M4-1 Corporate Evolution, Actions, and Motivations
M4-2 Evaluating Corporate Restructurings
M4-3 Modeling and Valuation
5.Equity Valuation
Introduction
M1-1 Value Definitions and Applications
M1-2 Applications of Equity Valuation(1)
M1-2 Applications of Equity Valuation(2)
M2-1 DDM Formula
M2-2 The Gordon Growth Model
M2-3 Growth Phase, Transitional Phase, And Maturity Phase&Multistage Dividend Discount Models
M2-4 The Financial Determinants of Growth Rates
M3-1 Introduction to Free Cash Flows
M3-2 FCFF and FCFE Valuation Approaches(1)
M3-2 FCFF and FCFE Valuation Approaches(2)
M3-3 Forecasting Free Cash Flow(1)
M3-3 Forecasting Free Cash Flow(2)
M3-4 Free Cash Flow Model Variations
M3-5 Sensitivity Analysis in FCFF and FCFE
M4-1 Price Multiples(1)
M4-1 Price Multiples(2)
M4-1 Price Multiples(3)
M4-2 Enterprise Value To EBITDA&Comparable Method Using Price Multiples
M4-3 Momentum Valuation Indicators&Valuation Indicators- Issues in Practice
M5-1 Concept of Residual Income
M5-2 Residual Income Valuation Model
M5-3 Single-stage Model&Multistage Models
M5-4 Accounting Issues
M6-1 Public vs. Private Company Valuation
M6-2 Private Company Valuation Uses and Areas of Focus
M6-3 Earnings Normalization and Cash Flow Estimation
M6-4 Private Company Discount Rates and Required Rates of Return
M6-5 Valuation Discounts and Premiums
M6-6 Private Company Valuation Approaches
6.Fixed Income
M1-1 The Term Structure and Interest Rate Dynamics
M1-2 The Term Structure and Interest Rate Dynamics
M1-3 The Term Structure and Interest Rate Dynamics
M1-4 The Term Structure and Interest Rate Dynamics
M1-5 The Term Structure and Interest Rate Dynamics
M1-6 The Term Structure and Interest Rate Dynamics
M1-7 The Term Structure and Interest Rate Dynamics
M1-8 The Term Structure and Interest Rate Dynamics
M1-9 The Term Structure and Interest Rate Dynamics
M1-10 The Term Structure and Interest Rate Dynamics
M1-11 The Term Structure and Interest Rate Dynamics
M2-1 The Arbitrage-Free Valuation Framework
M2-2 The Arbitrage-Free Valuation Framework
M2-3 The Arbitrage-Free Valuation Framework
M3-1 Valuation and Analysis of Bonds with Embedded Options
M3-2 Valuation and Analysis of Bonds with Embedded Options
M3-3 Valuation and Analysis of Bonds with Embedded Options
M3-4 Valuation and Analysis of Bonds with Embedded Options
M3-5 Valuation and Analysis of Bonds with Embedded Options
M3-6 Valuation and Analysis of Bonds with Embedded Options
M3-7 Valuation and Analysis of Bonds with Embedded Options
M4-1 Credit Analysis Models
M4-2 Credit Analysis Models
M4-3 Credit Analysis Models
M4-4 Credit Analysis Models
M4-5 Credit Analysis Models
M4-6 Credit Analysis Models
M5-1 Credit Default Swaps
M5-2 Credit Default Swaps
7.Derivatives
M1-1 Pricing and Valuation of Forward Commitments
M1-2 Pricing and Valuation of Forward Commitments
M1-3 Pricing and Valuation of Forward Commitments
M1-4 Pricing and Valuation of Forward Commitments
M1-5 Pricing and Valuation of Forward Commitments
M1-6 Pricing and Valuation of Forward Commitments
M1-7 Pricing and Valuation of Forward Commitments
M1-8 Pricing and Valuation of Forward Commitments
M1-9 Pricing and Valuation of Forward Commitments
M2-1 Valuation of Contingent Claims
M2-2 Valuation of Contingent Claims
M2-3 Valuation of Contingent Claims
M2-4 Valuation of Contingent Claims
M2-5 Valuation of Contingent Claims
M2-6 Valuation of Contingent Claims
M2-7 Valuation of Contingent Claims
8.Alternative Investments
Introduction
M1-1 Commodity Sectors
M1-2 Life Cycle of Commodities(1)
M1-2 Life Cycle of Commodities(2)
M1-3 Valuation of Commodities
M1-4 Commodities Futures Markets- Participants
M1-5 Commodity Spot and Futures Pricing
M1-6 Theories of Futures Returns
M1-7 Components of Futures Returns
M1-8 Commodity Swaps
M1-9 Commodity Indexes
M1-10 Module 1 Summary
M2-1 Real Estate Investment- Basic Forms
M2-2 Characteristics of Real Estate Investment
M2-3 Risk Factors of Real Estate Investment
M2-4 Role of Real Estate in an Investment Portfolio
M2-5 Investment Characteristics of Commercial Property Types
M2-6 Economic Drivers Affecting Real Estate Value
M2-7 Considerations in Analysis and Due Diligence
M2-8 Real Estate Indexes
M2-9 Module 2 Summary
M3-1 Types of Publicly Traded Real Estate Securities
M3-2 Valuation - Net asset value approach
M3-3 Valuation - Relative value (price multiple) approach(1)
M3-3 Valuation - Relative value (price multiple) approach(2)
M3-4 Private vs. Public Real Estate- a comparison
M3-5 Module 3 Summary
M4-1 Classification of Hedge Funds and Strategies
M4-2 Equity Strategies-Long-Short Equity
M4-3 Equity Strategies- Dedicated Short Selling and Short-biased
M4-4 Equity Strategies- Equity Market Neutral
M4-5 Event-driven Strategies- Merger Arbitrage
M4-6 Event-driven Strategies- Distressed Securities
M4-7 Relative Value Strategies- Fixed Income Arbitrage
M4-8 Relative Value Strategies- Convertible Bond Arbitrage
M4-9 Opportunistic Strategies- Global Macro Strategies
M4-10 Opportunistic Strategies- Managed Futures
M4-11 Specialist Strategies- Volatility Trading
M4-12 Specialist Strategies- Reinsurance-Life Settlements
M4-13 Multi-Manager Strategies- Fund-of-Funds
M4-14 Multi-Manager Strategies- Multi-Strategy Hedge Funds
M4-15 Conditional Factor Risk Model
M4-16 Module 4 Summary
9.Portfolio Management
M1-1 Exchange-Traded Funds- Mechanics and Applications
M1-2 Exchange-Traded Funds- Mechanics and Applications
M1-3 Exchange-Traded Funds- Mechanics and Applications
M1-4 Exchange-Traded Funds- Mechanics and Applications
M2-1 Using Multifactor Models
M2-2 Using Multifactor Models
M2-3 Using Multifactor Models
M3-1 Measuring and Managing Market Risk
M3-2 Measuring and Managing Market Risk
M3-3 Measuring and Managing Market Risk
M3-4 Measuring and Managing Market Risk
M4 Backtesting and Simulation
M5-1 Economics and Investment Markets
M5-2 Economics and Investment Markets
M6-1 Analysis of Active Portfolio Management
M6-2 Analysis of Active Portfolio Management
M6-3 Analysis of Active Portfolio Management
M7-1 Trading Costs and Electronic Markets
M7-2 Trading Costs and Electronic Markets
10.Ethical and Professional Standards（Vita）
M1-1 Code of Ethics and Standards of Professional Conduct
M2-1 Guidance for Standards I (1)
M2-2 Guidance for Standards I (2)
M2-3 Guidance for Standards I (3)
M2-4 Guidance for Standards I (4)
M2-5 Guidance for Standards II (1)
M2-6 Guidance for Standards II (2)
M2-7 Guidance for Standards III (1)
M2-8 Guidance for Standards III (2)
M2-9 Guidance for Standards III (3)
M2-10 Guidance for Standards III (4)
M2-11 Guidance for Standards IV (1)
M2-12 Guidance for Standards IV (2)
M2-13 Guidance for Standards V (1)
M2-14 Guidance for Standards V (2)
M2-15 Guidance for Standards VI (1)
M2-16 Guidance for Standards VI (2)
M2-17 Guidance for Standards VII
1.Quantitative Methods
M1 Basics of Multiple Regression and Underlying Assumptions
M2 Evaluating Regression Model Fit and Interpreting Model Results
M3 Model Misspecification
M4 Extensions of Multiple Regression
M5 Time-Series Analysis
M6 Machine Learning
M7 Big Data Projects
2.Economics（Lucy）
M1-1 Bid-Ask Spread
M1-2 Cross Rate and Triangular Arbitrage
M1-3 Forward contract
M1-4 The International Parity Relationships-1
M1-4 The International Parity Relationships-2
M1-5 FX Carry Trade
M1-6 Balance-of-Payments Accounts
M1-7 Exchange Rate Determination Models
M1-8 Exchange Rate Management
M2-1 Preconditions for Growth
M2-2 Cobb-Douglas production function
M2-3 Other factors affect the economy growth
M2-4 Economic Growth Theories
M2-5 Convergence debate
M3-1 Economic Rational for Regulation
M3-2 Classification of Regulations and Regulators
3.Financial Statement Analysts
M1 Intercorporate Investments
M2 Employee Compensation Post Employment and
M3 Multinational Operations
M4 Analysis of Financial Institutions
M5 Evaluating Quality of Financial Reports
M6 Integration of Financial Statement Analysis
M7 Financial Statement Modeling
4.Corporate Issuers
M1 Analysis of Dividends and Share Repurchases
M2 Environmental, Social, and Governance (ESG) Considerations in Investment Analysis
M3 Cost of Capital- Advanced Topics
M4 Corporate Restructuring
5.Equity Investments
M1 Equity Valuation：Applications and Processes
M2 Discounted Dividend Valuation
M3 Free Cash Flow Valuation
M4 Market-Based Valuation：Price and Enterprise Value Multiples
M5 Residual Income Valuation
M6 Private Company Valuation
6.Fixed Income (ken)
固定收益串讲-1
固定收益串讲-2
固定收益串讲-3
固定收益串讲-4
固定收益串讲-5
7.Derivatives
M1-1 Pricing and Valuation of Forward Commitment
M1-2 Pricing and Valuation of Forward Commitment
M2-1 Valuation of Contingent Claims
M2-2 Valuation of Contingent Claims
8.Alternative Investments
M1- Introduction to commodities and commodity derivatives-1
M1- Introduction to commodities and commodity derivatives-2
M2- Overview of Types of Real Estate Investment
M3 - Hedge Fund Strategies-1
M3 - Investments in Real Estate Through Publicly Traded Securities-1
M3 - Investments in Real Estate Through Publicly Traded Securities-2
M4 - Hedge Fund Strategies-1
M4 - Hedge Fund Strategies-2
9.Portfolio Management and Wealth Planning
M1 Exchange-Traded Funds- Mechanics and Applications
M2 Using Multifactor Models
M3 Measuring and Managing Market Risk
M4 Backtesting and Simulation
M5 Economics and Investment Markets
M6 Analysis of Active Portfolio Management
M7 Trading Costs and Electronic Markets
10.Ethical and Professional Standards（Vita）
M1 Code of Ethics and Standards of Professional Conduct
M2-1 Guidance for Standards I–VII
M2-2 Guidance for Standards I–VII
M2-3 Guidance for Standards I–VII
1.Quantitative Methods
数量冲刺-1
数量冲刺-2
2.Economics（Lucy）
1 - Alice Phan Case Scenario
2 - Camille Berger Case Scenario
3 - Brynn Newhart Case Scenario
4 - Charles Hollingsworth Case Scenario
3.Financial Statement Analysis
财报冲刺-1
财报冲刺-2
财报冲刺-3
4.Corporate Issuers
公司金融冲刺-1
公司金融冲刺-2
公司金融冲刺-3
公司金融冲刺-4
5.Equity Valuation
权益冲刺-1
权益冲刺-2
权益冲刺-3
权益冲刺-4
6.Fixed Income (ken)
固定收益冲刺-1
固定收益冲刺-2
固定收益冲刺-3
固定收益冲刺-4
固定收益冲刺-5
固定收益冲刺-6
7.Derivatives
Case1：Q1-Q4
Case2：Q5-Q8
Case3：Q9-Q12
Case4：Q13-Q16
8.Alternative Investments
另类冲刺-1
另类冲刺-2
另类冲刺-3
另类冲刺-4
9.Portfolio Management
组合管理冲刺-1
组合管理冲刺-2
10.Ethical and Professional Standards（Vita）
道德冲刺班-1
道德冲刺班-2
道德冲刺班-3
道德冲刺班-4
道德冲刺班-5
道德冲刺班-6
1.Quantitative Methods
1.1 Basics of Multiple Regression and Underlying Assumptions
1.2 Evaluating Regression Model Fit and Interpreting Model Results
1.3 Model Specification
1.4 Extensions of Multiple Regression
2.1 Linear and Log linear Trend Models
2.2 Autoregressive Models AR
2.3 Random Walks and Unit Roots
2.4 Seasonality
2.5 ARCH and Multiple Time Series
3.1 Types of Learning and Overfitting Problems
3.2 Supervised Learning Algorithms
3.3 Unsupervised Learning Algorithms and Other Models
4.1 Data Analysis Steps
4.2 Data Exploration
4.3 Model Training and Evaluation
2.Economics
5.1 Forex quotes Spread and Triangular Arbitrage
5.2 Mark to Market Value and Parity Conditions
5.3 Exchange Rate Determinants Carry Trade and Central Bank Influence
6.1 Growth Factors and Production Function
6.2 Growth Accounting and Influencing Factors
6.3 Growth and Convergence Theories
7.1 Economics of Regulation
3.Financial Statement Analysts
8.1 Classifications
8.2 Investments in Financial Assets (IFRS 9)
8.3 Investment in Associates ,Part1-Equity Method
8.4 Investment in Associates Pt2
8.5 Business Combinations Balance sheet
8.6 Business Combinations Income Stmt
8.7 Business Combinations Goodwill
8.8 Joint Ventures
8.9 Special Purpose Entities
9.1 Share-Based Compensation
9.2 Post-Employment Benefits
10.1 Transaction Exposure
10.2 Translation
10.3 Temporal Method
10.4 Current Rate Method
10.5 Example
10.6 Ratios
10.7 Hyperinflation
10.8 Tax Sales Growth Financial Results
11.1 Financial Institutions
11.2 Capital Adequacy and Asset Quality
11.3 Management Capabilities and Earnings Quality
11.4 Liquidity Position and Sensitivity to Market Risk
11.5 Other factors
11.6 Insurance Companies
12.1 Quality of Financial Reports
12.2 Evaluating Earnings Quality Pt1
12.3 Evaluating Earnings Quality Pt2
12.4 Evaluating Cash Flow Quality
12.5 Evaluating Balance Sheet Quality
13.1 Framework for Analysis
13.2 Earnings Sources and Performance
13.3 Asset Base and Capital Structure
13.4 Capital Allocation
13.5 Earnings Quality and Cash Flow Analysis
13.6 Market Value Decomposition
14.1 Forecasting Financial Statements
14.2 Competitive Analysis and Growth Rate
4.Corporate Issuers
15.1 Theories of Dividend Policy
15.2 Stock Buybacks
16.1 Global Variations in Ownership Structures
16.2 Evaluating ESG Exposures
17.1 Factors Affecting the Cost of Capital and the Cost of Debt
17.2 ERP and the Cost of Equity
18.1 Restructuring Types and Motivations
18.2 Valuation
18.3 Evaluation
5.Equity Investments
19.1 Equity Valuation Applications and Processes
20.1 DDM Basics
20.2 Gordon Growth Model
20.3 Multiperiod Models
21.1 FCF Computation
21.2 Fixed and Working Capital Computation
21.3 Variations of Formulae
21.4 Example
21.5 FCF Other Aspects
22.1 PE Multiple
22.2 PB Multiple
22.3 PS and PCF Multiple
22.4 EV and Other Aspects
23.1 Residual Income Defined
23.2 Residual Income computation
23.3 Constant growth model for RI
23.4 Continuing Residual Income
23.5 Strengths Weaknesses
24.1 Private Company Basics
24.2 Discount Rate
24.3 Valuation
6.Fixed Income
25.1 Spot and Forward Rates Pt1
25.2 Spot and Forward Rates Pt2
25.3 Swap Rate Curve
25.4 Spread Measures
25.5 Term Structure Theory
25.6 Yield Curve Risks and Economic Factors
26.1 Binomial Trees Pt1
26.2 Binomial Trees Pt2
26.3 Interest Rate Models
27.1 Types of Embedded Option
27.2 Valuing Bonds with Embedded Options Pt1
27.3 Valuing Bonds with Embedded Options Pt2
27.4 Option Adjusted Spread
27.5 Duration
27.6 Key Rate Duration
27.7 Capped and Floored Floaters
27.8 Convertible Bonds
28.1 Credit Risk Measures
28.2 Analysis of Credit Risk
28.3 Credit Scores and Credit Ratings
28.4 Structural and Reduced Form Models
28.5 Credit Spread Analysis
28.6 Credit Spread
28.7 Credit Analysis of Securitized Debt
29.1 CDS Features and Terms
29.2 Factors Affecting Pricing
29.3 CDS Usage
7.Derivatives
30.1 Pricing and Valuation Concepts
30.2 Pricing and Valuation of Equity Forwards
30.3 Pricing and Valuation of Fixed Income Forwards
30.4 Pricing Forward Rate Agreements
30.5 Valuation of Forward Rate Agreements
30.6 Pricing and valuation interest Rate Swaps
30.7 Currency Swaps
30.8 Equity Swaps
31.1 The Binomial Model
31.2 Two Period Binomial and Put-Call Parity
31.3 American Options
31.4 Hedge Ratio
31.5 Interest Rate Options
31.6 Black-Scholes-Merton and Swaptions
31.7 Option Greeks and Dynamic Hedging
8.Alternative Investments
32.1 Introduction and Theories of Return
32.2 Analyzing Returns and Index Construction
33.1 Overview of Types of Real Estate Investment
33.2 Investments in Real Estate Through Publicly Traded Securities
34.1 Overview of Hedge Fund Strategies
34.2 Equity, Event-driven, and Relative Value Strategies
34.3 Opportunistic, Specialist, and Multi-manager Strategies
34.4 Factor Models and Portfolio Impact of Hedge Funds
9.Portfolio Management and Wealth Planning
35.1 ETF Mechanics and Tracking Error
35.2 Spreads Pricing Relative to NAV and Costs
35.3 ETF Risks and Portfolio Applications
36.1 Multifactor Models
36.2 Macroeconomic factor models fundamental factor models and statistical factor models
36.3 Multifactor Model Risk and Return
37.1 Value at Risk (VaR)
37.2 Using VaR
37.3 Sensitivity and Scenario Risk Measures
37.4 Applications of Risk Measures
37.5 Constraints and Capital Allocation Decisions
38.1 Introduction to Backtesting
38.2 Backtesting an Investment Strategy
38.3 Metrics Visuals and Problems in Backtesting
38.4 Scenario and Sensitivity Analysis
39.1 Valuation and Interest Rates
39.2 The Business Cycle
40.1 Value added by active management
40.2 The Information Ratio vs the Sharpe ratio
40.3 The Fundamental Law
40.4 Active Management
10.Ethical and Professional Standards
41.1 Introduction to the Code and Standards
42.1 Standard I(A) and I(B)
43.2 Standard I(C) and I(D)
43.3 Standard II(A) and II(B)
43.4 Standard III(A)
43.5 Standard III(B) and III(C)
43.6 Standard III(D) and III(E)
43.7 Standard IV(A),IV(B),and IV(C)
43.8 Standard V
43.9 Standard VI
43.10 Standard VII
44.1 Ethics Cases Studies
