融躍教育

CFA快速通關(guān)APS智播課(二三級)

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課程簡介: 該課程由融躍教育CFA研究院擁有多年工作經(jīng)驗與教學(xué)經(jīng)驗的精英講師親自授課,緊貼CFA考試新大綱,通過直播師生互動、錄播回放鞏固復(fù)習(xí)等多元化的教學(xué)方式,輔以高品質(zhì)的在線學(xué)習(xí)平臺,突破傳統(tǒng)教學(xué)的限制。享受專屬班主任督學(xué)、定制學(xué)習(xí)計劃、不限次數(shù)答疑、社群學(xué)習(xí)等模式,讓學(xué)員在學(xué)到知識的同時,快速通過考試。

視頻有效期:24個月

視頻時長:約540小時

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基礎(chǔ)精講班

  • 1.Corporate Issuers

    • Module 1 Analysis of Dividends and Share Repurchases

    • Module 2 Environmental, Social, and Governance (ESG) Considerations in Investment Analysis

    • Module 3 Cost of Capital: Advanced Topics

    • Module 4 Corporate Restructuring

  • 2.Equity Investment

    • Module 1 Equity Valuation: Applications and Processes

    • Module 2 Discounted Dividend Valuation

    • Module 3 Free Cash Flow Valuation

    • Module 4 Market-Based Valuation: Price and Enterprise Value Multiples

    • Module 5 Residual Income Valuation

    • Module 6 Private Company Valuation

  • 3.Fixed Income

    • Module 1 The Term Structure and Interest Rate Dynamics

    • Module 2 The Arbitrage-Free Valuation Framework

    • Module 3 Valuation and Analysis of Bonds with Embedded Options

    • Module 4 Credit Analysis Models

    • Module 5 Credit Default Swaps

  • 4.Derivatives

    • Module 1 Pricing and Valuation of Forward Commitments

    • Module 2 Valuation of Contingent Claims

  • 5.Alternative Investments

    • Module 1 Overview of Types of Real Estate Investment

    • Module 2 Investments in Real Estate through Private Vehicles

    • Module 3 Investments in Real Estate Through Publicly Traded Securities

    • Module 4 Private Equity Investments

    • Module 5 Introduction to Commodities and Commodity Derivatives

  • 6.Portfolio Management and Wealth Planning

    • Module 1 Exchange-Traded Funds: Mechanics and Applications

    • Module 2 Using Multifactor Models

    • Module 3 Measuring and Managing Market Risk

    • Module 4 Backtesting and Simulation

    • Module 5 Economics and Investment Markets

    • Module 6 Analysis of Active Portfolio Management

    • Module 7 Trading Costs and Electronic Markets

  • 7.Ethical and Professional Standards

    • Module 1 Code of Ethics and Standards of Professional Conduct

    • Module 2 Guidance for Standards I–VII

    • Module 3 Application of the Code and Standards: Level II

  • 8.Financial Statement Analysts-Liv

    • Module 1 Intercorporate Investments

    • Module 2 Employee Compensation: Post-Employment and Share-Based

    • Module 3 Multinational Operations

    • Module 4 Analysis of Financial Institutions

    • Module 5 Evaluating Quality of Financial Reports

    • Module 6 Integration of Financial Statement Analysis Techniques

    • Module 7 Financial Statement Modeling

  • 9.Financial Statement Analysts-Lucy

    • Module 1 Intercorporate Investments

    • Module 2 Employee Compensation: Post-Employment and Share-Based

    • Module 3 Multinational Operations

    • Module 4 Analysis of Financial Institutions

    • Module 5 Evaluating Quality of Financial Reports

    • Module 6 Integration of Financial Statement Analysis Techniques

    • Module 7 Financial Statement Modeling

    • overview

  • 10.Economics

    • Module 1 Currency Exchange Rates- Understanding Equilibrium Value

    • Module 2 Economic Growth and investment decision

    • Module 3 Economics of Regulation

  • 11.Quantitative Methods

    • Module 1 Basics of Multiple Regression and Underlying Assumptions

    • Module 2 Evaluating Regression Model Fit and Interpreting Model Results

    • Module 3 Model Misspecification

    • Module 4 Extensions of Multiple Regression

    • Module 5 Time-Series Analysis

    • Module 6 Machine learning ( ML )

    • Module 7 Big Data Projects

習(xí)題強化班

  • 1.Quantitative Methods

    • Module 1 Basics of Multiple Regression and Underlying Assumptions

    • Module 2 Evaluating Regression Model Fit and Interpreting Model Results

    • Module 3 Model Misspecification

    • Module 4 Extensions of Multiple Regression

    • Module 5 Time-Series Analysis

    • Module 6 Machine learning ( ML )

    • Module 7 Big Data Projects

  • 2.Economics

    • Module 1 Currency Exchange Rates- Understanding Equilibrium Value

    • Module 2 Economic Growth and investment decision

    • Module 3 Economics of Regulation

  • 3.Financial Statement Analysts-Liv

    • Module 1 Intercorporate Investments

    • Module 2 Employee Compensation: Post-Employment and Share-Based

    • Module 3 Multinational Operations

    • Module 4 Analysis of Financial Institutions

    • Module 5 Evaluating Quality of Financial Reports

    • Module 6 Integration of Financial Statement Analysis Techniques

    • Module 7 Financial Statement Modeling

  • 4.Financial Statement Analysts

    • Module 1 Intercorporate Investments

    • Module 2 Employee Compensation: Post-Employment and Share-Based

    • Module 3 Multinational Operations

    • Module 4 Analysis of Financial Institutions

    • Module 5 Evaluating Quality of Financial Reports

    • Module 6 Integration of Financial Statement Analysis Techniques

    • Module 7 Financial Statement Modeling

  • 5.Corporate Issuers

    • Module 1 Analysis of Dividends and Share Repurchases

    • Module 2 Environmental, Social, and Governance (ESG) Considerations in Investment Analysis

    • Module 3 Cost of Capital: Advanced Topics

    • Module 4 Corporate Restructuring

  • 6.Equity Investment

    • Module 1 Equity Valuation: Applications and Processes

    • Module 2 Discounted Dividend Valuation

    • Module 3 Free Cash Flow Valuation

    • Module 4 Market-Based Valuation: Price and Enterprise Value Multiples

    • Module 5 Residual Income Valuation

    • Module 6 Private Company Valuation

  • 7.Fixed Income

    • Module 1 The Term Structure and Interest Rate Dynamics

    • Module 2 The Arbitrage-Free Valuation Framework

    • Module 3 Valuation and Analysis of Bonds with Embedded Options

    • Module 4 Credit Analysis Models

    • Module 5 Credit Default Swaps

  • 8.Derivatives

    • Module 1 Pricing and Valuation of Forward Commitments

    • Module 2 Valuation of Contingent Claims

  • 9.Alternative Investments

    • Module 2 Investments in Real Estate through Private Vehicles

    • Module 3 Investments in Real Estate Through Publicly Traded Securities

    • Module 4 Private Equity Investments

    • Module 5 Introduction to Commodities and Commodity Derivatives

  • 10.Portfolio Management and Wealth Planning

    • Module 1 Exchange-Traded Funds: Mechanics and Applications

    • Module 2 Using Multifactor Models

    • Module 3 Measuring and Managing Market Risk

    • Module 4 Backtesting and Simulation

    • Module 5 Economics and Investment Markets

    • Module 6 Analysis of Active Portfolio Management

    • Module 7 Trading Costs and Electronic Markets

  • 11.Ethical and Professional Standards

    • Module 2 Guidance for Standards I–VII

前導(dǎo)入門班

  • 1.2023年考綱解讀

    • 考綱解讀

基礎(chǔ)班

  • 1.Behavioral Finance

    • Reading 1 The Behavioral Biases of Individuals

    • Reading 2 Behavioral Finance and Investment Processes

  • 2.Capital Market Expectations

    • Reading 3 Capital Market Expectations, Part 1 Framework and Macro Considerations

    • Reading 4 Capital Market Expectations, Part 2 Forecasting Asset Class Returns

  • 3.Asset Allocation and Related Decisions in Portfolio Management

    • Reading 5 Overview of Asset Allocation

    • Reading 6 Principles of Asset Allocation

    • Reading 7 Asset Allocation with Real-World Constraints

  • 4.Derivatives and Currency Management

    • Reading 8 Options Strategies

    • Reading 9 Swaps, Forwards, and Futures Strategies

    • Reading 10 Currency Management: An Introduction

  • 5.Fixed-Income Portfolio Management

    • Reading 11 Overview of Fixed- Income Portfolio Management

    • Reading 12 Liability- Driven and Index- Based Strategies

    • Reading 13 Yield Curve Strategies

    • Reading 14 Fixed- Income Active Management Credit Strategies

  • 6.Equity Portfolio Management

    • Reading 15 Overview of Equity Portfolio Management

    • Reading 16 Passive Equity Investing

    • Reading 17 Active Equity Investing: Strategies

    • Reading 18 Active Equity Investing: Portfolio Construction

  • 7.Alternative Investments for Portfolio Management

    • Reading 19 Hedge Fund Strategies

    • Reading 20 Asset Allocation to Alternative Investments

  • 8.Private Wealth Management

    • Introduction

    • Reading 21 Overview of Private Wealth Management

    • Reading 22 Topics in Private Wealth Management

    • Reading 23 Risk Management for Individuals

  • 9.Portfolio Management for Institutional Investors

    • Reading 24 Portfolio Management for Institutional Investors

  • 10.Trading, Performance Evaluation, and Manager Selection

    • Reading 25 Trade Strategy and Execution

    • Reading 26 Portfolio Performance Evaluation

    • Reading 27 Investment Manager Selection

  • 11.Cases in Portfolio Management and Risk Management

    • Reading 28 Case Study in Portfolio Management Institutional

    • Reading 29 Case Study in Risk Management: Private Wealth

    • Reading 30 Integrated Cases in Risk Management: Institutional

  • 12.Ethical and Professional Standards

    • Reading 31 Code of Ethics and Standards of Professional Conduct

    • Reading 32 Guidance for Standards I–VII

    • Reading 33 Application of the Code and Standards: Level III

    • Reading 34 Asset Manager Code of Professional Conduct

    • Reading 35 Overview of the Global Investment Performance Standards

強化班

  • 1.Behavioral Finance

    • Reading 1 The Behavioral Biases of Individuals

    • Reading 2 Behavioral finance

  • 2.Capital Market Expectations

    • Reading 3 Capital Market Expectations, Part 1: Framework and Macro Considerations

    • Reading 4 Capital Market Expectations, Part 2: Forecasting Asset Class Returns

  • 3.Asset Allocation and Related Decisions in Portfolio Management

    • Reading 5 Overview of Asset Allocation

    • Reading 6 Principles of Asset Allocation

    • Reading 7 Asset Allocation with Real-World Constraints

  • 4.Derivatives and Currency Management

    • Reading 8 Options Strategies

    • Reading 9 Swaps, Forwards, and Futures Strategies

    • Reading 10 Currency Management: An Introduction

  • 5.Fixed-Income Portfolio Management

    • Reading 11 Overview of Fixed-Income Portfolio Management

    • Reading 12 Liability-Driven and Index-Based Strategies

    • Reading 13 Yield Curve Strategies

    • Reading 14 Fixed-Income Active Management: Credit Strategies

  • 6.Equity Portfolio Management

    • Reading 15 Introduction to Equity Portfolio Management

    • Reading 16 Passive Equity Investing

    • Reading 17 Active Equity Investing:Strategies

    • Reading 18 Active Equity Investing:Portfolio Construction

  • 7.Alternative Investments for Portfolio Management

    • Reading 19 Hedge Funds

    • Reading 20 Asset allocation to alternative investments

  • 8.Private Wealth Management

    • Reading 21 Overview of Private Wealth Management

    • Reading 22 Topics in Private Wealth Management

    • Reading 23 Risk Management for Individuals

  • 9.Portfolio Management for Institutional Investors

    • Reading 24 Portfolio Management for Institutional Investors

  • 10.Trading, Performance Evaluation, and Manager Selection

    • Reading 25 Trade Strategy and Execution

    • Reading 26 Portfolio Performance Evaluation

    • Reading 27 Investment Manager Selection

  • 11.Ethical and Professional Standards

    • Reading 32 Guidance for Standards I–VII

    • Reading 33 Application of the Code and Standards: Level III

    • Reading 34 Asset Manager Code of Professional Conduct

    • Reading 35 Overview of the Global Investment Performance Standards

串講班

  • 1.Behavioral Finance

    • Reading 1 The Behavioral Biases of Individuals

    • Reading 2 Behavioral Finance and Investment Processes

  • 2.Capital Market Expectations

    • Reading 3 Capital Market Expectations, Part 1: Framework and Macro Considerations

    • Reading 4 Capital Market Expectations, Part 2: Forecasting Asset Class Returns

  • 3.Asset Allocation and Related Decisions in Portfolio Management

    • Reading 5 Overview of Asset Allocation

    • Reading 6 Principles of Asset Allocation

    • Reading 7 Asset Allocation with Real-World Constraints

  • 4.Derivatives and Currency Management

    • Reading 8 Options Strategies

    • Reading 9 Swaps, Forwards, and Futures Strategies

    • Reading 10 Currency Management- An Introduction

  • 5.Fixed-Income Portfolio Management

    • Reading 11 Overview of Fixed- Income Portfolio Management

    • Reading 12 Liability- Driven and Index- Based Strategies

    • Reading 13 Yield Curve Strategies

    • Reading 14 Fixed- Income Active Management- Credit Strategies

  • 6.Equity Portfolio Management

    • Reading 15 Overview of Equity Portfolio Management

    • Reading 16 Passive Equity Investing

    • Reading 17 Active Equity Investing Strategies

    • Reading 18 Active Equity Investing Portfolio Construction

  • 7.Alternative Investments for Portfolio Management

    • Reading 19 Hedge Funds

    • Reading 20 Asset allocation to alternative investments

  • 8.Private Wealth Management

    • Reading 21 Overview of Private Wealth Management

    • Reading 22 Topics in Private Wealth Management

    • Reading 23 Risk Management for Individuals

  • 9.Portfolio Management for Institutional Investors

    • Reading 24 Portfolio Management for Institutional Investors

  • 10.Trading, Performance Evaluation, and Manager Selection

    • Reading 25 Trade strategy and execution

    • Reading 26 Portfolio performance evaluation

    • Reading 27 Investment manager selection

  • 11.Ethical and Professional Standards

    • Reading 31&Reading 32 Guidance for Standards I–VII

    • Reading 34 Asset Manager Code of Professional Conduct

    • Reading 35 Overview of the Global Investment Performance Standards

沖刺班

  • 1.Behavioral Finance

    • Behavioral Finance

  • 2.Capital Market Expectations

    • Capital Market Expectations

  • 3.Asset Allocation and Related Decisions in Portfolio Management

    • Asset Allocation and Related Decisions in Portfolio Management

  • 4.Derivatives and Currency Management

    • Derivatives and Currency Management

  • 5.Fixed-Income Portfolio Management

    • Fixed-Income Portfolio Management

  • 6.Equity Portfolio Management

    • Equity Portfolio Management

  • 7.Alternative Investments for Portfolio Management

    • Alternative Investments for Portfolio Management

  • 8.Private Wealth Management

    • Private Wealth Management

  • 9.Portfolio Management for Institutional Investors

    • Portfolio Management for Institutional Investors

  • 10.Trading, Performance Evaluation, and Manager Selection

    • Trading, Performance Evaluation, and Manager Selection

  • 11.Ethical and Professional Standards

    • Ethical and Professional Standards

二級Kaplan英文視頻

  • 1.Quantitative Methods

    • 1.1 Basics of Multiple Regression and Underlying Assumptions

    • 1.2 Evaluating Regression Model Fit and Interpreting Model Results

    • 1.3 Model Specification

    • 1.4 Extensions of Multiple Regression

    • 2.1 Linear and Log linear Trend Models

    • 2.2 Autoregressive Models AR

    • 2.3 Random Walks and Unit Roots

    • 2.4 Seasonality

    • 2.5 ARCH and Multiple Time Series

    • 3.1 Types of Learning and Overfitting Problems

    • 3.2 Supervised Learning Algorithms

    • 3.3 Unsupervised Learning Algorithms and Other Models

    • 4.1 Data Analysis Steps

    • 4.2 Data Exploration

    • 4.3 Model Training and Evaluation

  • 2.Economics

    • 5.1 Forex quotes Spread and Triangular Arbitrage

    • 5.2 Mark to Market Value and Parity Conditions

    • 5.3 Exchange Rate Determinants Carry Trade and Central Bank Influence

    • 6.1 Growth Factors and Production Function

    • 6.2 Growth Accounting and Influencing Factors

    • 6.3 Growth and Convergence Theories

    • 7.1 Economics of Regulation

  • 3.Financial Statement Analysts

    • 8.1 Classifications

    • 8.2 Investments in Financial Assets (IFRS 9)

    • 8.3 Investment in Associates ,Part1-Equity Method

    • 8.4 Investment in Associates Pt2

    • 8.5 Business Combinations Balance sheet

    • 8.6 Business Combinations Income Stmt

    • 8.7 Business Combinations Goodwill

    • 8.8 Joint Ventures

    • 8.9 Special Purpose Entities

    • 9.1 Share-Based Compensation

    • 9.2 Post-Employment Benefits

    • 10.1 Transaction Exposure

    • 10.2 Translation

    • 10.3 Temporal Method

    • 10.4 Current Rate Method

    • 10.5 Example

    • 10.6 Ratios

    • 10.7 Hyperinflation

    • 10.8 Tax Sales Growth Financial Results

    • 11.1 Financial Institutions

    • 11.2 Capital Adequacy and Asset Quality

    • 11.3 Management Capabilities and Earnings Quality

    • 11.4 Liquidity Position and Sensitivity to Market Risk

    • 11.5 Other factors

    • 11.6 Insurance Companies

    • 12.1 Quality of Financial Reports

    • 12.2 Evaluating Earnings Quality Pt1

    • 12.3 Evaluating Earnings Quality Pt2

    • 12.4 Evaluating Cash Flow Quality

    • 12.5 Evaluating Balance Sheet Quality

    • 13.1 Framework for Analysis

    • 13.2 Earnings Sources and Performance

    • 13.3 Asset Base and Capital Structure

    • 13.4 Capital Allocation

    • 13.5 Earnings Quality and Cash Flow Analysis

    • 13.6 Market Value Decomposition

    • 14.1 Forecasting Financial Statements

    • 14.2 Competitive Analysis and Growth Rate

  • 4.Corporate Issuers

    • 15.1 Theories of Dividend Policy

    • 15.2 Stock Buybacks

    • 16.1 Global Variations in Ownership Structures

    • 16.2 Evaluating ESG Exposures

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

    • 17.2 ERP and the Cost of Equity

    • 18.1 Restructuring Types and Motivations

    • 18.2 Valuation

    • 18.3 Evaluation

  • 5.Equity Investments

    • 19.1 Equity Valuation Applications and Processes

    • 20.1 DDM Basics

    • 20.2 Gordon Growth Model

    • 20.3 Multiperiod Models

    • 21.1 FCF Computation

    • 21.2 Fixed and Working Capital Computation

    • 21.3 Variations of Formulae

    • 21.4 Example

    • 21.5 FCF Other Aspects

    • 22.1 PE Multiple

    • 22.2 PB Multiple

    • 22.3 PS and PCF Multiple

    • 22.4 EV and Other Aspects

    • 23.1 Residual Income Defined

    • 23.2 Residual Income computation

    • 23.3 Constant growth model for RI

    • 23.4 Continuing Residual Income

    • 23.5 Strengths Weaknesses

    • 24.1 Private Company Basics

    • 24.2 Discount Rate

    • 24.3 Valuation

  • 6.Fixed Income

    • 25.1 Spot and Forward Rates Pt1

    • 25.2 Spot and Forward Rates Pt2

    • 25.3 Swap Rate Curve

    • 25.4 Spread Measures

    • 25.5 Term Structure Theory

    • 25.6 Yield Curve Risks and Economic Factors

    • 26.1 Binomial Trees Pt1

    • 26.2 Binomial Trees Pt2

    • 26.3 Interest Rate Models

    • 27.1 Types of Embedded Option

    • 27.2 Valuing Bonds with Embedded Options Pt1

    • 27.3 Valuing Bonds with Embedded Options Pt2

    • 27.4 Option Adjusted Spread

    • 27.5 Duration

    • 27.6 Key Rate Duration

    • 27.7 Capped and Floored Floaters

    • 27.8 Convertible Bonds

    • 28.1 Credit Risk Measures

    • 28.2 Analysis of Credit Risk

    • 28.3 Credit Scores and Credit Ratings

    • 28.4 Structural and Reduced Form Models

    • 28.5 Credit Spread Analysis

    • 28.6 Credit Spread

    • 28.7 Credit Analysis of Securitized Debt

    • 29.1 CDS Features and Terms

    • 29.2 Factors Affecting Pricing

    • 29.3 CDS Usage

  • 7.Derivatives

    • 30.1 Pricing and Valuation Concepts

    • 30.2 Pricing and Valuation of Equity Forwards

    • 30.3 Pricing and Valuation of Fixed Income Forwards

    • 30.4 Pricing Forward Rate Agreements

    • 30.5 Valuation of Forward Rate Agreements

    • 30.6 Pricing and valuation interest Rate Swaps

    • 30.7 Currency Swaps

    • 30.8 Equity Swaps

    • 31.1 The Binomial Model

    • 31.2 Two Period Binomial and Put-Call Parity

    • 31.3 American Options

    • 31.4 Hedge Ratio

    • 31.5 Interest Rate Options

    • 31.6 Black-Scholes-Merton and Swaptions

    • 31.7 Option Greeks and Dynamic Hedging

  • 8.Alternative Investments

    • 32.1 Introduction and Theories of Return

    • 32.2 Analyzing Returns and Index Construction

    • 33.1 Overview of Types of Real Estate Investment

    • 33.2 Investments in Real Estate Through Publicly Traded Securities

    • 34.1 Overview of Hedge Fund Strategies

    • 34.2 Equity, Event-driven, and Relative Value Strategies

    • 34.3 Opportunistic, Specialist, and Multi-manager Strategies

    • 34.4 Factor Models and Portfolio Impact of Hedge Funds

  • 9.Portfolio Management and Wealth Planning

    • 35.1 ETF Mechanics and Tracking Error

    • 35.2 Spreads Pricing Relative to NAV and Costs

    • 35.3 ETF Risks and Portfolio Applications

    • 36.1 Multifactor Models

    • 36.2 Macroeconomic factor models fundamental factor models and statistical factor models

    • 36.3 Multifactor Model Risk and Return

    • 37.1 Value at Risk (VaR)

    • 37.2 Using VaR

    • 37.3 Sensitivity and Scenario Risk Measures

    • 37.4 Applications of Risk Measures

    • 37.5 Constraints and Capital Allocation Decisions

    • 38.1 Introduction to Backtesting

    • 38.2 Backtesting an Investment Strategy

    • 38.3 Metrics Visuals and Problems in Backtesting

    • 38.4 Scenario and Sensitivity Analysis

    • 39.1 Valuation and Interest Rates

    • 39.2 The Business Cycle

    • 40.1 Value added by active management

    • 40.2 The Information Ratio vs the Sharpe ratio

    • 40.3 The Fundamental Law

    • 40.4 Active Management

  • 10.Ethical and Professional Standards

    • 41.1 Introduction to the Code and Standards

    • 42.1 Standard I(A) and I(B)

    • 43.2 Standard I(C) and I(D)

    • 43.3 Standard II(A) and II(B)

    • 43.4 Standard III(A)

    • 43.5 Standard III(B) and III(C)

    • 43.6 Standard III(D) and III(E)

    • 43.7 Standard IV(A),IV(B),and IV(C)

    • 43.8 Standard V

    • 43.9 Standard VI

    • 43.10 Standard VII

    • 44.1 Ethics Cases Studies

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