融跃教育

CFA二级Kaplan英文视频

• 1.Quantitative Methods

  • Basics of Multiple Regression and Underlying Assumptions

    

  • Evaluating Regression Model Fit and Interpreting Model Results

    

  • Model Specification

    

  • Extensions of Multiple Regression

    

  • Linear and Log linear Trend Models

    

  • Autoregressive Models AR

    

  • Random Walks and Unit Roots

    

  • Seasonality

    

  • ARCH and Multiple Time Series

    

  • Types of Learning and Overfitting Problems

    

  • Supervised Learning Algorithms

    

  • Unsupervised Learning Algorithms and Other Models

    

  • Data Analysis Steps

    

  • Data Exploration

    

  • Model Training and Evaluation

    

• 2.Economics

  • Forex quotes Spread and Triangular Arbitrage

    

  • Mark to Market Value and Parity Conditions

    

  • Exchange Rate Determinants Carry Trade and Central Bank Influence

    

  • Growth Factors and Production Function

    

  • Growth Accounting and Influencing Factors

    

  • Growth and Convergence Theories

    

• 3.Financial Statement Analysts

  • Classifications

    

  • Investments in Financial Assets (IFRS 9)

    

  • Investment in Associates Pt1 Equity Method-

    

  • Investment in Associates Pt2

    

  • Business Combinations Balance sheet

    

  • Business Combinations Income Statement

    

  • Business Combinations Goodwill

    

  • Joint Ventures

    

  • Special Purpose Entities

    

  • Share-Based Compensation

    

  • Post-Employment Benefits

    

  • Transaction Exposure

    

  • Translation

    

  • Temporal Method

    

  • Current Rate Method

    

  • Example

    

  • Ratios

    

  • Hyperinflation

    

  • Tax Sales Growth Financial Results

    

  • Financial Institutions

    

  • Capital Adequacy and Asset Quality

    

  • Management Capabilities and Earnings Quality

    

  • Liquidity Position and Sensitivity to Market Risk

    

  • Other factors

    

  • Insurance Companies

    

  • Quality of Financial Reports

    

  • Evaluating Earnings Quality Pt1

    

  • Evaluating Earnings Quality Pt2

    

  • Evaluating Cash Flow Quality

    

  • Evaluating Balance Sheet Quality

    

  • Framework for Analysis

    

  • Earnings Sources and Performance-

    

  • Asset Base and Capital Structure

    

  • Capital Allocation

    

  • Earnings Quality and Cash Flow Analysis

    

  • Market Value Decomposition

    

• 4.Corporate Issuers

  • Theories of Dividend Policy

    

  • Stock Buybacks

    

  • Global Variations in Ownership Structures

    

  • Evaluating ESG Exposures

    

  • Factors Affecting the Cost of Capital and the Cost of Debt

    

  • ERP and the Cost of Equity

    

  • Restructuring Types and Motivations

    

  • Valuation

    

  • Evaluation

    

• 5.Equity Investments

  • Equity Valuation Applications and Processes

    

  • DDM Basics

    

  • Gordon Growth Model

    

  • Multiperiod Models

    

  • FCF Computation

    

  • Fixed and Working Capital Computation

    

  • Variations of Formulae

    

  • Example

    

  • FCF Other Aspects

    

  • PE Multiple

    

  • PB Multiple

    

  • PS and PCF Multiple

    

  • EV and Other Aspects

    

  • Residual Income Defined

    

  • Residual Income computation

    

  • Constant growth model for RI

    

  • Continuing Residual Income

    

  • Strengths Weaknesses

    

  • Private Company Basics

    

  • Discount Rate

    

  • Valuation

    

• 6.Fixed Income

  • Spot and Forward Rates Pt1

    

  • Spot and Forward Rates Pt2

    

  • Swap Rate Curve

    

  • Spread Measures

    

  • Term Structure Theory

    

  • Yield Curve Risks and Economic Factors

    

  • Binomial Trees Pt1

    

  • Binomial Trees Pt2

    

  • Interest Rate Models

    

  • Types of Embedded Option

    

  • Valuing Bonds with Embedded Options Pt1

    

  • Valuing Bonds with Embedded Options Pt2

    

  • Option Adjusted Spread

    

  • Duration

    

  • Key Rate Duration

    

  • Capped and Floored Floaters

    

  • Convertible Bonds

    

  • Credit Risk Measures

    

  • Analysis of Credit Risk

    

  • Credit Scores and Credit Ratings

    

  • Structural and Reduced Form Models

    

  • Credit Spread Analysis

    

  • Credit Spread

    

  • Credit Analysis of Securitized Debt

    

  • CDS Features and Terms

    

  • Factors Affecting Pricing

    

  • CDS Usage

    

• 7.Derivatives

  • Pricing and Valuation Concepts

    

  • Pricing and Valuation of Equity Forwards

    

  • Pricing and Valuation of Fixed Income Forwards

    

  • Pricing Forward Rate Agreements

    

  • Valuation of Forward Rate Agreements

    

  • Pricing and Valuation Interest Rate Swaps

    

  • Currency Swaps

    

  • Equity Swaps

    

  • The Binomial Model

    

  • Two Period Binomial and Put-Call Parity

    

  • American Options

    

  • Hedge Ratio

    

  • Interest Rate Options

    

  • Black-Sholes-Merton and Swaptions

    

  • Option Greeks and Dynamic Hedging

    

• 8.Alternative Investments

  • Introduction and Theories of Return

    

  • Analyzing Returns and Index Construction

    

  • Real Estate Features

    

  • Value Drivers and Property Types

    

  • Due Diligence, Valuation and Indexes

    

  • Investments in Real Estate Through Publicly Traded Securities

    

  • Overview of Hedge Fund Strategies

    

  • Equity, Event Driven, and Relative Value Strategies

    

  • Opportunistic, Specialist, and Multi-Manager Strategies

    

  • Factor Models and Portfolio Impact of Hedge Funds

    

• 9.Portfolio Management and Wealth Planning

  • Valuation and Interest Rates

    

  • The Business Cycle

    

  • Value Added by Active Management

    

  • The Information Ratio vs the Sharpe Ratio

    

  • The Fundamental Law

    

  • Active Management

    

  • ETF Mechanics and Tracking Error

    

  • Spreads Pricing Relative to NAV and Costs

    

  • ETF Risks and Portfolio Applications

    

  • Multifactor Models

    

  • Macroeconomic Factor Models Fundamental Factor Models and Statistical Factor Models

    

  • Multifactor Model Risk and Return

    

  • Value at Risk VaR

    

  • Using VaR

    

  • Sensitivity and Scenario Risk Measures

    

  • Applications of Risk Measures

    

  • Constraints and Capital Allocation Decisions

    

  • Introduction to Backtesting

    

  • Backtesting an Investment Strategy

    

  • Metrics Visuals and Problems in Backtesting

    

  • Scenario and Sensitivity Analysis

    

• 10.Ethical and Professional Standards

  • Introduction to the Code and Standards

    

  • Standards I(A) and I(B)

    

  • Standards I(C), I(D), and I(E)

    

  • Standards II(A) and II(B)

    

  • Standard III(A)

    

  • Standards III(B) and III(C)

    

  • Standards III(D) and III(E)

    

  • Standards IV(A), IV(B), and IV(C)

    

  • Standard V

    

  • Standard VI

    

  • Standard VII

    

  • Ethics Case Studies