融跃客服

原价:¥9980.00
现价: ¥ 7980.00
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
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
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
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
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
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
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
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
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
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
前导班
19年财务报表分析
20年财务报表分析.mp4
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
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
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
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