融跃教育

2022年CFA三级考纲解读

官方机考系统简介

Reading 1 The Behavioral Biases of Individuals(1)

Reading 1 The Behavioral Biases of Individuals(2)

Reading 1 The Behavioral Biases of Individuals(3)

Reading 1 The Behavioral Biases of Individuals(4)

Reading 2 Behavioral Finance and Investment Processes(1)

Reading 2 Behavioral Finance and Investment Processes(2)

Reading 2 Behavioral Finance and Investment Processes(3)

Reading 3 Capital Market Expectations, Part 1 Framework and Macro Considerations(1)

Reading 3 Capital Market Expectations, Part 1 Framework and Macro Considerations(2)

Reading 3 Capital Market Expectations, Part 1 Framework and Macro Considerations(3)

Reading 3 Capital Market Expectations, Part 1 Framework and Macro Considerations(4)

Reading 3 Capital Market Expectations, Part 1 Framework and Macro Considerations(5)

Reading 3 Capital Market Expectations, Part 1 Framework and Macro Considerations(6)

Reading 4 Capital Market Expectations, Part 2 Forecasting Asset Class Returns(1)

Reading 4 Capital Market Expectations, Part 2 Forecasting Asset Class Returns(2)

Reading 4 Capital Market Expectations, Part 2 Forecasting Asset Class Returns(3)

Reading 4 Capital Market Expectations, Part 2 Forecasting Asset Class Returns(4)

Reading 5 资产配置-1

Reading 5 资产配置-2

Reading 6 资产配置-1

Reading 6 资产配置-2

Reading 6 资产配置-3

Reading 7 资产配置

Reading 8 Options Strategies(1)

Reading 8 Options Strategies(2)

Reading 8 Options Strategies(3)

Reading 8 Options Strategies(4)

Reading 8 Options Strategies(5)

Reading 8 Options Strategies(6)

Reading 9 Swaps, Forwards, and Futures Strategies(1)

Reading 9 Swaps, Forwards, and Futures Strategies(2)

Reading 9 Swaps, Forwards, and Futures Strategies(3)

Reading 9 Swaps, Forwards, and Futures Strategies(4)

Reading 9 Swaps, Forwards, and Futures Strategies(5)

Reading 9 Swaps, Forwards, and Futures Strategies(6)

Reading 9 Swaps, Forwards, and Futures Strategies(7)

Reading 10 Currency Management An Introduction(1)

Reading 10 Currency Management An Introduction(2)

Reading 10 Currency Management An Introduction(3)

1 - 基础知识回顾

Reading 11 Overview of Fixed-income Portfolio Management(1)

Reading 11 Overview of Fixed-income Portfolio Management(2)

Reading 11 Overview of Fixed-income Portfolio Management(3)

Reading 12 Liability-Driven and Index-Based Strategies(1)

Reading 12 Liability-Driven and Index-Based Strategies(2)

Reading 12 Liability-Driven and Index-Based Strategies(3)

Reading 13 Yield Curve Strategies(1)

Reading 13 Yield Curve Strategies(2)

Reading 13 Yield Curve Strategies(3)

Reading 13 Yield Curve Strategies(4)

Reading 14 Fixed-Income Active Management- Credit Strategies(1)

Reading 14 Fixed-Income Active Management- Credit Strategies(2)

Reading 14 Fixed-Income Active Management- Credit Strategies(3)

Reading 14 Fixed-Income Active Management- Credit Strategies(4)

股权资产组合管理 Reading 15--1

股权资产组合管理 Reading 15--2

股权资产组合管理 Reading 16--1

股权资产组合管理 Reading 16--2

股权资产组合管理 Reading 17--1

股权资产组合管理 Reading 17--2

股权资产组合管理 Reading 18--1

股权资产组合管理 Reading 18--2

股权资产组合管理 Reading 18--3

另类投资 Reading 19--1

另类投资 Reading 19--2

另类投资 Reading 19--3

另类投资 Reading 19--4

另类投资 Reading 20--1

另类投资 Reading 20--2

Introduction

Reading 21 Overview of Private Wealth Management-1(1)

Reading 21 Overview of Private Wealth Management-1(2)

Reading 21 Overview of Private Wealth Management-2

Reading 21 Overview of Private Wealth Management-3(1)

Reading 21 Overview of Private Wealth Management-3(2)

Reading 21 Overview of Private Wealth Management-4(1)

Reading 21 Overview of Private Wealth Management-4(2)

Reading 22 Topics in Private Wealth Management-1

Reading 22 Topics in Private Wealth Management-2

Reading 22 Topics in Private Wealth Management-3

Reading 22 Topics in Private Wealth Management-4

Reading 22 Topics in Private Wealth Management-5

Reading 22 Topics in Private Wealth Management-6

Reading 22 Topics in Private Wealth Management-7

Reading 22 Topics in Private Wealth Management-8

Reading 22 Topics in Private Wealth Management-9

Reading 22 Topics in Private Wealth Management-10

Reading 22 Topics in Private Wealth Management-11

Reading 22 Topics in Private Wealth Management-12

Reading 23 Risk Management for Individuals-1

Reading 23 Risk Management for Individuals-2

Reading 23 Risk Management for Individuals-3

Reading 24 Portfolio Management for Institutional Investors（1）

Reading 24 Portfolio Management for Institutional Investors（2）

Reading 24 Portfolio Management for Institutional Investors（3）

Reading 24 Portfolio Management for Institutional Investors（4）

Reading 24 Portfolio Management for Institutional Investors（5）

Reading 24 Portfolio Management for Institutional Investors（6）

Reading 24 Portfolio Management for Institutional Investors（7）

Reading 24 Portfolio Management for Institutional Investors（8）

Reading 24 Portfolio Management for Institutional Investors（9）

Reading 24 Portfolio Management for Institutional Investors（10）

Reading 24 Portfolio Management for Institutional Investors（11）

Reading 24 Portfolio Management for Institutional Investors（12）

Reading 24 Portfolio Management for Institutional Investors（13）

Reading 24 Portfolio Management for Institutional Investors（14）

Reading 24 Portfolio Management for Institutional Investors（15）

Reading 24 Portfolio Management for Institutional Investors（16）

Reading 24 Portfolio Management for Institutional Investors（17）

Reading 24 Portfolio Management for Institutional Investors（18）

Reading 24 Portfolio Management for Institutional Investors（19）

Reading 24 Portfolio Management for Institutional Investors（20）

Reading 24 Portfolio Management for Institutional Investors（21）

Reading 24 Portfolio Management for Institutional Investors（22）

Reading 24 Portfolio Management for Institutional Investors（23）

Trading R25-1-2

Trading R25-3-4

Trading R25-5

Trading R25-6-7

Trading R25-8

Trading R25-9

Trading R25-10

Performance Evaluation R26-11

Performance Evaluation R26-12

Performance Evaluation R26-13

Performance Evaluation R26-14

Performance Evaluation R26-15

Performance Evaluation R26-16

Performance Evaluation R26-17

Manager Selection R27-18-19

Manager Selection R27-20

Manager Selection R27-21-24

Reading 28 Case Study in Portfolio Management Institutional(1)

Reading 28 Case Study in Portfolio Management Institutional(2)

Reading 28 Case Study in Portfolio Management Institutional(3)

Reading 29 Case Study in Risk Management- Private Wealth(1)

Reading 29 Case Study in Risk Management- Private Wealth(2)

Reading 29 Case Study in Risk Management- Private Wealth(3)

Reading 29 Case Study in Risk Management- Private Wealth(4)

Reading 29 Case Study in Risk Management- Private Wealth(5)

Reading 30 Integrated Cases in Risk Management- Institutional(1)

Reading 30 Integrated Cases in Risk Management- Institutional(2)

Reading 31 Code of Ethics and Standards of Professional Conduct

Reading 32 Guidance for Standards I–VII（1）

Reading 32 Guidance for Standards I–VII（2）

Reading 32 Guidance for Standards I–VII（3）

Reading 32 Guidance for Standards I–VII（4）

Reading 32 Guidance for Standards I–VII（5）

Reading 32 Guidance for Standards I–VII（6）

Reading 33 Application of the Code and Standards Level III（1）

Reading 33 Application of the Code and Standards Level III（2）

Reading 33 Application of the Code and Standards Level III(3)

Reading 33 Application of the Code and Standards Level III(4)

Reading 33 Application of the Code and Standards Level III(5)

Reading 34 Asset Manager Code of Professional Conduct

Reading 35 Overview of the Global Investment Performance Standards

Reading 1 The Behavioral Biases of Individuals(1)

Reading 1 The Behavioral Biases of Individuals(2)

Reading 2 Behavioral finance(1)

Reading 2 Behavioral finance(2)

Reading 2 Behavioral finance(3)

Reading 3 Capital Market Expectations, Part 1 Framework and Macro Considerations（1）

Reading 3 Capital Market Expectations, Part 1 Framework and Macro Considerations（2）

Reading 4 Capital Market Expectations, Part 2 Forecasting Asset Class Returns（1）

Reading 4 Capital Market Expectations, Part 2 Forecasting Asset Class Returns（2）

Reading 4 Capital Market Expectations, Part 2 Forecasting Asset Class Returns(3)

Reading 4 Capital Market Expectations, Part 2 Forecasting Asset Class Returns(4)

Reading 5 Overview of Asset Allocation

Reading 6 Principles of Asset Allocation（1）

Reading 6 Principles of Asset Allocation（2）

Reading 6 Principles of Asset Allocation(3)

Reading 7 Asset Allocation with Real-World Constraints（1）

Reading 7 Asset Allocation with Real-World Constraints(2)

Reading 8 Options Strategies -1

Reading 8 Options Strategies -2

Reading 9 Swaps, Forwards, and Futures Strategies -1

Reading 9 Swaps, Forwards, and Futures Strategies -2

Reading 10 Currency Management- An Introduction -1

Reading 10 Currency Management- An Introduction -2

Reading 10 Currency Management- An Introduction -3

Reading 11 Overview of Fixed-Income Portfolio Management

Reading 12 Liability-Driven and Index-Based Strategies（1）

Reading 12 Liability-Driven and Index-Based Strategies（2）

Reading 13 Yield Curve Strategies(1)

Reading 13 Yield Curve Strategies(2)

Reading 14 Fixed-Income Active Management Credit Strategies(1)

Reading 14 Fixed-Income Active Management Credit Strategies(2)

Reading 15 Overview of Equity Portfolio Management

Reading 16 Passive Equity Investing（1）

Reading 16 Passive Equity Investing（2）

Reading 17 Active Equity Investing: Strategies（1）

Reading 17 Active Equity Investing: Strategies（2）

Reading 17 Active Equity Investing: Strategies（3）

Reading 18 Active Equity Investing: Portfolio Construction

Reading 19 Hedge Fund Strategies - 1

Reading 19 Hedge Fund Strategies - 2

Reading 19 Hedge Fund Strategies - 3

Reading 20 Asset Allocation to Alternative Investments - 1

Reading 20 Asset Allocation to Alternative Investments - 2

Reading 20 Asset Allocation to Alternative Investments - 3

Reading 21 Overview of Private Wealth Management (1)

Reading 21 Overview of Private Wealth Management (2)

Reading 22 Topics in Private Wealth Management(1)

Reading 22 Topics in Private Wealth Management(2)

Reading 23 Risk Management for Individuals(1)

Reading 23 Risk Management for Individuals(2)

Reading 24 Portfolio Management for Institutional Investors（1）

Reading 24 Portfolio Management for Institutional Investors（2）

Reading 24 Portfolio Management for Institutional Investors（3）

Reading 25 Trade Strategy and Execution（1）

Reading 25 Trade Strategy and Execution（2）

Reading 25 Trade Strategy and Execution（3）

Reading 25 Trade Strategy and Execution（4）

Reading 25 Trade Strategy and Execution（5）

Reading 26 Portfolio Performance Evaluation（1）

Reading 26 Portfolio Performance Evaluation（2）

Reading 27 Investment Manager Selection（1）

Reading 27 Investment Manager Selection（2）

Reading 27 Investment Manager Selection（3）

Reading 27 Investment Manager Selection（4）

Reading 27 Investment Manager Selection（5）

Reading 27 Investment Manager Selection（6）

Reading 27 Investment Manager Selection（7）

Reading 27 Investment Manager Selection（8）

Reading 32 Guidance for Standards I–VII -1

Reading 32 Guidance for Standards I–VII -2

Reading 32 Guidance for Standards I–VII -3

Reading 33 Application of the Code and Standards: Level III -1

Reading 33 Application of the Code and Standards: Level III -2

Reading 33 Application of the Code and Standards: Level III -3

Reading 33 Application of the Code and Standards: Level III -4

Reading 33 Application of the Code and Standards: Level III -5

Reading 33 Application of the Code and Standards: Level III -6

Reading 34 Asset Manager Code of Professional Conduct

Reading 35 Overview of the Global Investment Performance Standards -1

Reading 35 Overview of the Global Investment Performance Standards -2

Reading 35 Overview of the Global Investment Performance Standards -3

行为金融串讲(1)

行为金融串讲(2)

资本市场预期 串讲班-1

资本市场预期 串讲班-2

资本市场预期 串讲班-3

资本市场预期 串讲班-4

Reading 5 Overview of Asset Allocation

Reading 6 Principles of Asset Allocation

Reading 7 Asset Allocation with Real-World Constraints

Reading 8 Options Strategies - 1

Reading 8 Options Strategies - 2

Reading 9 Swaps, Forwards, and Futures Strategies - 1

Reading 9 Swaps, Forwards, and Futures Strategies - 2

Reading 10 Currency Management- An Introduction - 1

Reading 10 Currency Management- An Introduction - 2

Reading 11 Overview of Fixed- Income Portfolio Management - 1

Reading 11 Overview of Fixed- Income Portfolio Management - 2

Reading 12 Liability- Driven and Index- Based Strategies - 1

Reading 12 Liability- Driven and Index- Based Strategies - 2

Reading 13 Yield Curve Strategies - 1

Reading 13 Yield Curve Strategies - 2

Reading 14 Fixed- Income Active Management- Credit Strategies - 1

Reading 14 Fixed- Income Active Management- Credit Strategies - 2

Reading 15 Overview of Equity Portfolio Management

Reading 16 Passive Equity Investing

Reading 17 Active Equity Investing Strategies

Reading 18 Active Equity Investing Portfolio Construction

另类投资 Reading 19-1

另类投资 Reading 19-2

另类投资 Reading 19-3

另类投资 Reading 19-4

另类投资 Reading 19-5

另类投资 Reading 19-6

另类投资 Reading 19-7

另类投资 Reading 20-1

另类投资 Reading 20-2

另类投资 Reading 20-3

另类投资 Reading 20-4

另类投资 Reading 20-5

另类投资 Reading 20-6

Reading 21 Overview of Private Wealth Management(1)

Reading 21 Overview of Private Wealth Management(2)

Reading 21 Overview of Private Wealth Management(3)

Reading 22 Topics in Private Wealth Management(1)

Reading 22 Topics in Private Wealth Management(2)

Reading 22 Topics in Private Wealth Management(3)

Reading 23 Risk Management for Individuals

Reading24 串讲机构IPS-1

Reading24 串讲机构IPS-2

Reading24 串讲机构IPS-3

Reading24 串讲机构IPS-4

Reading24 串讲机构IPS-5

Reading24 串讲机构IPS-6

Reading24 串讲机构IPS-7

SS15-Reading 25

SS15-Reading 26

SS15-Reading 27

伦理道德串讲 -1

伦理道德串讲 -2

伦理道德串讲 -3

伦理道德串讲 -4

伦理道德串讲 -5

伦理道德串讲 -6

伦理道德串讲 -7

行为金融 - 1

行为金融 - 2

行为金融 - 3

资本市场预期

资产配置 Asset-1

资产配置 Asset-2

冲刺班衍生品 - 1

冲刺班衍生品 - 2

固定收益冲刺班 - 1

固定收益冲刺班 - 2

固定收益冲刺班 - 3

固定收益冲刺班 - 4

固定收益冲刺班 - 5

固定收益冲刺班 - 6

冲刺权益投资-1

冲刺权益投资-2

冲刺权益投资-3

冲刺权益投资-4

三级冲刺另类投资

个人IPS - 1

个人IPS - 2

个人IPS - 3

个人IPS - 4

个人IPS - 5

个人IPS - 6

个人IPS - 7

机构IPS冲刺 Part I

机构IPS冲刺 Part II

资产组合管理 - 1

资产组合管理 - 2

道德冲刺 - 1

道德冲刺 - 2

道德冲刺 - 3

道德冲刺 - 4

Module 1.1 Cognitive Errors v Emotional Biases

Module 1.2 Emotional Biases

Module 2.1 Classifying Investors

Module 2.2 Implications Clients and Their Portfolios

Module 2.3 Implications Other

Module 3.1 Forecasting Capital Market Expectations

Module 3.2 The Trend Rate of Growth

Module 3.3 The Business Cycle

Module 3.4 Monetary and Fiscal Policy

Module 4.1 Forecasting Fixed Income Returns

Module 4.2 Emerging Market Bond Risk

Module 4.3 Forecasting Equity Returns

Module 4.4 The Risk Premium Approach

Module 4.5 Forecasting Real Estate Returns

Module 4.6 Exchange Rate Forecasting

Module 4.7 Volatility Forecasting

Module 4.8 Global Portfolio Adjustments

Module 5.1 Investment Governance

Module 5.2 Economic Balance Sheet

Module 5.3 Approaches to Asset Allocation

Module 5.4 Allocation by Asset Class or Risk Factor

Module 5.5 Example Strategic Asset Allocation

Module 5.6 Other Approaches and Issues

Module 6.1 Basic MVO

Module 6.2 Reverse Optimization Black Litterman Resampling and Other Approaches

Module 6.3 Example

Module 6.4 Issues for Individuals

Module 6.5 A Risk Budgeting Approach

Module 6.6 An ALM Approach

Module 6.7 Goals-based ans Misecaneous Aproaches

Module 6.8 Rebalancing policy

Module 7.1 Real World Issues

Module 7.2 Adjusting the SAA

Module 7.3 Behavioral Issues

Module 8.1 Options Basics

Module 8.2 Synthetic Positions Using Options

Module 8.3 Covered Calls

Module 8.4 Protective Puts

Module 8.5 Options as a Hedge of a Short Position

Module 8.6 Collars

Module 8.7 Straddles

Module 8.8 Spreads

Module 8.9 Delta and Gamma

Module 8.10 Theta and Vega

Module 8.11 Volatility Skew and Smile

Module 8.12 Applications

Module 9.1 Managing IRR—IRS FRA IRF

Module 9.2 Managing Currency Exposure

Module 9.3 Managing Equity Risk

Module 9.4 Derivatives on Volatility

Module 9.5 Derivatives in Portfolio Management

Module 10.1 Managing currency exposure

Module 10.2 Active strategies fundamentals and technical

Module 10.3 Active strategies carry and volatility trading

Module 10.4 Implementation and forwards

Module 10.5 Implementation and options

Module 10.6 More advanced implementation issues

Module 11.1 Role of Fixed Income

Module 11.2 Modeling Return

Module 11.3 Leverage and Tax Issues

Module 12.1 LDI Basics

Module 12.2 Managing a Duration Gap

Module 12.3 Advanced Strategies

Module 12.4 Risks

Module 12.5 Index Based Investing

Module 13.1 Yield Curve Dynamics Trades for a Static Yield Curve

Module 13.2 Trades for a Dynamic Yield Curve

Module 13.3 Yield Curve Volatility Strategies Key Rate Duration

Module 13.4 Active Management Across Currencies Evaluating Yield Curve Strategies

Module 14.1 Credit risk and Credit Spread

Module 14.2 Credit Spread Measures

Module 14.3 Bottom Up and Top Down Credit Strategies

Module 14.4 Liquidity and Tail Risk

Module 14.5 Credit Default Swaps and Synthetic Strategies

Module 14.6 Global Credit Strategies Structured Credit and Fixed Income Analytics

Module 15.1 Equity Investment Roles

Module 15.2 Portfolio Income and Costs Shareholder Engagement Passive Active Management

Module 16.1 Benchmarks

Module 16.2 Approaches to Passive Investing

Module 16.3 Tracking Error Return and Risk

Module 17.1 Fundamental vs Quantitative Approaches

Module 17.2 Types of Active Management Strategies

Module 17.3 Other Strategies

Module 17.4 Equity Investment Style Classification

Module 18.1 Building Block of Active Equity Portfolio Construction

Module 18.2 Active Share and Active Risk

Module 18.3 Allocating the Risk Budget

Module 18.4 Implicit Cost-Related Considerations in Portfolio Construction

Module 18.5 The Well-Constructed Portfolio

Module 19.1 Overview of Hedge Fund Strategies

Module 19.2 M2_Equity Event-Driven and Relative Value Strategies

Module 19.3 Opportunistic Specialist and Milt Manager Strategies

Module 19.4 Factor Models and Portfolio Impact of Hedge Funds

Module 20.1 Role of Alternative Investments

Module 20.2 Considerations in Allocating to Alternative Investments

Module 20.3 Suitability Approaches Liquidity and Monitoring in Allocating to Alternative Investment

Module 21.1 Investment Concerns of Private Clients and Institutions

Module 21.2 Info and Skills Needed When Advising Private Clients

Module 21.3 Formulating Client Goals and Evaluating Risk Tolerance

Module 21.4 Capital Sufficiency Analysis for Client Goals

Module 21.5 Principles of Retirement Planning

Module 21.6 The Investment Policy Statement

Module 21.7 Portfolio Construction

Module 21.8 Portfolio Reporting and Review and Evaluating an Investment Program

Module 21.9 Ethical and Compliance Considerations

Module 22.1 Approaches to Taxation

Module 22.2 Tax Location

Module 22.3 Concentrated Positions

Module 22.4 Gift and Estate Planning

Module 22.5 Estate Planning and Family Governance

Module 23.1 Human and financial capital

Module 23.2 Risks and Insurance

Module 23.3 Life Insurance

Module 23.4 Annuities

Module 23.5 Comprehensive example and review

Module 24.1 Overview of Institutional Investors

Module 24.2 Pension Funds

Module 24.3 Sovereign Wealth Funds

Module 24.4 University Endowments and Private Foundations

Module 24.5 Banks and Insurers

Module 24.6 Banks and Insurers Balance Sheet Management and Investment Considerations

Module 25.1 Trade Motivations

Module 25.2 Reference Price Benchmarks for Trade Execution

Module 25.3 Trade Execution and Strategy Implementation

Module 25.4 Trade Cost Measurement

Module 25.5 Evaluating Trade Execution

Module 26.1 Performance Evaluation

Module 26.2 Approaches to Return Attribution

Module 26.3 Benchmarking Investments and Managers

Module 26.4 Performance Appraisal

Module 27.1 Manager Selection Process

Module 27.2 Approaches to Manager Analysis

Module 27.3 Evaluating Managers

Module 27.4 Manager Contracts and Fees

Module 28.1 Managing Liquidity Risk

Module 28.2 Addressing Liquidity Needs

Module 28.3 Modifying Asset Allocation

Module 29.1 Early Career Stage

Module 29.2 Career Development Stage

Module 29.3 Peak Accumulation Stage

Module 29.4 Early Retirement Stage

Module 30.1 Financial Risks Faced by Institutional Investors

Module 30.2 Enterprise Risk Management

Module 30.3 Environmental and Social Risks Faced by Institutional Investors

Module 30.4 Case Sudy

Module 31.1 Code and Standards

Module 32.1 Standard IA B

Module 32.2 Standard IC D

Module 32.3 Standard II

Module 32.4 Standard IIIA B

Module 32.5 Standard IIIC D E

Module 32.6 Standard IV

Module 32.7 Standard V

Module 32.8 Standard VI

Module 32.9 Standard VII

Module+33.1+Cases

Module 34.1 The Asset Manager Code

Module 35.1 GIPS Overview

Module 35.2 Compliance Fundamentals

Module 35.3 Return Calculations

Module 35.4 Composites

Module 35.5 GIPS Presentation and Reporting

Module 35.6 The Valuation Hierarchy

Module 35.7 GIPS Verification