价格： ￥ 999.00
视频有效期：2024-12-31
视频时长：约84小时
详情介绍
课程大纲
{in name="user_id" value="21644"} {/ in}课程试听 推荐
1.Quantitative Methods
1.1 Interest Rates and Return Measurement
1.2 Time Weighted and Money Weighted Returns
1.3 Common Measures of Return
2.1 Discounted Cash Flow Valuation
2.2 Implied Returns and Cash Flow Additivity
3.1 Central Tendency and Dispersion
3.2 Skewness Kurtosis and Correlation
4.1 Probability Models Expected Values and Bayes Formula
5.1 Probability Models for Portfolio Return and Risk
6.1 Lognormal Distributions and Simulation Techniques
7.1 Sampling Techniques and the Central Limit Theorem
8.1 Hypothesis Testing Basics
8.2 Types of Hypothesis Tests
9.1 Tests for Independence
10.1 Linear Regression Basics
10.2 Analysis of Variance ANOVA and Goodness of Fit
10.3 Predicted Values and Functional Forms of Regression
11.1 Introduction to Fintech
2. Economics
12.1 Breakeven Shutdown and Scale
12.2 Characteristics of Market structures
12.3 Identifying Market Structures
13.1 Business Cycles
14.1 Fiscal Policy Objectives
14.2 Ficsal Policy Tools and Implementation
15.1 Central Bank Objectives and Tools
15.2 Monetary Policy Effects and Limitations
16.1 Geopolitics
17.1 International Trade
18.1 The Foreign Exchange Market
18.2 Managing Exchange Rates
19.1 Foreign Exchange Rates
3.Portfolio Management and Wealth Planning（1）
20.1 Historical Risk and Return
20.2 Risk Aversion
20.3 Portfolio Standard Deviation
20.4 The Efficient Frontier
21.1 Systematic Risk and Beta
21.2 The CAPM and the SML
4.Corporate Issuers
22.1 Features of Corporate Issuers
23.1 Stakeholders and ESG Factors
24.1 Corporate Governance
25.1 Liquidity Measures and Management
26.1 Capital Investments and Project Measures
26.2 Capital Allocation Principles and Real Options
27.1 Weighted Average Cost of Capital
27.2 Capital Structure Theories
28.1 Business Model Features and Types
5.Financial Statement Analysts
29.1 Financial Statement Roles
30.1 Revenue Recognition
30.2 Expense Recognition
30.3 Nonrecurring Items
30.4 Earnings Per Share
30.5 Ratios and Common Size Income Statements
31.1 Intangible Assets and Marketable Securities
31.2 Common Size Balance Sheets
32.1 Cash Flow Introduction and Direct Method CFO
32.2 Indirect Method CFO
32.3 Investing and Financing Cash Flows and IFRSU.S. GAAP Differences
33.1 Analyzing Statements of Cash Flows II
34.1 Inventory Measurement
34.2 Inflation Impact on FIFO and LIFO
34.3 Presentation and Disclosure
35.1 Intangible Long Lived Assets
35.2 Impairment and Derecognition
35.3 Long Term Asset Disclosures
36.1 Leases
36.2 Deferred Compensation and Disclosures
37.1 Differences Between Accounting Profit and Taxable Income
37.2 Deferred Tax Assets and Liabilities
37.3 Tax Rates and Disclosures
38.1 Reporting Quality
38.2 Accounting Choices and Estimates
38.3 Warning Signs
39.1 Introduction to Financial Ratios
39.2 Financial Ratios Part 1
39.2 Financial Ratios Part 1
39.3 Financial Ratios Part 2
39.4 DuPont Analysis
39.5 Industry Specific Financial Ratios
40.1 Financial Statement Modeling
6.Equity Investments
41.1 Markets Assets and Intermediaries
41.2 Positions and Leverage
41.3 Order Execution and Validity
42.1 Index Weighting Methods
42.2 Uses and Types of Indexes
43.1 Market Efficiency
44.1 Types of Equity Investments
44.2 Foreign Equities and Equity Risk
45.1 Company Research Reports
45.2 Revenue, Profitability, and Capital
46.1 Industry Analysis
46.2 Industry Structure and Competitive Positioning
47.1 Forecasting in Company Analysis
48.1 Dividends, Splits, and Repurchases
48.2 Dividend Discount Models
48.3 Relative Valuation Measures
7.Fixed Income
49.1 Fixed Income Instrument Features
50.1 Fixed Income Cash Flows and Types
51.1 Fixed Income Issuance and Trading
52.1 Fixed Income Markets for Corporate Issuers
53.1 Fixed Income Markets for Government Issuers
54.1 Fixed Income Bond Valuation：Prices and Yields
55.1 Yield and Yield Spread Measures for Fixed Rate Bonds
56.1 Yield and Yield Spread Measures for Floating Rate Instruments
57.1 Term Structure of Interest Rates-Spot Par and Forward Curves
58.1 Interest Rate Risk and Return
59.1 Yield Based Bond Duration Measures and Properties
60.1 Yield Based Bond Convexity and Portfolio Properties
61.1 Curve Based and Empirical Fixed Income Risk Measures
62.1 Credit Risk
63.1 Credit Analysis for Govt Issuers
64.1 Credit Analysis for Corporate Issuers
65.1 Fixed Income Securitization
66.1 Asset Backed Security Instrument and Market Features
67.1 Mortgage Backed Securities Instruments and Market Features
8.Derivatives
68.1 Derivatives Markets
69.1 Forwards and Futures
69.2 Swaps and Options
70.1 Uses, Benefits, and Risks of Derivatives
71.1 Arbitrage Replication and Carrying Costs
72.1 Forward Contract Valuation
73.1 Futures Valuation
74.1 Swap Valuation
75.1 Option Valuation
76.1 Put Call Parity
77.1 Binomial Model for Option Values
9.Alternative Investments
78.1 Alternative Investment Structures
79.1 Performance Appraisal and Return Calculations
80.1 Private Capital
81.1 Real Estate
81.2 Infrastructure
82.1 Farmland, Timberland, and Commodities
83.1 Hedge Funds
84.1 Distributed Ledger Technology
84.2 Digital Asset Characteristics
10.Portfolio Management and Wealth Planning（2）
85.1 Portfolio Management Process
85.2 Asset Management and Pooled Investments
86.1 Portfolio Planning and Construction
87.1 Cognitive Errors vs Emotional Biases
87.2 Emotional Biases
88.1 Introduction to Risk Management
11. Ethical and Professional Standards
89.1 Ethics and Trust
90.1 Code and Standards
91.1 Guidance for Standards I(A) and I(B)
91.2 Guidance for Standards I(C) and I(D)
91.3 Guidance for Standard II
91.4 Guidance for Standards III(A) and III(B)
91.5 Guidance for Standards III(C), III(D), and III(E)
91.6 Guidance for Standard IV
91.7 Guidance for Standard V
91.8 Guidance for Standard VI
91.9 Guidance for Standard VII
92.1 Introduction to GIPS
93.1 Ethics Application
1.金融数学与投资
1. Algebra
2. Interest Rates
3. Time Value of Money
4. Statistical and Probability Concepts
5. Bond Valuation
6. Equity Valuation
7. Derivatives
1.财务报告与分析
1. Introduction to Financial Statements
2. Major Financial Statements
3. The Audit Report
4. Financial Reporting Mechanics
5. Financial Reporting Standards
6. Earnings Per Share
7. Ratios
8. Cash Flow
9. Inventories
10. Capitalization
11. Bonds
