融跃教育

官方机考系统简介

2023年一级考纲变化

CFA考前注意事项

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

1.指数与对数(1)

2.指数与对数(2)

3.等比数列

4.统计度量(1)

5.统计度量(2)

6.统计度量(3)

7.导数

8.假设检验

9.数量分析框架

1 .财务计算器使用概述

2.货币的时间价值功能和摊销功能

3 .现金流计算功能

4.债券计算功能

5.折旧计算功能

6.统计计算功能

7.计算器其他功能和考试推荐设置

1 - 财报重要性及会计要素

2 - 三大财务报表

3 - 复式记账法与会计基础

4 - 财报分析方法及应用案例

0-1 Introduction

M1-1 Rates and Returns

M1-2 Rates and Returns

M2-1 The Time Value of Money in Finance

M2-2 The Time Value of Money in Finance

M3-1 Statistical Measures of Asset Returns

M3-2 Statistical Measures of Asset Returns

M4 Probability Trees and Conditional Expectations

M5-1 Portfolio Mathematics

M5-2 Portfolio Mathematics

M6-1 Simulation Methods

M6-2 Simulation Methods

M7 Estimation and Inference

M8-1 Hypothesis Testing

M8-2 Hypothesis Testing

M9 Parametric and Non-Parametric Tests of Independence

M10-1 Simple Linear Regression

M10-2 Simple Linear Regression

M11 Introduction to Big Data Techniques

Introduction

M1-1 Introduction

M1-2 Profit Maximization Production Breakeven, Shutdown and Economies of Scale

M1-3 Introduction to Market Structures

M1-4 Monopolistic Competition

M1-5 Oligopoly

M1-6 Determining Market Structure

M2-1 Overview of the Business Cycle

M2-2 Credit Cycles

M2-3 Economic Indicators over the Business Cycle

M3-1 Introduction to Monetary and Fiscal Policy&Roles and Objectives of Fiscal Policy

M3-2 Fiscal Policy Tools

M3-3 Fiscal Policy Implementation

M4-1 Role of Central Banks

M4-2 Monetary Policy Tools and Monetary Transmission

M4-3 Monetary Policy Objectives

M4-4 Interaction of Monetary and Fiscal Policy

M5-1 National Governments and Political Cooperation

M5-2 Forces of Globalization

M5-3 International Trade Organizations

M5-4 Assessing Geopolitical Actors and Risk

M5-5 The Tools of Geopolitics

M5-6 Geopolitical Risk and the Investment Process

M6-1 Benefits and Costs of Trade

M6-2 Trade Restrictions and Agreements—Tariffs, Quotas, and Export Subsidies

M6-3 Trading Blocs and Regional Integration

M7-1 The Foreign Exchange Market and Exchange Rates

M7-2 Exchange Rate Regimes Ideals and Historical Perspective

M7-3 Capital Restrictions

M8 Cross-Rate Calculations&Forward Rate Calculations

0-1 Corporate Issuers Overview

M1-1 Organizational Forms, Corporate Issuer Features, and Ownership

M1-2 Organizational Forms, Corporate Issuer Features, and Ownership

M1-3 Organizational Forms, Corporate Issuer Features, and Ownership

M1-4 Organizational Forms, Corporate Issuer Features, and Ownership

M2-1 Investors and Other Stakeholders

M2-2 Investors and Other Stakeholders

M2-3 Investors and Other Stakeholders

M2-4 Investors and Other Stakeholders

M3-1 Corporate Governance- Conflicts, Mechanisms, Risks, and Benefits

M3-2 Corporate Governance- Conflicts, Mechanisms, Risks, and Benefits

M3-3 Corporate Governance- Conflicts, Mechanisms, Risks, and Benefits

M3-4 Corporate Governance- Conflicts, Mechanisms, Risks, and Benefits

M4-1 Working Capital and Liquidity

M4-2 Working Capital and Liquidity

M4-3 Working Capital and Liquidity

M4-4 Working Capital and Liquidity

M5-1 Capital Investments and Capital Allocation

M5-2 Capital Investments and Capital Allocation

M5-3 Capital Investments and Capital Allocation(1)

M5-3 Capital Investments and Capital Allocation(2)

M5-4 Capital Investments and Capital Allocation

M5-5 Capital Investments and Capital Allocation

M6-1 Capital Structure

M6-2 Capital Structure

M6-3 Capital Structure

M6-4 Capital Structure

M7-1 Business Models

M7-2 Business Models

M7-3 Business Models

0-1 Introduction

M1-1 Introduction to Financial Statement Analysis

M1-2 Introduction to Financial Statement Analysis

M1-3 Introduction to Financial Statement Analysis

M2-1 Analyzing Income Statements

M2-2 Analyzing Income Statements

M2-3 Analyzing Income Statements

M3 Analyzing Balance Sheets

M4-1 Analyzing Statements of Cash Flows I

M4-2 Analyzing Statements of Cash Flows I

M5 Analyzing Statements of Cash Flows II

M6-1 Analysis of Inventories

M6-2 Analysis of Inventories

M7-1 Analysis of Long-Lived Assets

M7-2 Analysis of Long-Lived Assets

M7-3 Analysis of Long-Lived Assets

M8-1 Topics in Long-Term Liabilities and Equity

M8-2 Topics in Long-Term Liabilities and Equity

M8-3 Topics in Long-Term Liabilities and Equity

M9-1 Analysis of Income Taxes

M9-2 Analysis of Income Taxes

M10 Financial Reporting Quality

M11-1 Financial Analysis Techniques

M11-2 Financial Analysis Techniques

M12-1 Introduction to Financial Statement Modeling

M12-2 Introduction to Financial Statement Modeling

0-1 Introduction

M1-1 Introduction

M1-2 Main Functions of the Financial Market

M1-3 Intermediaries of Financial Market

M1-4 Classification of assets and markets(1)

M1-4 Classification of assets and markets(2)

M1-5 Positions in an asset

M1-6 Instructions of transaction processes

M1-7 Well functioned financial market

M2-1 Introduction of security market index

M2-2 Calculation of Index Values over Multiple Time Periods

M2-3 Index Construction(1)

M2-3 Index Construction(2)

M2-4 Index Management Rebalancing and Reconstitution

M2-5 Uses of Market Indexes

M2-6 Equity indexes

M2-7 Fixed-income indexes

M2-8 Indexes for Alternative Investments

M3-1 The Concept of Market Efficiency

M3-2 Factors Affecting Market Efficiency

M3-3 Forms of Market Efficiency

M3-4 Implications of the Efficient Market Hypothesis

M3-5 Market Anomalies

M3-6 Behavioral Finance

M4-1 Characteristics of Equity Securities

M4-2 Private Versus Public Equity Securities

M4-3 Non-Domestic Equity Securities

M4-4 Risk and Return Characteristics

M4-5 Equity and Company Value

M5-1 Introduction

M5-2 Company Research Reports

M5-3 Determining the Business Model

M5-4 Revenue Analysis

M5-5 Operating Profitability and Working Capital Analysis

M5-6 Capital Investments and Capital Structure

M6-1 Introduction

M6-2 Uses of Industry Analysis

M6-3 Industry Classification

M6-4 Industry Survey

M6-5 Industry Structure and External Influences

M6-6 Competitive Positioning

M7-1 Introduction

M7-2 Forecast Objects, Principles, and Approaches

M7-3 Forecasting Revenues

M7-4 Forecasting Operating Expenses and Working Capital

M7-5 Forecasting Capital Investments and Capital Structure

M7-6 Scenario Analysis

M8-1 Estimated value and market price

M8-2 Categories of Equity Valuation Models

M8-3 Discounted cash flow models(1)

M8-3 Discounted cash flow models(2)

M8-4 Multiplier models

M8-5 Asset-based valuation

0-1 Introduction

M1-1 Introduction

M1-2 Features of Fixed-Income Securities

M1-3 Bond Indentures and Covenants

M2-1 Introduction

M2-2 Fixed-Income Cash Flow Structures

M2-3 Fixed-Income Contingency Provisions

M2-4 Legal, Regulatory, and Tax Considerations

M3-1 Introduction

M3-2 Fixed-Income Segments, Issuers, and Investors

M3-3 Fixed-Income Indexes

M3-4 Primary and Secondary Fixed-Income Markets

M4-1 Introduction

M4-2 Short-Term Funding Alternatives

M4-3 Repurchase Agreements

M4-4 Long-Term Corporate Debt

M5-1 Introduction

M5-2 Sovereign Debt

M5-3 Sovereign debt issuance and trading

M5-4 Non-Sovereign, Quasi-Government, and Supranational Agency Debt

M6-1 Introduction

M6-2 Bond Pricing and the Time Value of Money

M6-3 Relationships between Bond Prices and Bond Features

M6-4 Matrix Pricing

M7-1 Introduction

M7-2 Periodicity and Annualized Yields

M7-3 Other Yield Measures, Conventions, and Accounting for Embedded Options

M7-4 Yield Spread Measures for Fixed-Rate Bonds and Matrix Pricing

M8-1 Introduction

M8-2 Yield and Yield Spread Measures for Floating-Rate Notes

M8-3 Yield Measures For Money Market Instruments

M9-1 Introduction

M9-2 Maturity Structure of Interest Rates and Spot Rates

M9-3 Par and Forward Rates

M9-4 Spot, Par, And Forward Yield Curves

M10-1 Introduction

M10-2 Sources of Return From Investing In a Fixed-rate Bond

M10-3 Investment Horizon and Interest Rate Risk

M10-4 Macaulay Duration

M11-1 Introduction

M11-2 Modified Duration

M11-3 Money Duration and Price Value of a Basis Point

M11-4 Properties of Duration

M12-1 Introduction

M12-2 Bond Convexity and Convexity Adjustment

M12-3 Bond Risk and Return Using Duration and Convexity

M12-4 Portfolio Duration and Convexity

M13-1 Introduction

M13-2 Curve-Based Interest Rate Risk Measures

M13-3 Bond Risk and Return Using Curve-Based Duration

M13-4 Key Rate Duration as a Measure of Yield Curve Risk

M13-5 Empirical Duration

M14-1 Introduction

M14-2 Sources of Credit Risk

M14-3 Credit Rating Agencies and Credit Ratings

M14-4 Factors Impacting Yield Spreads

M15-1 Introduction

M15-2 Sovereign Credit Analysis

M15-3 Non-Sovereign Credit Risk

M16-1 Introduction

M16-2 Assessing Corporate Creditworthiness

M16-3 Financial Ratios in Corporate Credit Analysis

M16-4 Seniority Rankings, Recovery Rates, and Credit Ratings

M17-1 Introduction

M17-2 The Benefits of Securitization

M17-3 The securitization process

M18-1 Introduction

M18-2 Covered Bonds

M18-3 ABS Structures To Address Credit Risk

M18-4 Non-mortgage asset-backed securities

M18-5 Collateralized Debt Obligations

M19-1 Introduction

M19-2 Time Tranching

M19-3 Mortgage Loans And Their Characteristic Features

M19-4 Residential Mortgage-Backed Securities (RMBS)

M19-5 Commercial Mortgage-Backed Securities (CMBS)

M1-1 Introduction

M1-2 Derivative Features

M1-3 Derivatives Underlyings

M1-4 Derivative markets

M2-1&2 Forwards

M2-3 Futures(1)

M2-3 Futures(2)

M2-4 Swaps

M2-5 Options(1)

M2-5 Options(2)

M2-6 Credit derivatives

M3-1 Introduction &2 Derivative Benefits

M3-3 Derivative Risks

M3-4 Issuer Use Of Derivatives

M3-5 Investor Use Of Derivatives

M4-1 Introduction & 2 Arbitrage

M4-3 Replication

M4-4 Costs and Benefits Associated with Owning the Underlying

M5-1&2 Introduction &Pricing and Valuation of Forward Commitments

M5-3 Pricing and Valuation of Interest Rate Forward Contracts

M6-1&2&3 Pricing of Futures Contracts at Inception

M6-4 Interest Rate Futures versus Forward Contracts

M6-5 Forward and Futures Price Differences

M7-1&2 Swaps Vs. Forwards

M7-3 Swap Values And Prices

M8-1&2&3 Option Exercise Value

M8-4&5&6&7 Replication

M8-8 Factors Affecting Option Value

M9-1&2 Put–Call Parity

M9-3&4&5 Option Strategies Based on Put–Call Parity

M10-1&2&3 The Binomial Model

M10-4 Pricing a European Call Option

M10-5 Risk Neutrality

M1-1 Alternative Investment Features, Methods, and Structures

M1-2 Alternative Investment Features, Methods, and Structures

M2 Alternative Investment Performance and Returns

M3 Investments in Private Capital- Equity and Debt

M4 Real Estate and Infrastructure

M5 Natural Resources

M6 Hedge Funds

M7 Introduction to Digital Assets

0-1 Introduction

M1-1 Utility Theory and Indifference Curves

M1-2 Efficient Frontier

M1-3 Capital Allocation Line and Capital Market Line

M2-1 Return Generating Models

M2-2 Capital Asset Pricing Model & Security Market Line

M2-3 Portfolio Performance Appraisal Measures

M3-1 Step in The Portfolio Management Process

M3-2 Types of Investors

M3-3 The Asset Management Industry

M3-4 Pooled Investment Products

M4-1 Portfolio Planning

M4-2 Portfolio Construction

M5-1 Behavioral Bias

M5-2 Behavioral Finance and Market Behavior

M6-1 Risk Management Framework

M6-2 Risk Categories

M6-3 Measuring and Modifying Risk

M1-1 Ethics and Professionalism

M1-2 Challenges、Ethical vs. Legal、Decision-Making Frameworks

M1-3 summary

M2 Code of Ethics and Standards of Professional Conduct

M3-1 I(A)Knowledge of the Law

M3-2 I(B)Independence and Objectivity-Guidance

M3-3 I(B)Independence and Objectivity-Case

M3-4 I(C)Misrepresentation-Guidance

M3-5 I(C)Misrepresentation-Cases

M3-6 I(D)Misconduct

M3-7 Ⅱ(A)Material NonpublicInformation-Guidance

M3-8 Ⅱ(A)Material Nonpublic Information-Cases

M3-9 Ⅱ(B)Market Manipulation

M3-10 III(A)Loyalty, Prudence and Care-Guidance

M3-11 III(A)Loyalty, Prudence and Care-Case

M3-12 III(B)Fair dealing

M3-13 III(C)Suitability

M3-14 III(D)Performance Presentation

M3-15 III(E)Preservation of Confidentiality

M3-16 IV(A)Loyalty-Guidance

M3-17 IV(A)Loyalty-Cases

M3-18 IV(B)Additional Compensation Arrangements

M3-19 IV(C)Responsibilities of Supervisors

M3-20 V(A)Diligenceand Reasonable basis-Guidance

M3-21 V(A)Diligenceand Reasonable basis-Cases

M3-22 V(B)Communication with clients+V(C)Record Retention

M3-23 VI(A)Disclosure of Conflicts

M3-24 VI(B)Priorityof Transaction+VI(C)Referral Fees

M3-25 VII(A)Conduct as members and candidates

M3-26 VII(B)Reference to CFAInstitute, Designation and Program

M4 Introduction to the Global Investment

M5-1 Ethics Application

M5-2 Ethics Application

M5-3 Ethics Application

M5-4 Ethics Application

M5-5 Ethics Application

Module 1-1 The Time Value of Money

Module 1-2 The Time Value of Money

Module 1-3 The Time Value of Money

Module 2-1 Organizing, Visualizing, and Describing Data

Module 2-2 Organizing, Visualizing, and Describing Data

Module 2-3 Organizing, Visualizing, and Describing Data

Module 2-4 Organizing, Visualizing, and Describing Data

Module 2-5 Organizing, Visualizing, and Describing Data

Module 3-1 Probability Concepts

Module 3-2 Probability Concepts

Module 3-3 Probability Concepts

Module 4-1 Common Probability Distributions

Module 4-2 Common Probability Distributions

Module 4-3 Common Probability Distributions

Module 5-1 Sampling and Estimation

Module 5-2 Sampling and Estimation

Module 5-3 Sampling and Estimation

Module 6-1 Hypothesis Testing

Module 6-2 Hypothesis Testing

Module 7-1 Introduction to Linear Regression

Module 7-2 Introduction to Linear Regression

Module 7-3 Introduction to Linear Regression

overview

M1-1 Topics in Demand and Supply Analysis

M1-2 Topics in Demand and Supply Analysis

M1-3 Topics in Demand and Supply Analysis

M1-4 Topics in Demand and Supply Analysis

M1-5 Topics in Demand and Supply Analysis

M2-1 The Firm and Market Structures

M2-2 The Firm and Market Structures

M2-3 The Firm and Market Structures

M3-1 Aggregate Output, Prices, and Economic Growth

M3-2 Aggregate Output, Prices, and Economic Growth

M3-3 Aggregate Output, Prices, and Economic Growth

M3-4 Aggregate Output, Prices, and Economic Growth

M4-1 Understanding Business Cycles

M4-2 Understanding Business Cycles

M4-3 Understanding Business Cycles

M4-4 Understanding Business Cycles

M5-1 Monetary and Fiscal Policy

M5-2 Monetary and Fiscal Policy

M6 Introduction to Geopolitics

M7-1 International Trade and Capital Flows

M7-2 International Trade and Capital Flows

M1-1 Introduction to Financial Statement Analysis

M1-2 Introduction to Financial Statement Analysis

M1-3 Introduction to Financial Statement Analysis

M1-4 Introduction to Financial Statement Analysis

M1-5 Introduction to Financial Statement Analysis

M2 Financial Reporting Standards

M3-1 Understanding Income Statements

M3-2 Understanding Income Statements

M3-3 Understanding Income Statements

M3-4 Understanding Income Statements

M3-5 Understanding Income Statements

M4 Understanding Balance Sheets

M5-1 Understanding Cash Flow Statements

M5-2 Understanding Cash Flow Statements

M5-3 Understanding Cash Flow Statements

M6-1 Financial Analysis Techniques

M6-2 Financial Analysis Techniques

M7-1 Inventories

M7-2 Inventories

M7-3 Inventories

M8-1 Long-Lived Assets

M8-2 Long-Lived Assets

M8-3 Long-Lived Assets

M8-4 Long-Lived Assets

M9-1 Income taxes

M9-2 Income taxes

M10-1 Long-Term Liabilities

M10-2 Long-Term Liabilities

M10-3 Long-Term Liabilities

M11 Financial reporting quality

M12 Applications of Financial Statement Analysis

overview

M1-1 Corporate Structures and Ownership

M1-2 Corporate Structures and Ownership

M1-3 Corporate Structures and Ownership

M1-4 Corporate Structures and Ownership

M2-1 Introduction to Corporate Governance and Other ESG Considerations

M2-2 Introduction to Corporate Governance and Other ESG Considerations

M3-1 Business Models & Risks

M3-2 Business Models & Risks

M4-1 Capital Investments

M4-2 Capital Investments

M5-1 Working Capital & Liquidity

M5-2 Working Capital & Liquidity

M5-3 Working Capital & Liquidity

M6-1 Cost of Capital-Foundational Topics

M6-2 Cost of Capital-Foundational Topics

M7-1 Capital Structure

M7-2 Capital Structure

M8-1 Measure of Leverage

M8-2 Measure of Leverage

Module 1-1 Functions + Intermediaries

Module 1-2 Classification of assets (1)

Module 1-3 Classification of assets (2)

Module 1-4 Classification of markets

Module 1-5 Long & Short positions

Module 1-6 Leveraged position

Module 1-7 BidAsk + Order (1)

Module 1-8 Order (2)

Module 2-1 Price & Total return

Module 2-2 Index construction (1)

Module 2-3 Index construction (2)

Module 2-4 Security market indexes

Module 3-1 Forms of market efficiency

Module 3-2 Market anomalies

Module 3-3 Behavioral biases

Module 4-1 Common & Preferred shares

Module 4-2 PE + Depository receipts

Module 4-3 Risk & Return of equity

Module 5-1 Industry classification

Module 5-2 Pricing power + Industry life cycle

Module 5-3 Company analysis

Module 6-1 Dividend

Module 6-2 GGM

Module 6-3 Multistage DDM

Module 6-4 FCFE

Module 6-5 Price multiplier

Module 6-6 EV + Asset-based valuation

Module 1-1 Basic features of a fixed-income security

Module 1-2 Bond indenture

Module 1-3 Principal Repayment Structures

Module 1-4 Coupon payment Structure

Module 1-5 Callable bonds

Module 1-6 Putable、Convertible、Warrants

Module 2-1 Classification of Fixed-Income Markets

Module 2-2 Primary and Secondary Bond Markets，Bond of different issuers

Module 2-3 Corporate Debt and Structured financial instruments

Module 2-4 Short-term funding alternatives available to banks

Module 3-1 Bond Pricing with a single discount rate

Module 3-2 Flat Price, Accrued Interest, and the Full Price

Module 3-3 Matrix pricing，Yield measures for fixed-rate bonds

Module 3-4 Yield Measures for Floating-Rate Notes ,Money Market Instruments

Module 3-5 Yield Curve--Forward rates and spot rates

Module 3-6 Yield Spreads--G-spread,I spread,Z spread,OAS

Module 4-1 Benefits of securitization, Structure of a Securitization

Module 4-2 Residential mortgage-backed securities

Module 4-3 Agency RMBS—Mortgage Pass-through securities

Module 4-4 Agency RMBS—Collateralized mortgage obligation

Module 4-5 Commercial mortgage backed securities (CMBS)

Module 4-6 Collateralized Debt Obligations (CDO) and Covered bonds

Module 5-1 Computing annualized holding period return

Module 5-2 Yield Duration--Macaulay Duration and Modified Duration

Module 5-3 Approximate Modified Duration，Money Duration，PVBP，Effective Duration

Module 5-4 Portfolio Duration，Key rate duration

Module 5-5 Bond Convexity,Duration Gap,Credit and Liquidity Spread

Module 6-1 Credit Risk,Credit Risk,Credit Rating

Module 6-2 4C in credit analysis，Capacity、Collateral、Covenants、Character

Module 6-3 Factors influence yield spreads，Evaluating the credit

M1-1 Introduction

M1-2 Derivative Features

M1-3 Derivatives Underlyings

M1-4 Derivative markets

M2-1&2 Forwards

M2-3 Futures(1)

M2-3 Futures(2)

M2-4 Swaps

M2-5 Options(1)

M2-5 Options(2)

M2-6 Credit derivatives

M3-1 Introduction &2 Derivative Benefits

M3-3 Derivative Risks

M3-4 Issuer Use Of Derivatives

M3-5 Investor Use Of Derivatives

M4-1 Introduction & 2 Arbitrage

M4-3 Replication

M4-4 Costs and Benefits Associated with Owning the Underlying

M5-1&2 Introduction &Pricing and Valuation of Forward Commitments

M5-3 Pricing and Valuation of Interest Rate Forward Contracts

M6-1&2&3 Pricing of Futures Contracts at Inception

M6-4 Interest Rate Futures versus Forward Contracts

M6-5 Forward and Futures Price Differences

M7-1&2 Swaps Vs. Forwards

M7-3 Swap Values And Prices

M8-1&2&3 Option Exercise Value

M8-4&5&6&7 Replication

M8-8 Factors Affecting Option Value

M9-1&2 Put–Call Parity

M9-3&4&5 Option Strategies Based on Put–Call Parity

M10-1&2&3 The Binomial Model

M10-4 Pricing a European Call Option

M10-5 Risk Neutrality

M1-1 Introduction

M1-2 Investment methods

M1-3 Investment and compensation structures

M2-1 Performance Appraisal

M2-2 Calculating Fees and Returns

M3-1 Private Capital

M3-2 Real Estate

M3-3 Infrastructure

M3-4 Natural Resources

M3-5 Hedge Funds

M1-1 Portfolio management process+Types of investors

M1-2 The asset management industry+Pooled investment

M2-1 return measures+risk measures+portfolio risk

M2-2 Risk aversion and portfolio selection+ Efficient Frontier

M3-1 Capital Market Line+Systematic and Nonsystematic Risk+Beta

M3-2 CAPM+Portfolioperformanceappraisalmeasures

M4 Basic of Portfolio Planning and Construction

M5-1 BF —Cognitive error-Belief perseverance errors

M5-2 BF—Cognitive error-Information-processing biases+Emotional bias

M6-1 Risk Governance+Identification

M6-2 Measurement of market risk+Methods of risk modification

M7-1 Definitionand scope+Technical analysis tools

M7-2 TechnicalAnalysisTools

M8 Fintechin Investment Management

M1-1 Ethics and Professionalism

M1-2 Challenges、Ethical vs. Legal、Decision-Making Frameworks

M1-3 summary

M2-1 Code of Ethics and Standards of Professional Conduct

M3-1 I(A)Knowledge of the Law

M3-2 I(B)Independence and Objectivity-Guidance

M3-3 I(B)Independence and Objectivity-Case

M3-4 I(C)Misrepresentation-Guidance

M3-5 I(C)Misrepresentation-Cases

M3-6 I(D)Misconduct

M3-7 Ⅱ(A)Material NonpublicInformation-Guidance

M3-8 Ⅱ(A)Material Nonpublic Information-Cases

M3-9 Ⅱ(B)Market Manipulation

M3-10 III(A)Loyalty, Prudence and Care-Guidance

M3-11 III(A)Loyalty, Prudence and Care-Case

M3-12 III(B)Fair dealing

M3-13 III(C)Suitability

M3-14 III(D)Performance Presentation

M3-15 III(E)Preservation of Confidentiality

M3-16 IV(A)Loyalty-Guidance

M3-17 IV(A)Loyalty-Cases

M3-18 IV(B)Additional Compensation Arrangements

M3-19 IV(C)Responsibilities of Supervisors

M3-20 V(A)Diligenceand Reasonable basis-Guidance

M3-21 V(A)Diligenceand Reasonable basis-Cases

M3-22 V(B)Communication with clients+V(C)Record Retention

M3-23 VI(A)Disclosure of Conflicts

M3-24 VI(B)Priorityof Transaction+VI(C)Referral Fees

M3-25 VII(A)Conduct as members and candidates

M3-26 VII(B)Reference to CFAInstitute, Designation and Program

M4-1 Introduction to the Global Investment

M5-1 Ethics Application

M5-2 Ethics Application

M5-3 Ethics Application

M5-4 Ethics Application

M5-5 Ethics Application

会计师事务所——管理咨询

会计师事务所——审计

会计师事务所——税务

风险咨询

500强企业——内审

500强企业财务工作前景

1.投行简要介绍

2.投行起源与发展

3.投行业务类型

4.投行招聘与规划

金融机构——私募

1 - 行研简要介绍

2 - 行研工作内容

3 - 行研薪酬体系

4 - 行研招聘要求

金融机构——资产管理

1.介绍

2.引入篇-西洋跳棋&国际跳棋

3.引入篇-围棋&AlphaZero

4.原理篇-大数据(1)

5.原理篇-大数据(2)

6.原理篇-人工智能

7.原理篇-区块链

8.未来篇-AI带来的变化

9.未来篇-AI的风险

10.未来篇-AI的个人应对

职场形象与商务礼仪

赢在简历

四大招聘流程简介

Excel商务运用技巧

教你做出眼前一亮的PPT

高效办公的Word必修课

M1-1 Wind数据库介绍

M1-2 Wind数据库介绍

M1-3 Wind数据库介绍

M1-4 Wind数据库介绍

M1-5 Wind数据库介绍

M1-6 Wind数据库介绍

M1-7 Wind数据库介绍

M2-1 权益研究重点功能

M2-2 权益研究重点功能

M3-1 债券研究-交易重点功能

M3-2 债券研究-交易重点功能

M3-3 债券研究-交易重点功能

M4 基金研究重点功能

M5 组合管理

大学生最值得参加的商赛实训

拒绝拖延 高效学习

1-1 安装

1-2 前导

1-3 编写第一个程序-Hello World

1-4 随堂练习

5 - Python 中的函数

1-6 随堂练习

1-7 一个稍微复杂的程序示例-Chaos

1-8 随堂练习和第一章总结

2-1 示例程序——汇率换算

2-2 程序要素——名称

2-3 随堂练习

2-4 程序要素——表达式

2-5 程序要素——输出语句

2-6 程序要素——赋值语句

2-7 随堂练习

2-8 程序要素——确定循环

2-9 示例程序——计算终值

2-10 随堂练习

2-11 第二章总结

3-1 Python 中数值类型

3-2 类型的转换

2-3 随堂练习

2-4 Python 中的 Math 库

5 - 原地运算

3-6 第三章总结

4.1 索引和切片

4-2 随堂练习

4-3 字符串的操作

4-4 示例程序——生成用户名

4-5 示例程序——月份缩写

4-6 Python 中的列表

4-7 示例程序——月份缩写（升级版）

4-8 列表与字符串

4-9 随堂练习

4-10 字符串编码

4-11 示例程序——编码器

4-12 字符串方法

4-13 示例程序——编码器

4-14 长字符串

4-15 格式化输出

4-16 文件处理

4-17 示例程序——批处理

4-18 文件对话框

4-19 章节总结——第四章

5-1 示例程序——生日歌

5-2 函数的定义和调用

5-3 定义多个参数的函数

5-4 有返回值的函数

5-5 修改参数的函数

5-6 默认参数

5-7 不定长参数

5-8 随堂练习

5-9 匿名函数

5-10 章节总结——第五章

6-1 条件结构

6-2 示例程序——温度警告

6-3 条件判断语句

6- 4 条件结构的类型

6-5 单路判断和两路判断

6-6 随堂练习

6-7 多路判断

6-8 随堂练习

6-9 处理多个条件

6-10 异常处理

6-11 三元表达式

6-12 章节总结——第六章

6-13 随堂练习

7-1 确定循环

7-2 while 语句

7-3 交互式循环

7-4 哨兵循环

7-5 文件循环

7-6 嵌套循环

7-7 随堂练习

7-8 break 和 continue 语句

7-9 章节总结——第七章

8-1 随机数

8-2 示例程序——计算圆周率

8-3 示例程序——壁球游戏

9-1 自定义模块

9-2 导入同级目录下的模块

9-3 导入不同级目录下的模块

9-4 __name__ 属性

10-1 数据类型

10-2 输入与输出

10-3 函数

10-4 选择结构

10-5 循环结构

10-6 模块

10-7 随机数

10-8 模拟与设计

11-1 海龟作图

11-2 使用 with 进行文件操作

12-1 示例程序——计算阶乘

12-2 示例程序——反转字符串

12-3 示例程序——汉诺塔

12-4 效率问题

12-5 示例程序——Fibonacci

12-6 示例程序——分形树

13-1 列表

13-2 随堂练习

13-3 元组

13-4 字典

13-5 集合

14-1 生成表达式

14-2 高阶函数

15-1 Numpy 数组的介绍

15-2 使用列举创建数组

15-3 数组的属性

15-4 创建等差数组

15-5 创建随机数组

15-6 其他创建数组的方法

15-7 数组的数据类型

15-8 索引和切片

15-9 布尔索引

15-10 智能索引

15-11 数组的形态操作

15-12 数组的运算

15-13 通用函数

15-14 统计函数

15-15 数组的遍历

15-16 线性代数

16-1 广播

16-2 布尔数组和布尔索引

17-1 DataFrame 数据结构

17-2 Series 数据结构

17-3 数据表的读写

17-4 提取数据表的行和列

17-5 提取数据表的某一区域

17-6 DataFrame 中的作图

17-7 新增字段

18-1 重命名

18-2 整体统计与分组统计

18-3 数据表的排序

18-4 Long to Wide

18-5 数据透视表

18-6 Wide to Long

18-7 数据表的纵向合并

18-8 数据表的横向合并

18-9 处理时间序列数据

18-10 处理文本数据

19-1 创建 Series

19-2 将 Series 转换为 Numpy Array

19-3 Series 的索引和切片

19-4 Series 的运算

19-5 创建 DataFrame

19-6 丢弃数据

19-7 设置 Index

19-8 DataFrame 的索引和切片

19-9 向 DataFrame 中添加列

19-10 滚动计算

20-1 None 与 NaN

20-2 处理 Pandas 中的缺失值

21-1 Stateful approach

21-2 Stateless approach

21-3 调整图形

21-4 常用图形

22-1 单组数据的可视化

22-2 多组数据关系的可视化

23-1 tushare

23-2 pandas-datareader

24-1 类和对象

24-2 类的方法

24-3 二叉树模型

24-4 模型实现

26-1 课后练习1

26-2 课后练习2

26-3 课后练习3

26-4 课后练习4

26-5 课后练习5

27-1 Cases —— 哥德巴赫猜想

27-2 Cases —— 随机游走

27-3 Cases —— 策略回测函数的 Excel实现

27-4 Cases —— Titanic 幸存分析

27-5 Cases —— 板块分析

27-6 Cases —— 生命游戏

27-7 Cases —— 股债长期收益分析

27-8 Cases —— 赌博游戏

爬虫

注释和快捷键

文件和文件夹的处理

1-1 财务分析与估值建模课程介绍

1-2 如何阅读财务报告

1-3 认识资产负债表

1-4 认识现金流量表

1-5 认识利润表

2-1 财务分析的核心指标

2-2 基于企业盈利链的财务分析框架

2-3 毛利率分析

2-4 存货中的财务诡计

2-5 一招提高 ROE

2-6 费用以及损益

2-7 周转率分析

2-8 资产负债率分析

2-9 现金流量分析

2-10 京沪高铁

2-11 华测检测

3-1 财务舞弊

3-2 盈余管理方法

3-3 东阿阿胶

3-4 财务风险识别

3-5 康美药业

3-6 康得新

3-6 乐视网

4-1 股权激励的概念

4-2 股权激励的要点

4-3 泸州老窖

4-4 美的集团

4-5 伊利股份

4-6 ST凯迪

5-1 相对估值法

5-2 正确理解市盈率变动

5-3 绝对估值法

5-4 自由现金流折现模型

5-6 贵州茅台

5-7 伊利股份

5-8 上海机场