融跃教育

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

M1 Rates and Returns

M2-1 The Time Value of Money in Finance

M2-2 The Time Value of Money in Finance

M3-1 Statistical Measures of Asset Returns

M3-2 Statistical Measures of Asset Returns

M4 Probability Trees and Conditional Expectations

M5 Portfolio Mathematics

M6 Simulation Methods

M7 Estimation and Inference

M8-1 Hypothesis Testing

M8-2 Hypothesis Testing

M9 Parametric and Non-Parametric Tests of Independence

M10-1 Simple Linear Regression

M10-2 Simple Linear Regression

M10-3 Simple Linear Regression

M11 Introduction to Big Data Techniques

M1-1 Profit Maximization(1)

M1-1 Profit Maximization(2)

M1-2 Analysis of Market Structures(1)

M1-2 Analysis of Market Structures(2)

M1-3 Identification of Market Structure

M2 Understanding Business Cycles

M3 Fiscal Policy

M4-1 Monetary Policy(1)

M4-1 Monetary Policy(2)

M4-2 The Relationship Between Monetary and Fiscal Policy

M5-1 Introduction&National Governments and Political Cooperation

M5-2 Forces of Globalization&International Trade Organizations&Assessing Geopolitical Actors and Risk

M5-3 The Tools of Geopolitics&Incorporating Geopolitical Risk into the Investment Process

M6-1 International Trade

M6-2 Trade Restrictions and Agreements&Trading Blocs and Regional Integration

M7-1 The Foreign Exchange Market And Exchange Rates

M7-2 Exchange Rate Regimes&Capital Restrictions

M8 Exchange Rate Calculation

Introduction

M1-1 Organizational Forms, Corporate Issuer Features, and Ownership

M1-2 Organizational Forms, Corporate Issuer Features, and Ownership

M2-1 Investors and Other Stakeholders

M2-2 Investors and Other Stakeholders

M3-1 Corporate Governance- Conflicts, Mechanisms, Risks, and Benefits

M3-2 Corporate Governance- Conflicts, Mechanisms, Risks, and Benefits

M4 Working Capital and Liquidity

M5-1 Capital Investments and Capital Allocation

M5-2 Capital Investments and Capital Allocation

M6-1 Capital Structure

M6-2 Capital Structure

M7 Business Models

Introduction

M1 Introduction to Financial Statement Analysis

M2-1 Analyzing Income Statement

M2-2 Analyzing Income Statement

M2-3 Analyzing Income Statement

M2-4 Analyzing Income Statement

M2-5 Analyzing Income Statement

M2-6 Analyzing Income Statement

M3-1 Analyzing Balance Sheets

M3-2 Analyzing Balance Sheets

M4-1 Analyzing Statements of Cash Flows I

M4-2 Analyzing Statements of Cash Flows I

M5 Analyzing Statements of Cash Flows II

M6-1 Analysis of Inventories

M6-2 Analysis of Inventories

M7-1 Analysis of Long-Lived Assets

M7-2 Analysis of Long-Lived Assets

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

M8-4 Topics in Long-Term Liabilities and Equity

M9-1 Analysis of Income Taxes

M9-2 Analysis of Income Taxes

M10-1 Financial Reporting Quality

M10-2 Financial Reporting Quality

M10-3 Financial Reporting Quality

M11-1 Financial Analysis Techniques

M11-2 Financial Analysis Techniques

M11-3 Financial Analysis Techniques

M11-4 Financial Analysis Techniques

M12-1 Introduction to Financial Statement Modeling

M12-2 Introduction to Financial Statement Modeling

0-1 Framing

M1-1 Market Organization and Structure

M1-2 Market Organization and Structure

M1-3 Market Organization and Structure

M1-4 Market Organization and Structure

M1-5 Market Organization and Structure

M1-6 Market Organization and Structure

M2-1 Security Market Indices

M2-2 Security Market Indices

M2-3 Security Market Indices

M3-1 Market Efficiency

M3-2 Market Efficiency

M4 Overview of Equity Securities

M5 Company Analysis- Past and Present

M6 Industry and Competitive Analysis

M7 Company Analysis- Forecasting

M8-1 Equity Valuation- Concepts and Basic Tools

M8-2 Equity Valuation- Concepts and Basic Tools

M8-3 Equity Valuation- Concepts and Basic Tools

Introduction

Chapter 1-1 Fixed-Income Instrument Features

Chapter 1-2 Fixed-Income Cash Flows and Types(1)

Chapter 1-2 Fixed-Income Cash Flows and Types(2)

Chapter 1-1&2 Summary

Chapter 1-3 Fixed-Income Issuance and Trading

Chapter 1-4 Fixed-Income Markets for Corporate Issuers

Chapter 1-5 Fixed-Income Markets for Government Issuers

Chapter 1-3&4&5 Summary

Chapter 2-1 Fixed-Income Bond Valuation- Prices and Yields(1)

Chapter 2-1 Fixed-Income Bond Valuation- Prices and Yields(2)

Chapter 2-2 Yield and Yield Spread Measures for Fixed-Rate Bonds(1)

Chapter 2-2 Yield and Yield Spread Measures for Fixed-Rate Bonds(2)

Chapter 2-3 Yield and Yield Spread Measures for Floating-Rate Instruments

Chapter 2-4 The Term Structure of Interest Rates- Spot, Par, and Forward Curves(1)

Chapter 2-4 The Term Structure of Interest Rates- Spot, Par, and Forward Curves(2)

Chapter 2 Summary

Chapter 3-1 Interest Rate Risk and Return

Chapter 3-2 Yield-Based Bond Duration Measures and Properties

Chapter 3-3 Yield-Based Bond Convexity and Portfolio Properties

Chapter 3-4 Curve-Based and Empirical Fixed-Income Risk Measures

Chapter 3 Summary

Chapter 4-1 Credit Risk

Chapter 4-2 Credit Analysis for Government Issuers

Chapter 4-3 Credit Analysis for Corporate Issuers

Chapter 4 Summary

Chapter 5-1 Fixed-Income Securitization

Chapter 5-2 Asset-Backed Security (ABS) Instrument and Market Features

Chapter 5-3 Mortgage-Backed Security (MBS) Instrument and Market Features

Chapter 5 Summary

M1 Derivative Instrument and Derivative Market Features

M2-1 Forward Commitment and Contingent Claim Features and Instruments

M2-2 Forward Commitment and Contingent Claim Features and Instruments

M2-3 Forward Commitment and Contingent Claim Features and Instruments

M2-4 Forward Commitment and Contingent Claim Features and Instruments

M2-5 Forward Commitment and Contingent Claim Features and Instruments

M3 Derivative Benefits, Risks, and Issuer and Investor Uses

M4 Arbitrage, Replication, and the Cost of Carry in Pricing Derivatives

M5-1 Pricing and Valuation of Forward Contracts and for an Underlying with Varying Maturities

M5-2 Pricing and Valuation of Forward Contracts and for an Underlying with Varying Maturities

M6 Pricing and Valuation of Futures Contracts

M7-1 Pricing and Valuation of Interests Rates and Other Swaps

M7-2 Pricing and Valuation of Interests Rates and Other Swaps

M8-1 Pricing and Valuation of Options

M8-2 Pricing and Valuation of Options

M9-1 Option Replication Using Put-Call Parity

M9-2 Option Replication Using Put-Call Parity

M10 Valuing a Derivatives Using a One-Period Binomial Model

M1-1 Introduction&Alternative Investment Features and Methods

M1-2 Alternative Investment Structures

M2-1 Introduction&Alternative Investment Performance

M2-2 Alternative Investment Returns

M3-1 Introduction&Private Equity Investment Characteristics

M3-2 Private Debt Investment Characteristics&Diversification Benefits of Private Capital

M4-1 Introduction&Real Estate Features&Real Estate Investment Characteristics

M4-2 Infrastructure Investment Features and Characteristics

M5-1 Introduction&Timberland and Farmland

M5-2 Commodity&Natural Resource Investment Risk, Return, and Diversification

M6-1 Introduction&Hedge Fund Investment Features and Forms

M6-2 Hedge Fund Investment Risk, Return, and Diversification

M7 Introduction to Digital Assets

M1-1 Portfolio management process+Types of investors

M1-2 The asset management industry+Pooled investment

M2-1 return measures+risk measures+portfolio risk

M2-2 Risk aversion and portfolio selection+ Efficient Frontier

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

M3-2 CAPM+Portfolioperformanceappraisalmeasures

M4 Basic of Portfolio Planning and Construction

M5-1 BF —Cognitive error-Belief perseverance errors

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

M6-1 Risk Governance+Identification

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

Introduction

M1-1 Characteristics of the major asset classes

M1-2 Characteristics of investors

M1-3 Capital allocation line

M1-4 Portfolio return, standard deviation and and correlation

M1-5 Efficient frontiers of risky assets

M1-6 Optimal investor portfolio

M2-1 The capital market line (CML)

M2-2 Systematic and nonsystematic risk

M2-3 Return generating models (including the market model)

M2-4 Capital asset pricing model (CAPM)& security market line (SML)

M2-5 Sharpe ratio, Treynor ratio, M2, and Jensen’s alpha

M3-1 Portfolio approach to investing&Steps in the portfolio management process

M3-2 Types of investors

M3-3 Pooled investment products

M3-4 Asset management industry

M4-1 The Investment Policy Statement

M4-2 Portfolio Construction-Strategic Asset Allocation

M4-3 ESG Considerations

M5-1 Behavioral Bias Categories

M5-2 Cognitive Errors

M5-3 Emotional Biases

M5-4 Behavioral Finance and Market Behavior

M6-1 Risk Management Process

6-2 Risk Management Framework

M6-3 Risk Governance

M6-4 Identification of Risk

M6-5 Measuring and Modifying Risk

M1-1 Ethics and Trusts

M1-2 Ethics and Trusts

M2-1 Code of Ethics

M3-1 Knowledge of the law

M3-2 Knowledge of the law

M3-3 Independence and objectivity

M3-4 Independence and objectivity

M3-5 Independence and objectivity

M3-6 Misrepresentation

M3-7 Misrepresentation

M3-8 Misrepresentation

M3-9 Misconduct

M3-10 MNI

M3-11 MNI

M3-12 MNI

M3-13 Market manipulation

M3-14 Duties to clients

M3-15 Duties to clients

M3-16 Fair dealing

M3-17 Suitability

M3-18 Performance presensation and Confidentiality

M3-19 Duties to employer

M3-20 Duties to employer

M3-21 Additional compensation arrangements

M3-22 Responsibility of supervisors

M3-23 Diligence and reasonable basis

M3-24 Diligence and reasonable basis

M3-25 Communication with clients

M3-26 Record retention

M3-27 Disclosure of conflicts

M3-28 Priority of transaction and referral fee

M3-29 Conduct as participants in CFA institute programs

M3-30 Reference to CFA institute

M4-1 GIPS

M5-1 Ethical application

M5-2 Ethical application

M5-3 Ethical application

M5-4 Ethical application

M1 Rates and Returns

M2 The Time Value of Money in Finance

M3 Statistical Measures of Asset Returns

M4 Probability Trees and Conditional Expectations

M5 Portfolio Mathematics

M6 Simulation Methods

M7 Estimation and Inference

M8 Hypothesis Testing

M9 Parametric and Non-Parametric Tests of Independence

M10 Simple Linear Regression

M11 Introduction to Big Data Techniques

M1 The Firm and Market Structures

M2 Understanding Business Cycles

M3 Fiscal Policy

M4 Monetary Policy

M5 Introduction to Geopolitics

M6 International Trade

M7 Capital Flows and the FX Market

M8 Exchange Rate Calculation

M1 Organizational Forms, Corporate Issuer Features, and Ownership

M2 Investors and Other Stakeholders

M3 Corporate Governance- Conflicts, Mechanisms, Risks, and Benefits

M4 Working Capital and Liquidity

M5 Capital Investments and Capital Allocation

M6 Capital Structure

M7 Business Models

M1 Introduction to Financial Statement Analysis

M2 Analyzing Income Statement

M3 Analyzing Balance Sheet

M4 Analyzing Statement of Cash Flows I

M5 Analyzing Statement of Cash Flows II

M6 Analysis of Inventories

M7 Analysis of Long-Term Assets

M8 Topics in Long-Term Liabilities and Equity

M9 Analysis of Income Taxes

M10 Financial Reporting Quality

M11 Financial Analysis Techniques

M12 Introduction to Financial Statement Modeling

M1 Market Organization and Structure

M2 Security Market Indices

M3 Market Efficiency

M4 Overview of Equity Securities

M5 Company Analysis- Past and Present

M6 Industry and Competitive Analysis

M7 Company Analysis- Forecasting

M8 Equity Valuation- Concept and Basic Tool

Chapter 1 Fixed-Income Basis- Products and Market

Chapter 2 Fixed-Income Valuation and The Term Structure of Interest Rates

Chapter 3 Interest Risks Analysis of Fixed-Income Securities

Chapter 4 Credit Analysis of Fixed-Income Securities

Chapter 5 Securitization

M1 Derivative Instrument and Derivative Market Features

M2 Forward Commitment and Contingent Claim Features and Instruments

M3 Derivative Benefits, Risks, and Issuer and Investor Uses

M4 Arbitrage, Replication, and the Cost of Carry in Pricing Derivatives

M5 Pricing and Valuation of Forward Contracts and for an Underlying with Varying Maturities

M6 Pricing and Valuation of Futures Contracts

M7 Pricing and Valuation of Interests Rates and Other Swaps

M8 Pricing and Valuation of Options

M9 Option Replication Using Put-Call Parity

M10 Valuing a Derivatives Using a One-Period Binomial Model

另类投资串讲-1

另类投资串讲-1

Introduction

M1-1 Portfolio Risk and Return- Part Ⅰ

M1-2 Portfolio Risk and Return- Part Ⅰ

M2 Portfolio Risk and Return- Part Ⅱ

M3 Portfolio management overview

M4 Basic of Portfolio Planning and Construction

M5 The Behavioral Biases of Individuals

M6 Introduction to Risk Management

CFA Level I Ethics 串讲班 1

CFA Level I Ethics 串讲班 2

CFA Level I Ethics 串讲班 3

CFA Level I Ethics 串讲班 4

CFA Level I Ethics 串讲班 5

CFA Level I Ethics 串讲班 6

CFA Level I Ethics 串讲班 7

CFA Level I Ethics 串讲班 8

CFA Level I Ethics 串讲班 9

CFA Level I Ethics 串讲班 10

Mock Exam A Session I&II

Mock Exam B Session I

经济学冲刺 Q1-Q10

经济学冲刺 Q11-Q20

企业发行人冲刺 Q1-Q10

企业发行人冲刺 Q11-Q20

财报冲刺 Q1-Q5

财报冲刺 Q6-Q10

财报冲刺 Q11-Q15

财报冲刺 Q16-Q22

财报冲刺 Q23-Q30

权益投资冲刺 Q1-Q10

权益投资冲刺 Q11-Q20

权益投资冲刺 Q21-Q30

固收冲刺Q1-Q17

固收冲刺Q18-Q35

衍生品冲刺-1

衍生品冲刺-2

衍生品冲刺-3

另类投资冲刺 Q1-Q10

另类投资冲刺 Q11-Q23

组合管理冲刺 Q1-Q14

组合管理冲刺 Q15-Q25

CFA Level I Ethics 冲刺班 1

CFA Level I Ethics 冲刺班 2

CFA Level I Ethics 冲刺班 3