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课程大纲
{in name="user_id" value="21644"} {/ in}课程试听 推荐
1.金融英语
1-1 Quantitative Methods
1-2 Quantitative Methods
2-1 Economics
2-2 Economics
3-1 Financial Statement Analysts
4-1 Corporate Issuers
5-1 Equity Investments
6-1 Fixed Income
7-1 Derivatives
8-1 Alternative Investments
9-1 Portfolio Management and Wealth Planning
10-1 Ethical and Professional Standards
2.金融数学
1-1 指数与对数
1-2 指数与对数
2-1 等比数列
3-1 统计度量
3-2 统计度量
3-3 统计度量
4-1 导数
5-1 假设检验
6-1 数量分析框架
3.财务报表入门
1 - 财报重要性及会计要素
2 - 三大财务报表
3 - 复式记账法与会计基础
4 - 财报分析方法及应用案例
4.财务计算器使用
1-1 Overview of Calculator Operations
1-2 Overview of Calculator Operations
1-3 Overview of Calculator Operations
2-1 Time-Value-of-Money and Amortization Worksheets
3-1 Cash Flow Worksheet
4-1 Bond Worksheet
5-1 Depreciation Worksheet
6-1 Statistics Worksheets
7-1 Combination and Permutation
1.Quantitative Methods
0-1 Introduction.mp4
M1-1 Rates and Returns
M1-2 Rates and Returns
M2-1 The Time Value of Money in Finance
M2-2 The Time Value of Money in Finance
M3-1 Statistical Measures of Asset Returns
M3-2 Statistical Measures of Asset Returns
M4 Probability Trees and Conditional Expectations
M5-1 Portfolio Mathematics
M5-2 Portfolio Mathematics
M6-1 Simulation Methods
M6-2 Simulation Methods
M7 Estimation and Inference
M8-1 Hypothesis Testing
M8-2 Hypothesis Testing
M9 Parametric and Non-Parametric Tests of Independence
M10-1 Simple Linear Regression
M10-2 Simple Linear Regression
M11 Introduction to Big Data Techniques
2.Economics
M1-1 The Firm and Market Structures
M1-2 The Firm and Market Structures
M1-3 The Firm and Market Structures
M1-4 The Firm and Market Structures
M2-1 Understanding Business Cycles
M2-2 Understanding Business Cycles
M3 Fiscal Policy
M4 Monetary Policy
M5 Introduction to Geopolitics
M6 International Trade
M7 Capital Flows and the FX Market
M8 Exchange Rate Calculations
3.Corporate Issuers
Introduction
M1-1 Organizational Forms, Corporate Issuer Features, and Ownership
M1-2 Organizational Forms, Corporate Issuer Features, and Ownership
M1-3 Organizational Forms, Corporate Issuer Features, and Ownership
M1-4 Organizational Forms, Corporate Issuer Features, and Ownership
M2-1 Investors and Other Stakeholders
M2-2 Investors and Other Stakeholders
M2-3 Investors and Other Stakeholders
M2-4 Investors and Other Stakeholders.
M3-1 Corporate Governance- Conflicts, Mechanisms, Risks, and Benefits
M3-2 Corporate Governance- Conflicts, Mechanisms, Risks, and Benefits
M3-3 Corporate Governance- Conflicts, Mechanisms, Risks, and Benefits
M3-4 Corporate Governance- Conflicts, Mechanisms, Risks, and Benefits
M4-1 Working Capital and Liquidity
M4-2 Working Capital and Liquidity
M4-3 Working Capital and Liquidity
M4-4 Working Capital and Liquidity
M5-1 Capital Investments and Capital Allocation
M5-2 Capital Investments and Capital Allocation
M5-3 Capital Investments and Capital Allocation(1)
M5-3 Capital Investments and Capital Allocation(2)
M5-4 Capital Investments and Capital Allocation
M5-5 Capital Investments and Capital Allocation
M6-1 Capital Structure
M6-2 Capital Structure
M6-3 Capital Structure
M6-4 Capital Structure
M7-1 Business Models
M7-2 Business Models
M7-3 Business Models
4.Financial Statement Analysis
Introduction
M1-1 Introduction to Financial Statement Analysis
M1-2 Introduction to Financial Statement Analysis
M1-3 Introduction to Financial Statement Analysis
M2-1 Analyzing Income Statements
M2-2 Analyzing Income Statements
M2-3 Analyzing Income Statements
M3 Analyzing Balance Sheets
M4-1 Analyzing Statements of Cash Flows I
M4-2 Analyzing Statements of Cash Flows I
M5 Analyzing Statements of Cash Flows II
M6-1 Analysis of Inventories
M6-2 Analysis of Inventories
M7-1 Analysis of Long-Lived Assets
M7-2 Analysis of Long-Lived Assets
M7-3 Analysis of Long-Lived Assets
M8-1 Topics in Long-Term Liabilities and Equity
M8-2 Topics in Long-Term Liabilities and Equity
M8-3 Topics in Long-Term Liabilities and Equity
M9-1 Analysis of Income Taxes
M9-2 Analysis of Income Taxes
M10 Financial Reporting Quality
M11-1 Financial Analysis Techniques
M11-2 Financial Analysis Techniques
M12-1 Introduction to Financial Statement Modeling
M12-2 Introduction to Financial Statement Modeling
5.Equity Investments
Introduction
M1-1 Introduction
M1-2 Main Functions of the Financial Market
M1-3 Intermediaries of Financial Market
M1-4 Classification of assets and markets(1)
M1-4 Classification of assets and markets(2)
M1-5 Positions in an asset
M1-6 Instructions of transaction processes
M1-7 Well functioned financial market
M2-1 Introduction of security market index
M2-2 Calculation of Index Values over Multiple Time Periods
M2-3 Index Construction(1)
M2-3 Index Construction(2)
M2-4 Index Management Rebalancing and Reconstitution
M2-5 Uses of Market Indexes
M2-6 Equity indexes
M2-7 Fixed-income indexes
M2-8 Indexes for Alternative Investments
M3-1 The Concept of Market Efficiency
M3-2 Factors Affecting Market Efficiency
M3-3 Forms of Market Efficiency
M4-1 Characteristics of Equity Securities
M4-2 Private Versus Public Equity Securities
M4-3 Non-Domestic Equity Securities
M4-4 Risk and Return Characteristics
M4-5 Equity and Company Value
M5-1 Introduction
M5-2 Company Research Reports
M5-3 Determining the Business Model
M5-4 Revenue Analysis
M5-5 Operating Profitability and Working Capital Analysis
M5-6 Capital Investments and Capital Structure
M6-1 Introduction
M6-2 Uses of Industry Analysis
M6-3 Industry Classification
M6-4 Industry Survey
M6-5 Industry Structure and External Influences
M6-6 Competitive Positioning
M7-1 Introduction
M7-2 Forecast Objects, Principles, and Approaches
M7-3 Forecasting Revenues
M7-4 Forecasting Operating Expenses and Working Capital
M7-5 Forecasting Capital Investments and Capital Structure
M7-6 Scenario Analysis
M8-1 Estimated value and market price
M8-2 Categories of Equity Valuation Models
M8-3 Discounted cash flow models(1)
M8-3 Discounted cash flow models(2)
M8-4 Multiplier models
M8-5 Asset-based valuation
6.Fixed Income
0-1 Introduction
M1-1 Introduction
M1-2 Features of Fixed-Income Securities
M1-3 Bond Indentures and Covenants
M2-1 Introduction
M2-2 Fixed-Income Cash Flow Structures
M2-3 Fixed-Income Contingency Provisions
M2-4 Legal, Regulatory, and Tax Considerations
M3-1 Introduction
M3-2 Fixed-Income Segments, Issuers, and Investors
M3-3 Fixed-Income Indexes
M3-4 Primary and Secondary Fixed-Income Markets
M4-1 Introduction
M4-2 Short-Term Funding Alternatives
M4-3 Repurchase Agreements
M4-4 Long-Term Corporate Debt
M5-1 Introduction
M5-2 Sovereign Debt
M5-3 Sovereign debt issuance and trading
M5-4 Non-Sovereign, Quasi-Government, and Supranational Agency Debt
M6-1 Introduction
M6-2 Bond Pricing and the Time Value of Money
M6-3 Relationships between Bond Prices and Bond Features
M6-4 Matrix Pricing
M7-1 Introduction
M7-2 Periodicity and Annualized Yields
M7-3 Other Yield Measures, Conventions, and Accounting for Embedded Options
M7-4 Yield Spread Measures for Fixed-Rate Bonds and Matrix Pricing
M8-1 Introduction
M8-2 Yield and Yield Spread Measures for Floating-Rate Notes
M8-3 Yield Measures For Money Market Instruments
M9-1 Introduction
M9-2 Maturity Structure of Interest Rates and Spot Rates
M9-3 Par and Forward Rates
M9-4 Spot, Par, And Forward Yield Curves
M10-1 Introduction
M10-2 Sources of Return From Investing In a Fixed-rate Bond
M10-3 Investment Horizon and Interest Rate Risk
M10-4 Macaulay Duration
M11-1 Introduction
M11-2 Modified Duration
M11-3 Money Duration and Price Value of a Basis Point
M11-4 Properties of Duration
M12-1 Introduction
M12-2 Bond Convexity and Convexity Adjustment
M12-3 Bond Risk and Return Using Duration and Convexity
M12-4 Portfolio Duration and Convexity
M13-1 Introduction
M13-2 Curve-Based Interest Rate Risk Measures
M13-3 Bond Risk and Return Using Curve-Based Duration
M13-4 Key Rate Duration as a Measure of Yield Curve Risk
M13-5 Empirical Duration
M14-1 Introduction
M14-2 Sources of Credit Risk
M14-3 Credit Rating Agencies and Credit Ratings
M14-4 Factors Impacting Yield Spreads
M15-1 Introduction
M15-2 Sovereign Credit Analysis
M15-3 Non-Sovereign Credit Risk
M16-1 Introduction
M16-2 Assessing Corporate Creditworthiness
M16-3 Financial Ratios in Corporate Credit Analysis
M16-4 Seniority Rankings, Recovery Rates, and Credit Ratings
M17-1 Introduction
M17-2 The Benefits of Securitization
M17-3 The securitization process
M18-1 Introduction
M18-2 Covered Bonds
M18-3 ABS Structures To Address Credit Risk
M18-4 Non-mortgage asset-backed securities
M18-5 Collateralized Debt Obligations
M19-1 Introduction
M19-2 Time Tranching
M19-3 Mortgage Loans And Their Characteristic Features
M19-4 Residential Mortgage-Backed Securities (RMBS)
M19-5 Commercial Mortgage-Backed Securities (CMBS)
7.Derivatives
M1-1 Introduction
M1-2 Derivative Features
M1-3 Derivatives Underlyings
M1-4 Derivative markets
M2-1&2 Forwards
M2-3 Futures(1)
M2-3 Futures(2)
M2-4 Swaps
M2-5 Options(1)
M2-5 Options(2)
M2-6 Credit derivatives
M3-1 Introduction &2 Derivative Benefits
M3-3 Derivative Risks
M3-4 Issuer Use Of Derivatives
M3-5 Investor Use Of Derivatives
M4-1 Introduction & 2 Arbitrage
M4-3 Replication
M4-4 Costs and Benefits Associated with Owning the Underlying
M5-1&2 Introduction &Pricing and Valuation of Forward Commitments
M5-3 Pricing and Valuation of Interest Rate Forward Contracts
M6-1&2&3 Pricing of Futures Contracts at Inception
M6-4 Interest Rate Futures versus Forward Contracts
M6-5 Forward and Futures Price Differences
M7-1&2 Swaps Vs. Forwards
M7-3 Swap Values And Prices
M8-1&2&3 Option Exercise Value
M8-4&5&6&7 Replication
M8-8 Factors Affecting Option Value
M9-1&2 Put–Call Parity
M9-3&4&5 Option Strategies Based on Put–Call Parity
M10-1&2&3 The Binomial Model
M10-4 Pricing a European Call Option
M10-5 Risk Neutrality
8.Alternative Investments
M1-1 Alternative Investment Features, Methods, and Structures
M1-2 Alternative Investment Features, Methods, and Structures
M2 Alternative Investment Performance and Returns
M3 Investments in Private Capital- Equity and Debt
M4 Real Estate and Infrastructure
M5 Natural Resources
M6 Hedge Funds
M7 Introduction to Digital Assets
9.Portfolio Management
0-1 Introduction
M1-1 Utility Theory and Indifference Curves
M1-2 Efficient Frontier
M1-3 Capital Allocation Line and Capital Market Line
M2-1 Return Generating Models
M2-2 Capital Asset Pricing Model & Security Market Line
M2-3 Portfolio Performance Appraisal Measures
M3-1 Step in The Portfolio Management Process
M3-2 Types of Investors
M3-3 The Asset Management Industry
M3-4 Pooled Investment Products
M4-1 Portfolio Planning
M4-2 Portfolio Construction
M5-1 Behavioral Bias（1）
M5-1 Behavioral Bias(2)
M5-2 Behavioral Finance and Market Behavior
M6-1 Risk Management Framework
M6-2 Risk Categories
M6-3 Measuring and Modifying Risk
10.Ethical and Professional Standards
M1-1 Ethics and Professionalism
M1-2 Challenges、Ethical vs. Legal、Decision-Making Frameworks
M1-3 summary
M2 Code of Ethics and Standards of Professional Conduct
M3-1 I(A)Knowledge of the Law
M3-2 I(B)Independence and Objectivity-Guidance
M3-3 I(B)Independence and Objectivity-Case
M3-4 I(C)Misrepresentation-Guidance
M3-5 I(C)Misrepresentation-Cases
M3-6 I(D)Misconduct
M3-7 I(E)Competence
M3-8 Ⅱ(A)Material NonpublicInformation-Guidance
M3-9 Ⅱ(A)Material Nonpublic Information-Cases
M3-10 Ⅱ(B)Market Manipulation
M3-11 III(A)Loyalty, Prudence and Care-Guidance
M3-12 III(A)Loyalty, Prudence and Care-Case
M3-13 III(B)Fair dealing
M3-14 III(C)Suitability
M3-15 III(D)Performance Presentation
M3-16 III(E)Preservation of Confidentiality
M3-17 IV(A)Loyalty-Guidance
M3-18 IV(A)Loyalty-Cases
M3-19 IV(B)Additional Compensation Arrangements
M3-20 IV(C)Responsibilities of Supervisors
M3-21 V(A)Diligenceand Reasonable basis-Guidance
M3-22 V(A)Diligenceand Reasonable basis-Cases
M3-23 V(B)Communication with clients andProspective Clients+V(C)Record retention
M3-24 VI(A)Disclosure of Conflicts
M3-25 VI(B)Priorityof Transaction+VI(C)Referral Fees
M3-26 VII(A)Conduct as members and candidates
M3-27 VII(B)Reference to CFAInstitute, Designation and Program
M4 Introduction to the Global Investment
M5-1 Ethics Application
M5-2 Ethics Application
M5-3 Ethics Application
M5-4 Ethics Application
M5-5 Ethics Application
