融跃教育

二级Kaplan英文视频

• 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 Pt1—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 Types of plan

    

  • 9.2 Defined Benefit Plans—Balance Sheet

    

  • 9.3 Defined Benefit Plans, Part 1—Periodic Cost

    

  • 9.4 Defined Benefit Plans, Part 2—Periodic Cost Example

    

  • 9.5 Plan Assumptions

    

  • 9.6 Analyst Adjustments

    

  • 9.7 Share Based Compensation

    

  • 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 Part1

    

  • 12.3 Evaluating Earnings Quality Part2

    

  • 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 P/E Multiple

    

  • 22.2 P/B Multiple

    

  • 22.3 P/S 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 RI

    

  • 23.5 Strengths/Weaknesses

    

  • 24.1 Private Company Basics

    

  • 24.2 Income Based Valuation

    

  • 24.3 Market Based Valuation

    

  • 24.4 Valuation Discounts

    

• 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 Part1

    

  • 27.3 Valuing Bonds with Embedded Options Part2

    

  • 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

    

  • 30.3 Pricing and Valuation of Fixed Income

    

  • 30.4 Pricing FRAs

    

  • 30.5 Valuation of FRAs

    

  • 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 Overview of Types of Real Estate Investment

    

  • 32.2 Investment in Real Estate Through Private Vehicles

    

  • 32.3 Investments in Real Estate Through Publicly Traded Securities

    

  • 33.1 Valuation Issues

    

  • 33.2 Exit Routes Costs Risks and Financial Performance Ratios

    

  • 33.3 Fee and Distribution Calculations

    

  • 34.1 Introduction and Theories of Return

    

  • 34.2 Analyzing Returns and Index Construction

    

• 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

    

  • 41.1 Explicit and Implicit Trading Costs

    

  • 41.2 Electronic Trading Systems

    

  • 41.3 Characteristics and Uses of Electronic Trading Systems

    

  • 41.4 Risks and Surveillance of Electronic Trading Systems

    

• 10.Ethical and Professional Standards

  • 42.1 Intorduction to the Code and Standards

    

  • 43.1 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