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CFA一级面授课程

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课程简介: CFA一级面授课程适应人群:基础薄弱,想要备考CFA的人群。CFA一级面授课程包含:名师面授教学、小班授课、科学备考、无忧答疑、实习推荐,助你轻松get实务技能、CFA证书、求职技巧,特色四维教学模式助你提升行业研究、宏观数据分析、金融数据分析、Excel数据分析的“硬核实力”。打造进入名企机构的履历和实力,多家名企任您挑,打造进入名企机构的履历和实力,从业的名企机构都将是高薪的高端的职位。

视频有效期:12个月

视频时长:约200小时

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  • CFA一级标准网课

前导课程

  • 1.金融英语

    • 1-1 Quantitative Methods

    • 1-2 Quantitative Methods

    • 2-1 Economics

    • 2-2 Economics

    • 3-1 Financial Statement Analysts

    • 4-1 Corporate Issuers

    • 5-1 Equity Investments

    • 6-1 Fixed Income

    • 7-1 Derivatives

    • 8-1 Alternative Investments

    • 9-1 Portfolio Management and Wealth Planning

    • 10-1 Ethical and Professional Standards

  • 2.金融数学

    • 1-1 指数与对数

    • 1-2 指数与对数

    • 2-1 等比数列

    • 3-1 统计度量

    • 3-2 统计度量

    • 3-3 统计度量

    • 4-1 导数

    • 5-1 假设检验

    • 6-1 数量分析框架

  • 3.财务报表入门

    • 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

  • 4.财务计算器使用

    • 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

前导入门课

  • 1.官方机考系统体验

    • 官方机考系统简介

  • 2.2023年一级考纲变化

    • 2023年一级考纲变化

  • 3.CFA考前注意事项

    • CFA考前注意事项

  • 4.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

  • 5.金融数学

    • 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

  • 6.计算机使用教程

    • 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

  • 7.财务报表分析前导

    • 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

Quantitative Methods(2024年)

  • 1.Introduction

    • 0-1 Introduction

  • 2.Module 1 Rates and Returns

    • M1-1 Rates and Returns

    • M1-2 Rates and Returns

  • 3.Module 2 The Time Value of Money in Finance

    • M2-1 The Time Value of Money in Finance

    • M2-2 The Time Value of Money in Finance

  • 4.Module 3 Statistical Measures of Asset Returns

    • M3-1 Statistical Measures of Asset Returns

    • M3-2 Statistical Measures of Asset Returns

  • 5.Module 4 Probability Trees and Conditional Expectations

    • M4 Probability Trees and Conditional Expectations

  • 6.Module 5 Portfolio Mathematics

    • M5-1 Portfolio Mathematics

    • M5-2 Portfolio Mathematics

  • 7.Module 6 Simulation Methods

    • M6-1 Simulation Methods

    • M6-2 Simulation Methods

  • 8.Module 7 Estimation and Inference

    • M7 Estimation and Inference

  • 9.Module 8 Hypothesis Testing

    • M8-1 Hypothesis Testing

    • M8-2 Hypothesis Testing

  • 10.Module 9 Parametric and Non-Parametric Tests of Independence

    • M9 Parametric and Non-Parametric Tests of Independence

  • 11.Module 10 Simple Linear Regression

    • M10-1 Simple Linear Regression

    • M10-2 Simple Linear Regression

  • 12.Module 11 Introduction to Big Data Techniques

    • M11 Introduction to Big Data Techniques

Economics(2024年)

  • 1.Introduction

    • Introduction

  • 2.Module 1 Firms and Market Structures

    • 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

  • 3.Module 2 Understanding Business Cycles

    • M2-1 Overview of the Business Cycle

    • M2-2 Credit Cycles

    • M2-3 Economic Indicators over the Business Cycle

  • 4.Module 3 Fiscal Policy

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

    • M3-2 Fiscal Policy Tools

    • M3-3 Fiscal Policy Implementation

  • 5.Module 4 Monetary Policy

    • 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

  • 6.Module 5 Introduction to Geopolitics

    • 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

  • 7.Module 6 International Trade

    • 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

  • 8.Module 7 Capital Flows and the FX Market

    • M7-1 The Foreign Exchange Market and Exchange Rates

    • M7-2 Exchange Rate Regimes Ideals and Historical Perspective

    • M7-3 Capital Restrictions

  • 9.Module 8 Exchange Rate Calculations

    • M8 Cross-Rate Calculations&Forward Rate Calculations

Corporate Issuers(2024年)

  • 1.Introduction

    • 0-1 Corporate Issuers Overview

  • 2.Module 1 Organizational Forms, Corporate Issuer Features, and Ownership

    • 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

  • 3.Module 2 Investors and Other Stakeholders

    • M2-1 Investors and Other Stakeholders

    • M2-2 Investors and Other Stakeholders

    • M2-3 Investors and Other Stakeholders

    • M2-4 Investors and Other Stakeholders

  • 4.Module 3 Corporate Governance: Conflicts, Mechanisms, Risks, and Benefits

    • 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

  • 5.Module 4 Working Capital and Liquidity

    • M4-1 Working Capital and Liquidity

    • M4-2 Working Capital and Liquidity

    • M4-3 Working Capital and Liquidity

    • M4-4 Working Capital and Liquidity

  • 6.Module 5 Capital Investments and Capital Allocation

    • 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

  • 7.Module 6 Capital Structure

    • M6-1 Capital Structure

    • M6-2 Capital Structure

    • M6-3 Capital Structure

    • M6-4 Capital Structure

  • 8.Module 7 Business Models

    • M7-1 Business Models

    • M7-2 Business Models

    • M7-3 Business Models

Financial Statement Analysts(2024年)

  • 1.Introduction

    • 0-1 Introduction

  • 2.Module 1 Introduction to Financial Statement Analysis

    • M1-1 Introduction to Financial Statement Analysis

    • M1-2 Introduction to Financial Statement Analysis

    • M1-3 Introduction to Financial Statement Analysis

  • 3.Module 2 Analyzing Income Statements

    • M2-1 Analyzing Income Statements

    • M2-2 Analyzing Income Statements

    • M2-3 Analyzing Income Statements

  • 4.Module 3 Analyzing Balance Sheets

    • M3 Analyzing Balance Sheets

  • 5.Module 4 Analyzing Statements of Cash Flows I

    • M4-1 Analyzing Statements of Cash Flows I

    • M4-2 Analyzing Statements of Cash Flows I

  • 6.Module 5 Analyzing Statements of Cash Flows II

    • M5 Analyzing Statements of Cash Flows II

  • 7.Module 6 Analysis of Inventories

    • M6-1 Analysis of Inventories

    • M6-2 Analysis of Inventories

  • 8.Module 7 Analysis of Long-Lived Assets

    • M7-1 Analysis of Long-Lived Assets

    • M7-2 Analysis of Long-Lived Assets

    • M7-3 Analysis of Long-Lived Assets

  • 9.Module 8 Topics in Long-Term Liabilities and Equity

    • 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

  • 10.Module 9 Analysis of Income Taxes

    • M9-1 Analysis of Income Taxes

    • M9-2 Analysis of Income Taxes

  • 11.Module 10 Financial Reporting Quality

    • M10 Financial Reporting Quality

  • 12.Module 11 Financial Analysis Techniques

    • M11-1 Financial Analysis Techniques

    • M11-2 Financial Analysis Techniques

  • 13.Module 12 Introduction to Financial Statement Modeling

    • M12-1 Introduction to Financial Statement Modeling

    • M12-2 Introduction to Financial Statement Modeling

Equity Investment(2024年)

  • 1.Introduction

    • 0-1 Introduction

  • 2.Module 1 Market Organization and Structure

    • 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

  • 3.Module 2 Security Market Indices

    • 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

  • 4.Module 3 Market Efficiency

    • 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

  • 5.Module 4 Overview of Equity Securities

    • 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

  • 6.Module 5 Company Analysis: Past and Present

    • 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

  • 7.Module 6 Industry and Competitive Analysis

    • 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

  • 8.Module 7 Company Analysis: Forecasting

    • 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

  • 9.Module 8 Equity Valuation: Concept and Basic Tool

    • 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

Fixed Income(2024年)

  • 1.Introduction

    • 0-1 Introduction

  • 2.Module 1 Fixed-Income Instrument Features

    • M1-1 Introduction

    • M1-2 Features of Fixed-Income Securities

    • M1-3 Bond Indentures and Covenants

  • 3.Module 2 Fixed-Income Cash Flows and Types

    • M2-1 Introduction

    • M2-2 Fixed-Income Cash Flow Structures

    • M2-3 Fixed-Income Contingency Provisions

    • M2-4 Legal, Regulatory, and Tax Considerations

  • 4.Module 3 Fixed-Income Issuance and Trading

    • M3-1 Introduction

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

    • M3-3 Fixed-Income Indexes

    • M3-4 Primary and Secondary Fixed-Income Markets

  • 5.Module 4 Fixed-Income Markets for Corporate Issuers

    • M4-1 Introduction

    • M4-2 Short-Term Funding Alternatives

    • M4-3 Repurchase Agreements

    • M4-4 Long-Term Corporate Debt

  • 6.Module 5 Fixed-Income Markets for Government Issuers

    • M5-1 Introduction

    • M5-2 Sovereign Debt

    • M5-3 Sovereign debt issuance and trading

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

  • 7.Module 6 Fixed-Income Bond Valuation: Prices and Yields

    • 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

  • 8.Module 7 Yield and Yield Spread Measures for Fixed-Rate Bonds

    • 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

  • 9.Module 8 Yield and Yield Spread Measures for Floating-Rate Instruments

    • M8-1 Introduction

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

    • M8-3 Yield Measures For Money Market Instruments

  • 10.Module 9 The Term Structure of Interest Rates: Spot, Par, and Forward Curves

    • 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

  • 11.Module 10 Interest Rate Risk and Return

    • 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

  • 12.Module 11 Yield-Based Bond Duration Measures and Properties

    • M11-1 Introduction

    • M11-2 Modified Duration

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

    • M11-4 Properties of Duration

  • 13.Module 12 Yield-Based Bond Convexity and Portfolio Properties

    • 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

  • 14.Module 13 Curve-Based and Empirical Fixed-Income Risk Measures

    • 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

  • 15.Module 14 Credit Risk

    • M14-1 Introduction

    • M14-2 Sources of Credit Risk

    • M14-3 Credit Rating Agencies and Credit Ratings

    • M14-4 Factors Impacting Yield Spreads

  • 16.Module 15 Credit Analysis for Government Issuers

    • M15-1 Introduction

    • M15-2 Sovereign Credit Analysis

    • M15-3 Non-Sovereign Credit Risk

  • 17.Module 16 Credit Analysis for Corporate Issuers

    • 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

  • 18.Module 17 Fixed-Income Securitization

    • M17-1 Introduction

    • M17-2 The Benefits of Securitization

    • M17-3 The securitization process

  • 19.Module 18 Asset-Backed Security (ABS) Instrument and Market Features

    • 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

  • 20.Module 19 Mortgage-Backed Security (MBS) Instrument and Market Features

    • 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)

Derivatives(2024年)

  • 1.Module 1 Derivative Instrument and Derivative Market Features

    • M1-1 Introduction

    • M1-2 Derivative Features

    • M1-3 Derivatives Underlyings

    • M1-4 Derivative markets

  • 2.Module 2 Forward Commitment and Contingent Claim Features and Instruments

    • 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

  • 3.Module 3 Derivative Benefits, Risks, and Issuer and Investor Uses

    • M3-1 Introduction &2 Derivative Benefits

    • M3-3 Derivative Risks

    • M3-4 Issuer Use Of Derivatives

    • M3-5 Investor Use Of Derivatives

  • 4.Module 4 Arbitrage, Replication, and the Cost of Carry in Pricing Derivatives

    • M4-1 Introduction & 2 Arbitrage

    • M4-3 Replication

    • M4-4 Costs and Benefits Associated with Owning the Underlying

  • 5.Module 5 Pricing and Valuation of Forward Contracts and for an Underlying with Varying Maturities

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

    • M5-3 Pricing and Valuation of Interest Rate Forward Contracts

  • 6.Module 6 Pricing and Valuation of Futures 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

  • 7.Module 7 Pricing and Valuation of Interest Rates and Other Swaps

    • M7-1&2 Swaps Vs. Forwards

    • M7-3 Swap Values And Prices

  • 8.Module 8 Pricing and Valuation of Options

    • M8-1&2&3 Option Exercise Value

    • M8-4&5&6&7 Replication

    • M8-8 Factors Affecting Option Value

  • 9.Module 9 Option Replication Using Put–Call Parity

    • M9-1&2 Put–Call Parity

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

  • 10.Module 10 Valuing a Derivative Using a One-Period Binomial Model

    • M10-1&2&3 The Binomial Model

    • M10-4 Pricing a European Call Option

    • M10-5 Risk Neutrality

Alternative Investments(2024年)

  • 1.Module 1 Alternative Investment Features, Methods, and Structures

    • M1-1 Alternative Investment Features, Methods, and Structures

    • M1-2 Alternative Investment Features, Methods, and Structures

  • 2.Module 2 Alternative Investment Performance and Returns

    • M2 Alternative Investment Performance and Returns

  • 3.Module 3 Investments in Private Capital: Equity and Debt

    • M3 Investments in Private Capital- Equity and Debt

  • 4.Module 4 Real Estate and Infrastructure

    • M4 Real Estate and Infrastructure

  • 5.Module 5 Natural Resources

    • M5 Natural Resources

  • 6.Module 6 Hedge Funds

    • M6 Hedge Funds

  • 7.Module 7 Introduction to Digital Assets

    • M7 Introduction to Digital Assets

Portfolio Management and Wealth Planning(2024年)

  • 1.Introduction

    • 0-1 Introduction

  • 2.Module 1 Portfolio Risk and Return: Part Ⅰ

    • M1-1 Utility Theory and Indifference Curves

    • M1-2 Efficient Frontier

    • M1-3 Capital Allocation Line and Capital Market Line

  • 3.Module 2 Portfolio Risk and Return: Part Ⅱ

    • M2-1 Return Generating Models

    • M2-2 Capital Asset Pricing Model & Security Market Line

    • M2-3 Portfolio Performance Appraisal Measures

  • 4.Module 3 Portfolio Management Overview

    • M3-1 Step in The Portfolio Management Process

    • M3-2 Types of Investors

    • M3-3 The Asset Management Industry

    • M3-4 Pooled Investment Products

  • 5.Module 4 Basic of Portfolio Planning and Construction

    • M4-1 Portfolio Planning

    • M4-2 Portfolio Construction

  • 6.Module 5 The Behavioral Biases of Individuals

    • M5-1 Behavioral Bias

    • M5-2 Behavioral Finance and Market Behavior

  • 7.Module 6 Introduction to Risk Management

    • M6-1 Risk Management Framework

    • M6-2 Risk Categories

    • M6-3 Measuring and Modifying Risk

Ethical and Professional Standards(2024年)

  • 1.Module 1 Ethics and Professionalism

    • M1-1 Ethics and Professionalism

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

    • M1-3 summary

  • 2.Module 2 Code of Ethics and Standards of Professional Conduct

    • M2 Code of Ethics and Standards of Professional Conduct

  • 3.Module 3 Guidance for Standards I–VII

    • 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

  • 4.Module 4 Introduction to the Global Investment Performance Standards (GIPS)

    • M4 Introduction to the Global Investment

  • 5.Module 5 Ethics Application

    • M5-1 Ethics Application

    • M5-2 Ethics Application

    • M5-3 Ethics Application

    • M5-4 Ethics Application

    • M5-5 Ethics Application

Quantitative Methods(2023年)

  • 1.Module 1 The Time Value of Money

    • Module 1-1 The Time Value of Money

    • Module 1-2 The Time Value of Money

    • Module 1-3 The Time Value of Money

  • 2.Module 2 Organizing, Visualizing, and Describing Data

    • 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

  • 3.Module 3 Probability Concepts

    • Module 3-1 Probability Concepts

    • Module 3-2 Probability Concepts

    • Module 3-3 Probability Concepts

  • 4.Module 4 Common Probability Distributions

    • Module 4-1 Common Probability Distributions

    • Module 4-2 Common Probability Distributions

    • Module 4-3 Common Probability Distributions

  • 5.Module 5 Sampling and Estimation

    • Module 5-1 Sampling and Estimation

    • Module 5-2 Sampling and Estimation

    • Module 5-3 Sampling and Estimation

  • 6.Module 6 Hypothesis Testing

    • Module 6-1 Hypothesis Testing

    • Module 6-2 Hypothesis Testing

  • 7.Module 7 Introduction to Linear Regression

    • Module 7-1 Introduction to Linear Regression

    • Module 7-2 Introduction to Linear Regression

    • Module 7-3 Introduction to Linear Regression

Economics(2023年)

  • 1.overview

    • overview

  • 2.Module 1 Topics in Demand and Supply Analysis

    • 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

  • 3.Module 2 The Firm and Market Structures

    • M2-1 The Firm and Market Structures

    • M2-2 The Firm and Market Structures

    • M2-3 The Firm and Market Structures

  • 4.Module 3 Aggregate Output, Prices, and Economic Growth

    • 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

  • 5.Module 4 Understanding Business Cycles

    • M4-1 Understanding Business Cycles

    • M4-2 Understanding Business Cycles

    • M4-3 Understanding Business Cycles

    • M4-4 Understanding Business Cycles

  • 6.Module 5 Monetary and Fiscal Policy

    • M5-1 Monetary and Fiscal Policy

    • M5-2 Monetary and Fiscal Policy

  • 7.Module 6 International Trade and Capital Flows

    • M6 Introduction to Geopolitics

  • 8.Module 7 Currency Exchange Rates

    • M7-1 International Trade and Capital Flows

    • M7-2 International Trade and Capital Flows

  • 9.Module 8 Currency Exchange Rates

Financial Statement Analysts(2023年)

  • 1.Module 1 Introduction to Financial Statement Analysis

    • 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

  • 2.Module 2 Financial Reporting Standards

    • M2 Financial Reporting Standards

  • 3.Module 3 Understanding Income Statements

    • 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

  • 4.Module 4 Understanding Balance Sheets

    • M4 Understanding Balance Sheets

  • 5.Module 5 Understanding Cash Flow Statements

    • M5-1 Understanding Cash Flow Statements

    • M5-2 Understanding Cash Flow Statements

    • M5-3 Understanding Cash Flow Statements

  • 6.Module 6 Financial Analysis Techniques

    • M6-1 Financial Analysis Techniques

    • M6-2 Financial Analysis Techniques

  • 7.Module 7 Inventories

    • M7-1 Inventories

    • M7-2 Inventories

    • M7-3 Inventories

  • 8.Module 8 Long-Lived Assets

    • M8-1 Long-Lived Assets

    • M8-2 Long-Lived Assets

    • M8-3 Long-Lived Assets

    • M8-4 Long-Lived Assets

  • 9.Module 9 Income Taxes

    • M9-1 Income taxes

    • M9-2 Income taxes

  • 10.Module 10 Long-Term Liabilities

    • M10-1 Long-Term Liabilities

    • M10-2 Long-Term Liabilities

    • M10-3 Long-Term Liabilities

  • 11.Module 11 Financial Reporting Quality

    • M11 Financial reporting quality

  • 12.Module 12 Financial Statement Analysis: Applications

    • M12 Applications of Financial Statement Analysis

Corporate Issuers(2023年)

  • 1.overview

    • overview

  • 2.Module 1 Corporate Structures and Ownership

    • M1-1 Corporate Structures and Ownership

    • M1-2 Corporate Structures and Ownership

    • M1-3 Corporate Structures and Ownership

    • M1-4 Corporate Structures and Ownership

  • 3.Module 2 Introduction to Corporate Governance and Other ESG Consid

    • M2-1 Introduction to Corporate Governance and Other ESG Considerations

    • M2-2 Introduction to Corporate Governance and Other ESG Considerations

  • 4.Module 3 Business Models & Risks

    • M3-1 Business Models & Risks

    • M3-2 Business Models & Risks

  • 5.Module 4 Capital Investments

    • M4-1 Capital Investments

    • M4-2 Capital Investments

  • 6.Module 5 Working Capital & Liquidity

    • M5-1 Working Capital & Liquidity

    • M5-2 Working Capital & Liquidity

    • M5-3 Working Capital & Liquidity

  • 7.Module 6 Cost of Capital-Foundational Topics

    • M6-1 Cost of Capital-Foundational Topics

    • M6-2 Cost of Capital-Foundational Topics

  • 8.Module 7 Capital Structure

    • M7-1 Capital Structure

    • M7-2 Capital Structure

  • 9.Module 8 Measure of Leverage

    • M8-1 Measure of Leverage

    • M8-2 Measure of Leverage

Equity Investment(2023年)

  • 1.Module 1 Market Organization and Structure

    • 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)

  • 2.Module 2 Security Market Indices

    • Module 2-1 Price & Total return

    • Module 2-2 Index construction (1)

    • Module 2-3 Index construction (2)

    • Module 2-4 Security market indexes

  • 3.Module 3 Market Efficiency

    • Module 3-1 Forms of market efficiency

    • Module 3-2 Market anomalies

    • Module 3-3 Behavioral biases

  • 4.Module 4 Overview of Equity Securities

    • Module 4-1 Common & Preferred shares

    • Module 4-2 PE + Depository receipts

    • Module 4-3 Risk & Return of equity

  • 5.Module 5 Introduction to Industry and company Analysis

    • Module 5-1 Industry classification

    • Module 5-2 Pricing power + Industry life cycle

    • Module 5-3 Company analysis

  • 6.Module 6 Equity Valuation: Concept and Basic Tool

    • 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

Fixed Income(2023年)

  • 1.Module 1 Fixed-Income Securities: Defining Elements

    • 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

  • 2.Module 2 Fixed-Income Markets: Issuance, Trading, and Funding

    • 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

  • 3.Module 3 Introduction to Fixed-Income Valuation

    • 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

  • 4.Module 4 Introduction to Asset-Backed Securities

    • 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

  • 5.Module 5 Understanding Fixed-Income Risk and Return

    • 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

  • 6.Module 6 Fundamentals of Credit Analysis

    • 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

Derivatives(2023年)

  • 1.Module 1 Derivative Instrument and Derivative Market Features

    • M1-1 Introduction

    • M1-2 Derivative Features

    • M1-3 Derivatives Underlyings

    • M1-4 Derivative markets

  • 2.Module 2 Forward Commitment and Contingent Claim Features and Inst

    • 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

  • 3.Module 3 Derivative Benefits, Risks, and Issuer and Investor Uses

    • M3-1 Introduction &2 Derivative Benefits

    • M3-3 Derivative Risks

    • M3-4 Issuer Use Of Derivatives

    • M3-5 Investor Use Of Derivatives

  • 4.Module 4 Arbitrage, Replication, and the Cost of Carry in Pricing

    • M4-1 Introduction & 2 Arbitrage

    • M4-3 Replication

    • M4-4 Costs and Benefits Associated with Owning the Underlying

  • 5.Module 5 Pricing and Valuation of Forward Contracts and for an Und

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

    • M5-3 Pricing and Valuation of Interest Rate Forward Contracts

  • 6.Module 6 Pricing and Valuation of Futures 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

  • 7.Module 7 Pricing and Valuation of Interest Rates and Other Swaps

    • M7-1&2 Swaps Vs. Forwards

    • M7-3 Swap Values And Prices

  • 8.Module 8 Pricing and Valuation of Options

    • M8-1&2&3 Option Exercise Value

    • M8-4&5&6&7 Replication

    • M8-8 Factors Affecting Option Value

  • 9.Module 9 Option Replication Using Put–Call Parity

    • M9-1&2 Put–Call Parity

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

  • 10.Module 10 Valuing a Derivative Using a One-Period Binomial Model

    • M10-1&2&3 The Binomial Model

    • M10-4 Pricing a European Call Option

    • M10-5 Risk Neutrality

Alternative Investments(2023年)

  • 1.Module 1 Categories, Characteristics, and Compensation Structures

    • M1-1 Introduction

    • M1-2 Investment methods

    • M1-3 Investment and compensation structures

  • 2.Module 2 Performance Calculation and Appraisal of Alternative Inve

    • M2-1 Performance Appraisal

    • M2-2 Calculating Fees and Returns

  • 3.Module 3 Private Capital, Real Estate, Infrastructure, Natural Res

    • M3-1 Private Capital

    • M3-2 Real Estate

    • M3-3 Infrastructure

    • M3-4 Natural Resources

    • M3-5 Hedge Funds

Portfolio Management and Wealth Planning(2023年)

  • 1.Module 1 Portfolio management overview

    • M1-1 Portfolio management process+Types of investors

    • M1-2 The asset management industry+Pooled investment

  • 2.Module 2 Portfolio Risk and Return: Part Ⅰ

    • M2-1 return measures+risk measures+portfolio risk

    • M2-2 Risk aversion and portfolio selection+ Efficient Frontier

  • 3.Module 3 Portfolio Risk and Return: Part Ⅱ

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

    • M3-2 CAPM+Portfolioperformanceappraisalmeasures

  • 4.Module 4 Basic of Portfolio Planning and Construction

    • M4 Basic of Portfolio Planning and Construction

  • 5.Module 5 The Behavioral Biases of Individuals

    • M5-1 BF —Cognitive error-Belief perseverance errors

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

  • 6.Module 6 Introduction to Risk Management

    • M6-1 Risk Governance+Identification

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

  • 7.Module 7 Technical Analysis

    • M7-1 Definitionand scope+Technical analysis tools

    • M7-2 TechnicalAnalysisTools

  • 8.Module 8 Fintech in Investment Management

    • M8 Fintechin Investment Management

Ethical and Professional Standards(2023年)

  • 1.Module 1 Ethics and Professionalism

    • M1-1 Ethics and Professionalism

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

    • M1-3 summary

  • 2.Module 2 Code of Ethics and Standards of Professional Conduct

    • M2-1 Code of Ethics and Standards of Professional Conduct

  • 3.Module 3 Guidance for Standards I–VII

    • 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

  • 4.Module 4 Introduction to the Global Investment Performance Standar

    • M4-1 Introduction to the Global Investment

  • 5.Module 5 Ethics Application

    • M5-1 Ethics Application

    • M5-2 Ethics Application

    • M5-3 Ethics Application

    • M5-4 Ethics Application

    • M5-5 Ethics Application

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