融跃教育

2024年CFA二级考纲解读

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

M1 Basic of Multiple Regression and Underlying Assumptions

M2 Evaluating Regression Model Fit and Interpreting Model Results

M3-1 Model Misspecification

M3-2 Model Misspecification

M4-1 Extensions of Multiple Regression

M4-2 Extensions of Multiple Regression

M5-1 Time-Series Analysis

M5-2 Time-Series Analysis

M5-3 Time-Series Analysis

M5-4 Time-Series Analysis

M5-5 Time-Series Analysis

M6-1 Machine Learning

M6-2 Machine Learning

M6-3 Machine Learning

M6-4 Machine Learning

M6-5 Machine Learning

M6-6 Machine Learning

M6-7 Machine Learning

M7-1 Big Data Projects

M7-2 Big Data Projects

M7-3 Big Data Projects

M7-4 Big Data Projects

M1-1 Currency Exchange Rates- Understanding Equilibrium Value

M1-2 Currency Exchange Rates- Understanding Equilibrium Value

M1-3 Currency Exchange Rates- Understanding Equilibrium Value

M1-4 Currency Exchange Rates- Understanding Equilibrium Value(1)

M1-4 Currency Exchange Rates- Understanding Equilibrium Value(2)

M1-5 Currency Exchange Rates- Understanding Equilibrium Value

M1-6 Currency Exchange Rates- Understanding Equilibrium Value

M1-7 Currency Exchange Rates- Understanding Equilibrium Value

M1-8 Currency Exchange Rates- Understanding Equilibrium Value

M2-1 Economic Growth and investment decision

M2-2 Economic Growth and investment decision

M2-3 Economic Growth and investment decision

M3 Economics of Regulation

M1-1 Classification of Financial Assets and Reclassification

M1-2 Associates and Equity method

M1-3 Transactions with Associates、Fair Value Option、Impairment

M1-4 Acquisition Method

M1-5 Goodwill、Effect of methods on financial ratios、SPE & VIE

M2-1 Overview

M2-2 Share-based compensation

M2-3 Post-Employment Benefits(1)

M2-3 Post-Employment Benefits(2)

M3-1 Foreign currency transactions

M3-2 Translation ，Current rate method and Temporal rate method

M3-3 Translation ，Some special item

M3-4 Exposure to translation，Ratios analysis

M3-5 Translation in a hyperinflationary economy

M3-6 Effective tax rate，Sales growth and EX risk

M4-1 The difference between financial institutions and non-financial institutions

M4-2 CAMELS model，Capital adequacy and Asset Quality

M4-3 CAMELS model，Management capabilities，Earnings sufficiency，Liquidity position，Sensitivity to market risk

M4-4 Insurance Companies，P&C，L&H

M5-1 The quality of financial reports and Potential problems

M5-2 Evaluating financial report quality

M5-3 Evaluation，Beneish Model and Altman Model

M5-4 Evaluating quality of Cash flow statement and Balance sheet

M6 DuPont analysis and Accrual ratio

M7-1 Financial Statement Modeling

M7-2 Financial Statement Modeling

M7-3 Financial Statement Modeling

M1-1 Dividends

M1-2 Theories of dividend policy and company value

M1-3 Factors

M1-4 Types of dividend policies

M1-5 Share repurchase

M1-6 Analysis of dividend safety

M2-1 Global Variations in Ownership Structures

M2-2 Evaluating Corporate Governance Policies and Procedures

M2-3 Identifying and Evaluating ESG-related Risks and Opportunities

M3-1 Cost of Capital Factors

M3-2 Estimating the Cost of Debt

M3-3 The ERP

M3-4 The Cost of Equity (Required Return on Equity)

M4-1 Corporate Evolution, Actions, and Motivations

M4-2 Evaluating Corporate Restructurings

M4-3 Modeling and Valuation

Introduction

M1-1 Value Definitions and Applications

M1-2 Applications of Equity Valuation(1)

M1-2 Applications of Equity Valuation(2)

M2-1 DDM Formula

M2-2 The Gordon Growth Model

M2-3 Growth Phase, Transitional Phase, And Maturity Phase&Multistage Dividend Discount Models

M2-4 The Financial Determinants of Growth Rates

M3-1 Introduction to Free Cash Flows

M3-2 FCFF and FCFE Valuation Approaches(1)

M3-2 FCFF and FCFE Valuation Approaches(2)

M3-3 Forecasting Free Cash Flow(1)

M3-3 Forecasting Free Cash Flow(2)

M3-4 Free Cash Flow Model Variations

M3-5 Sensitivity Analysis in FCFF and FCFE

M4-1 Price Multiples(1)

M4-1 Price Multiples(2)

M4-1 Price Multiples(3)

M4-2 Enterprise Value To EBITDA&Comparable Method Using Price Multiples

M4-3 Momentum Valuation Indicators&Valuation Indicators- Issues in Practice

M5-1 Concept of Residual Income

M5-2 Residual Income Valuation Model

M5-3 Single-stage Model&Multistage Models

M5-4 Accounting Issues

M6-1 Public vs. Private Company Valuation

M6-2 Private Company Valuation Uses and Areas of Focus

M6-3 Earnings Normalization and Cash Flow Estimation

M6-4 Private Company Discount Rates and Required Rates of Return

M6-5 Valuation Discounts and Premiums

M6-6 Private Company Valuation Approaches

M1-1 The Term Structure and Interest Rate Dynamics

M1-2 The Term Structure and Interest Rate Dynamics

M1-3 The Term Structure and Interest Rate Dynamics

M1-4 The Term Structure and Interest Rate Dynamics

M1-5 The Term Structure and Interest Rate Dynamics

M1-6 The Term Structure and Interest Rate Dynamics

M1-7 The Term Structure and Interest Rate Dynamics

M1-8 The Term Structure and Interest Rate Dynamics

M1-9 The Term Structure and Interest Rate Dynamics

M1-10 The Term Structure and Interest Rate Dynamics

M1-11 The Term Structure and Interest Rate Dynamics

M2-1 The Arbitrage-Free Valuation Framework

M2-2 The Arbitrage-Free Valuation Framework

M2-3 The Arbitrage-Free Valuation Framework

M3-1 Valuation and Analysis of Bonds with Embedded Options

M3-2 Valuation and Analysis of Bonds with Embedded Options

M3-3 Valuation and Analysis of Bonds with Embedded Options

M3-4 Valuation and Analysis of Bonds with Embedded Options

M3-5 Valuation and Analysis of Bonds with Embedded Options

M3-6 Valuation and Analysis of Bonds with Embedded Options

M3-7 Valuation and Analysis of Bonds with Embedded Options

M4-1 Credit Analysis Models

M4-2 Credit Analysis Models

M4-3 Credit Analysis Models

M4-4 Credit Analysis Models

M4-5 Credit Analysis Models

M4-6 Credit Analysis Models

M5-1 Credit Default Swaps

M5-2 Credit Default Swaps

M1-1 Pricing and Valuation of Forward Commitments

M1-2 Pricing and Valuation of Forward Commitments

M1-3 Pricing and Valuation of Forward Commitments

M1-4 Pricing and Valuation of Forward Commitments

M1-5 Pricing and Valuation of Forward Commitments

M1-6 Pricing and Valuation of Forward Commitments

M1-7 Pricing and Valuation of Forward Commitments

M1-8 Pricing and Valuation of Forward Commitments

M1-9 Pricing and Valuation of Forward Commitments

M2-1 Valuation of Contingent Claims

M2-2 Valuation of Contingent Claims

M2-3 Valuation of Contingent Claims

M2-4 Valuation of Contingent Claims

M2-5 Valuation of Contingent Claims

M2-6 Valuation of Contingent Claims

M2-7 Valuation of Contingent Claims

Introduction

M1-1 Commodity Sectors

M1-2 Life Cycle of Commodities(1)

M1-2 Life Cycle of Commodities(2)

M1-3 Valuation of Commodities

M1-4 Commodities Futures Markets- Participants

M1-5 Commodity Spot and Futures Pricing

M1-6 Theories of Futures Returns

M1-7 Components of Futures Returns

M1-8 Commodity Swaps

M1-9 Commodity Indexes

M1-10 Module 1 Summary

M2-1 Real Estate Investment- Basic Forms

M2-2 Characteristics of Real Estate Investment

M2-3 Risk Factors of Real Estate Investment

M2-4 Role of Real Estate in an Investment Portfolio

M2-5 Investment Characteristics of Commercial Property Types

M2-6 Economic Drivers Affecting Real Estate Value

M2-7 Considerations in Analysis and Due Diligence

M2-8 Real Estate Indexes

M2-9 Module 2 Summary

M3-1 Types of Publicly Traded Real Estate Securities

M3-2 Valuation - Net asset value approach

M3-3 Valuation - Relative value (price multiple) approach(1)

M3-3 Valuation - Relative value (price multiple) approach(2)

M3-4 Private vs. Public Real Estate- a comparison

M3-5 Module 3 Summary

M4-1 Classification of Hedge Funds and Strategies

M4-2 Equity Strategies-Long-Short Equity

M4-3 Equity Strategies- Dedicated Short Selling and Short-biased

M4-4 Equity Strategies- Equity Market Neutral

M4-5 Event-driven Strategies- Merger Arbitrage

M4-6 Event-driven Strategies- Distressed Securities

M4-7 Relative Value Strategies- Fixed Income Arbitrage

M4-8 Relative Value Strategies- Convertible Bond Arbitrage

M4-9 Opportunistic Strategies- Global Macro Strategies

M4-10 Opportunistic Strategies- Managed Futures

M4-11 Specialist Strategies- Volatility Trading

M4-12 Specialist Strategies- Reinsurance-Life Settlements

M4-13 Multi-Manager Strategies- Fund-of-Funds

M4-14 Multi-Manager Strategies- Multi-Strategy Hedge Funds

M4-15 Conditional Factor Risk Model

M4-16 Module 4 Summary

M1-1 Exchange-Traded Funds- Mechanics and Applications

M1-2 Exchange-Traded Funds- Mechanics and Applications

M1-3 Exchange-Traded Funds- Mechanics and Applications

M1-4 Exchange-Traded Funds- Mechanics and Applications

M2-1 Using Multifactor Models

M2-2 Using Multifactor Models

M2-3 Using Multifactor Models

M3-1 Measuring and Managing Market Risk

M3-2 Measuring and Managing Market Risk

M3-3 Measuring and Managing Market Risk

M3-4 Measuring and Managing Market Risk

M4 Backtesting and Simulation

M5-1 Economics and Investment Markets

M5-2 Economics and Investment Markets

M6-1 Analysis of Active Portfolio Management

M6-2 Analysis of Active Portfolio Management

M6-3 Analysis of Active Portfolio Management

M7-1 Trading Costs and Electronic Markets

M7-2 Trading Costs and Electronic Markets

M1-1 Code of Ethics and Standards of Professional Conduct

M2-1 Guidance for Standards I (1)

M2-2 Guidance for Standards I (2)

M2-3 Guidance for Standards I (3)

M2-4 Guidance for Standards I (4)

M2-5 Guidance for Standards II (1)

M2-6 Guidance for Standards II (2)

M2-7 Guidance for Standards III (1)

M2-8 Guidance for Standards III (2)

M2-9 Guidance for Standards III (3)

M2-10 Guidance for Standards III (4)

M2-11 Guidance for Standards IV (1)

M2-12 Guidance for Standards IV (2)

M2-13 Guidance for Standards V (1)

M2-14 Guidance for Standards V (2)

M2-15 Guidance for Standards VI (1)

M2-16 Guidance for Standards VI (2)

M2-17 Guidance for Standards VII

M1 Basics of Multiple Regression and Underlying Assumptions

M2 Evaluating Regression Model Fit and Interpreting Model Results

M3 Model Misspecification

M4 Extensions of Multiple Regression

M5 Time-Series Analysis

M6 Machine Learning

M7 Big Data Projects

M1-1 Bid-Ask Spread

M1-2 Cross Rate and Triangular Arbitrage

M1-3 Forward contract

M1-4 The International Parity Relationships-1

M1-4 The International Parity Relationships-2

M1-5 FX Carry Trade

M1-6 Balance-of-Payments Accounts

M1-7 Exchange Rate Determination Models

M1-8 Exchange Rate Management

M2-1 Preconditions for Growth

M2-2 Cobb-Douglas production function

M2-3 Other factors affect the economy growth

M2-4 Economic Growth Theories

M2-5 Convergence debate

M3-1 Economic Rational for Regulation

M3-2 Classification of Regulations and Regulators

M1 Intercorporate Investments

M2 Employee Compensation Post Employment and

M3 Multinational Operations

M4 Analysis of Financial Institutions

M5 Evaluating Quality of Financial Reports

M6 Integration of Financial Statement Analysis

M7 Financial Statement Modeling

M1 Analysis of Dividends and Share Repurchases

M2 Environmental, Social, and Governance (ESG) Considerations in Investment Analysis

M3 Cost of Capital- Advanced Topics

M4 Corporate Restructuring

M1 Equity Valuation：Applications and Processes

M2 Discounted Dividend Valuation

M3 Free Cash Flow Valuation

M4 Market-Based Valuation：Price and Enterprise Value Multiples

M5 Residual Income Valuation

M6 Private Company Valuation

固定收益串讲-1

固定收益串讲-2

固定收益串讲-3

固定收益串讲-4

固定收益串讲-5

M1-1 Pricing and Valuation of Forward Commitment

M1-2 Pricing and Valuation of Forward Commitment

M2-1 Valuation of Contingent Claims

M2-2 Valuation of Contingent Claims

M1- Introduction to commodities and commodity derivatives-1

M1- Introduction to commodities and commodity derivatives-2

M2- Overview of Types of Real Estate Investment

M3 - Hedge Fund Strategies-1

M3 - Investments in Real Estate Through Publicly Traded Securities-1

M3 - Investments in Real Estate Through Publicly Traded Securities-2

M4 - Hedge Fund Strategies-1

M4 - Hedge Fund Strategies-2

M1 Exchange-Traded Funds- Mechanics and Applications

M2 Using Multifactor Models

M3 Measuring and Managing Market Risk

M4 Backtesting and Simulation

M5 Economics and Investment Markets

M6 Analysis of Active Portfolio Management

M7 Trading Costs and Electronic Markets

M1 Code of Ethics and Standards of Professional Conduct

M2-1 Guidance for Standards I–VII

M2-2 Guidance for Standards I–VII

M2-3 Guidance for Standards I–VII

数量冲刺-1

数量冲刺-2

1 - Alice Phan Case Scenario

2 - Camille Berger Case Scenario

3 - Brynn Newhart Case Scenario

4 - Charles Hollingsworth Case Scenario

财报冲刺-1

财报冲刺-2

财报冲刺-3

公司金融冲刺-1

公司金融冲刺-2

公司金融冲刺-3

公司金融冲刺-4

权益冲刺-1

权益冲刺-2

权益冲刺-3

权益冲刺-4

固定收益冲刺-1

固定收益冲刺-2

固定收益冲刺-3

固定收益冲刺-4

固定收益冲刺-5

固定收益冲刺-6

Case1：Q1-Q4

Case2：Q5-Q8

Case3：Q9-Q12

Case4：Q13-Q16

另类冲刺-1

另类冲刺-2

另类冲刺-3

另类冲刺-4

组合管理冲刺-1

组合管理冲刺-2

道德冲刺班-1

道德冲刺班-2

道德冲刺班-3

道德冲刺班-4

道德冲刺班-5

道德冲刺班-6