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課程大綱
{in name="user_id" value="21644"} {/ in}課程試聽 推薦
1.Corporate Issuers
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
2.Equity Investment
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
3.Fixed Income
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
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.Alternative Investments
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
6.Portfolio Management and Wealth Planning
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
7.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
8.Financial Statement Analysts-Lai
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
9.Financial Statement Analysts-Clara
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
10.Economics
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
11.Quantitative Methods
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
1.計算機使用教程
計算機使用教程
2.計算器使用教程
1 - 計算器基本操作
2 - CFA考試用操作和功能
3 - CFA考試用功能的經典例題
4 - CFA考試推薦設置
3.金融數學
金融數學
4.CFA考前注意事項
CFA考前注意事項
5.金融英語
金融英語
6.財務報表分析前導
財務報表分析前導
7.2023年一級考綱變化
2023年一級考綱變化
8.官方機考系統體驗
官方機考系統介紹
1.Quantitative Methods
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
2.Economics
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
3.Financial Statement Analysts-Clara
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
4.Financial Statement Analysts-Lai
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
習題知識點匯總
5.Corporate Issuers
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
6.Equity Investment
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
7.Fixed Income
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
8.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 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
9.Alternative Investments
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
10.Portfolio Management and Wealth Planning
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
11.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)
