融跃教育

CFA快速通关APS智播课(全科)

价格: 17980.00

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:60个月

视频时长:约840小时

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基础精讲班

  • 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

前导入门班

  • 1.计算机使用教程

    • 计算机使用教程

  • 2.计算器使用教程

    • 1 - 计算器基本操作

    • 2 - CFA考试用操作和功能

    • 3 - CFA考试用功能的经典例题

    • 4 - CFA考试推荐设置

  • 3.金融数学

    • 金融数学

  • 4.CFA考前注意事项

    • CFA考前注意事项

  • 5.金融英语

    • 金融英语

  • 6.财务报表分析前导

    • 财务报表分析前导

  • 7.2023年一级考纲变化

    • 2023年一级考纲变化

  • 8.官方机考系统体验

    • 官方机考系统介绍

习题强化班

  • 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

    • 习题知识点汇总

  • 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)

基础精讲班

  • 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

习题强化班

  • 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

前导入门班

  • 1.2023年考纲解读

    • 考纲解读

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

一级Kaplan英文视频

  • 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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