融跃教育

2020年CFA持证通关智课

价格: 7980.00

课程简介: CFA持证通关智课适应人群:喜欢挑战自己,想要有计划学习的人群。CFA持证通关智课主要以双线智能,基础诊断测评为主,专业与考试能力评估,定制个性化专属学习计划;通过双线学习系统(计划模式与通关模式),满足不同学习习惯,通过学、练、测、评360°浸入式教学;智能教辅平台,巩固学习高能提分,让学习效率加倍;三师伴学全程陪读私教式伴学,专属交流社群,让备考更轻松助力通关成功。

视频有效期:30个月

视频时长:15学时

视频数量:1500个

详情介绍

课程大纲

课程问答

课程评价

课程试听 推荐

  • CFA-TI--BA II Plus财务计算器使用视频教程
  • 2020年CFA一级通关智课
  • 2020年CFA持证通关智课
  • 2020年CFA二三级通关智课
  • CFA零基础——财务报表入门
  • CFA零基础——金融英语
  • CFA零基础——金融数学
  • 2020年CFA一级Kaplan原版英文视频
  • 2020年CFA二级Kaplan原版英文视频
  • 2020年CFA三级Kaplan原版英文视频

计算器基本操作

  • 打开或关闭计算器(***)

    • 打开或关闭计算器

  • 选择按键的第二功能(***)

    • 选择按键的第二功能

  • 计算器格式设置--设置小数位数(***)

    • 计算器格式设置--设置小数位数

  • 数学运算(***)

    • 数学运算

  • 存储器操作(**)

    • 存储器操作

  • 纠正输入错误(**)

    • 纠正输入错误

  • 清除计算器内容—数据清零(**)

    • 清除计算器内容—数据清零

  • 计算器重置(*)

    • 计算器重置

  • 阅读屏幕显示

    • 阅读屏幕显示

  • 计算器其他格式设置

    • 计算器其他格式设置

  • 数学运算 (Chn模式下)

    • 数学运算 (Chn模式下)

  • 常量计算

    • 常量计算

  • 使用最近结果

    • 使用最近结果

CFA考试用操作和功能

  • 货币的时间价值和分期付款工作表(***)

    • 1.货币的时间价值和分期付款工作表-1

    • 1.货币的时间价值和分期付款工作表-2

  • 现金流工作表(***)

    • 2.现金流工作表

  • 统计工作表 (**)

    • 3.统计工作表

  • 债券工作表 (**)

    • 4.债券工作表

  • 折旧工作表 (**)

    • 5.折旧工作表

  • 复利工作表(*)

    • 6.复利工作表

  • 利率转换工作表(*)

    • 7.利率转换工作表

  • 利润率工作表

    • 8.利润率工作表

  • 盈亏平衡工作表

    • 9.盈亏平衡工作表

  • 日期工作表

    • 10.日期工作表

CFA考试用功能的经典例题

  • 货币的时间价值和分期付款工作表(***)

    • 1.Future value of a single sum

    • 2.present value of a single sum

    • 3.FV of an ordinary annuity

    • 4.PV of an ordinary annuity

    • 5.PV of an ordinary annuity beginning later than t=1

    • 6.PV of a bond’s cash flows

    • 7.FV of an annuity due

    • 8.PV of an annuity due

    • 9.PV of a perpetuity

    • 10.PV of a deferred perpetuity

    • 11.computing the FV of an uneven cash flow series

    • 12.computing the PV of an uneven cash flow series

    • 13.the effect of compounding frequency on FV and PV

    • 14.computing an annuity payment needed to achieve a given FV

    • 15.computing the number of periods

    • 16.computing the rate of return

    • 17.some composite problems-1

    • 18.some composite problems-2

    • 19.some composite problems-3

    • 20.some composite problems-4

  • 现金流工作表(***)

    • 1.solving for unequal cash flows (NPV)

    • 2.finding IRR

    • 3.finding MWR

    • 4.solving for unequal cash flows

    • 5.finding PB

    • 6.finding DPB

  • 统计工作表 (**)

    • 1.calculating mean,variance and correlation

    • 2.computing expected value

    • 3.computing correlation coefficient

  • 债券工作表 (**)

    • 4.Computing Bond Price and Accrued Interest

  • 折旧工作表 (**)

    • 1.computing straight-line depreciation

    • 2.computing double-declining depreciation

    • 3.comparing SL and DDB depreciation method

  • 利率转换工作表(*)

    • 1.converting between nominal interest rate and effective interest rate

    • 2.finding effective interest rate

  • 盈亏平衡工作表

    • 7.find breakeven quantity

  • 日期工作表

    • 8.computing days between dates

CFA考试推荐设置

  • CFA考试推荐设置

    • CFA考试推荐设置

基础班

  • 伦理道德

  • 数量分析

  • 财务报表分析

  • 经济学

  • 股权投资

  • 固定收益

  • 衍生品

  • 其它类投资

  • 资产组合管理

  • 公司金融

强化班

  • 公司金融

  • 资产组合管理

  • 其它类投资

  • 衍生品

  • 固定收益

  • 股权投资

  • 经济学

  • 财务报表分析

  • 数量分析

  • 伦理道德

串讲班

  • 公司金融

  • 资产组合管理

  • 其他类投资

  • 衍生品

  • 固定收益

  • 股权投资

  • 经济学

  • 财务报表分析

  • 数量分析

  • 伦理道德

冲刺班

  • 公司金融

  • 伦理道德

  • 资产组合管理

  • 其他类投资

  • 衍生品

  • 固定收益

  • 股权投资

  • 经济学

  • 财务报表分析

  • 数量分析

前导班课程

  • 财务报表分析

    • 财务报表分析

  • 财务计算器的使用

    • 1. overview of caculator operations based on BA II plus(财务计算器使用概述)

    • 2. time value of money and amortization worksheet(货币的时间价值功能和摊销功能)

    • 3. cash flow worksheet(现金流计算功能)

    • 4. bond worksheet(债券计算功能)

    • 5. depreciation worksheet(折旧计算功能)

    • 6. statistics worksheet(统计计算功能)

    • 7. other worksheets and examination reconmmendation(计算器其他功能和考试推荐设置).mp4

  • 金融英语

    • 1. 金融英语--伦理道德部分

    • 2.金融英语--数量分析

    • 3.金融英语--经济学

    • 4.金融英语--财务报表分析

    • 5.金融英语--公司金融

    • 6. 金融英语--资产组合管理

    • 7.金融英语--股权投资

    • 8. 金融英语--固定收益

    • 9.金融英语--衍生品

    • 10. 金融英语--其他类投资

  • 金融数学

    • 1.金融数学-指数和对数

    • 2.金融数学-等比数列

    • 3.金融数学-统计度量 -1

    • 4.金融数学-统计度量 -2

    • 5.金融数学-统计度量 -3

    • 6.金融数学-导数

基础班

  • 伦理道德

  • 数量分析

  • 经济学

  • 财务报表分析

  • 公司金融

  • 资产组合管理

  • 股权投资

  • 固定收益

  • 衍生品

  • 其它类投资

前导课程

  • 前导班

    • 19年财务报表分析

    • 20年财务报表分析.mp4

前导课程

  • 前导班

    • 1. 金融英语--伦理道德部分.mp4

    • 2.金融英语--数量分析.mp4

    • 3.金融英语--经济学.mp4

    • 4.金融英语--财务报表分析.mp4

    • 5.金融英语--公司金融.mp4

    • 6. 金融英语--资产组合管理.mp4

    • 7.金融英语--股权投资.mp4

    • 8. 金融英语--固定收益.mp4

    • 9.金融英语--衍生品.mp4

    • 10. 金融英语--其他类投资.mp4

前导课程

  • 前导班

    • 1.金融数学-指数和对数.mp4

    • 2.金融数学-等比数列.mp4

    • 3.金融数学-统计度量 -1.mp4

    • 3.金融数学-统计度量 -2.mp4

    • 3.金融数学-统计度量 -3.mp4

    • 3.金融数学-统计度量 -4.mp4

    • 3.金融数学-统计度量 -5.mp4

    • 3.金融数学-统计度量 -6.mp4

    • 3.金融数学-统计度量 -7.mp4

    • 4.金融数学-导数.mp4

    • 5.金融数学-货币的时间价值 -1.mp4

    • 5.金融数学-货币的时间价值 -2.mp4

    • 5.金融数学-货币的时间价值 -3.mp4

    • 5.金融数学-货币的时间价值 -4.mp4

2020年CFA一级Kaplan原版英文视频

  • How to Pass the Level I Exam(讲义在这里)

    • How to Pass the Level I Exam

  • Ethical and Professional Standards

    • SS1_R1_M1_Ethics and Trust in the Investment Profession

    • SS1_R2_M1_Code and Standards

    • SS1_R3_M1_Standard IA B

    • SS1_R3_M2_Standard IC D

    • SS1_R3_M3_Standard II

    • SS1_R3_M4_Standard IIIA B

    • SS1_R3_M5_Standard IIIC D E

    • SS1_R3_M6_Standard IV

    • SS1_R3_M7_Standard V

    • SS1_R3_M8_Standard VI

    • SS1_R3_M9_Standard VII

    • SS1_R4_M1_Introduction to GIPS

    • SS1_R5_M1_Global Investment Performance Standards

  • Quantitative Methods

    • SS2_R6_M1_EAY and Compounding Frequency

    • SS2_R6_M2_Calculating PV and FV

    • SS2_R6_M3_Uneven Cash Flows

    • SS2_R7_M1_Describing Data Sets

    • SS2_R7_M2_Means and Variance

    • SS2_R7_M3_Skew and Kurtosis

    • SS2_R8_M1_Conditional and Joint Probabilities

    • SS2_R8_M2_Conditional Expectations and Correlation

    • SS2_R8_M3_Portfolio Variance Bayes and Counting Problems

    • SS3_R9_M1_Uniform and Binomial Distributions

    • SS3_R9_M2_Normal Distributions

    • SS3_R9_M3_Lognormal Distribution and Simulations

    • SS3_R10_M1_Central Limit Theorem and Standard Error

    • SS3_R10_M2_Confidence Intervals and T-distribution

    • SS3_R11_M1_Hypothesis Tests and Types of Errors

    • SS3_R11_M2_Tests of Means and p-values

    • SS3_R11_M3_Mean Differences Difference in Means

  • Economics

    • SS4_R12_M1_Elasticity

    • SS4_R12_M2_Demand and Supply

    • SS4_R13_M1_Perfect Competition

    • SS4_R13_M2_Monopolistic Competition

    • SS4_R13_M3_Oligopoly

    • SS4_R13_M4_Monopoly and Concentration

    • SS4_R14_M1_GDP Income and Expenditures

    • SS4_R14_M2_Aggregate Supply and Demand

    • SS4_R14_M3_Macro Equilibrium and Growth

    • SS4_R15_M1_Business Cycle Phases

    • SS4_R15_M2_Inflation and Indicators

    • SS5_R16_M1_Money and Inflation

    • SS5_R16_M2_Monetary Policy

    • SS5_R16_M3_Fiscal Policy

    • SS5_R17_M1_International Trade Benefits

    • SS5_R17_M2_Trade Restrictions

    • SS5_R18_M1_Foreign Exchange Rates

    • SS5_R18_M2_Forward Exchange Rates

    • SS5_R18_M3_Managing Exchange Rates

  • Financial Reporting and Analysis

    • SS6_R19_M1_Financial Statement Roles

    • SS6_R19_M2_Footnotes Audit and Analysis

    • SS6_R20_M1_Standards Overview

    • SS6_R20_M2_Financial Reporting Framework

    • SS7_R21_M1_Income Statement Overview

    • SS7_R21_M2_Revenue Recognition

    • SS7_R21_M3_Expense Recognition

    • SS7_R21_M4_EPS and Dilutive Securities

    • SS7_R21_M5_Common Size Income Statements

    • SS7_R22_M1_Balance Sheet Introduction

    • SS7_R22_M2_Assets and Liabilities

    • SS7_R22_M3_Current Assets and Liabilities

    • SS7_R22_M4_Noncurrent Assets and Liabilities

    • SS7_R22_M5_Intangible Assets

    • SS7_R22_M6_Marketable Securities

    • SS7_R22_M7_Shareholders Equity and Ratios

    • SS7_R23_M1_Cash Flow Introduction

    • SS7_R23_M2_Direct and Indirect Methods

    • SS7_R23_M3_Converting Direct to Indirect

    • SS7_R23_M4_Free Cashflow and Ratios

    • SS7_R24_M1_Introduction to Financial Ratios

    • SS7_R24_M2_Financial Ratios 1

    • SS7_R24_M3_Financial Ratios Part 2

    • SS7_R24_M4_DuPont Analysis

    • SS7_R24_M5_More Financial Ratios

    • SS8_R25_M1_Cost Flow Methods

    • SS8_R25_M2_Inventory Systems

    • SS8_R25_M3_Converting LIFO to FIFO

    • SS8_R25_M4_Inventory Valuation

    • SS8_R25_M5_Inventory Analysis

    • SS8_R26_M1_Capitalization vs. Expensing

    • SS8_R26_M2_Depreciation

    • SS8_R26_M3_Impairment and Revaluation

    • SS8_R26_M4_Fixed Asset Disclosures

    • SS8_R27_M1_Tax Terms

    • SS8_R27_M2_DTLs and DTAs

    • SS8_R27_M3_Deferred Tax Examples

    • SS8_R27_M4_Change in Tax Rates

    • SS8_R27_M5_Permanent Differences

    • SS8_R28_M1_Bond Issuance

    • SS8_R28_M2_Discount and Premium Bonds

    • SS8_R28_M3_Issuance Cost Derecognition and Disclosures

    • SS8_R28_M4_Lease and Pension Accounting

    • SS9_R29_M1_Reporting Quality

    • SS9_R29_M2_Accounting Choices and Estimates

    • SS9_R29_M3_Warning Signs

    • SS8_R30_M1_Forecasting

    • SS8_R30_M2_Credit and Equity Analysis

  • Corporate Finance

    • SS10_R31_M1_Stakeholder Management

    • SS10_R31_M2_Factors Affecting Corporate Governance

    • SS10_R32_M1_Capital Projects NPV and IRR

    • SS10_R32_M2_Payback Period Project Rankings

    • SS10_R33_M1_Weighted Average Cost of Capital

    • SS10_R33_M2_Project Cost of Capital

    • SS11_R34_M1_Measures of Leverage

    • SS11_R35_M1_Working Capital Management

  • Equity Investments

    • SS12_R36_M1_Markets Assets and Intermediaries

    • SS12_R36_M2_Positions and Leverage

    • SS12_R36_M3_Order Execution and Validity

    • SS12_R37_M1_Index Weighting Methods

    • SS12_R37_M2_Uses and Types of Indexes

    • SS12_R38_M1_Market Efficiency

    • SS12_R39_M2_Foreign Equities and Equity Risk

    • SS13_R39_M1_Types of Equity Investments

    • SS13_R40_M1_Industry Analysis

    • SS13_R40_M2_Pricing Power and Company Analysis

    • SS13_R41_M1_Dividends Splits and Repurchases

    • SS13_R41_M2_Dividend Discount Models

    • SS13_R41_M3_Relative Valuation Measures

  • Fixed Income

    • SS14_R42_M1_Bond Indentures Regulation and Taxation

    • SS14_R42_M2_Bond Cash Flows and Contingencies

    • SS14_R43_M1_Types of Bonds and Issuers

    • SS14_R43_M2_Corporate Debt and Funding Alternatives

    • SS14_R44_M1_Bond Valuation and Yield to Maturity

    • SS14_R44_M2_Spot Rates and Accrued Interest

    • SS14_R44_M3_Yield Measures

    • SS14_R44_M4_Yield Curves

    • SS14_R44_M5_Yield Spreads

    • SS14_R45_M1_Structure of Mortgage Backed Securities

    • SS14_R45_M2_Prepayment Risk Nonmortage Backed

    • SS15_R46_M1_Sources of Returns Duration

    • SS15_R46_M2_Interest Rate Risk Money Duration

    • SS15_R46_M3_Convexity Yield Volatility

    • SS15_R47_M1_Credit Risk and Bond Ratings

    • SS15_R47_M2_Evaluating Credit Quality

  • Derivatives

    • SS16_R48_M1_Forwards and Futures

    • SS16_R48_M2_Swaps and Options

    • SS16_R49_M1_Forwards and Futures Valuation

    • SS16_R49_M2_Forward Rate Agreements and Swap Valuation

    • SS16_R49_M3_Option Valuation and Put-Call Parity

    • SS16_R49_M4_Binomial Model for Option Values

  • Alternative Investments

    • SS17_R50_M1_Private Equity and Real Estate

    • SS17_R50_M2_Hedge Funds Commodities and Infrastructure

  • Portfolio Management

    • SS18_R51_M1_Portfolio Management Process

    • SS18_R51_M2_Asset Management and Pooled Investments

    • SS18_R52_M1_Returns Measures

    • SS18_R52_M2_Covariance and Correlation

    • SS18_R52_M3_The Efficient Frontier

    • SS18_R53_M1_Systematic Risk and Beta

    • SS18_R53_M2_The CAPM and SML

    • SS19_R54_M1_Portfolio Planning and Construction

    • SS19_R55_M1_Introduction to Risk Management

    • SS19_R56_M1_Technical Analysis

    • SS19_R57_M1_Fintech in Investment Management

2020年CFA二级Kaplan原版英文视频

  • How to Pass the Level II Exam(讲义在这里)

    • How to Pass the Level II Exam

  • Code and Standards

    • SS1_R1_M1_Code and Standards

  • Guidance for Standards I–VII

    • SS1_R2_M1_Standard IA B

    • SS1_R2_M2_Standard IC D

    • SS1_R2_M3_Standard II

    • SS1_R2_M4_Standard IIIA

    • SS1_R2_M5_Standard IIIB C

    • SS1_R2_M6_Standard IIID E

    • SS1_R2_M7_Standard IV

    • SS1_R2_M8_Standard V

    • SS1_R2_M9_Standard VI

    • SS1_R2_M10_Standard VII

  • Ethical and Professional Standards

    • SS1_R3_M1_Cases

  • Quantitative Methods

    • SS2_R4_M1_Linear Regression Introduction

    • SS2_R4_M2_Hypothesis Tests and Confidence Intervals

    • SS2_R4_M3_Predicting Dependent Variables and Confidence Intervals

    • SS2_R4_M4_ANOVA Tables R2 and SEE

    • SS2_R5_M1_Multiple Regression Introduction

    • SS2_R5_M2_Hypothesis Tests and Confidence Intervals

    • SS2_R5_M3_ANOVA and the Ftest

    • SS2_R5_M4_Coefficient of Determination and Adjusted Rsquared

    • SS2_R5_M5_Dummy Variables

    • SS2_R5_M6_Assumptions Heteroskedasticity

    • SS2_R5_M7_Serial Correlation

    • SS2_R5_M8_Multicollinearity

    • SS2_R5_M9_Model Misspecification and Qualitative Dependent Variables

    • SS2_R6_M1_Linear and Log linear Trend Models

    • SS2_R6_M2_Autoregressive Models (AR)

    • SS2_R6_M3_Random Walks and Unit Roots

    • SS2_R6_M4_Seasonality

    • SS2_R6_M5_ARCH and Multiple Time Series

    • SS3_R7_M1_Types of Learning and Overfitting Problems

    • SS3_R7_M2_Supervised Learning Algorithms

    • SS3_R7_M3_Unsupervised Learning Algorithms and Other Models

    • SS3_R8_M1_Data Analysis Steps

    • SS3_R8_M2_Data Exploration

    • SS3_R8_M3_Model Training and Evaluation

    • SS3_R9_M1_Probabilistic Approaches

  • Economics

    • SS4_R10_M1_Forex quotes Spread and Triangular Arbitrage

    • SS4_R10_M2_Mark to Market Value and Parity Conditions

    • SS4_R10_M3_Exchange Rate Determinants Carry Trade and Central Bank Influence

    • SS4_R11_M1_Growth Factors and Production Function

    • SS4_R11_M2_Growth Accounting and Influencing Factors

    • SS4_R11_M3_Growth and Convergence Theories

    • SS4_R12_M1_Economics of Regulation

  • Financial Reporting and Analysis

    • SS5_R13_M1_Classifications

    • SS5_R13_M2_Investments in Financial Assets IFRS 9

    • SS5_R13_M3_Investment in Associates Equity Method Pt1

    • SS5_R13_M4_Investment in Associates Pt2

    • SS5_R13_M5_Business Combinations Balance sheet

    • SS5_R13_M6_Business Combinations Income Stmt

    • SS5_R13_M7_Business Combinations Goodwill Pt3

    • SS5_R13_M8_Joint Ventures

    • SS5_R13_M9_Special Purpose Entities

    • SS5_R14_M1_Types of plan

    • SS5_R14_M2_Defined Benefit Plans B S

    • SS5_R14_M3_Defined Benefit Plans Periodic Cost Pt1

    • SS5_R14_M4_Defined Benefit Plans Periodic Cost Example Pt2

    • SS5_R14_M5_Plan Assumptions

    • SS5_R14_M6_Analyst Adjustments

    • SS5_R14_M7_Share Based Compensation

    • SS5_R15_M1_Transaction Exposure

    • SS5_R15_M2_Translation

    • SS5_R15_M3_Temporal Method

    • SS5_R15_M4_Current Rate Method

    • SS5_R15_M5_Example

    • SS5_R15_M6_Ratios

    • SS5_R15_M7_Hyperinflation

    • SS5_R15_M8_Tax Sales Growth Financial Results

    • SS5_R16_M1_Financial Institutions

    • SS5_R16_M2_Capital Adequacy and Asset Quality

    • SS5_R16_M3_Management Capabilities and Earnings Quality

    • SS5_R16_M4_Liquidity Position and Sensitivity to Market Risk

    • SS5_R16_M5_Other factors

    • SS5_R16_M6_Insurance Companies

    • SS6_R17_M1_Quality of Financial Reports

    • SS6_R17_M2_Evaluating Earnings Quality Pt1

    • SS6_R17_M3_Evaluating Earnings Quality Pt2

    • SS6_R17_M4_Evaluating Cash Flow Quality

    • SS6_R17_M5_Evaluating B S Quality

    • SS6_R18_M1_Framework

    • SS6_R18_M2_Dupont and Associates

    • SS6_R18_M3_Asset Base and Capital Structure

    • SS6_R18_M4_Capital Allocation

    • SS6_R18_M5_Earnings Quality and Cash Flow Analysis

    • SS6_R18_M6_Market Value Decomposition

  • Corporate Finance

    • SS7_R19_M1_Cash Flow Estimation

    • SS7_R19_M2_Evaluation of Projects and Discount Rate Estimation

    • SS7_R19_M3_Real Options and Pitfalls in Capital Budgeting

    • SS7_R20_M1_Theories of Capital Structure

    • SS7_R20_M2_Factors affecting Capital Structure

    • SS7_R21_M1_Theories of Dividend policy

    • SS7_R21_M2_Stock Buybacks

    • SS8_R22_M1_Global Variations in Ownership Structures

    • SS8_R22_M2_Evaluating ESG Exposures

    • SS8_R23_M1_Merger Motivations

    • SS8_R23_M2_Defense Mechanisms and Antitrust

    • SS8_R23_M3_Target Company Valuation

    • SS8_R23_M4_Bid Evaluation

  • Equity Valuation

    • SS9_R24_M1_Equity Valuation Applications and Processes

    • SS9_R25_M1_Return Concepts

    • SS10_R26_M1_Forecasting Financial Statements

    • SS10_R26_M2_Competitive Analysis and Growth Rate

    • SS10_R27_M1_DDM Basics

    • SS10_R27_M2_Gordon Growth Model

    • SS10_R27_M3_Multiperiod Models

    • SS11_R28_M1_FCF Computation

    • SS11_R28_M2_Fixed and Working Capital Computation

    • SS11_R28_M3_Net Borrowings and Variations of Formulae

    • SS11_R28_M4_Example

    • SS11_R28_M5_FCF Other Aspects

    • SS11_R29_M1_P E Multiple

    • SS11_R29_M2_P B Multiple

    • SS11_R29_M3_P S and P CF Multiple

    • SS11_R29_M4_EV and Other Aspects

    • SS11_R30_M1_Residual Income Defined

    • SS11_R30_M2_Residual Income computation

    • SS11_R30_M3_Constant growth model for RI

    • SS11_R30_M4_Continuing RI

    • SS11_R30_M5_Strengths Weaknesses

    • SS11_R31_M1_Private Company Basics

    • SS11_R31_M2_Income Based Valuation

    • SS11_R31_M3_Market Based Valuation

    • SS11_R31_M4_Valuation Discounts

  • Fixed Income

    • SS12_R32_M1_Spot and Forward Rates Pt1

    • SS12_R32_M2_Spot and Forward Rates Pt2

    • SS12_R32_M3_Swap Rate Curve

    • SS12_R32_M4_Spread Measures

    • SS12_R32_M5_Term Structure Theory

    • SS12_R32_M6_Interest Rate Models

    • SS12_R33_M1_Binomial Trees Pt1

    • SS12_R33_M2_Binomial Trees Pt2

    • SS13_R34_M1_Types of Embedded Option

    • SS13_R34_M2_Valuing Bonds with Embedded Options Pt1

    • SS13_R34_M3_Valuing Bonds with Embedded Options Pt2

    • SS13_R34_M4_Option Adjusted Spread

    • SS13_R34_M5_Duration

    • SS13_R34_M6_Key Rate Duration

    • SS13_R34_M7_Capped and Floored Floaters

    • SS13_R34_M8_Convertible Bonds

    • SS13_R35_M1_Credit Risk Measures

    • SS13_R35_M2_Analysis of Credit Risk

    • SS13_R35_M3_Credit Scores and Credit Ratings

    • SS13_R35_M4_Structural and Reduced Form Models

    • SS13_R35_M5_Credit Spread Analysis

    • SS13_R35_M6_Credit Spread

    • SS13_R35_M7_Credit Analysis of Securitized Debt

    • SS13_R36_M1_CDS Features and Terms

    • SS13_R36_M2_Factors Affecting Pricing

    • SS13_R36_M3_CDS Usage

  • Derivatives

    • SS14_R37_M1_Pricing and Valuation concepts

    • SS14_R37_M2_Pricing and Valuation of Equity

    • SS14_R37_M3_Pricing and Valuation of Fixed Income

    • SS14_R37_M4_Pricing FRAs

    • SS14_R37_M5_Valuation of FRAs

    • SS14_R37_M6_Pricing and valuation of Currency Contracts

    • SS14_R37_M7_Pricing and valuation interest rate swaps

    • SS14_R37_M8_Currency swaps

    • SS14_R37_M9_Equity swaps

    • SS14_R38_M1_The Binomial Model

    • SS14_R38_M2_Two Period Binomial and Put Call Parity

    • SS14_R38_M3_American options

    • SS14_R38_M4_Hedge Ratio

    • SS14_R38_M5_IR options

    • SS14_R38_M6_BSM and Swaptions

    • SS14_R38_M7_Option Greeks and Dynamic Hedging

  • Alternative Investments

    • SS15_R39_M1_Introduction and Commercial Property Types

    • SS15_R39_M2_Valuation Approaches Direct Capitalization and NOI

    • SS15_R39_M3_Valuation using stabilized NOI Multipliers DCF

    • SS15_R39_M4_Valuation using cost approach and Sales Comparison

    • SS15_R39_M5_Due Diligence Indices and Ratios

    • SS15_R40_M1_Introduction to REOCS and REITS Structures Types

    • SS15_R40_M2_REIT Valuation NAVPS

    • SS15_R40_M3_REIT Valuation FFO AFFO DCF

    • SS15_R41_M1_Valuation Issues

    • SS15_R41_M2_Exit Routes Costs Risks and Financial Performance Ratios

    • SS15_R41_M3_Fee and Distribution Calculations

    • SS15_R41_M4_Venture Capital Funding Single Round

    • SS15_R41_M5_Venture Capital Funding Multiple Rounds

    • SS15_R42_M1_Introduction and Theories of Return

    • SS15_R42_M2_Analyzing Returns and Index Construction

  • Portfolio Management

    • SS16_R43_M1_ETF Mechanics and Tracking Error

    • SS16_R43_M2_Spreads Pricing Relative to NAV and Costs

    • SS16_R43_M3_ETF Risks and Portfolio Applications

    • SS16_R44_M1_Multifactor Models

    • SS16_R44_M2_Macroeconomic factor models fundamental factor models and statistical factor models

    • SS16_R44_M3_Multifactor Model Risk and Return

    • SS16_R45_M1_Value at risk VaR

    • SS16_R45_M2_Using VaR

    • SS16_R45_M3_Sensitivity and scenario risk measures

    • SS16_R45_M4_Applications of Risk Measures

    • SS16_R45_M5_Constraints and capital allocation decisions

    • SS17_R46_M1_Valuation and Interest Rates

    • SS17_R46_M2_The Business Cycle

    • SS17_R47_M1_Value added by active management

    • SS17_R47_M2_The Information Ratio vs the Sharpe ratio

    • SS17_R47_M3_The Fundamental Law

    • SS17_R47_M4_Active Management

    • SS17_R48_M1_Explicit and Implicit Trading Costs

    • SS17_R48_M2_Electronic Trading Systems

    • SS17_R48_M3_Characteristics and Uses of Electronic Trading Systems

    • SS17_R48_M4_Risks and Surveillance of Electronic Trading Systems

2020年CFA三级Kaplan原版英文视频

  • How to Pass the Level III Exam(讲义在这里)

    • How to Pass the Level III Exam

  • Ethical and Professional Standards

    • SS1_R1_M1_Code and Standards

    • SS1_R2_M1_Standard IA B

    • SS1_R2_M2_Standard IC D

    • SS1_R2_M3_Standard II

    • SS1_R2_M4_Standard IIIA B

    • SS1_R2_M5_Standard IIIC D E

    • SS1_R2_M6_Standard IV

    • SS1_R2_M7_Standard V

    • SS1_R2_M8_Standard VI

    • SS1_R2_M9_Standard VII

    • SS1_R3_M1_Cases

    • SS2_R4_M1_Establishing Trust

    • SS2_R5_M1_The Asset Manager Code

    • SS2_R6_M1_GIPS overview

    • SS2_R6_M2_Compliance and data requirements

    • SS2_R6_M3_Calculation

    • SS2_R6_M4_Composites

    • SS2_R6_M5_Disclosures

    • SS2_R6_M6_Presentation and reporting

    • SS2_R6_M7_Real estate and private equity

    • SS2_R6_M8_Wrap fees and advertising

    • SS2_R6_M9_Verification and AT Reporting

    • SS2_R6_M10_Evaluating a report

  • Behavioral Finance

    • SS3_R7_M1_Traditional Finance v Behavioral Finance

    • SS3_R7_M2_Utility Theory and Prospect Theory

    • SS3_R7_M3_Implications

    • SS3_R8_M1_Cognitive Errors v Emotional Biases

    • SS3_R8_M2_Emotional Biases

    • SS3_R9_M1_Classifying Investors

    • SS3_R9_M2_Implications Clients and Their Portfolios

    • SS3_R9_M3_Implications Other

  • Capital Market Expectations

    • SS4_R10_M1_Formulating Capital Market Expectations

    • SS4_R10_M2_The Trend Rate of Growth

    • SS4_R10_M3_The Business Cycle

    • SS4_R10_M4_Monetary and Fiscal Policy

    • SS4_R11_M1_Forecasting Fixed Income Returns

    • SS4_R11_M2_Emerging Market Bond Risk

    • SS4_R11_M3_Forecasting Equity Returns

    • SS4_R11_M4_The Risk Premium Approach

    • SS4_R11_M5_Forecasting Real Estate Returns

    • SS4_R11_M6_Exchange Rate Forecasting

    • SS4_R11_M7_Volatility Forecasting

    • SS4_R11_M8_Global Portfolio Adjustments

  • Asset Allocation and Related Decisions in Portfolio Management

    • SS5_R12_M1_Investment Governance

    • SS5_R12_M2_Economic Balance Sheet

    • SS5_R12_M3_Approaches to Asset Allocation

    • SS5_R12_M4_Allocation by Asset Class or Risk Factor

    • SS5_R12_M5_Example Strategic Asset Allocation

    • SS5_R12_M6_Other Approaches and Issues

    • SS5_R13_M1_Basic MVO

    • SS5_R13_M2_Reverse Optimization Black Litterman Resampling and Other Approaches

    • SS5_R13_M3_Example

    • SS5_R13_M4_Issues for Individuals

    • SS5_R13_M5_A Risk Budgeting Approach

    • SS5_R13_M6_An ALM Approach

    • SS5_R13_M7_Goals-based ans Misecaneous Aproaches

    • SS5_R13_M8_Rebalancing policy

    • SS5_R14_1_Real World Issues

    • SS5_R14_2_Adjusting the SAA

    • SS5_R14_3_Behavioral Issues

  • Derivatives and Currency Management

    • SS6_R15_M1_Options Basics

    • SS6_R15_M2_Synthetic Positions Using Options

    • SS6_R15_M3_Covered Calls

    • SS6_R15_M4_Protective Puts

    • SS6_R15_M5_Options as a Hedge of a Short Position

    • SS6_R15_M6_Collars

    • SS6_R15_M7_Straddles

    • SS6_R15_M8_Spreads

    • SS6_R15_M9_Delta and Gamma

    • SS6_R15_M10_Theta and Vega

    • SS6_R15_M11_Volatility Skew and Smile

    • SS6_R15_M12_Applications

    • SS6_R16_M1_Managing IRR—IRS FRA IRF

    • SS6_R16_M2_Managing Currency Exposure

    • SS6_R16_M3_Managing Equity Risk

    • SS6_R16_M4_Derivatives on Volatility

    • SS6_R16_M5_Derivatives in Portfolio Management

    • SS6_R17_1_Managing currency exposure

    • SS6_R17_2_Active strategies fundamentals and technical

    • SS6_R17_3_Active strategies carry and volatility trading

    • SS6_R17_4_Implementation and forwards

    • SS6_R17_5_Implementation and options

    • SS6_R17_6_More advanced implementation issues

  • Fixed-Income Portfolio Management

    • SS7_R18_1_Role of fixed income

    • SS7_R18_2_Modeling return

    • SS7_R18_3_Leverage and Tax Issues

    • SS7_R19_1_LDI Basics

    • SS7_R19_2_Managing a Duration Gap

    • SS7_R19_3_Advanced Considerations

    • SS7_R19_4_Risks

    • SS7_R19_5_Index based investing

    • SS7_R19_6_Introduction bullet ladder barbell

    • SS7_R20_M1_Introduction and Strategies for an Unchanged Curve

    • SS7_R20_M2_Strategies for Changing Yield Curves

    • SS7_R20_M3_Adjusting Convexity

    • SS7_R20_M4_Carry Trades

    • SS7_R20_M5_Determining an Optimal Strategy

    • SS7_R20_M6_Using Derivatives to Implement a Yield Curve Strategy

    • SS7_R20_M7_Using Key Rate Durations to Determine Optimal Strategy

    • SS7_R20_M8_Inter-Market Curve Strategies and Conclusion

    • SS8_R21_1_IG versus HY and measuring spread

    • SS8_R21_2_Top down and bottom up

    • SS8_R21_3_Liquidity tail and international risks

    • SS8_R21_4_Structured instruments

  • Equity Portfolio Management

    • SS9_R22_1_Equity Investment Roles

    • SS9_R22_2_Portfolio Income and Costs Shareholder Engagement Passive Active Management

    • SS9_R23_M1_Benchmarks

    • SS9_R23_M2_Approaches to Passive Investing

    • SS9_R23_M3_Tracking Error Return and Risk

    • SS10_R24_1_Fundamental vs Quantitative Approaches

    • SS10_R24_2_Types of Active Management Strategies

    • SS10_R24_3_Other Strategies

    • SS10_R24_4_Equity Investment Style Classification

    • SS10_R25_1_Building Block of Active Equity Portfolio Construction

    • SS10_R25_2_Active Share and Active Risk

    • SS10_R25_3_Allocating the Risk Budget

    • SS10_R25_4_Implicit Cost-Related Considerations in Portfolio Construction

    • SS10_R25_5_The Well-Constructed Portfolio

  • Alternative Investments for Portfolio Management

    • SS11_R26_M1_Overview of Hedge Fund Strategies

    • SS11_R26_M2_Equity Event-Driven and Relative Value Strategies

    • SS11_R26_M3_Opportunistic Specialist and Multi-Manager Strategies

    • SS11_R26_M4_Factor Models and Portfolio Impact of Hedge Funds

    • SS11_R27_M1_Role of Alternative Investments

    • SS11_R27_M2_Considerations in Allocating to Alternative Investments

    • SS11_R27_M3_Suitability Approaches Liquidity and Monitoring

  • Private Wealth Management

    • SS12_R28_M1_Investment Concerns of Private Clients and Institutions

    • SS12_R28_M2_Info and Skills Needed When Advising Private Clients

    • SS12_R28_M3_Formulating Client Goals and Evaluating Risk Tolerance

    • SS12_R28_M4_Capital Sufficiency Analysis for Client Goals

    • SS12_R28_M5_Principles of Retirement Planning

    • SS12_R28_M6_The Investment Policy Statement

    • SS12_R28_M7_Portfolio Construction

    • SS12_R28_M8_Portfolio Reporting and Review and Evaluating an Investment Program

    • SS12_R28_M9_Ethical and Compliance Considerations

    • SS12_R29_M1_Approaches to taxation

    • SS12_R29_M2_Accrual and Deferred Capital Gains Taxation

    • SS12_R29_M3_Annual Wealth and Blended Taxation

    • SS12_R29_M4_Tax Location

    • SS12_R29_M5_Aftertax Return and Risk

    • SS12_R29_M6_More Tax Alpha Strategies

    • SS12_R30_M1_Estate Planning

    • SS12_R30_M2_Estimating Core Capital

    • SS12_R30_M3_Gift vs Bequest

    • SS12_R30_M4_Other Estate Planning Techniques

    • SS12_R30_R5_Residence vs. Source Taxation

    • SS13_R31_M1_Concentrated single asset positions

    • SS13_R31_M2_Goal based and location

    • SS13_R31_M3_Strategies for common stock

    • SS13_R31_M4_Private businesses and real estate

    • SS13_R31_M5_Comprehensive example

    • SS13_R32_M1_Human and financial capital

    • SS13_R32_M2_Risks and Insurance

    • SS13_R32_M3_Life Insurance

    • SS13_R32_M4_Annuities

    • SS13_R32_M5_Comprehensive example and review

  • Portfolio Management for Institutional Investors

    • SS14_R33_M1_Overview of Institutional Investors

    • SS14_R33_M2_Pension Funds

    • SS14_R33_M3_Sovereign Wealth Funds

    • SS14_R33_M4_University Endowments and Private Foundations

    • SS14_R33_M5_Banks and Insurers

  • Trading, Performance Evaluation, and Manager Selection

    • SS15_R34_M1_Trade Motivations

    • SS15_R34_M2_Reference Price Benchmarks for Trade Execution

    • SS15_R34_M3_Trade Execution and Strategy Implementation

    • SS15_R34_M4_Trade Cost Measurement

    • SS15_R34_M5_Evaluating Trade Execution

    • SS15_R35_M1_Performance Evaluation

    • SS15_R35_M2_Approaches to Return Attribution

    • SS15_R35_M3_Benchmarking Investments and Managers

    • SS15_R35_M4_Performance Appraisal

    • SS15_R36_M1_Manager Selection Process

    • SS15_R36_M2_Approaches to Manager Analysis

    • SS15_R36_M3_Evaluating Managers

    • SS15_R36_M4_Manager ContractsandFees

  • Cases in Portfolio Management and Risk Management

    • SS16_R37_M1_Managing Liquidity Risk

    • SS16_R37_M2_Addressing Liquidity Needs

    • SS16_R37_M3_Modifying Asset Allocation

    • SS16_R38_M1_Early Career Stage

    • SS16_R38_M2_Career Development Stage

    • SS16_R38_M3_Peak Accumulation Stage

    • SS16_R38_M4_Early Retirement Stage

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