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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(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
M1-3 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
M3-1 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 2-2 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 5-3 Mortgage-Backed Security (MBS) Instrument and Market Features
Chapter 5 Summary
Chapter 5-2 Asset-Backed Security (ABS) Instrument and Market Features
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
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
M1-1 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
M3-20 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
