融跃教育

overview

Module 1 Corporate Structures and Ownership

Module 2 Introduction to Corporate Governance and Other ESG Considerations

Module 3 Business Models & Risks

Module 4 Capital Investments

Module 5 Working Capital & Liquidity

Module 6 Cost of Capital-Foundational Topics

Module 7 Capital Structure

Module 8 Measure of Leverage

Module 1 Market Organization and Structure

Module 2 Security Market Indices

Module 3 Market Efficiency

Module 4 Overview of Equity Securities

Module 5 Introduction to Industry and company Analysis

Module 6 Equity Valuation: Concept and Basic Tool

Module 1 Fixed-Income Securities: Defining Elements

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

Module 3 Introduction to Fixed-Income Valuation

Module 4 Introduction to Asset-Backed Securities

Module 5 Understanding Fixed-Income Risk and Return

Module 6 Fundamentals of Credit Analysis

Module 1 Derivative Instrument and Derivative Market Features

Module 2 Forward Commitment and Contingent Claim Features and Instruments

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

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

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

Module 6 Pricing and Valuation of Futures Contracts

Module 7 Pricing and Valuation of Interest Rates and Other Swaps

Module 8 Pricing and Valuation of Options

Module 9 Option Replication Using Put–Call Parity

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

Module 1 Categories, Characteristics, and Compensation Structures of Alternative Investments

Module 2 Performance Calculation and Appraisal of Alternative Investments

Module 3 Private Capital, Real Estate, Infrastructure, Natural Resources, and Hedge Funds

Module 1 Portfolio management overview

Module 2 Portfolio Risk and Return: Part Ⅰ

Module 3 Portfolio Risk and Return: Part Ⅱ

Module 4 Basic of Portfolio Planning and Construction

Module 5 The Behavioral Biases of Individuals

Module 6 Introduction to Risk Management

Module 7 Technical Analysis

Module 8 Fintech in Investment Management

Module 1 Ethics and Professionalism

Module 2 Code of Ethics and Standards of Professional Conduct

Module 3 Guidance for Standards I–VII

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

Module 5 Ethics Application

Module 1 Introduction to Financial Statement Analysis

Module 2 Financial Reporting Standards

Module 3 Understanding Income Statements

Module 4 Understanding Balance Sheets

Module 5 Understanding Cash Flow Statements

Module 6 Financial Analysis Techniques

Module 7 Inventories

Module 8 Long-Lived Assets

Module 9 Income Taxes

Module 10 Long-Term Liabilities and Leases

Module 11 Financial Reporting Quality

Module 12 Financial Statement Analysis: Applications

Introduction

Module 1 Introduction to Financial Statement Analysis

Module 2 Financial Reporting Standards

Module 3 Understanding Income Statements

Module 4 Understanding Balance Sheets

Module 5 Understanding Cash Flow Statements

Module 6 Financial Analysis Techniques

Module 7 Inventories

Module 8 Long-Lived Assets

Module 9 Income taxes

Module 10 Long-Term Liabilities

Module 11 Financial reporting quality

Module 12 Applications of Financial Statement Analysis

overview

Module 1 Topics in Demand and Supply Analysis

Module 2 The Firm and Market Structures

Module 3 Aggregate Output, Prices, and Economic Growth

Module 4 Understanding Business Cycles

Module 5 Monetary and Fiscal Policy

Module 6 Introduction to Geopolitics

Module 7 International Trade and Capital Flows

Module 8 Currency Exchange Rates

Module 1 The Time Value of Money

Module 2 Organizing, Visualizing, and Describing Data

Module 3 Probability Concepts

Module 4 Common Probability Distributions

Module 5 Sampling and Estimation

Module 6 Hypothesis Testing

Module 7 Introduction to Linear Regression

计算机使用教程

1 - 计算器基本操作

2 - CFA考试用操作和功能

3 - CFA考试用功能的经典例题

4 - CFA考试推荐设置

金融数学

CFA考前注意事项

金融英语

财务报表分析前导

2023年一级考纲变化

官方机考系统介绍

Module 1 The Time Value of Money

Module 2 Organizing, Visualizing, and Describing Data

Module 3 Probability Concepts

Module 4 Common Probability Distributions

Module 5 Sampling and Estimation

Module 6 Hypothesis Testing

Module 7 Introduction to Linear Regression

Module 1 Topics in Demand and Supply Analysis

Module 2 The Firm and Market Structures

Module 3 Aggregate Output, Prices, and Economic Growth

Module 4 Understanding Business Cycles

Module 5 Monetary and Fiscal Policy

Module 6 Introduction to Geopolitics

Module 7 International Trade and Capital Flows

Module 8 Currency Exchange Rates

Module 1 Introduction to Financial Statement Analysis

Module 2 Financial Reporting Standards

Module 3 Understanding Income Statements

Module 4 Understanding Balance Sheets

Module 5 Understanding Cash Flow Statements

Module 6 Financial Analysis Techniques

Module 7 Inventories

Module 8 Long-Lived Assets

Module 9 Income taxes

Module 10 Long-Term Liabilities

Module 11 Financial reporting quality

Module 12 Applications of Financial Statement Analysis

Module 1 Introduction to Financial Statement Analysis

Module 2 Financial Reporting Standards

Module 3 Understanding Income Statements

Module 4 Understanding Balance Sheets

Module 5 Understanding Cash Flow Statements

Module 6 Financial Analysis Techniques

Module 7 Inventories

Module 8 Long-Lived Assets

Module 9 Income Taxes

Module 10 Long-Term Liabilities and Leases

Module 11 Financial Reporting Quality

Module 12 Financial Statement Analysis: Applications

习题知识点汇总

Module 1 Corporate Structures and Ownership

Module 2 Introduction to Corporate Governance and Other ESG Considerations

Module 3 Business Models & Risks

Module 4 Capital Investments

Module 5 Working Capital & Liquidity

Module 6 Cost of Capital-Foundational Topics

Module 7 Capital Structure

Module 8 Measure of Leverage

Module 1 Market Organization and Structure

Module 2 Security Market Indices

Module 3 Market Efficiency

Module 4 Overview of Equity Securities

Module 5 Introduction to Industry and company Analysis

Module 6 Equity Valuation: Concept and Basic Tool

Module 1 Fixed-Income Securities: Defining Elements

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

Module 3 Introduction to Fixed-Income Valuation

Module 4 Introduction to Asset-Backed Securities

Module 5 Understanding Fixed-Income Risk and Return

Module 6 Fundamentals of Credit Analysis

Module 1 Derivative Instrument and Derivative Market Features

Module 2 Forward Commitment and Contingent Claim Features and Instruments

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

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

Module 6 Pricing and Valuation of Futures Contracts

Module 7 Pricing and Valuation of Interest Rates and Other Swaps

Module 8 Pricing and Valuation of Options

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

Module 1 Categories, Characteristics, and Compensation Structures of Alternative Investments

Module 2 Performance Calculation and Appraisal of Alternative Investments

Module 3 Private Capital, Real Estate, Infrastructure, Natural Resources, and Hedge Funds

Module 1 Portfolio management overview

Module 2 Portfolio Risk and Return- Part I

Module 3 Portfolio Risk and Return- Part II

Module 4 Basics of Portfolio Planning and Construction

Module 5 The Behavioral Biases of Individuals

Module 6 Introduction to Risk Management

Module 7 Technical Analysis

Module 8 Fintech in Investment Management

Module 1 Ethics and Trust in the Investment Profession

Module 2 Code of Ethics and Standards of Professional Conduct

Module 3 Guidance for Standards I–VII

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

Module 1 Analysis of Dividends and Share Repurchases

Module 2 Environmental, Social, and Governance (ESG) Considerations in Investment Analysis

Module 3 Cost of Capital: Advanced Topics

Module 4 Corporate Restructuring

Module 1 Equity Valuation: Applications and Processes

Module 2 Discounted Dividend Valuation

Module 3 Free Cash Flow Valuation

Module 4 Market-Based Valuation: Price and Enterprise Value Multiples

Module 5 Residual Income Valuation

Module 6 Private Company Valuation

Module 1 The Term Structure and Interest Rate Dynamics

Module 2 The Arbitrage-Free Valuation Framework

Module 3 Valuation and Analysis of Bonds with Embedded Options

Module 4 Credit Analysis Models

Module 5 Credit Default Swaps

Module 1 Pricing and Valuation of Forward Commitments

Module 2 Valuation of Contingent Claims

Module 1 Overview of Types of Real Estate Investment

Module 2 Investments in Real Estate through Private Vehicles

Module 3 Investments in Real Estate Through Publicly Traded Securities

Module 4 Private Equity Investments

Module 5 Introduction to Commodities and Commodity Derivatives

Module 1 Exchange-Traded Funds: Mechanics and Applications

Module 2 Using Multifactor Models

Module 3 Measuring and Managing Market Risk

Module 4 Backtesting and Simulation

Module 5 Economics and Investment Markets

Module 6 Analysis of Active Portfolio Management

Module 7 Trading Costs and Electronic Markets

Module 1 Code of Ethics and Standards of Professional Conduct

Module 2 Guidance for Standards I–VII

Module 3 Application of the Code and Standards: Level II

Module 1 Intercorporate Investments

Module 2 Employee Compensation: Post-Employment and Share-Based

Module 3 Multinational Operations

Module 4 Analysis of Financial Institutions

Module 5 Evaluating Quality of Financial Reports

Module 6 Integration of Financial Statement Analysis Techniques

Module 7 Financial Statement Modeling

Module 1 Intercorporate Investments

Module 2 Employee Compensation: Post-Employment and Share-Based

Module 3 Multinational Operations

Module 4 Analysis of Financial Institutions

Module 5 Evaluating Quality of Financial Reports

Module 6 Integration of Financial Statement Analysis Techniques

Module 7 Financial Statement Modeling

overview

Module 1 Currency Exchange Rates- Understanding Equilibrium Value

Module 2 Economic Growth and investment decision

Module 3 Economics of Regulation

Module 1 Basics of Multiple Regression and Underlying Assumptions

Module 2 Evaluating Regression Model Fit and Interpreting Model Results

Module 3 Model Misspecification

Module 4 Extensions of Multiple Regression

Module 5 Time-Series Analysis

Module 6 Machine learning ( ML )

Module 7 Big Data Projects

Module 1 Basics of Multiple Regression and Underlying Assumptions

Module 2 Evaluating Regression Model Fit and Interpreting Model Results

Module 3 Model Misspecification

Module 4 Extensions of Multiple Regression

Module 5 Time-Series Analysis

Module 6 Machine learning ( ML )

Module 7 Big Data Projects

Module 1 Currency Exchange Rates- Understanding Equilibrium Value

Module 2 Economic Growth and investment decision

Module 3 Economics of Regulation

Module 1 Intercorporate Investments

Module 2 Employee Compensation: Post-Employment and Share-Based

Module 3 Multinational Operations

Module 4 Analysis of Financial Institutions

Module 5 Evaluating Quality of Financial Reports

Module 6 Integration of Financial Statement Analysis Techniques

Module 7 Financial Statement Modeling

Module 1 Intercorporate Investments

Module 2 Employee Compensation: Post-Employment and Share-Based

Module 3 Multinational Operations

Module 4 Analysis of Financial Institutions

Module 5 Evaluating Quality of Financial Reports

Module 6 Integration of Financial Statement Analysis Techniques

Module 7 Financial Statement Modeling

Module 1 Analysis of Dividends and Share Repurchases

Module 2 Environmental, Social, and Governance (ESG) Considerations in Investment Analysis

Module 3 Cost of Capital: Advanced Topics

Module 4 Corporate Restructuring

Module 1 Equity Valuation: Applications and Processes

Module 2 Discounted Dividend Valuation

Module 3 Free Cash Flow Valuation

Module 4 Market-Based Valuation: Price and Enterprise Value Multiples

Module 5 Residual Income Valuation

Module 6 Private Company Valuation

Module 1 The Term Structure and Interest Rate Dynamics

Module 2 The Arbitrage-Free Valuation Framework

Module 3 Valuation and Analysis of Bonds with Embedded Options

Module 4 Credit Analysis Models

Module 5 Credit Default Swaps

Module 1 Pricing and Valuation of Forward Commitments

Module 2 Valuation of Contingent Claims

Module 2 Investments in Real Estate through Private Vehicles

Module 3 Investments in Real Estate Through Publicly Traded Securities

Module 4 Private Equity Investments

Module 5 Introduction to Commodities and Commodity Derivatives

Module 1 Exchange-Traded Funds: Mechanics and Applications

Module 2 Using Multifactor Models

Module 3 Measuring and Managing Market Risk

Module 4 Backtesting and Simulation

Module 5 Economics and Investment Markets

Module 6 Analysis of Active Portfolio Management

Module 7 Trading Costs and Electronic Markets

Module 2 Guidance for Standards I–VII

考纲解读

Reading 1 The Behavioral Biases of Individuals

Reading 2 Behavioral Finance and Investment Processes

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

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

Reading 5 Overview of Asset Allocation

Reading 6 Principles of Asset Allocation

Reading 7 Asset Allocation with Real-World Constraints

Reading 8 Options Strategies

Reading 9 Swaps, Forwards, and Futures Strategies

Reading 10 Currency Management: An Introduction

Reading 11 Overview of Fixed- Income Portfolio Management

Reading 12 Liability- Driven and Index- Based Strategies

Reading 13 Yield Curve Strategies

Reading 14 Fixed- Income Active Management Credit Strategies

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

Reading 19 Hedge Fund Strategies

Reading 20 Asset Allocation to Alternative Investments

Introduction

Reading 21 Overview of Private Wealth Management

Reading 22 Topics in Private Wealth Management

Reading 23 Risk Management for Individuals

Reading 24 Portfolio Management for Institutional Investors

Reading 25 Trade Strategy and Execution

Reading 26 Portfolio Performance Evaluation

Reading 27 Investment Manager Selection

Reading 28 Case Study in Portfolio Management Institutional

Reading 29 Case Study in Risk Management: Private Wealth

Reading 30 Integrated Cases in Risk Management: Institutional

Reading 31 Code of Ethics and Standards of Professional Conduct

Reading 32 Guidance for Standards I–VII

Reading 33 Application of the Code and Standards: Level III

Reading 34 Asset Manager Code of Professional Conduct

Reading 35 Overview of the Global Investment Performance Standards

Reading 1 The Behavioral Biases of Individuals

Reading 2 Behavioral finance

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

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

Reading 5 Overview of Asset Allocation

Reading 6 Principles of Asset Allocation

Reading 7 Asset Allocation with Real-World Constraints

Reading 8 Options Strategies

Reading 9 Swaps, Forwards, and Futures Strategies

Reading 10 Currency Management: An Introduction

Reading 11 Overview of Fixed-Income Portfolio Management

Reading 12 Liability-Driven and Index-Based Strategies

Reading 13 Yield Curve Strategies

Reading 14 Fixed-Income Active Management: Credit Strategies

Reading 15 Introduction to Equity Portfolio Management

Reading 16 Passive Equity Investing

Reading 17 Active Equity Investing:Strategies

Reading 18 Active Equity Investing:Portfolio Construction

Reading 19 Hedge Funds

Reading 20 Asset allocation to alternative investments

Reading 21 Overview of Private Wealth Management

Reading 22 Topics in Private Wealth Management

Reading 23 Risk Management for Individuals

Reading 24 Portfolio Management for Institutional Investors

Reading 25 Trade Strategy and Execution

Reading 26 Portfolio Performance Evaluation

Reading 27 Investment Manager Selection

Reading 32 Guidance for Standards I–VII

Reading 33 Application of the Code and Standards: Level III

Reading 34 Asset Manager Code of Professional Conduct

Reading 35 Overview of the Global Investment Performance Standards

Reading 1 The Behavioral Biases of Individuals

Reading 2 Behavioral Finance and Investment Processes

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

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

Reading 5 Overview of Asset Allocation

Reading 6 Principles of Asset Allocation

Reading 7 Asset Allocation with Real-World Constraints

Reading 8 Options Strategies

Reading 9 Swaps, Forwards, and Futures Strategies

Reading 10 Currency Management- An Introduction

Reading 11 Overview of Fixed- Income Portfolio Management

Reading 12 Liability- Driven and Index- Based Strategies

Reading 13 Yield Curve Strategies

Reading 14 Fixed- Income Active Management- Credit Strategies

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

Reading 19 Hedge Funds

Reading 20 Asset allocation to alternative investments

Reading 21 Overview of Private Wealth Management

Reading 22 Topics in Private Wealth Management

Reading 23 Risk Management for Individuals

Reading 24 Portfolio Management for Institutional Investors

Reading 25 Trade strategy and execution

Reading 26 Portfolio performance evaluation

Reading 27 Investment manager selection

Reading 31&Reading 32 Guidance for Standards I–VII

Reading 34 Asset Manager Code of Professional Conduct

Reading 35 Overview of the Global Investment Performance Standards

Behavioral Finance

Capital Market Expectations

Asset Allocation and Related Decisions in Portfolio Management

Derivatives and Currency Management

Fixed-Income Portfolio Management

Equity Portfolio Management

Alternative Investments for Portfolio Management

Private Wealth Management

Portfolio Management for Institutional Investors

Trading, Performance Evaluation, and Manager Selection

Ethical and Professional Standards

Interest Rates and Return Measurement

Time-Weighted and Money-Weighted Returns

Common Measures of Return

Discounted Cash Flow Valuation_2

Implied Returns and Cash Flow Additivity

Central Tendency and Dispersion

Skewness Kurtosis and Correlation

Probability Models Expected Values and Bayes Formula

Probability Models for Portfolio Return and Risk

Lognormal Distributions and Simulation Techniques

Sampling Techniques and the Central Limit Theorem

Hypothesis Testing Basics

Types of Hypothesis Tests

Tests for Independence

Linear Regression Basics

Analysis of Variance ANOVA and Goodness of Fit

Predicted Values and Functional Forms of Regression

Introduction to Fintech

Interest Rates and Return Measurement

Time-Weighted and Money-Weighted Returns

Common Measures of Return

Discounted Cash Flow Valuation

Implied Returns and Cash Flow Additivity

Central Tendency and Dispersion

Skewness Kurtosis and Correlation

Probability Models Expected Values and Bayes Formula

Probability Models for Portfolio Return and Risk

Lognormal Distributions and Simulation Techniques

Sampling Techniques and the Central Limit Theore

Hypothesis Testing Basics

Types of Hypothesis Tests

Tests for Independence

Linear Regression Basics

Analysis of Variance ANOVA and Goodness of Fit

Predicted Values and Functional Forms of Regression

Introduction to Fintech

Breakeven, Shutdown, and Scale

Characteristics of Market Structures

Identifying Market Structures

Business Cycles

Fiscal Policy Objectives

Fiscal Policy Tools and Implementation

Central Bank Objectives and Tools

Monetary Policy Effects and Limitations

Geopolitics

International Trade

The Foreign Exchange Market

Managing Exchange Rates

Foreign Exchange Rates

Breakeven, Shutdown, and Scale

Characteristics of Market Structures

Identifying Market Structures

Business Cycles

Fiscal Policy Objectives

Fiscal Policy Tools and Implementation

Central Bank Objectives and Tools

Monetary Policy Effects and Limitations

Geopolitics

International Trade

The Foreign Exchange Market

Managing Exchange Rates

Foreign Exchange Rates

Features of Corporate Issuers

Stakeholders and ESG Factors

Corporate Governance

Liquidity Measures and Management

Capital Investments and Project Measures

Capital Allocation Principles and Real Options

Weighted-Average Cost of Capital

Capital Structure Theories

Business Model Features and Types

Features of Corporate Issuers

Stakeholders and ESG Factors

Corporate Governance

Liquidity Measures and Management

Capital Investments and Project Measures

Capital Allocation Principles and Real Options

Weighted-Average Cost of Capital

Capital Structure Theories

Business Model Features and Types

Financial Statement Roles

Revenue Recognition

Expense Recognition

Nonrecurring Items

Earnings Per Share

Ratios and Common-Size Income Statements

Intangible Assets and Marketable Securities

Common-Size Balance Sheets

Cash Flow Introduction and Direct Method CFO

Indirect Method CFO

Investing and Financing Cash Flows and IFRSU.S. GAAP Differences

Analyzing Statements of Cash Flows II

Inventory Measurement

Inflation Impact on FIFO and LIFO

Presentation and Disclosure

Intangible Long-Lived Assets

Impairment and Derecognition

Long-Term Asset Disclosures

Leases

Deferred Compensation and Disclosures

Differences Between Accounting Profit and Taxable Income

Deferred Tax Assets and Liabilities

Tax Rates and Disclosures

Reporting Quality

Accounting Choices and Estimates

Warning Signs

Introduction to Financial Ratios

Financial Ratios Part 1

Financial Ratios Part 2

DuPont Analysis

Industry-Specific Financial Ratios

Financial Statement Modeling

Financial Statement Roles

Revenue Recognition

Expense Recognition

Nonrecurring Items

Earnings Per Share

Ratios and Common-Size Income Statements

Intangible Assets and Marketable Securities

Common-Size Balance Sheets

Cash Flow Introduction and Direct Method CFO

Indirect Method CFO

Investing and Financing Cash Flows and IFRSU.S. GAAP Differences

Analyzing Statements of Cash Flows II

Inventory Measurement

Inflation Impact on FIFO and LIFO

Presentation and Disclosure

Intangible Long-Lived Assets

Impairment and Derecognition

Long-Term Asset Disclosures

Leases

Deferred Compensation and Disclosures

Differences Between Accounting Profit and Taxable Income

Deferred Tax Assets and Liabilities

Tax Rates and Disclosures

Reporting Quality

Accounting Choices and Estimates

Introduction to Financial Ratio

Financial Ratios Part 1

Financial Ratios Part 2

DuPont Analysis

Industry-Specific Financial Ratios

Financial Statement Modeling

Markets Assets and Intermediaries

Positions and Leverage

Order Execution and Validity

Index Weighting Methods

Uses and Types of Indexes

Market Efficiency

Types of Equity Investments

Foreign Equities and Equity Risk

Company Research Reports

Revenue, Profitability, and Capital

Industry Analysis

Industry Structure and Competitive Positioning

Forecasting in Company Analysis

Dividends, Splits, and Repurchases

Dividend Discount Models

Relative Valuation Measures

Fixed-Income Instrument Features

Fixed-Income Cash Flows and Types

Fixed-Income Issuance and Trading

Markets Assets and Intermediaries

Positions and Leverage

Order Execution and Validity

Index Weighting Methods

Uses and Types of Indexes

Market Efficiency

Types of Equity Investments

Foreign Equities and Equity Risk

Company Research Reports

Revenue, Profitability, and Capital

Industry Analysis

Industry Structure and Competitive Positioning

Forecasting in Company Analysis

Dividends, Splits, and Repurchases

Dividend Discount Models

Relative Valuation Measures

Fixed-Income Markets for Corporate Issuers

Fixed-Income Markets for Government Issuers

Fixed-Income Bond Valuation- Prices and Yields

Yield and Yield Spread Measures for Fixed-Rate Bonds

Yield and Yield Spread Measures for Floating-Rate Instruments

The Term Structure of Interest Rates- Spot, Par, and Forward Curves

Interest Rate Risk and Return

Yield-Based Bond Duration Measures and Properties

Yield-Based Bond Convexity and Portfolio Properties

Curve-Based and Empirical Fixed-Income Risk Measures

Credit Risk

Credit Analysis for Government Issuers

Credit Analysis for Corporate Issuers

Fixed-Income Securitization

Asset-Backed Security (ABS) Instrument and Market Features

Mortgage-Backed Security (MBS) Instrument and Market Features

Fixed-Income Instrument Features

Fixed-Income Cash Flows and Types

Fixed-Income Issuance and Trading

Fixed-Income Markets for Corporate Issuers

Fixed-Income Markets for Government Issuers

Fixed-Income Bond Valuation- Prices and Yields

Yield and Yield Spread Measures for Fixed-Rate Bonds

Yield and Yield Spread Measures for Floating-Rate Instruments

The Term Structure of Interest Rates- Spot, Par, and Forward Curves

Interest Rate Risk and Return

Yield-Based Bond Duration Measures and Properties

Yield-Based Bond Convexity and Portfolio Propertie

Curve-Based and Empirical Fixed-Income Risk Measures

Credit Risk

Credit Analysis for Government Issuers

Credit Analysis for Corporate Issuers

Fixed-Income Securitization

Asset-Backed Security (ABS) Instrument and Market Features

Mortgage-Backed Security (MBS) Instrument and Market Features

Derivatives Markets

Forwards and Futures

Swaps and Options

Uses, Benefits, and Risks of Derivatives

Arbitrage, Replication, and Carrying Costs

Forward Contract Valuation

Futures Valuation

Swap Valuation

Option Valuation

Put-Call Parity

Binomial Model for Option Values

Derivatives Markets

Forwards and Futures

Swaps and Options

Uses, Benefits, and Risks of Derivatives

Arbitrage, Replication, and Carrying Costs

Forward Contract Valuation

Futures Valuation

Swap Valuation

Option Valuation

Put-Call Parity

Binomial Model for Option Values

Alternative Investment Structures

Performance Appraisal and Return Calculations

Private Capital

Real Estate

Infrastructure

Farmland, Timberland, and Commodities

Hedge Funds

Distributed Ledger Technology

Digital Asset Characteristics

Alternative Investment Structures

Performance Appraisal and Return Calculations

Private Capital

Real Estate

Infrastructure

Farmland, Timberland, and Commodities

Hedge Funds

Distributed Ledger Technology

Digital Asset Characteristics

Historical Risk and Return

Risk Aversion

Portfolio Standard Deviation

The Efficient Frontier

Systematic Risk and Beta

The CAPM and the SML

Portfolio Management Process

Asset Management and Pooled Investments

Portfolio Planning and Construction

Cognitive Errors vs. Emotional Biases

Emotional Biases

Introduction to Risk Management

Historical Risk and Return

Risk Aversion

Portfolio Standard Deviation

The Efficient Frontier

Systematic Risk and Beta

The CAPM and the SML

Portfolio Management Process

Asset Management and Pooled Investments

Portfolio Planning and Construction

Cognitive Errors vs. Emotional Biases

Emotional Biases

Introduction to Risk Management

Ethics and Trust

Code and Standards

Guidance for Standards I(A) and I(B)

Guidance for Standards I(C), I(D), and I(E)

Guidance for Standard II

Guidance for Standards III(A) and III(B)

Guidance for Standards III(C), III(D), and III(E)

Guidance for Standard IV

Guidance for Standard V

Guidance for Standard VI

Guidance for Standard VII

Introduction to GIPS

Ethics Application

Ethics and Trust

Code and Standards

Guidance for Standards I(A) and I(B)

Guidance for Standards I(C), I(D), and I(E)

Guidance for Standard II

Guidance for Standards III(A) and III(B)

Guidance for Standards III(C), III(D), and III(E)

Guidance for Standard IV

Guidance for Standard V

Guidance for Standard VI

Guidance for Standard VII

Introduction to GIPS

Ethics Application