概述
概述
课程列表
课程列表
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Equity Investments - Reading 1 Market Organization and Structure
- Topic Framework | 课件下载
- Reading Overview
- The Functions of the Financial System
- Assets and Contracts
- Financial Intermediaries
- Positions
- Orders
- Primary Security Markets
- Secondary Security Market and Contract Market Structures
- Well-Functioning Financial Systems and Market Regulation
- Reading Summary | 作业
- 习题讲解
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Equity Investments - Reading 2 Security Market Indexes
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Equity Investments - Reading 3 Market Efficiency
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Equity Investments - Reading 4 Overview of Equity Securities
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Equity Investments - Reading 5 Introduction to Industry and Company Analysis
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Equity Investments - Reading 6 Equity Valuation: Concepts and Basic Tools
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Fixed Income - Reading 1 Fixed-Income Securities and Markets
- Topic Framework | 课件下载
- Reading Overview
- Basic Features of Bonds
- Maturity
- Principal Repayment Structures
- Coupon Payment Structures
- Currency Denomination
- Register
- Geography
- Collateral
- Type of Issuer
- Short Term Funding Alternatives Available to Banks
- Contingency Provision
- Bonds Markets
- Reading Summary | 作业
- Fixed-Income Securities 习题讲解
- Fixed-Income Markets 习题讲解
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Fixed Income - Reading 2 Introduction to Fixed-Income Valuation
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Fixed Income - Reading 3 Introduction to Asset-Backed Securities
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Fixed Income - Reading 4 Understanding Fixed-Income Risk and Return
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Fixed Income - Reading 5 Fundamentals of Credit Analysis
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Alternative Investments
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Quantitative Methods - Reading 1 The Time Value of Money
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Quantitative Methods - Reading 2 Organizing, Visualizing, and Describing Data
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Quantitative Methods - Reading 3 Probability Concepts
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Quantitative Methods - Reading 4 Common Probability Distributions
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Quantitative Methods - Reading 5 Sampling and Estimation
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Quantitative Methods - Reading 6 Hypothesis Testing
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Quantitative Methods - Reading 7 Introduction to Linear Regression
- Reading Overview | 课件下载
- Simple Linear Regression
- Estimating the Parameters of a Simple Linear Regression
- Assumptions of the Simple Linear Regression Model
- Analysis of Variance
- Hypothesis Testing of Linear Regression Coefficients
- Prediction Using SLR and Prediction Interval
- Functional Forms for SLR
- Reading Summary | 作业
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Corporate Issuers - Reading 1 Introduction to Corporate Governance and Other ESG Considerations
- Topic Framework | 课件下载
- Reading Overview
- Corporate Governance Overview
- Various Stakeholder Groups
- Principal-Agent and Other Relationships
- Stakeholder Management and Risk Mitigation
- Company Boards and Committees
- Factors in Analyzing Corporate Governance and Stakeholder Management
- Risks of Poor Governance
- Benefits of Corporate Governance
- Analyst Considerations
- ESG Considerations for Investors
- Reading Summary | 作业
- 习题讲解
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Corporate Issuers - Reading 2 Uses of Capital
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Corporate Issuers - Reading 3 Sources of Capital
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Corporate Issuers - Reading 4 Cost of Capital-Foundational Topics
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Corporate Issuers - Reading 5 Capital Structure
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Corporate Issuers - Reading 6 Measures of Leverage
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Derivatives - Reading 1 Derivative Markets and Instruments
- Topic Framework | 课件下载
- Reading Overview
- Introduction, Definitions, and Uses of Derivatives
- The Structure of Derivative Markets
- Types of Derivatives- Forward and Futures
- Types of Derivatives – Swaps
- Summary of Forward Futures and Swaps
- Types of Derivatives- Options
- Types of Derivatives – Credit Derivatives
- Types of Derivatives – Asset-backed Securities and Hybrids
- Derivatives Underlyings
- The Purposes and Benefits of Derivatives
- Criticisms and Misuses of Derivatives
- Elementary Principles of Derivative Pricing
- Reading Summary | 作业
- 习题讲解
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Derivatives - Reading 2 Basics of Derivative Pricing and Valuation
- Reading Overview | 课件下载
- Pricing the Underlying
- The Principle of Arbitrage
- Pricing and Valuation of Forward Contracts
- Pricing and Valuation of Forward Contracts-Forward Rate Agreements
- Pricing and Valuation of Futures Contracts
- Pricing and Valuation of Swap Contracts
- Pricing and Valuation of Options
- Lower Limits for Prices of European Options
- Put Call Parity
- Put Call Forward Parity
- Binomial Valuation of Options
- American Option Pricing
- Reading Summary | 作业
- 习题讲解
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Portfolio Management - Reading 1 Portfolio Management: An Overview
- Topic Framework | 课件下载
- Reading Overview
- Portfolio Perspective Diversification and Risk Reduction
- Portfolio Perspective Risk-return Tradeoff, Downside Protection, Modern Portfolio Theory
- Steps in Portfolio Management
- Tyeps of Investors
- The Asset Managment Indusrty
- Pooled Interest – Mutual Fund
- Pooled Interest – Type of Mutual Fund
- Pooled Interest – Other Investment Products
- Reading Summary | 作业
- 习题讲解
- 知识扩展
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Portfolio Management - Reading 2 Portfolio Risk and Return: Part I
- Reading Overview | 课件下载
- Money Weighted Return/IRR
- Time Weighted Return
- Other Major Return Measures and Their Applications
- Historical Return and Risk
- Risk Aversion and Portfolio Selection & The Concept of Risk Aversion
- Utility Threrory and Indifferent Curve
- Application of Utility Theory to Portfolio Return
- Portfolio of Many Risky Assets
- The Power of Diversification
- Efficient Frontier (Investme Opportunity Set and Minimum Variance Portfolios)
- Efficient Frontier (A Risk Free Asset and Many Risky Assets)
- Efficient Frontier (Optimal Investment Portfolio)
- Reading Summary |
- 习题讲解
- 知识扩展
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Portfolio Management - Reading 3 Portfolio Risk and Return: Part II
- Reading Overview | 课件下载
- Capital Market Theory: Risk-Free and Risky Assets
- Capital Market Theory: Capital Market Line
- CML-Leveraged Portofolio
- Systematic and Nonsystematic Risk
- Return Generating Models
- Calculation and Interpretation of Beta
- Capital Asset Pricing Model Assumption and The Security Market Line
- Capital Asset Pricing Model Applications
- Beyond CAPM：Limitations AND Extension OF CAPM
- Portfolio Performance Appraisal Measures
- Appilcation of CAPM in portfolio construction
- Reading Summary | 作业
- 习题讲解
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Portfolio Management - Reading 4 Basics of Portfolio Planning and Construction
- Reading Overview | 课件下载
- Portfolio Planning and IPS and Major Component
- IPS Risk and Return Objective
- IPS Constrains：Liquidation
- IPS Constrains：Time Horizon
- IPS Constrains：Tax Concern
- IPS Constrains：Legal and Regualtion
- IPS Constrains：Unique Circumstances and ESG Considerations
- Gathering Client Information
- Portfolio Construction and Capital Market Expectations
- Strategic Asset Allocation
- Steps Toward an Actual Portfolio Planning and Construction
- ESG Consideration in Portfolio Planning and Constructions
- Reading Summary | 作业
- 习题讲解
- 知识扩展
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Portfolio Management - Reading 5 The Behavioral Biases of Individuals
- Reading Overview | 课件下载
- Cognitive Error-Categorizations of Behaviors Biased
- Cognitive Error-Conservative Bias
- Cognitive Error-Confirmation Bias
- Cognitive Error-Representative Bias
- Cognitive Error-Illution of Control
- Cognitive Error-Hindsight Bias
- Cognitive Error-Anchoring
- Cognitive Error-Mental Accounting
- Cognitive Error-Framing Bias
- Cognitive Error-Avaibility Bias
- Emotional Bias-Loss Aversion
- Emotional Bias-Overconfidence
- Emotional Bias-Self Control
- Emotional Bias-Status Quo Bias
- Emotional Bias-Endowment Bias
- Emotional Bias-Regret Aversion
- How behave finance influence market behaviour
- Reading Summary | 作业
- 习题讲解
- 知识扩展
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Portfolio Management - Reading 6 Introduction to Risk Management
- Reading Overview | 课件下载
- The Risk Managment Process
- The Risk Management Framework
- Risk Governance – An Enterprise View
- Risk Tolerance
- Risk Budgeting
- Identify of Risk-Financial and Non-financial Risk
- Measuring and Modify Risk-Drivers and Metrics
- Methods of Risk Modification-Prevention, Avoidance, and Acceptance
- Reading Summary | 作业
- 习题讲解
- 知识扩展
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Portfolio Management - Reading 7 Technical analysis
- Reading Overview | 课件下载
- Principles and Assumptions of Technical Analysis, Potential Links Between Technical Analysis and Behavioral Finance
- Compare Principles of Technical Analysis and Fundamental Analysis
- Describe and Interpret Different Types of Technical Analysis Charts
- Explain Uses of Trend, Support, and Resistance Lines
- Explain Common Chart Patterns
- Explain Common Technical Indicators
- Explain Technical Analysis Applications to Portfolio Management
- Reading Summary | 作业
- 习题讲解
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Portfolio Management - Reading 8 Fintech in Investment Management
- Reading Overview | 课件下载
- Introduction and What is Fintech
- Big Data
- Data Science Extracting Information From Big Data
- Selected Applications of Fintech to Investment Management
- Distributed Ledger Technology , and Permission and Permissionless Network Distributed Ledger
- Applications of Distributed Ledger Technology to Investment Management
- Reading Summary |
- 习题讲解
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Ethical and Professional Standards - Reading 1 & Reading 2
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Ethical and Professional Standards - Reading 3 Guidance for Standards I–VII
- I(A) Knowledge of the Law | 课件下载
- I(B) Independence and Objectivity
- I(C) Misrepresentation
- I(D) Misconduct
- II(A) Material Non-public Information
- II(B) Market Manipulation
- III(A) Loyalty, Prudence, and Care
- III(B) Fair Dealing
- III(C) Suitability
- III(D) Performance Presentation
- III(E) Preservation of Confidentiality
- IV(A) Loyalty
- IV(B) Additional Compensation Arrangements
- IV(C) Responsibility of Supervisors
- V(A) Diligence and Reasonable Basis
- V(B) Communication with Clients and Prospective Clients
- V(C) Record Retention
- VI(A) Disclosure of Conflicts
- VI(B) Priority of Transactions
- VI(C) Referral Fees
- VII(A) Conduct as Participants in CFA Institute Programs
- VII(B) Reference for CFA Insititute, the CFA Designation, and the CFA Program
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Ethical and Professional Standards - Reading 4
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Financial Statement Analysis
- R1 Introduction to Financial Statement Analysis Part 1 | 课件下载
- R1 Introduction to Financial Statement Analysis Part 2
- R1 Introduction to Financial Statement Analysis Part 3
- R2 Financial Reporting Standards | 课件下载
- R3 Understanding I/S Part 1 | 课件下载
- R3 Understanding I/S Part 2
- R3 Understanding I/S Part 3
- R4 Understanding B/S | 课件下载
- R5 Understanding C/F Part 1 | 课件下载
- R5 Understanding C/F Part 2
- R6 Financial Analysis Techniques | 课件下载
- R7 Inventories part1 | 课件下载
- R7 Inventories part2
- R8 Long-Lived Assets Part 1 | 课件下载
- R8 Long-Lived Assets Part 2
- R9 Income Taxes | 课件下载
- R10 Long-Term Liabilities Part1 | 课件下载
- R10 Long-Term Liabilities Part2
- R11 Financial Reporting Quality | 课件下载
- R12 Applications of Financial Statement Analysis | 课件下载
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Economics - Reading 1 Topics in Demand and Supply Analysis
- Topic Framework | 课件下载
- Reading Overview
- Elasticity-Price Elasticity of Demand
- Elasticity-Price Elasticity Along a Linear Demand Curve
- Elasticity-Income Elasticity of Demand,Cross-price Elasticity of Demand
- Elasticity-Calculating Elasticity
- Elasticity-Substitution and Income Effects; Normal Goods, Inferior Goods
- Demand and Supply-Describe the Phenomenon of Diminishing Marginal Returns
- Demand and Supply-Breakeven and Shutdown Points of Production
- Demand And Supply-Describe How Economies of Scale and Diseconomies of Scale Affect Costs
- Reading Summary | 作业
- 习题讲解
- 知识扩展
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Economics - Reading 2 The Firm and Market Structures
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Economics - Reading 3 Aggregate Output, Prices, and Economic Growth
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Economics - Reading 4 Understanding Business Cycles
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Economics - Reading 5 Monetary and Fiscal Policy
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Economics - Reading 6 International Trade and Capital Flows
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Economics - Reading 7 Currency Exchange Rates
