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课程大纲
{in name="user_id" value="21644"} {/ in}课程试听 推荐
1.Ethical and Professional Standards
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
2.Portfolio Management
Introduction
Module 1 Portfolio Risk and Return: Part Ⅰ
Module 2 Portfolio Risk and Return: Part Ⅱ
Module 3 Portfolio Management Overview
Module 4 Basic of Portfolio Planning and Construction
Module 5 The Behavioral Biases of Individuals
Module 6 Introduction to Risk Management
3.Alternative Investments
Module 2 Alternative Investment Performance and Returns
Module 3 Investments in Private Capital: Equity and Debt
Module 4 Real Estate and Infrastructure
Module 5 Natural Resources
Module 6 Hedge Funds
Module 7 Introduction to Digital Assets
Module 1 Alternative Investment Features, Methods, and Structures
4.Derivatives
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
5.Fixed Income
Module 19 Mortgage-Backed Security (MBS) Instrument and Market Features
Module 18 Asset-Backed Security (ABS) Instrument and Market Features
Module 17 Fixed-Income Securitization
Module 16 Credit Analysis for Corporate Issuers
Module 15 Credit Analysis for Government Issuers
Module 14 Credit Risk
Module 13 Curve-Based and Empirical Fixed-Income Risk Measures
Module 12 Yield-Based Bond Convexity and Portfolio Properties
Module 11 Yield-Based Bond Duration Measures and Properties
Module 10 Interest Rate Risk and Return
Module 9 The Term Structure of Interest Rates: Spot, Par, and Forward Curves
Module 8 Yield and Yield Spread Measures for Floating-Rate Instruments
Module 7 Yield and Yield Spread Measures for Fixed-Rate Bonds
Module 6 Fixed-Income Bond Valuation: Prices and Yields
Module 5 Fixed-Income Markets for Government Issuers
Module 4 Fixed-Income Markets for Corporate Issuers
Module 3 Fixed-Income Issuance and Trading
Module 2 Fixed-Income Cash Flows and Types
Module 1 Fixed-Income Instrument Features
Introduction
6.Equity Investments
Module 1 Market Organization and Structure
Module 2 Security Market Indices
Module 3 Market Efficiency
Module 4 Overview of Equity Securities
Module 5 Company Analysis: Past and Present
Module 6 Industry and Competitive Analysis
Module 7 Company Analysis: Forecasting
Module 8 Equity Valuation: Concept and Basic Tool
Introduction
7.Financial Statement Analysis-Cecilia
Module 12 Introduction to Financial Statement Modeling
Module 11 Financial Analysis Techniques
Introduction
Module 1 Introduction to Financial Statement Analysis
Module 2 Analyzing Income Statements
Module 3 Analyzing Balance Sheets
Module 4 Analyzing Statements of Cash Flows I
Module 5 Analyzing Statements of Cash Flows II
Module 6 Analysis of Inventories
Module 7 Analysis of Long-Lived Assets
Module 8 Topics in Long-Term Liabilities and Equity
Module 9 Analysis of Income Taxes
Module 10 Financial Reporting Quality
8.Financial Statement Analysis-Clara
Introduction
Module 1 Introduction to Financial Statement Analysis
Module 2 Analyzing Income Statements
Module 3 Analyzing Balance Sheets
Module 4 Analyzing Statements of Cash Flows I
Module 5 Analyzing Statements of Cash Flows II
Module 6 Analysis of Inventories
Module 7 Analysis of Long-Lived Assets
Module 8 Topics in Long-Term Liabilities and Equity
Module 9 Analysis of Income Taxes
Module 10 Financial Reporting Quality
Module 11 Financial Analysis Techniques
Module 12 Introduction to Financial Statement Modeling
9.Corporate Issuers
Module 1 Organizational Forms, Corporate Issuer Features, and Ownership
Module 2 Investors and Other Stakeholders
Module 3 Corporate Governance: Conflicts, Mechanisms, Risks, and Benefits
Module 4 Working Capital and Liquidity
Module 5 Capital Investments and Capital Allocation
Module 6 Capital Structure
Module 7 Business Models
Introduction
10.Economics
Module 8 Exchange Rate Calculations
Module 7 Capital Flows and the FX Market
Module 6 International Trade
Module 5 Introduction to Geopolitics
Module 4 Monetary Policy
Module 3 Fiscal Policy
Module 2 Understanding Business Cycles
Module 1 Firms and Market Structures
Introduction
11.Quantitative Methods
Module 1 Rates and Returns
Module 2 The Time Value of Money in Finance
Module 3 Statistical Measures of Asset Returns
Module 4 Probability Trees and Conditional Expectations
Module 5 Portfolio Mathematics
Module 6 Simulation Methods
Module 7 Estimation and Inference
Module 8 Hypothesis Testing
Module 9 Parametric and Non-Parametric Tests of Independence
Module 10 Simple Linear Regression
Module 11 Introduction to Big Data Techniques
Introduction
1.Quantitative Methods
Module 1 Rates and Returns
Module 2 The Time Value of Money in Finance
Module 3 Statistical Measures of Asset Returns
Module 4 Probability Trees and Conditional Expectations
Module 5 Portfolio Mathematics
Module 6 Simulation Methods
Module 7 Estimation and Inference
Module 8 Hypothesis Testing
Module 9 Parametric and Non-Parametric Tests of Independence
Module 10 Simple Linear Regression
Module 11 Introduction to Big Data Techniques
2.Economics
Module 1 Firms and Market Structures
Module 2 Understanding Business Cycles
Module 3 Fiscal Policy
Module 4 Monetary Policy
Module 5 Introduction to Geopolitics
Module 6 International Trade
Module 7 Capital Flows and the FX Market
Module 8 Exchange Rate Calculations
3.Corporate Issuers
Module 3 Corporate Governance: Conflicts, Mechanisms, Risks, and Benefits
Module 2 Investors and Other Stakeholders
Module 1 Organizational Forms, Corporate Issuer Features, and Ownership
Module 4 Working Capital and Liquidity
Module 5 Capital Investments and Capital Allocation
Module 6 Capital Structure
Module 7 Business Models
4.Financial Statement Analysis
Module 1 Introduction to Financial Statement Analysis
Module 2 Analyzing Income Statements
Module 3 Analyzing Balance Sheets
Module 4 Analyzing Statements of Cash Flows I
Module 5 Analyzing Statements of Cash Flows II
Module 6 Analysis of Inventories
Module 7 Analysis of Long-Lived Assets
Module 8 Topics in Long-Term Liabilities and Equity
Module 9 Analysis of Income Taxes
Module 10 Financial Reporting Quality
Module 11 Financial Analysis Techniques
Module 12 Introduction to Financial Statement Modeling
5.Equity Investments
Module 1 Market Organization and Structure
Module 2 Security Market Indices
Module 3 Market Efficiency
Module 4 Overview of Equity Securities
Module 5 Company Analysis: Past and Present
Module 6 Industry and Competitive Analysis
Module 7 Company Analysis: Forecasting
Module 8 Equity Valuation: Concept and Basic Tool
6.Fixed Income
Module 9 The Term Structure of Interest Rates: Spot, Par, and Forward Curves
Module 8 Yield and Yield Spread Measures for Floating-Rate Instruments
Module 7 Yield and Yield Spread Measures for Fixed-Rate Bonds
Module 6 Fixed-Income Bond Valuation: Prices and Yields
Module 5 Fixed-Income Markets for Government Issuers
Module 4 Fixed-Income Markets for Corporate Issuers
Module 3 Fixed-Income Issuance and Trading
Module 2 Fixed-Income Cash Flows and Types
Module 1 Fixed-Income Instrument Features
Module 17 Fixed-Income Securitization
Module 16 Credit Analysis for Corporate Issuers
Module 15 Credit Analysis for Government Issuers
Module 14 Credit Risk
Module 13 Curve-Based and Empirical Fixed-Income Risk Measures
Module 12 Yield-Based Bond Convexity and Portfolio Properties
Module 11 Yield-Based Bond Duration Measures and Properties
Module 10 Interest Rate Risk and Return
Module 19 Mortgage-Backed Security (MBS) Instrument and Market Features
Module 18 Asset-Backed Security (ABS) Instrument and Market Features
7.Derivatives
Module 10 Valuing a Derivative Using a One-Period Binomial Model
Module 9 Option Replication Using Put–Call Parity
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
8.Alternative Investments
Module 1 Alternative Investment Features, Methods, and Structures
Module 2 Alternative Investment Performance and Returns
Module 3 Investments in Private Capital: Equity and Debt
Module 4 Real Estate and Infrastructure
Module 5 Natural Resources
Module 6 Hedge Funds
Module 7 Introduction to Digital Assets
9.Portfolio Management
Module 3 Portfolio Management Overview
Module 2 Portfolio Risk and Return: Part Ⅱ
Module 1 Portfolio Risk and Return: Part Ⅰ
Module 6 Introduction to Risk Management
Module 5 The Behavioral Biases of Individuals
Module 4 Basic of Portfolio Planning and Construction
10.Ethical and Professional Standards
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)
1.CFA考前注意事项
CFA考前注意事项
2.官方机考系统体验
官方机考系统介绍
3.财务报表分析预学课(选学)
Module 2 Financial Reporting Standards
Module 3 Understanding Income Statements
Module 4 Understanding Balance Sheets
Module 5 Understanding Cash Flow Statements
Module 7 Inventories
Module 8 Long-Lived Assets
Module 9 Income taxes
Module 10 Long-Term Liabilities
4.经济学预学课(选学)
Module 1 Topics in Demand and Supply Analysis
Module 8 Currency Exchange Rates
Module 7 International Trade and Capital Flows
Module 5 Monetary and Fiscal Policy
Module 4 Understanding Business Cycles
Module 3 Aggregate Output, Prices, and Economic Growth
Module 2 The Firm and Market Structures
5.数量分析预学课(选学)
Module 1 Interest Rates, Present Value, and Future Value
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
6.计算器使用教程
7 - Combination and Permutation
6 - Statistics Worksheets
5 - Depreciation Worksheet
4 - Bond Worksheet
3 - Cash Flow Worksheet
2 - Time-Value-of-Money and Amortization Worksheets
1 - Overview of Calculator Operations
7.财务报表分析前导(有基础可跳过)
财务报表分析前导
8.金融数学(有基础可跳过)
金融数学
9.金融英语(有基础可跳过)
金融英语
10.金融市场介绍(有基础可跳过)
金融市场介绍
11.2024年一级考纲介绍
2024年一级考纲介绍
1.Ethical and Professional Standards
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)
2.Alternative Investments
Module 1 Alternative Investment Features, Methods, and Structures
Module 2 Alternative Investment Performance and Returns
Module 3 Investments in Private Capital: Equity and Debt
Module 4 Real Estate and Infrastructure
Module 5 Natural Resources
Module 6 Hedge Funds
Module 7 Introduction to Digital Assets
3.Portfolio Management
Module 1 Portfolio Risk and Return
Module 2 Basic of Portfolio Management
Module 3 The Behavioral Biases of Individuals
Module 4 Introduction to Risk Management
4.Fixed Income
Module 1 Fixed-Income Instrument Features
Module 2 Fixed-Income Cash Flows and Types
Module 3 Fixed-Income Issuance and Trading
Module 4 Fixed-Income Markets for Corporate Issuers
Module 5 Fixed-Income Markets for Government Issuers
Module 6 Fixed-Income Bond Valuation: Prices and Yields
Module 7 Yield and Yield Spread Measures for Fixed-Rate Bonds
Module 8 Yield and Yield Spread Measures for Floating-Rate Instruments
Module 9 The Term Structure of Interest Rates: Spot, Par, and Forward Curves
Module 10 Interest Rate Risk and Return
Module 11 Yield-Based Bond Duration Measures and Properties
Module 12 Yield-Based Bond Convexity and Portfolio Properties
Module 13 Curve-Based and Empirical Fixed-Income Risk Measures
Module 14 Credit Risk
Module 15 Credit Analysis for Government Issuers
Module 16 Credit Analysis for Corporate Issuers
Module 17 Fixed-Income Securitization
Module 18 Asset-Backed Security (ABS) Instrument and Market Features
Module 19 Mortgage-Backed Security (MBS) Instrument and Market Features
5.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 4 Arbitrage, Replication, and the Cost of Carry in Pricing Derivatives
Module 3 Derivative Benefits, Risks, and Issuer and Investor Uses
Module 2 Forward Commitment and Contingent Claim Features and Instruments
Module 1 Derivative Instrument and Derivative Market Features
Module 10 Valuing a Derivative Using a One-Period Binomial Model
6.Equity Investments
Module 1 Market Organization and Structure
Module 2 Security Market Indices
Module 3 Market Efficiency
Module 4 Overview of Equity Securities
Module 5 Company Analysis: Past and Present
Module 6 Industry and Competitive Analysis
Module 7 Company Analysis: Forecasting
Module 8 Equity Valuation: Concept and Basic Tool
7.Corporate Issuers
Module 1 Organizational Forms, Corporate Issuer Features, and Ownership
Module 2 Investors and Other Stakeholders
Module 3 Corporate Governance: Conflicts, Mechanisms, Risks, and Benefits
Module 4 Working Capital and Liquidity
Module 5 Capital Investments and Capital Allocation
Module 6 Capital Structure
Module 7 Business Models
8.Financial Statement Analysis
Introduction
Module 1 Introduction to Financial Statement Analysis
Module 2 Analyzing Income Statements
Module 3 Analyzing Balance Sheets
Module 4 Analyzing Statements of Cash Flows I
Module 5 Analyzing Statements of Cash Flows II
Module 6 Analysis of Inventories
Module 7 Analysis of Long-Lived Assets
Module 8 Topics in Long-Term Liabilities and Equity
Module 9 Analysis of Income Taxes
Module 10 Financial Reporting Quality
Module 11 Financial Analysis Techniques
Module 12 Introduction to Financial Statement Modeling
9.Economics
Module 1 Firms and Market Structures
Module 2 Understanding Business Cycles
Module 3 Fiscal Policy
Module 4 Monetary Policy
Module 5 Introduction to Geopolitics
Module 6 International Trade
Module 7 Capital Flows and the FX Market
Module 8 Exchange Rate Calculations
10.Quantitative Methods
Module 1 Rates and Returns
Module 2 The Time Value of Money in Finance
Module 3 Statistical Measures of Asset Returns
Module 4 Probability Trees and Conditional Expectations
Module 5 Portfolio Mathematics
Module 6 Simulation Methods
Module 7 Estimation and Inference
Module 8 Hypothesis Testing
Module 9 Parametric and Non-Parametric Tests of Independence
Module 10 Simple Linear Regression
Module 11 Introduction to Big Data Techniques
1.小灶点睛班【202402期】
小灶点睛直播
2.小灶点睛班【202405期】
小灶点睛直播
1.Ethical and Professional Standards
道德冲刺 Exam A
道德冲刺 Exam B
2.Portfolio Management
组合管理冲刺
3.Derivatives
衍生品冲刺
4.Alternative Investments
另类投资冲刺
5.Fixed Income
固定收益冲刺
6.Equity Investments
权益投资冲刺
7.Financial Statement Analysis
财报冲刺
8.Economics
经济学冲刺 Exam B
经济学冲刺 Exam A
9.Corporate Issuers
公司金融冲刺 Exam A
公司金融冲刺 Exam B
10.Quantitative Methods
数量冲刺
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