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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（双语字幕）
Interest Rates and Return Measurement
Time-Weighted and Money-Weighted Returns
Common Measures of Return
Discounted Cash Flow Valuation
Implied Returns and Cash Flow Additivity
Central Tendency and Dispersion
Skewness Kurtosis and Correlation
Probability Models Expected Values and Bayes Formula
Probability Models for Portfolio Return and Risk
Lognormal Distributions and Simulation Techniques
Sampling Techniques and the Central Limit Theore
Hypothesis Testing Basics
Types of Hypothesis Tests
Tests for Independence
Linear Regression Basics
Analysis of Variance ANOVA and Goodness of Fit
Predicted Values and Functional Forms of Regression
Introduction to Fintech
2.Economics（双语字幕）
Breakeven, Shutdown, and Scale
Characteristics of Market Structures
Identifying Market Structures
Business Cycles
Fiscal Policy Objectives
Fiscal Policy Tools and Implementation
Central Bank Objectives and Tools
Monetary Policy Effects and Limitations
Geopolitics
International Trade
The Foreign Exchange Market
Managing Exchange Rates
Foreign Exchange Rates
3.Corporate Issuers（双语字幕）
Features of Corporate Issuers
Stakeholders and ESG Factors
Corporate Governance
Liquidity Measures and Management
Capital Investments and Project Measures
Capital Allocation Principles and Real Options
Weighted-Average Cost of Capital
Capital Structure Theories
Business Model Features and Types
4.Financial Statement Analysts（双语字幕）
Financial Statement Roles
Revenue Recognition
Expense Recognition
Nonrecurring Items
Earnings Per Share
Ratios and Common-Size Income Statements
Intangible Assets and Marketable Securities
Common-Size Balance Sheets
Cash Flow Introduction and Direct Method CFO
Indirect Method CFO
Investing and Financing Cash Flows and IFRSU.S. GAAP Differences
Analyzing Statements of Cash Flows II
Inventory Measurement
Inflation Impact on FIFO and LIFO
Presentation and Disclosure
Intangible Long-Lived Assets
Impairment and Derecognition
Long-Term Asset Disclosures
Leases
Deferred Compensation and Disclosures
Differences Between Accounting Profit and Taxable Income
Deferred Tax Assets and Liabilities
Tax Rates and Disclosures
Reporting Quality
Accounting Choices and Estimates
Introduction to Financial Ratio
Financial Ratios Part 1
Financial Ratios Part 2
DuPont Analysis
Industry-Specific Financial Ratios
Financial Statement Modeling
5.Equity Investments（双语字幕）
Markets Assets and Intermediaries
Positions and Leverage
Order Execution and Validity
Index Weighting Methods
Uses and Types of Indexes
Market Efficiency
Types of Equity Investments
Foreign Equities and Equity Risk
Company Research Reports
Revenue, Profitability, and Capital
Industry Analysis
Industry Structure and Competitive Positioning
Forecasting in Company Analysis
Dividends, Splits, and Repurchases
Dividend Discount Models
Relative Valuation Measures
6.Fixed Income（双语字幕）
Fixed-Income Instrument Features
Fixed-Income Cash Flows and Types
Fixed-Income Issuance and Trading
Fixed-Income Markets for Corporate Issuers
Fixed-Income Markets for Government Issuers
Fixed-Income Bond Valuation- Prices and Yields
Yield and Yield Spread Measures for Fixed-Rate Bonds
Yield and Yield Spread Measures for Floating-Rate Instruments
The Term Structure of Interest Rates- Spot, Par, and Forward Curves
Interest Rate Risk and Return
Yield-Based Bond Duration Measures and Properties
Yield-Based Bond Convexity and Portfolio Propertie
Curve-Based and Empirical Fixed-Income Risk Measures
Credit Risk
Credit Analysis for Government Issuers
Credit Analysis for Corporate Issuers
Fixed-Income Securitization
Asset-Backed Security (ABS) Instrument and Market Features
Mortgage-Backed Security (MBS) Instrument and Market Features
7.Derivatives（双语字幕）
Derivatives Markets
Forwards and Futures
Swaps and Options
Uses, Benefits, and Risks of Derivatives
Arbitrage, Replication, and Carrying Costs
Forward Contract Valuation
Futures Valuation
Swap Valuation
Option Valuation
Put-Call Parity
Binomial Model for Option Values
8.Alternative Investments（双语字幕）
Alternative Investment Structures
Performance Appraisal and Return Calculations
Private Capital
Real Estate
Infrastructure
Farmland, Timberland, and Commodities
Hedge Funds
Distributed Ledger Technology
Digital Asset Characteristics
9.Portfolio Management and Wealth Planning（双语字幕）
Historical Risk and Return
Risk Aversion
Portfolio Standard Deviation
The Efficient Frontier
Systematic Risk and Beta
The CAPM and the SML
Portfolio Management Process
Asset Management and Pooled Investments
Portfolio Planning and Construction
Cognitive Errors vs. Emotional Biases
Emotional Biases
Introduction to Risk Management
10.Ethical and Professional Standards（双语字幕）
Ethics and Trust
Code and Standards
Guidance for Standards I(A) and I(B)
Guidance for Standards I(C), I(D), and I(E)
Guidance for Standard II
Guidance for Standards III(A) and III(B)
Guidance for Standards III(C), III(D), and III(E)
Guidance for Standard IV
Guidance for Standard V
Guidance for Standard VI
Guidance for Standard VII
Introduction to GIPS
Ethics Application
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
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- Fiscal 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.Corporate Issuers
20.1-Features of Corporate Issuers
21.1-Stakeholders and ESG Factors
22.1-Corporate Governance
23.1-Liquidity Measures and Management
24.1-Capital Investments and Project Measures
24.2-Capital Allocation Principles and Real Options
25.1-Weighted-Average Cost of Capital
25.2-Capital Structure Theories
26.1-Business Model Features and Types
4.Financial Statement Analysts
27.1-Financial Statement Roles
28.1-Revenue Recognition
28.2-Expense Recognition
28.3-Nonrecurring Items
28.4-Earnings Per Share
28.5-Ratios and Common-Size Income Statements
29.1-Intangible Assets and Marketable Securities
29.2-Common-Size Balance Sheets
30.1-Cash Flow Introduction and Direct Method CFO
30.2-Indirect Method CFO
30.3-Investing and Financing Cash Flows and IFRSU.S. GAAP Differences
31.1-Analyzing Statements of Cash Flows II
32.1-Inventory Measurement
32.2-Inflation Impact on FIFO and LIFO
32.3-Presentation and Disclosure
33.1-Intangible Long-Lived Assets
33.2-Impairment and Derecognition
33.3-Long-Term Asset Disclosures
34.1-Leases
34.2-Deferred Compensation and Disclosures
35.1-Differences Between Accounting Profit and Taxable Income
35.2-Deferred Tax Assets and Liabilities
35.3-Tax Rates and Disclosures
36.1-Reporting Quality
36.2-Accounting Choices and Estimates
36.3-Warning Signs
37.1-Introduction to Financial Ratios
37.2-Financial Ratios Part 1
37.3-Financial Ratios Part 2
37.4-DuPont Analysis
37.5-Industry-Specific Financial Ratios
38.1-Financial Statement Modeling
5.Equity Investments
39.1-Markets Assets and Intermediaries
39.2-Positions and Leverage
39.3-Order Execution and Validity
40.1-Index Weighting Methods
40.2-Uses and Types of Indexes
41.1-Market Efficiency
42.1-Types of Equity Investments
42.2-Foreign Equities and Equity Risk
43.1-Company Research Reports
43.2-Revenue, Profitability, and Capital
44.1-Industry Analysis
44.2-Industry Structure and Competitive Positioning
45.1-Forecasting in Company Analysis
46.1-Dividends, Splits, and Repurchases
46.2-Dividend Discount Models
46.3-Relative Valuation Measures
47.1- Fixed-Income Instrument Features
48.1- Fixed-Income Cash Flows and Types
49.1- Fixed-Income Issuance and Trading
6.Fixed Income
50.1- Fixed-Income Markets for Corporate Issuers
51.1- Fixed-Income Markets for Government Issuers
52.1- Fixed-Income Bond Valuation- Prices and Yields
53.1- Yield and Yield Spread Measures for Fixed-Rate Bonds
54.1- Yield and Yield Spread Measures for Floating-Rate Instruments
55.1- The Term Structure of Interest Rates- Spot, Par, and Forward Curves
56.1- Interest Rate Risk and Return
57.1- Yield-Based Bond Duration Measures and Properties
58.1- Yield-Based Bond Convexity and Portfolio Properties
59.1- Curve-Based and Empirical Fixed-Income Risk Measures
60.1- Credit Risk
61.1- Credit Analysis for Government Issuers
62.1- Credit Analysis for Corporate Issuers
63.1- Fixed-Income Securitization
64.1- Asset-Backed Security (ABS) Instrument and Market Features
65.1- Mortgage-Backed Security (MBS) Instrument and Market Features
7.Derivatives
66.1-Derivatives Markets
67.1-Forwards and Futures
67.2-Swaps and Options
68.1-Uses, Benefits, and Risks of Derivatives
69.1-Arbitrage, Replication, and Carrying Costs
70.1-Forward Contract Valuation
71.1-Futures Valuation
72.1-Swap Valuation
73.1-Option Valuation
74.1-Put-Call Parity
75.1-Binomial Model for Option Values
8.Alternative Investments
76.1-Alternative Investment Structures
77.1-Performance Appraisal and Return Calculations
78.1-Private Capital
79.1-Real Estate
79.2-Infrastructure
80.1-Farmland, Timberland, and Commodities
81.1-Hedge Funds
82.1-Distributed Ledger Technology
82.2-Digital Asset Characteristics
9.Portfolio Management and Wealth Planning
83.1-Historical Risk and Return
83.2-Risk Aversion
83.3-Portfolio Standard Deviation
83.4-The Efficient Frontier
84.1-Systematic Risk and Beta
84.2-The CAPM and the SML
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
10.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), I(D), and I(E)
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
