融跃教育

Module 4 Introduction to the Global Investment Performance Standards (GIPS)

Module 5 Ethics Application

Module 3 Guidance for Standards I–VII

Module 2 Code of Ethics and Standards of Professional Conduct

Module 1 Ethics and Professionalism

Introduction

Module 1 Portfolio Risk and Return: Part Ⅰ

Module 2 Portfolio Risk and Return: Part Ⅱ

Module 3 Portfolio Management Overview

Module 4 Basic of Portfolio Planning and Construction

Module 5 The Behavioral Biases of Individuals

Module 6 Introduction to Risk Management

Module 2 Alternative Investment Performance and Returns

Module 3 Investments in Private Capital: Equity and Debt

Module 4 Real Estate and Infrastructure

Module 5 Natural Resources

Module 6 Hedge Funds

Module 7 Introduction to Digital Assets

Module 1 Alternative Investment Features, Methods, and Structures

Module 1 Derivative Instrument and Derivative Market Features

Module 2 Forward Commitment and Contingent Claim Features and Instruments

Module 3 Derivative Benefits, Risks, and Issuer and Investor Uses

Module 4 Arbitrage, Replication, and the Cost of Carry in Pricing Derivatives

Module 5 Pricing and Valuation of Forward Contracts and for an Underlying with Varying Maturities

Module 6 Pricing and Valuation of Futures Contracts

Module 7 Pricing and Valuation of Interest Rates and Other Swaps

Module 8 Pricing and Valuation of Options

Module 9 Option Replication Using Put–Call Parity

Module 10 Valuing a Derivative Using a One-Period Binomial Model

Module 19 Mortgage-Backed Security (MBS) Instrument and Market Features

Module 18 Asset-Backed Security (ABS) Instrument and Market Features

Module 17 Fixed-Income Securitization

Module 16 Credit Analysis for Corporate Issuers

Module 15 Credit Analysis for Government Issuers

Module 14 Credit Risk

Module 13 Curve-Based and Empirical Fixed-Income Risk Measures

Module 12 Yield-Based Bond Convexity and Portfolio Properties

Module 11 Yield-Based Bond Duration Measures and Properties

Module 10 Interest Rate Risk and Return

Module 9 The Term Structure of Interest Rates: Spot, Par, and Forward Curves

Module 8 Yield and Yield Spread Measures for Floating-Rate Instruments

Module 7 Yield and Yield Spread Measures for Fixed-Rate Bonds

Module 6 Fixed-Income Bond Valuation: Prices and Yields

Module 5 Fixed-Income Markets for Government Issuers

Module 4 Fixed-Income Markets for Corporate Issuers

Module 3 Fixed-Income Issuance and Trading

Module 2 Fixed-Income Cash Flows and Types

Module 1 Fixed-Income Instrument Features

Introduction

Module 1 Market Organization and Structure

Module 2 Security Market Indices

Module 3 Market Efficiency

Module 4 Overview of Equity Securities

Module 5 Company Analysis: Past and Present

Module 6 Industry and Competitive Analysis

Module 7 Company Analysis: Forecasting

Module 8 Equity Valuation: Concept and Basic Tool

Introduction

Module 12 Introduction to Financial Statement Modeling

Module 11 Financial Analysis Techniques

Module 1 Introduction to Financial Statement Analysis

Module 2 Analyzing Income Statements

Module 3 Analyzing Balance Sheets

Module 4 Analyzing Statements of Cash Flows I

Module 5 Analyzing Statements of Cash Flows II

Module 6 Analysis of Inventories

Module 7 Analysis of Long-Lived Assets

Module 8 Topics in Long-Term Liabilities and Equity

Module 9 Analysis of Income Taxes

Module 10 Financial Reporting Quality

Introduction

Introduction

Module 1 Introduction to Financial Statement Analysis

Module 2 Analyzing Income Statements

Module 3 Analyzing Balance Sheets

Module 4 Analyzing Statements of Cash Flows I

Module 5 Analyzing Statements of Cash Flows II

Module 6 Analysis of Inventories

Module 7 Analysis of Long-Lived Assets

Module 8 Topics in Long-Term Liabilities and Equity

Module 9 Analysis of Income Taxes

Module 10 Financial Reporting Quality

Module 11 Financial Analysis Techniques

Module 12 Introduction to Financial Statement Modeling

Module 1 Organizational Forms, Corporate Issuer Features, and Ownership

Module 2 Investors and Other Stakeholders

Module 3 Corporate Governance: Conflicts, Mechanisms, Risks, and Benefits

Module 4 Working Capital and Liquidity

Module 5 Capital Investments and Capital Allocation

Module 6 Capital Structure

Module 7 Business Models

Introduction

Module 1 The Firm and Market Structures

Module 2 Understanding Business Cycles

Module 3 Fiscal Policy

Module 4 Monetary Policy

Module 5 Introduction to Geopolitics

Module 6 International Trade

Module 7 Capital Flows and the FX Market

Module 8 Exchange Rate Calculations

Module 1 Rates and Returns

Module 2 The Time Value of Money in Finance

Module 3 Statistical Measures of Asset Returns

Module 4 Probability Trees and Conditional Expectations

Module 5 Portfolio Mathematics

Module 6 Simulation Methods

Module 7 Estimation and Inference

Module 8 Hypothesis Testing

Module 9 Parametric and Non-Parametric Tests of Independence

Module 10 Simple Linear Regression

Module 11 Introduction to Big Data Techniques

Introduction

Module 1 Rates and Returns

Module 2 The Time Value of Money in Finance

Module 3 Statistical Measures of Asset Returns

Module 4 Probability Trees and Conditional Expectations

Module 5 Portfolio Mathematics

Module 6 Simulation Methods

Module 7 Estimation and Inference

Module 8 Hypothesis Testing

Module 9 Parametric and Non-Parametric Tests of Independence

Module 10 Simple Linear Regression

Module 11 Introduction to Big Data Techniques

Module 1 Firms and Market Structures

Module 2 Understanding Business Cycles

Module 3 Fiscal Policy

Module 4 Monetary Policy

Module 5 Introduction to Geopolitics

Module 6 International Trade

Module 7 Capital Flows and the FX Market

Module 8 Exchange Rate Calculations

Module 3 Corporate Governance: Conflicts, Mechanisms, Risks, and Benefits

Module 4 Working Capital and Liquidity

Module 5 Capital Investments and Capital Allocation

Module 6 Capital Structure

Module 7 Business Models

Module 2 Investors and Other Stakeholders

Module 1 Organizational Forms, Corporate Issuer Features, and Ownership

Module 1 Introduction to Financial Statement Analysis

Module 2 Analyzing Income Statements

Module 3 Analyzing Balance Sheets

Module 4 Analyzing Statements of Cash Flows I

Module 5 Analyzing Statements of Cash Flows II

Module 6 Analysis of Inventories

Module 7 Analysis of Long-Lived Assets

Module 8 Topics in Long-Term Liabilities and Equity

Module 9 Analysis of Income Taxes

Module 10 Financial Reporting Quality

Module 11 Financial Analysis Techniques

Module 12 Introduction to Financial Statement Modeling

Module 1 Market Organization and Structure

Module 2 Security Market Indices

Module 3 Market Efficiency

Module 4 Overview of Equity Securities

Module 5 Company Analysis: Past and Present

Module 6 Industry and Competitive Analysis

Module 7 Company Analysis: Forecasting

Module 8 Equity Valuation: Concept and Basic Tool

Module 9 The Term Structure of Interest Rates: Spot, Par, and Forward Curves

Module 8 Yield and Yield Spread Measures for Floating-Rate Instruments

Module 7 Yield and Yield Spread Measures for Fixed-Rate Bonds

Module 6 Fixed-Income Bond Valuation: Prices and Yields

Module 5 Fixed-Income Markets for Government Issuers

Module 4 Fixed-Income Markets for Corporate Issuers

Module 3 Fixed-Income Issuance and Trading

Module 2 Fixed-Income Cash Flows and Types

Module 1 Fixed-Income Instrument Features

Module 17 Fixed-Income Securitization

Module 16 Credit Analysis for Corporate Issuers

Module 15 Credit Analysis for Government Issuers

Module 14 Credit Risk

Module 13 Curve-Based and Empirical Fixed-Income Risk Measures

Module 12 Yield-Based Bond Convexity and Portfolio Properties

Module 11 Yield-Based Bond Duration Measures and Properties

Module 10 Interest Rate Risk and Return

Module 19 Mortgage-Backed Security (MBS) Instrument and Market Features

Module 18 Asset-Backed Security (ABS) Instrument and Market Features

Module 10 Valuing a Derivative Using a One-Period Binomial Model

Module 9 Option Replication Using Put–Call Parity

Module 1 Derivative Instrument and Derivative Market Features

Module 2 Forward Commitment and Contingent Claim Features and Instruments

Module 3 Derivative Benefits, Risks, and Issuer and Investor Uses

Module 5 Pricing and Valuation of Forward Contracts and for an Underlying with Varying Maturities

Module 6 Pricing and Valuation of Futures Contracts

Module 7 Pricing and Valuation of Interest Rates and Other Swaps

Module 8 Pricing and Valuation of Options

Module 1 Alternative Investment Features, Methods, and Structures

Module 2 Alternative Investment Performance and Returns

Module 3 Investments in Private Capital: Equity and Debt

Module 4 Real Estate and Infrastructure

Module 5 Natural Resources

Module 6 Hedge Funds

Module 7 Introduction to Digital Assets

Module 3 Portfolio Management Overview

Module 2 Portfolio Risk and Return: Part Ⅱ

Module 1 Portfolio Risk and Return: Part Ⅰ

Module 6 Introduction to Risk Management

Module 5 The Behavioral Biases of Individuals

Module 4 Basic of Portfolio Planning and Construction

Module 1 Ethics and Trust in the Investment Profession

Module 2 Code of Ethics and Standards of Professional Conduct

Module 3 Guidance for Standards I–VII

Module 4 Introduction to the Global Investment Performance Standards (GIPS)

CFA考前注意事项

官方机考系统介绍

Module 2 Financial Reporting Standards

Module 3 Understanding Income Statements

Module 4 Understanding Balance Sheets

Module 5 Understanding Cash Flow Statements

Module 7 Inventories

Module 8 Long-Lived Assets

Module 9 Income taxes

Module 10 Long-Term Liabilities

Module 8 Currency Exchange Rates

Module 7 International Trade and Capital Flows

Module 5 Monetary and Fiscal Policy

Module 4 Understanding Business Cycles

Module 3 Aggregate Output, Prices, and Economic Growth

Module 2 The Firm and Market Structures

Module 1 Topics in Demand and Supply Analysis

Module 1 Interest Rates, Present Value, and Future Value

Module 2 Organizing, Visualizing, and Describing Data

Module 3 Probability Concepts

Module 4 Common Probability Distributions

Module 5 Sampling and Estimation

Module 6 Hypothesis Testing

7 - Combination and Permutation

6 - Statistics Worksheets

5 - Depreciation Worksheet

4 - Bond Worksheet

3 - Cash Flow Worksheet

2 - Time-Value-of-Money and Amortization Worksheets

1 - Overview of Calculator Operations

财务报表分析前导

金融数学

金融英语

金融市场介绍

2024年一级考纲介绍

Module 1 Ethics and Trust in the Investment Profession

Module 2 Code of Ethics and Standards of Professional Conduct

Module 3 Guidance for Standards I–VII

Module 4 Introduction to the Global Investment Performance Standards (GIPS)

Module 1 Portfolio Risk and Return

Module 2 Basic of Portfolio Management

Module 3 The Behavioral Biases of Individuals

Module 4 Introduction to Risk Management

Module 1 Alternative Investment Features, Methods, and Structures

Module 2 Alternative Investment Performance and Returns

Module 3 Investments in Private Capital: Equity and Debt

Module 4 Real Estate and Infrastructure

Module 5 Natural Resources

Module 6 Hedge Funds

Module 7 Introduction to Digital Assets

Module 1 Fixed-Income Instrument Features

Module 2 Fixed-Income Cash Flows and Types

Module 3 Fixed-Income Issuance and Trading

Module 4 Fixed-Income Markets for Corporate Issuers

Module 5 Fixed-Income Markets for Government Issuers

Module 6 Fixed-Income Bond Valuation: Prices and Yields

Module 7 Yield and Yield Spread Measures for Fixed-Rate Bonds

Module 8 Yield and Yield Spread Measures for Floating-Rate Instruments

Module 9 The Term Structure of Interest Rates: Spot, Par, and Forward Curves

Module 10 Interest Rate Risk and Return

Module 11 Yield-Based Bond Duration Measures and Properties

Module 12 Yield-Based Bond Convexity and Portfolio Properties

Module 13 Curve-Based and Empirical Fixed-Income Risk Measures

Module 14 Credit Risk

Module 15 Credit Analysis for Government Issuers

Module 16 Credit Analysis for Corporate Issuers

Module 17 Fixed-Income Securitization

Module 18 Asset-Backed Security (ABS) Instrument and Market Features

Module 19 Mortgage-Backed Security (MBS) Instrument and Market Features

Module 5 Pricing and Valuation of Forward Contracts and for an Underlying with Varying Maturities

Module 6 Pricing and Valuation of Futures Contracts

Module 7 Pricing and Valuation of Interest Rates and Other Swaps

Module 8 Pricing and Valuation of Options

Module 9 Option Replication Using Put–Call Parity

Module 4 Arbitrage, Replication, and the Cost of Carry in Pricing Derivatives

Module 3 Derivative Benefits, Risks, and Issuer and Investor Uses

Module 2 Forward Commitment and Contingent Claim Features and Instruments

Module 1 Derivative Instrument and Derivative Market Features

Module 10 Valuing a Derivative Using a One-Period Binomial Model

Module 1 Market Organization and Structure

Module 2 Security Market Indices

Module 3 Market Efficiency

Module 4 Overview of Equity Securities

Module 5 Company Analysis: Past and Present

Module 6 Industry and Competitive Analysis

Module 7 Company Analysis: Forecasting

Module 8 Equity Valuation: Concept and Basic Tool

Introduction

Module 1 Introduction to Financial Statement Analysis

Module 2 Analyzing Income Statements

Module 3 Analyzing Balance Sheets

Module 4 Analyzing Statements of Cash Flows I

Module 5 Analyzing Statements of Cash Flows II

Module 6 Analysis of Inventories

Module 7 Analysis of Long-Lived Assets

Module 8 Topics in Long-Term Liabilities and Equity

Module 9 Analysis of Income Taxes

Module 10 Financial Reporting Quality

Module 11 Financial Analysis Techniques

Module 12 Introduction to Financial Statement Modeling

Module 1 Organizational Forms, Corporate Issuer Features, and Ownership

Module 2 Investors and Other Stakeholders

Module 3 Corporate Governance: Conflicts, Mechanisms, Risks, and Benefits

Module 4 Working Capital and Liquidity

Module 5 Capital Investments and Capital Allocation

Module 6 Capital Structure

Module 7 Business Models

Module 1 Firms and Market Structures

Module 2 Understanding Business Cycles

Module 3 Fiscal Policy

Module 4 Monetary Policy

Module 5 Introduction to Geopolitics

Module 6 International Trade

Module 7 Capital Flows and the FX Market

Module 8 Exchange Rate Calculations

Module 1 Rates and Returns

Module 2 The Time Value of Money in Finance

Module 3 Statistical Measures of Asset Returns

Module 4 Probability Trees and Conditional Expectations

Module 5 Portfolio Mathematics

Module 6 Simulation Methods

Module 7 Estimation and Inference

Module 8 Hypothesis Testing

Module 9 Parametric and Non-Parametric Tests of Independence

Module 10 Simple Linear Regression

Module 11 Introduction to Big Data Techniques

小灶点睛直播

小灶点睛直播

道德冲刺

组合管理冲刺

另类投资冲刺

衍生品冲刺

固定收益冲刺

权益投资冲刺

财报冲刺

企业发行人 冲刺

经济学冲刺

数量冲刺

Module 1 The Private Wealth Management Industry

Module 2 Working With the Wealthy

Module 3 Wealth Planning

Module 4 Investment Planning

Module 5 Preserving the Wealth

Module 6 Advising the Wealthy

Module 7 Transferring the Wealth

Module 1 Private Investments and Structures

Module 2 General Partner and Investor Perspectives and the Investment Process

Module 3 Private Equity

Module 4 Private Debt

Module 5 Private Special Situations

Module 6 Private Real Estate Investments

Module 7 Infrastructure

Module 1 Index-Based Equity Strategies

Module 2 Active Equity Investing: Strategies

Module 3 Active Equity Investing: Portfolio Construction

Module 4 Liability-Driven and Index-Based Strategies

Module 5 Yield Curve Strategies

Module 6 Fixed-Income Active Management: Credit strategies

Module 7 Trade Strategy and Execution

Module8 Case Study in Portfolio Management Institutional

Module 4 Asset Manager Code of Professional Conduct

Module 2 Guidance for Standards I–VII

Module 1 Code of Ethics and Standards of Professional Conduct

Module 1 Options Strategies

Module 2 Swaps, Forwards, and Futures Strategies

Module 3 Currency Management: An Introduction

M1 Portfolio Performance Evaluation

M2 Investment Manager Selection

M3 Overview of the Global Investment Performance Standards

M1 Overview of Equity Portfolio Management

M2 Overview of Fixed-Income Portfolio Management

M3 Asset Allocation to Alternative Investments

M4 An Overview of Private Wealth Management

M5 Portfolio Management for Institutional Investors

M6 Trading Costs and Electronic Markets

M7 Integrated Cases in Risk Management- Institutional

Module 5 Asset Allocation with Real-World Constraints

Module 4 Principles of Asset Allocation

Module 3 Overview of Asset Allocation

Module1 Capital Market Expectations, Part 1 Framework and Macro Considerations

Module2 Capital Market Expectations, Part 2 Forecasting Asset Class Returns

CFA三级2025年考纲变化

M1 Portfolio Performance Evaluation

M2 Investment Manager Selection

M3 Overview of the Global Investment PerformanceStandards

M1 Code of Ethics and Standards of Professiona

M2 Guidance for Standards I–VII

M3 Application of the Code and Standards Level III

M4 Asset Manager Code of Professional Conduct