融跃教育

1-1 Quantitative Methods

1-2 Quantitative Methods

2-1 Economics

2-2 Economics

3-1 Financial Statement Analysts

4-1 Corporate Issuers

5-1 Equity Investments

6-1 Fixed Income

7-1 Derivatives

8-1 Alternative Investments

9-1 Portfolio Management and Wealth Planning

10-1 Ethical and Professional Standards

1-1 Overview of Calculator Operations

1-2 Overview of Calculator Operations

1-3 Overview of Calculator Operations

2-1 Time-Value-of-Money and Amortization Worksheets

3-1 Cash Flow Worksheet

4-1 Bond Worksheet

5-1 Depreciation Worksheet

6-1 Statistics Worksheets

7-1 Combination and Permutation

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

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

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

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

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

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

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

Chapter 1-3&4&5 Summary

M4 Arbitrage, Replication, and the Cost of Carry in Pricing Derivatives

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

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

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

M1 Rates and Returns

M2 The Time Value of Money in Finance

M3 Statistical Measures of Asset Returns

M4 Probability Trees and Conditional Expectations

M5 Portfolio Mathematics

M6 Simulation Methods

M7 Estimation and Inference

M8 Hypothesis Testing

M9 Parametric and Non-Parametric Tests of Independence

M10 Simple Linear Regression

M11 Introduction to Big Data Techniques

M1 The Firm and Market Structures

M2 Understanding Business Cycles

M3 Fiscal Policy

M4 Monetary Policy

M5 Introduction to Geopolitics

M6 International Trade

M7 Capital Flows and the FX Market

M8 Exchange Rate Calculation

M1 Organizational Forms, Corporate Issuer Features, and Ownership

M2 Investors and Other Stakeholders

M3 Corporate Governance- Conflicts, Mechanisms, Risks, and Benefits

M4 Working Capital and Liquidity

M5 Capital Investments and Capital Allocation

M6 Capital Structure

M7 Business Models

M1 Introduction to Financial Statement Analysis

M2 Analyzing Income Statement

M3 Analyzing Balance Sheet

M4 Analyzing Statement of Cash Flows I

M5 Analyzing Statement of Cash Flows II

M6 Analysis of Inventories

M7 Analysis of Long-Term Assets

M8 Topics in Long-Term Liabilities and Equity

M9 Analysis of Income Taxes

M10 Financial Reporting Quality

M11 Financial Analysis Techniques

M12 Introduction to Financial Statement Modeling

M1 Market Organization and Structure

M2 Security Market Indices

M3 Market Efficiency

M4 Overview of Equity Securities

M5 Company Analysis- Past and Present

M6 Industry and Competitive Analysis

M7 Company Analysis- Forecasting

M8 Equity Valuation- Concept and Basic Tool

Chapter 1 Fixed-Income Basis- Products and Market

Chapter 2 Fixed-Income Valuation and The Term Structure of Interest Rates

Chapter 3 Interest Risks Analysis of Fixed-Income Securities

Chapter 4 Credit Analysis of Fixed-Income Securities

Chapter 5 Securitization

M1 Derivative Instrument and Derivative Market Features

M2 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 Pricing and Valuation of Forward Contracts and for an Underlying with Varying Maturities

M6 Pricing and Valuation of Futures Contracts

M7 Pricing and Valuation of Interests Rates and Other Swaps

M8 Pricing and Valuation of Options

M9 Option Replication Using Put-Call Parity

M10 Valuing a Derivatives Using a One-Period Binomial Model

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

2.2- Implied Returns and Cash Flow Additivity

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Implied Returns and Cash Flow Additivity

Accounting Choices and Estimates

Warning Signs

Introduction to Financial Ratios

Financial Ratios Part 1

Financial Ratios Part 2

DuPont Analysis

Industry-Specific Financial Ratios

Financial Statement Modeling

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

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

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

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

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

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