融跃教育

前导班

• Quantitative Analysis

基础班

• Foundations of Risk Management

• Quantitative Analysis

• Financial Markets and Products

• Valuation and Risk Management

强化班

• Foundations of Risk Management

• Quantitative Analysis

• Financial Markets and Products

• Valuation and Risk Management

冲刺班

• Foundations of Risk Management

• Quantitative Analysis

• Financial Markets and Products

• Valuation and Risk Management

基础班

• 数量分析

• 公司金融

• 财务报表分析

• 股权投资

• 固定收益

• 另类投资

• 衍生品

• 资产组合管理

• 经济学

• 伦理道德

强化班

• 数量分析

• 公司金融

• 财务报表分析

• 股权投资

• 固定收益

• 另类投资

• 衍生品

• 资产组合管理

• 经济学

• 伦理道德

串讲班

• 数量分析

• 公司金融

• 财务报表分析

• 股权投资

• 固定收益

• 另类投资

• 衍生品

• 资产组合管理

• 经济学

• 伦理道德

冲刺班

• 数量分析

• 公司金融

• 财务报表分析

• 股权投资

• 固定收益

• 另类投资

• 衍生品

• 资产组合管理

• 经济学

• 伦理道德

精讲课程-市场风险

• Estimating Market Risk Measures

• Non-parametric Approaches

• Extreme Value

• Backtesting VaR

• VaR Mapping

• Risk Measurement for Trading Book

• Some Correlation Basics

• Empirical Properties of Correlation

• Empirical Approaches to Risk Metrics and Hedging

• Financial Correlation Modeling - Bottom-Up Approaches

• The Science of Term Structure Models

• The Evolution of Short Rates and the Shape of the Term Structure

• The Art of Term Structure Models Drift

• The Art of Term Structure Models Volatility and Distribution

• Volatility Smiles

• Fundamental Review of the Trading Book

精讲课程-信用风险

• credit decision

• credit analyst

• capital structure of bank

• Rating Assignment Methodologies

• Credit Risks and Credit Derivatives

• Spread Risk and Default Intensity Models

• Portfolio Credit Risk

• Structured Credit Risk

• Counterparty Risk

• Netting, Close-out and Related Aspects

• Collateral

• Credit Exposure and Funding

• Credit and Debt Value Adjustment

• Wrong-way Risk

• The Evolution of Stress Testing Counterparty Exposure

• Retail banking credit risk scoring

• securitization & credit derivatives

• An Introduction to Securitization

• Understanding the Securitization of Subprime Mortgage Credit

精讲课程-操作风险

• Principles for the Sound Management of Operational Risk

• Enterprise Risk Management Theory and Practice

• What is ERM

• Implementing Robust Risk Appetite Frameworks to Strengthen Financi

• Banking Conduct and Culture A Permanent Mindset Change

• Risk Culture

• OpRisk Data and Governance

• Supervisory Guidance on Model Risk Management

• Information Risk and Data Quality Management

• Validating Rating Models

• Assessing the Quality of Risk Measures

• Risk Capital Attribution and Risk-Adjusted Performance Measurement

• Range of practices and issues in economic capital frameworks

• Capital Planning at Large Bank Holding Companies

• Stress Testing Banks

• Guidance on Managing Outsourcing Risk

• Management of Risks Associated with Money Laundering and Financing

• Regulation of the OTC Derivatives Market

• Capital Regulation Before the Global Financial Crisis

• Solvency, Liquidity and Other Regulation After the Global Financia

• High-Level Summary of Basel Ⅲ Reforms

• Basel Ⅲ-Finalising Post-Crisis Reforms

• The Cyber-Resilient Organization

• Cyber-Resilience- Range of Practices

• Building the UK Financial Sector’s Operational Resilience

• Striving for Operational Resilience

精讲课程-流动性风险

• Liquidity Risk

• Liquidity and Leverage

• Early Warning Indicators

• The Investment Function in Financial-Services Management

• Liquidity And Reserves Management Strategies And Policies

• Intraday Liquidity Risk Management

• Monitoring Liquidity

• The Failure Mechanics of Dealer Banks

• Liquidity Stress Testing

• Liquidity Risk Reporting and Stress Testing

• Contingency Funding Planning

• Managing and Pricing Deposit Services

• Managing Nondeposit liabilities

• Repurchase Agreements and Financing

• Liquidity Transfer Pricing

• The us dollar shortage in global banking

• Covered interest Parity lost

• Risk Management tor Changing Interest Rates

• Illiquidity asset

精讲课程-投资风险管理

• Factor Theory

• Factors

• Alpha (and the Low-Risk Anomaly

• Portfolio Construction

• Portfolio Risk

• VaR and Risk Budgeting in Investment Management

• Risk Monitoring and Performance Measurement

• Portfolio Performance Evaluation

• Hedge Funds

• Performing Due Diligence on Specific Managers and Funds

• Predicting Fraud by Investment Managers

精讲课程-current issue

串讲强化

• 市场风险

• 信用风险

• 操作风险

• 流动性风险

• 投资风险管理

• current issue

冲刺私播课程

• 市场风险

• 信用风险

• 操作风险

• 流动性风险

• 投资风险管理

• current issue

2021年CFA一级Kaplan原版英文视频

• How to Pass the Level I Exam（讲义在这里）

  • How to Pass the Level I Exam

    

• Ethical and Professional Standards

  • SS1_R1_M1_Ethics and Trust in the Investment Profession

    

  • SS1_R2_M1_Code and Standards

    

  • SS1_R3_M1_Standard IA B

    

  • SS1_R3_M2_Standard IC D

    

  • SS1_R3_M3_Standard II

    

  • SS1_R3_M4_Standard IIIA B

    

  • SS1_R3_M5_Standard IIIC D E

    

  • SS1_R3_M6_Standard IV

    

  • SS1_R3_M7_Standard V

    

  • SS1_R3_M8_Standard VI

    

  • SS1_R3_M9_Standard VII

    

  • SS1_R4_M1_Introduction to GIPS

    

  • SS1_R5_M1_Global Investment Performance Standards

    

• Quantitative Methods

  • SS2_R6_M1_EAY and Compounding Frequency

    

  • SS2_R6_M2_Calculating PV and FV

    

  • SS2_R6_M3_Uneven Cash Flows

    

  • SS2_R7_M1_Describing Data Sets

    

  • SS2_R7_M2_Means and Variance

    

  • SS2_R7_M3_Skew and Kurtosis

    

  • SS2_R8_M1_Conditional and Joint Probabilities

    

  • SS2_R8_M2_Conditional Expectations and Correlation

    

  • SS2_R8_M3_Portfolio Variance Bayes and Counting Problems

    

  • SS3_R9_M1_Uniform and Binomial Distributions

    

  • SS3_R9_M2_Normal Distributions

    

  • SS3_R9_M3_Lognormal Distribution and Simulations

    

  • SS3_R10_M1_Central Limit Theorem and Standard Error

    

  • SS3_R10_M2_Confidence Intervals and T-distribution

    

  • SS3_R11_M1_Hypothesis Tests and Types of Errors

    

  • SS3_R11_M2_Tests of Means and p-values

    

  • SS3_R11_M3_Mean Differences Difference in Means

    

• Economics

  • SS4_R12_M1_Elasticity

    

  • SS4_R12_M2_Demand and Supply

    

  • SS4_R13_M1_Perfect Competition

    

  • SS4_R13_M2_Monopolistic Competition

    

  • SS4_R13_M3_Oligopoly_subtile

    

  • SS4_R13_M4_Monopoly and Concentration

    

  • SS4_R14_M1_GDP Income and Expenditures

    

  • SS4_R14_M2_Aggregate Supply and Demand

    

  • SS4_R14_M3_Macro Equilibrium and Growth

    

  • SS4_R15_M1_Business Cycle Phases

    

  • SS4_R15_M2_Inflation and Indicators

    

  • SS5_R16_M1_Money and Inflation

    

  • SS5_R16_M2_Monetary Policy

    

  • SS5_R16_M3_Fiscal Policy

    

  • SS5_R17_M1_International Trade Benefits

    

  • SS5_R17_M2_Trade Restrictions

    

  • SS5_R18_M1_Foreign Exchange Rates

    

  • SS5_R18_M2_Forward Exchange Rates

    

  • SS5_R18_M3_Managing Exchange Rates

    

• Financial Reporting and Analysis

  • SS6_R19_M1_Financial Statement Roles

    

  • SS6_R19_M2_Footnotes Audit and Analysis

    

  • SS6_R20_M1_Standards Overview

    

  • SS6_R20_M2_Financial Reporting Framework

    

  • SS7_R21_M1_Income Statement Overview

    

  • SS7_R21_M2_Revenue Recognition

    

  • SS7_R21_M3_Expense Recognition

    

  • SS7_R21_M4_EPS and Dilutive Securities

    

  • SS7_R21_M5_Common Size Income Statements

    

  • SS7_R22_M1_Balance Sheet Introduction

    

  • SS7_R22_M2_Assets and Liabilities

    

  • SS7_R22_M3_Current Assets and Liabilities

    

  • SS7_R22_M4_Noncurrent Assets and Liabilities

    

  • SS7_R22_M5_Intangible Assets

    

  • SS7_R22_M6_Marketable Securities

    

  • SS7_R22_M7_Shareholders Equity and Ratios

    

  • SS7_R23_M1_Cash Flow Introduction

    

  • SS7_R23_M2_Direct and Indirect Methods

    

  • SS7_R23_M3_Converting Direct to Indirect

    

  • SS7_R23_M4_Free Cashflow and Ratios

    

  • SS7_R24_M1_Introduction to Financial Ratios

    

  • SS7_R24_M2_Financial Ratios 1

    

  • SS7_R24_M3_Financial Ratios Part 2

    

  • SS7_R24_M4_DuPont Analysis

    

  • SS7_R24_M5_More Financial Ratios

    

  • SS8_R25_M1_Cost Flow Methods

    

  • SS8_R25_M2_Inventory Systems

    

  • SS8_R25_M3_Converting LIFO to FIFO

    

  • SS8_R25_M4_Inventory Valuation

    

  • SS8_R25_M5_Inventory Analysis

    

  • SS8_R26_M1_Capitalization vs. Expensing

    

  • SS8_R26_M2_Depreciation

    

  • SS8_R26_M3_Impairment and Revaluation

    

  • SS8_R26_M4_Fixed Asset Disclosures

    

  • SS8_R27_M1_Tax Terms

    

  • SS8_R27_M2_DTLs and DTAs

    

  • SS8_R27_M3_Deferred Tax Examples

    

  • SS8_R27_M4_Change in Tax Rates

    

  • SS8_R27_M5_Permanent Differences

    

  • SS8_R28_M1_Bond Issuance

    

  • SS8_R28_M2_Discount and Premium Bonds

    

  • SS8_R28_M3_Issuance Cost Derecognition and Disclosures

    

  • SS8_R28_M4_Lease and Pension Accounting

    

  • SS9_R29_M1_Reporting Quality

    

  • SS9_R29_M2_Accounting Choices and Estimates

    

  • SS9_R29_M3_Warning Signs

    

  • SS9_R30_M1_Forecasting

    

  • SS9_R30_M2_Credit and Equity Analysis

    

• Corporate Finance

  • SS10_R31_M1_Stakeholder Management

    

  • SS10_R31_M2_Factors Affecting Corporate Governance

    

  • SS10_R32_M1_Capital Projects NPV and IRR

    

  • SS10_R32_M2_Payback Period Project Rankings

    

  • SS10_R33_M1_Weighted Average Cost of Capital

    

  • SS10_R33_M2_Project Cost of Capital

    

  • SS11_R34_M1_Measures of Leverage

    

  • SS11_R35_M1_Working Capital Management

    

• Equity Investments

  • SS12_R36_M1_Markets Assets and Intermediaries

    

  • SS12_R36_M2_Positions and Leverage

    

  • SS12_R36_M3_Order Execution and Validity

    

  • SS12_R37_M1_Index Weighting Methods

    

  • SS12_R37_M2_Uses and Types of Indexes

    

  • SS12_R38_M1_Market Efficiency

    

  • SS13_R39_M1_Types of Equity Investments

    

  • SS13_R39_M2_Foreign Equities and Equity Risk

    

  • SS13_R40_M1_Industry Analysis

    

  • SS13_R40_M2_Pricing Power and Company Analysis

    

  • SS13_R41_M1_Dividends Splits and Repurchases

    

  • SS13_R41_M2_Dividend Discount Models

    

  • SS13_R41_M3_Relative Valuation Measures

    

• Fixed Income

  • SS14_R42_M1_Bond Indentures Regulation and Taxation

    

  • SS14_R42_M2_Bond Cash Flows and Contingencies

    

  • SS14_R43_M1_Types of Bonds and Issuers

    

  • SS14_R43_M2_Corporate Debt and Funding Alternatives

    

  • SS14_R44_M1_Bond Valuation and Yield to Maturity

    

  • SS14_R44_M2_Spot Rates and Accrued Interest

    

  • SS14_R44_M3_Yield Measures

    

  • SS14_R44_M4_Yield Curves

    

  • SS14_R44_M5_Yield Spreads

    

  • SS14_R45_M1_Structure of Mortgage Backed Securities

    

  • SS14_R45_M2_Prepayment Risk Nonmortage Backed

    

  • SS15_R46_M1_Sources of Returns Duration

    

  • SS15_R46_M2_Interest Rate Risk Money Duration

    

  • SS15_R46_M3_Convexity Yield Volatility

    

  • SS15_R47_M1_Credit Risk and Bond Ratings

    

  • SS15_R47_M2_Evaluating Credit Quality

    

• Derivatives

  • SS16_R48_M1_Forwards and Futures

    

  • SS16_R48_M2_Swaps and Options

    

  • SS16_R49_M1_Forwards and Futures Valuation

    

  • SS16_R49_M2_Forward Rate Agreements and Swap Valuation

    

  • SS16_R49_M3_Option Valuation and Put-Call Parity

    

  • SS16_R49_M4_Binomial Model for Option Values

    

• Alternative Investments

  • SS17_R50_M1_Private Equity and Real Estate

    

  • SS17_R50_M2_Hedge Funds Commodities and Infrastructure

    

• Portfolio Management

  • SS18_R51_M1_Portfolio Management Process

    

  • SS18_R51_M2_Asset Management and Pooled Investments

    

  • SS18_R52_M1_Returns Measures

    

  • SS18_R52_M2_Covariance and Correlation

    

  • SS18_R52_M3_The Efficient Frontier

    

  • SS18_R53_M1_Systematic Risk and Beta

    

  • SS18_R53_M2_The CAPM and SML

    

  • SS19_R54_M1_Portfolio Planning and Construction

    

  • SS19_R55_M1_Introduction to Risk Management

    

  • SS19_R56_M1_Technical Analysis

    

  • SS19_R57_M1_Fintech in Investment Management