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详情介绍
课程大纲
{in name="user_id" value="21644"} {/ in}课程试听 推荐
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
M10-2 Simple Linear Regression-2
M11 Introduction to Big Data Techniques
2.Economics
Intoduction
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 Valuation
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
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
Introduction
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
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
M6-2 Risk Management Framework
M6-3 Risk Governance
M6-4 Identification of Risk
M6-5 Measuring and Modifying Risk
10.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 Competence
M3-11 MNI
M3-12 MNI
M3-13 MNI
M3-14 Market manipulation
M3-15 Duties to clients
M3-16 Duties to clients
M3-17 Fair dealing
M3-18 Suitability
M3-19 Performance presensation and Confidentiality
M3-20 Duties to employer
M3-21 Duties to employer
M3-22 Additional compensation arrangements
M3-23 Responsibility of supervisors
M3-24 Diligence and reasonable basis
M3-25 Diligence and reasonable basis
M3-26 Communication with clients
M3-27 Record retention
M3-28 Disclosure of conflicts
M3-29 Priority of transaction and referral fee
M3-30 Conduct as participants in CFA institute programs
M3-31 Reference to CFA institute
M4-1 GIPS
M5-1 Ethical application
M5-2 Ethical application
M5-3 Ethical application
M5-4 Ethical application
