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詳情介紹
課程大綱
{in name="user_id" value="21644"} {/ in}課程試聽(tīng) 推薦
1.Corporate Issuers
overview
Module 1 Corporate Structures and Ownership
Module 2 Introduction to Corporate Governance and Other ESG Considerations
Module 3 Business Models & Risks
Module 4 Capital Investments
Module 5 Working Capital & Liquidity
Module 6 Cost of Capital-Foundational Topics
Module 7 Capital Structure
Module 8 Measure of Leverage
2.Equity Investment
Module 1 Market Organization and Structure
Module 2 Security Market Indices
Module 3 Market Efficiency
Module 4 Overview of Equity Securities
Module 5 Introduction to Industry and company Analysis
Module 6 Equity Valuation: Concept and Basic Tool
3.Fixed Income
Module 1 Fixed-Income Securities: Defining Elements
Module 2 Fixed-Income Markets: Issuance, Trading, and Funding
Module 3 Introduction to Fixed-Income Valuation
Module 4 Introduction to Asset-Backed Securities
Module 5 Understanding Fixed-Income Risk and Return
Module 6 Fundamentals of Credit Analysis
4.Derivatives
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
5.Alternative Investments
Module 1 Categories, Characteristics, and Compensation Structures of Alternative Investments
Module 2 Performance Calculation and Appraisal of Alternative Investments
Module 3 Private Capital, Real Estate, Infrastructure, Natural Resources, and Hedge Funds
6.Portfolio Management and Wealth Planning
Module 1 Portfolio management overview
Module 2 Portfolio Risk and Return: Part Ⅰ
Module 3 Portfolio Risk and Return: Part Ⅱ
Module 4 Basic of Portfolio Planning and Construction
Module 5 The Behavioral Biases of Individuals
Module 6 Introduction to Risk Management
Module 7 Technical Analysis
Module 8 Fintech in Investment Management
7.Ethical and Professional Standards
Module 1 Ethics and Professionalism
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 5 Ethics Application
8.Financial Statement Analysts-Lai
Module 1 Introduction to Financial Statement Analysis
Module 2 Financial Reporting Standards
Module 3 Understanding Income Statements
Module 4 Understanding Balance Sheets
Module 5 Understanding Cash Flow Statements
Module 6 Financial Analysis Techniques
Module 7 Inventories
Module 8 Long-Lived Assets
Module 9 Income Taxes
Module 10 Long-Term Liabilities and Leases
Module 11 Financial Reporting Quality
Module 12 Financial Statement Analysis: Applications
Introduction
9.Financial Statement Analysts-Clara
Module 1 Introduction to Financial Statement Analysis
Module 2 Financial Reporting Standards
Module 3 Understanding Income Statements
Module 4 Understanding Balance Sheets
Module 5 Understanding Cash Flow Statements
Module 6 Financial Analysis Techniques
Module 7 Inventories
Module 8 Long-Lived Assets
Module 9 Income taxes
Module 10 Long-Term Liabilities
Module 11 Financial reporting quality
Module 12 Applications of Financial Statement Analysis
10.Economics
overview
Module 1 Topics in Demand and Supply Analysis
Module 2 The Firm and Market Structures
Module 3 Aggregate Output, Prices, and Economic Growth
Module 4 Understanding Business Cycles
Module 5 Monetary and Fiscal Policy
Module 6 Introduction to Geopolitics
Module 7 International Trade and Capital Flows
Module 8 Currency Exchange Rates
11.Quantitative Methods
Module 1 The Time Value of Money
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
Module 7 Introduction to Linear Regression
1.計(jì)算機(jī)使用教程
計(jì)算機(jī)使用教程
2.計(jì)算器使用教程
1 - 計(jì)算器基本操作
2 - CFA考試用操作和功能
3 - CFA考試用功能的經(jīng)典例題
4 - CFA考試推薦設(shè)置
3.金融數(shù)學(xué)
金融數(shù)學(xué)
4.CFA考前注意事項(xiàng)
CFA考前注意事項(xiàng)
5.金融英語(yǔ)
金融英語(yǔ)
6.財(cái)務(wù)報(bào)表分析前導(dǎo)
財(cái)務(wù)報(bào)表分析前導(dǎo)
7.2023年一級(jí)考綱變化
2023年一級(jí)考綱變化
8.官方機(jī)考系統(tǒng)體驗(yàn)
官方機(jī)考系統(tǒng)介紹
1.Quantitative Methods
Module 1 The Time Value of Money
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
Module 7 Introduction to Linear Regression
2.Economics
Module 1 Topics in Demand and Supply Analysis
Module 2 The Firm and Market Structures
Module 3 Aggregate Output, Prices, and Economic Growth
Module 4 Understanding Business Cycles
Module 5 Monetary and Fiscal Policy
Module 6 Introduction to Geopolitics
Module 7 International Trade and Capital Flows
Module 8 Currency Exchange Rates
3.Financial Statement Analysts-Clara
Module 1 Introduction to Financial Statement Analysis
Module 2 Financial Reporting Standards
Module 3 Understanding Income Statements
Module 4 Understanding Balance Sheets
Module 5 Understanding Cash Flow Statements
Module 6 Financial Analysis Techniques
Module 7 Inventories
Module 8 Long-Lived Assets
Module 9 Income taxes
Module 10 Long-Term Liabilities
Module 11 Financial reporting quality
Module 12 Applications of Financial Statement Analysis
4.Financial Statement Analysts-Lai
Module 1 Introduction to Financial Statement Analysis
Module 2 Financial Reporting Standards
Module 3 Understanding Income Statements
Module 4 Understanding Balance Sheets
Module 5 Understanding Cash Flow Statements
Module 6 Financial Analysis Techniques
Module 7 Inventories
Module 8 Long-Lived Assets
Module 9 Income Taxes
Module 10 Long-Term Liabilities and Leases
Module 11 Financial Reporting Quality
Module 12 Financial Statement Analysis: Applications
習(xí)題知識(shí)點(diǎn)匯總
5.Corporate Issuers
Module 1 Corporate Structures and Ownership
Module 2 Introduction to Corporate Governance and Other ESG Considerations
Module 3 Business Models & Risks
Module 4 Capital Investments
Module 5 Working Capital & Liquidity
Module 6 Cost of Capital-Foundational Topics
Module 7 Capital Structure
Module 8 Measure of Leverage
6.Equity Investment
Module 1 Market Organization and Structure
Module 2 Security Market Indices
Module 3 Market Efficiency
Module 4 Overview of Equity Securities
Module 5 Introduction to Industry and company Analysis
Module 6 Equity Valuation: Concept and Basic Tool
7.Fixed Income
Module 1 Fixed-Income Securities: Defining Elements
Module 2 Fixed-Income Markets: Issuance, Trading, and Funding
Module 3 Introduction to Fixed-Income Valuation
Module 4 Introduction to Asset-Backed Securities
Module 5 Understanding Fixed-Income Risk and Return
Module 6 Fundamentals of Credit Analysis
8.Derivatives
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 10 Valuing a Derivative Using a One-Period Binomial Model
9.Alternative Investments
Module 1 Categories, Characteristics, and Compensation Structures of Alternative Investments
Module 2 Performance Calculation and Appraisal of Alternative Investments
Module 3 Private Capital, Real Estate, Infrastructure, Natural Resources, and Hedge Funds
10.Portfolio Management and Wealth Planning
Module 1 Portfolio management overview
Module 2 Portfolio Risk and Return- Part I
Module 3 Portfolio Risk and Return- Part II
Module 4 Basics of Portfolio Planning and Construction
Module 5 The Behavioral Biases of Individuals
Module 6 Introduction to Risk Management
Module 7 Technical Analysis
Module 8 Fintech in Investment Management
11.Ethical and Professional Standards
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)
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
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
1.2023年考綱解讀
考綱解讀
1.Quantitative Methods
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 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
2. Economics
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 Ficsal 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
3.Portfolio Management and Wealth Planning(1)
20.1 Historical Risk and Return
20.2 Risk Aversion
20.3 Portfolio Standard Deviation
20.4 The Efficient Frontier
21.1 Systematic Risk and Beta
21.2 The CAPM and the SML
4.Corporate Issuers
22.1 Features of Corporate Issuers
23.1 Stakeholders and ESG Factors
24.1 Corporate Governance
25.1 Liquidity Measures and Management
26.1 Capital Investments and Project Measures
26.2 Capital Allocation Principles and Real Options
27.1 Weighted Average Cost of Capital
27.2 Capital Structure Theories
28.1 Business Model Features and Types
5.Financial Statement Analysts
29.1 Financial Statement Roles
30.1 Revenue Recognition
30.2 Expense Recognition
30.3 Nonrecurring Items
30.4 Earnings Per Share
30.5 Ratios and Common Size Income Statements
31.1 Intangible Assets and Marketable Securities
31.2 Common Size Balance Sheets
32.1 Cash Flow Introduction and Direct Method CFO
32.2 Indirect Method CFO
32.3 Investing and Financing Cash Flows and IFRSU.S. GAAP Differences
33.1 Analyzing Statements of Cash Flows II
34.1 Inventory Measurement
34.2 Inflation Impact on FIFO and LIFO
34.3 Presentation and Disclosure
35.1 Intangible Long Lived Assets
35.2 Impairment and Derecognition
35.3 Long Term Asset Disclosures
36.1 Leases
36.2 Deferred Compensation and Disclosures
37.1 Differences Between Accounting Profit and Taxable Income
37.2 Deferred Tax Assets and Liabilities
37.3 Tax Rates and Disclosures
38.1 Reporting Quality
38.2 Accounting Choices and Estimates
38.3 Warning Signs
39.1 Introduction to Financial Ratios
39.2 Financial Ratios Part 1
39.2 Financial Ratios Part 1
39.3 Financial Ratios Part 2
39.4 DuPont Analysis
39.5 Industry Specific Financial Ratios
40.1 Financial Statement Modeling
6.Equity Investments
41.1 Markets Assets and Intermediaries
41.2 Positions and Leverage
41.3 Order Execution and Validity
42.1 Index Weighting Methods
42.2 Uses and Types of Indexes
43.1 Market Efficiency
44.1 Types of Equity Investments
44.2 Foreign Equities and Equity Risk
45.1 Company Research Reports
45.2 Revenue, Profitability, and Capital
46.1 Industry Analysis
46.2 Industry Structure and Competitive Positioning
47.1 Forecasting in Company Analysis
48.1 Dividends, Splits, and Repurchases
48.2 Dividend Discount Models
48.3 Relative Valuation Measures
7.Fixed Income
49.1 Fixed Income Instrument Features
50.1 Fixed Income Cash Flows and Types
51.1 Fixed Income Issuance and Trading
52.1 Fixed Income Markets for Corporate Issuers
53.1 Fixed Income Markets for Government Issuers
54.1 Fixed Income Bond Valuation:Prices and Yields
55.1 Yield and Yield Spread Measures for Fixed Rate Bonds
56.1 Yield and Yield Spread Measures for Floating Rate Instruments
57.1 Term Structure of Interest Rates-Spot Par and Forward Curves
58.1 Interest Rate Risk and Return
59.1 Yield Based Bond Duration Measures and Properties
60.1 Yield Based Bond Convexity and Portfolio Properties
61.1 Curve Based and Empirical Fixed Income Risk Measures
62.1 Credit Risk
63.1 Credit Analysis for Govt Issuers
64.1 Credit Analysis for Corporate Issuers
65.1 Fixed Income Securitization
66.1 Asset Backed Security Instrument and Market Features
67.1 Mortgage Backed Securities Instruments and Market Features
8.Derivatives
68.1 Derivatives Markets
69.1 Forwards and Futures
69.2 Swaps and Options
70.1 Uses, Benefits, and Risks of Derivatives
71.1 Arbitrage Replication and Carrying Costs
72.1 Forward Contract Valuation
73.1 Futures Valuation
74.1 Swap Valuation
75.1 Option Valuation
76.1 Put Call Parity
77.1 Binomial Model for Option Values
9.Alternative Investments
78.1 Alternative Investment Structures
79.1 Performance Appraisal and Return Calculations
80.1 Private Capital
81.1 Real Estate
81.2 Infrastructure
82.1 Farmland, Timberland, and Commodities
83.1 Hedge Funds
84.1 Distributed Ledger Technology
84.2 Digital Asset Characteristics
10.Portfolio Management and Wealth Planning(2)
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
11. Ethical and Professional Standards
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) and I(D)
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
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