融跃教育

CFA奖学金班(三级)

价格: 8980.00

课程简介: 该课程由融跃教育CFA研究院拥有多年工作经验与教学经验的精英讲师亲自授课,紧贴CFA考试新大纲,通过直播师生互动、录播回放巩固复习等多元化的教学方式,辅以高品质的在线学习平台,突破传统教学的限制。享受专属班主任督学、定制学习计划、不限次数答疑、社群学习等模式,让学员在学到知识的同时,快速通过考试。

视频有效期:12个月

视频时长:约245小时

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  • CFA冲刺私播课(三级)
  • CFA Kaplan英文视频(2023三级)

基础班

  • 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

强化班

  • 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

串讲班

  • 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

冲刺班

  • 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

百题冲刺班

  • 1.Capital Market Expectations

    • 资本市场预期冲刺

  • 2.Asset Allocation and Related Decisions in Portfolio Management

    • 资产配置冲刺

  • 3.Derivatives and Currency Management

    • 衍生品冲刺

  • 4.Fixed-Income Portfolio Management

    • 固定收益冲刺

  • 5.Equity Portfolio Management

    • 权益投资冲刺

  • 6.Alternative Investments for Portfolio Management

    • 另类投资冲刺

  • 7.Private Wealth Management

    • 个人IPS冲刺

  • 8.Portfolio Management for Institutional Investors

    • 机构IPS冲刺

  • 9.Trading, Performance Evaluation, and Manager Selection

    • 资产组合管理冲刺

  • 10.Ethical and Professional Standards

    • 道德冲刺

串讲复习班

  • 1.Ethical and Professional Standards

    • 道德串讲

  • 2.Trading, Performance Evaluation, and Manager Selection

    • Module 1 Trade Strategy and Execution

    • Module 2 Portfolio Performance Evaluation

    • Module 3 Investment Manager Selection

  • 3.Portfolio Management for Institutional Investors

    • Module 1 Portfolio Management for Institutional Investors

  • 4.Private Wealth Management

    • Module 1 Overview of Private Wealth Management

    • Module 2 Topics in Private Wealth Management

    • Module 3 Risk Management for Individuals

  • 5.Alternative Investments for Portfolio Management

    • Module 1 Hedge funds

    • Module 2 Asset allocation to alternative investments

  • 6.Equity Portfolio Management

    • Module 1 Introduction to Equity Portfolio Management

    • Module 2 Passive Equity Investing

    • Module 3 Active Equity Investing: Strategies

    • Module 4 Active Equity Investing: Portfolio Construction

  • 7.Fixed-Income Portfolio Management

    • Module 1 Overview of Fixed- Income Portfolio Management

    • Module 2 Liability- Driven and Index- Based Strategies

    • Module 3 Yield Curve Strategies

    • Module 4 Fixed- Income Active Management: Credit Strategies

  • 8.Derivatives and Currency Management

    • Module 1 Options Strategies

    • Module 2 Swaps, Forwards, and Futures Strategies

    • Module 3 Currency Management: An Introduction

  • 9.Capital Market Expectations

    • Module 1 Part 1: Framework and Macro Considerations

    • Module 2 Part 2: Forecasting Asset Class Returns

  • 10.Asset Allocation and Related Decisions in Portfolio Management

    • Module 3 Asset Allocation with Real-World Constraints

    • Module 2 Principles of Asset Allocation

    • Module 1 Overview of Asset Allocation

Essay真题班

  • 1.Capital Market Expectations

    • 2016年经济学真题

    • 2017年经济学真题

    • 2018年经济学真题

  • 2.Asset Allocation and Related Decisions in Portfolio Management

    • 2016年资产配置真题

    • 2017年资产配置真题

    • 2018年资产配置真题

  • 3.Fixed-Income Portfolio Management

    • 2016年固定收益真题

    • 2017年固定收益真题

    • 2018年固定收益真题

  • 4.Equity Portfolio Management

    • 2016年权益投资真题

    • 2018年权益投资真题

  • 5.Alternative Investments for Portfolio Management

    • 2017年另类投资真题

  • 6.Private Wealth Management

    • 2016年个人IPS真题

    • 2017年个人IPS真题

    • 2018年个人IPS真题

  • 7.Portfolio Management for Institutional Investors

    • 2016年机构IPS真题

    • 2017年机构IPS真题

    • 2018年机构IPS真题

  • 8.Trading, Performance Evaluation, and Manager Selection

    • 2016年资产管理真题

    • 2017年资产管理真题

    • 2018年资产管理真题

  • 9.Cases in Portfolio Management and Risk Management

    • 2016年Case真题

    • 2017年Case真题

    • 2018年Case真题

IPS私播课

  • 1.IPS私播课

    • 串讲复习

    • 习题解析

三级Kaplan英文视频

  • 1.Behavioral Finance

    • Module 1.1 Cognitive Errors v Emotional Biases

    • Module 1.2 Emotional Biases

    • Module 2.1 Classifying Investors

    • Module 2.2 Implications Clients and Their Portfolios

    • Module 2.3 Implications Other

  • 2. Capital Market Expectations

    • Module 3.1 Forecasting Capital Market Expectations

    • Module 3.2 The Trend Rate of Growth

    • Module 3.3 The Business Cycle

    • Module 3.4 Monetary and Fiscal Policy

    • Module 4.1 Forecasting Fixed Income Returns

    • Module 4.2 Emerging Market Bond Risk

    • Module 4.3 Forecasting Equity Returns

    • Module 4.4 The Risk Premium Approach

    • Module 4.5 Forecasting Real Estate Returns

    • Module 4.6 Exchange Rate Forecasting

    • Module 4.7 Volatility Forecasting

    • Module 4.8 Global Portfolio Adjustments

  • 3.Asset Allocation and Related Decisions in Portfolio Management

    • Module 5.1 Investment Governance

    • Module 5.2 Economic Balance Sheet

    • Module 5.3 Approaches to Asset Allocation

    • Module 5.4 Allocation by Asset Class or Risk Factor

    • Module 5.5 Example Strategic Asset Allocation

    • Module 5.6 Other Approaches and Issues

    • Module 6.1 Basic MVO

    • Module 6.2 Reverse Optimization Black Litterman Resampling and Other Approaches

    • Module 6.3 Example

    • Module 6.4 Issues for Individuals

    • Module 6.5 A Risk Budgeting Approach

    • Module 6.6 An ALM Approach

    • Module 6.7 Goals-based ans Misecaneous Aproaches

    • Module 6.8 Rebalancing policy

    • Module 7.1 Real World Issues

    • Module 7.2 Adjusting the SAA

    • Module 7.3 Behavioral Issues

  • 4.Derivatives and Currency Management

    • Module 8.1 Options Basics

    • Module 8.2 Synthetic Positions Using Options

    • Module 8.3 Covered Calls

    • Module 8.4 Protective Puts

    • Module 8.5 Options as a Hedge of a Short Position

    • Module 8.6 Collars

    • Module 8.7 Straddles

    • Module 8.8 Spreads

    • Module 8.9 Delta and Gamma

    • Module 8.10 Theta and Vega

    • Module 8.11 Volatility Skew and Smile

    • Module 8.12 Applications

    • Module 9.1 Managing IRR—IRS FRA IRF

    • Module 9.2 Managing Currency Exposure

    • Module 9.3 Managing Equity Risk

    • Module 9.4 Derivatives on Volatility

    • Module 9.5. (Uses of) Derivatives in Portfolio Management

    • Module 10.1 Managing currency exposure

    • Module 10.2 Active strategies fundamentals and technical

    • Module 10.3 Active strategies carry and volatility trading

    • Module 10.4 Implementation and forwards

    • Module 10.5 Implementation and options

    • Module 10.6 More advanced implementation issues

  • 5.Fixed-Income Portfolio Management

    • Module 11.1 Role of Fixed Income

    • Module 11.2 Modeling Return

    • Module 11.3 Leverage and Tax Issues

    • Module 12.1 LDI Basics

    • Module 12.2 Managing a Duration Gap

    • Module 12.3 Advanced Strategies

    • Module 12.4 Risks

    • Module 12.5 Index Based Investing

    • Module 13.1 Yield Curve Dynamics Trades for a Static Yield Curve

    • Module 13.2 Trades for a Dynamic Yield Curve

    • Module 13.3 Yield Curve Volatility Strategies Key Rate Duration

    • Module 13.4 Active Management Across Currencies Evaluating Yield Curve Strategies

    • Module 14.1 Credit risk and Credit Spread

    • Module 14.2 Credit Spread Measures

    • Module 14.3 Bottom Up and Top Down Credit Strategies

    • Module 14.4 Liquidity and Tail Risk

    • Module 14.5 Credit Default Swaps and Synthetic Strategies

    • Module 14.6 Global Credit Strategies Structured Credit and Fixed Income Analytics

  • 6.Equity Portfolio Management

    • Module 15.1 Equity Investment Roles

    • Module 15.2 Portfolio Income and Costs Shareholder Engagement Passive Active Management

    • Module 16.1 Benchmarks

    • Module 16.2 Approaches to Passive Investing

    • Module 16.3 Tracking Error Return and Risk

    • Module 17.1 Fundamental vs Quantitative Approaches

    • Module 17.2 Types of Active Management Strategies

    • Module 17.3 Other Strategies

    • Module 17.4 Equity Investment Style Classification

    • Module 18.1 Building Block of Active Equity Portfolio Construction

    • Module 18.2 Active Share and Active Risk

    • Module 18.3 Allocating the Risk Budget

    • Module 18.4 Implicit Cost-Related Considerations in Portfolio Construction

    • Module 18.5 The Well-Constructed Portfolio

  • 7.Alternative Investments for Portfolio Management

    • Module 19.1 Overview of Hedge Fund Strategies

    • Module 19.2 M2_Equity Event-Driven and Relative Value Strategies

    • Module 19.3 Opportunistic Specialist and Milt Manager Strategies

    • Module 19.4 Factor Models and Portfolio Impact of Hedge Funds

    • Module 20.1 Role of Alternative Investments

    • Module 20.2 Considerations in Allocating to Alternative Investments

    • Module 20.3 Suitability Approaches Liquidity and Monitoring in Allocating to Alternative Investment

  • 8.Private Wealth Management

    • Module 21.1 Investment Concerns of Private Clients and Institutions

    • Module 21.2 Info and Skills Needed When Advising Private Clients

    • Module 21.3 Formulating Client Goals and Evaluating Risk Tolerance

    • Module 21.4 Capital Sufficiency Analysis for Client Goals

    • Module 21.5 Principles of Retirement Planning

    • Module 21.6 The Investment Policy Statement

    • Module 21.7 Portfolio Construction

    • Module 21.8 Portfolio Reporting and Review and Evaluating an Investment Program

    • Module 21.9 Ethical and Compliance Considerations

    • Module 22.1 Approaches to Taxation

    • Module 22.2 Tax Location

    • Module 22.3 Concentrated Positions

    • Module 22.4 Gift and Estate Planning

    • Module 22.5 Estate Planning and Family Governance

    • Module 23.1 Human and financial capital

    • Module 23.2 Risks and Insurance

    • Module 23.3 Life Insurance

    • Module 23.4 Annuities

    • Module 23.5 Comprehensive example and review

  • 9.Portfolio Management for Institutional Investors

    • Module 24.1 Overview of Institutional Investors

    • Module 24.2 Pension Funds

    • Module 24.3 Sovereign Wealth Funds

    • Module 24.4 University Endowments and Private Foundations

    • Module 24.5 Banks and Insurers

    • Module 24.6 Banks and Insurers Balance Sheet Management and Investment Considerations

  • 10. Trading, Performance Evaluation, and Manager Selection

    • Module 25.1 Trade Motivations

    • Module 25.2 Reference Price Benchmarks for Trade Execution

    • Module 25.3Trade Execution and Strategy Implementation

    • Module 25.4 Trade Cost Measurement

    • Module 25.5 Evaluating Trade Execution

    • Module 26.1 Performance Evaluation

    • Module 26.2 Approaches to Return Attribution

    • Module 26.3 Benchmarking Investments and Managers

    • Module 26.4 Performance Appraisal

    • Module 27.1 Manager Selection Process

    • Module 27.2 Approaches to Manager Analysis

    • Module 27.3 Evaluating Managers

    • Module 27.4 Manager Contracts and Fees

  • 11.Cases in Portfolio Management and Risk Management

    • Module 28.1 Managing Liquidity Risk

    • Module 28.2 Addressing Liquidity Needs

    • Module 28.3 Modifying Asset Allocation

    • Module 29.1 Early Career Stage

    • Module 29.2 Career Development Stage

    • Module 29.3 Peak Accumulation Stage

    • Module 29.4 Early Retirement Stage

    • Module 30.1 Financial Risks Faced by Institutional Investors

    • Module 30.2 Enterprise Risk Management

    • Module 30.3 Environmental and Social Risks Faced by Institutional Investors

    • Module 30.4 Case Sudy

  • 12.Ethical and Professional Standards

    • Module 31.1 Code and Standards

    • Module 32.1 Standard IA B

    • Module 32.2 Standard IC D

    • Module 32.3 Standard II

    • Module 32.4 Standard IIIA B

    • Module 32.5 Standard IIIC D E

    • Module 32.6 Standard IV

    • Module 32.7 Standard V

    • Module 32.8 Standard VI

    • Module 32.9 Standard VII

    • Module 33.1 Cases

    • Module 34.1 The Asset Manager Code

    • Module 35.1 GIPS Overview

    • Module 35.2 Compliance Fundamentals

    • Module 35.3 Return Calculations

    • Module 35.4 Composites

    • Module 35.5 GIPS Presentation and Reporting

    • Module 35.6 The Valuation Hierarchy

    • Module 35.7 GIPS Verification

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