融躍教育

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 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

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 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 Derivative Instrument and Derivative Market Features

Module 9 Option Replication Using Put–Call Parity

Module 8 Pricing and Valuation of Options

Module 7 Pricing and Valuation of Interest Rates and Other Swaps

Module 6 Pricing and Valuation of Futures Contracts

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

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 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 Introduction to Financial Statement Analysis

Module 12 Financial Statement Analysis: Applications

Module 11 Financial Reporting Quality

Module 10 Long-Term Liabilities and Leases

Module 9 Income Taxes

Module 8 Long-Lived Assets

Module 7 Inventories

Module 6 Financial Analysis Techniques

Module 5 Understanding Cash Flow Statements

Module 4 Understanding Balance Sheets

Module 3 Understanding Income Statements

Module 2 Financial Reporting Standards

Introduction

Module 1 Introduction to Financial Statement Analysis

Module 11 Financial reporting quality

Module 10 Long-Term Liabilities

Module 9 Income taxes

Module 8 Long-Lived Assets

Module 7 Inventories

Module 6 Financial Analysis Techniques

Module 5 Understanding Cash Flow Statements

Module 4 Understanding Balance Sheets

Module 3 Understanding Income Statements

Module 2 Financial Reporting Standards

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

CFA考前注意事項

金融英語

金融數學

計算機使用教程

財務報表分析前導

2023年一級考綱變化

官方機考系統介紹

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 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 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 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 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 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 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 Introduction to Financial Statement Analysis

Module 12 Financial Statement Analysis: Applications

Module 11 Financial Reporting Quality

Module 10 Long-Term Liabilities and Leases

Module 9 Income Taxes

Module 8 Long-Lived Assets

Module 7 Inventories

Module 6 Financial Analysis Techniques

Module 5 Understanding Cash Flow Statements

Module 4 Understanding Balance Sheets

Module 3 Understanding Income Statements

Module 2 Financial Reporting Standards

習題知識點匯總

Module 1 Introduction to Financial Statement Analysis

Module 11 Financial reporting quality

Module 10 Long-Term Liabilities

Module 9 Income taxes

Module 8 Long-Lived Assets

Module 7 Inventories

Module 6 Financial Analysis Techniques

Module 5 Understanding Cash Flow Statements

Module 4 Understanding Balance Sheets

Module 3 Understanding Income Statements

Module 2 Financial Reporting Standards

Module 12 Applications of Financial Statement Analysis

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 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 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 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 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 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 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 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 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 Pricing and Valuation of Forward Commitments

Module 2 Valuation of Contingent Claims

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 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 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 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 Currency Exchange Rates- Understanding Equilibrium Value

Module 2 Economic Growth and investment decision

Module 3 Economics of Regulation

Module 2 Guidance for Standards I–VII

考綱解讀

Reading 1 The Behavioral Biases of Individuals

Reading 2 Behavioral Finance and Investment Processes

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 25 Trade Strategy and Execution

Reading 26 Portfolio Performance Evaluation

Reading 27 Investment Manager Selection

Reading 24 Portfolio Management for Institutional Investors

Introduction

Reading 21 Overview of Private Wealth Management

Reading 22 Topics in Private Wealth Management

Reading 23 Risk Management for Individuals

Reading 19 Hedge Fund Strategies

Reading 20 Asset Allocation to Alternative Investments

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 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 8 Options Strategies

Reading 9 Swaps, Forwards, and Futures Strategies

Reading 10 Currency Management: An Introduction

Reading 5 Overview of Asset Allocation

Reading 6 Principles of Asset Allocation

Reading 7 Asset Allocation with Real-World Constraints

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

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

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 25 Trade Strategy and Execution

Reading 26 Portfolio Performance Evaluation

Reading 27 Investment Manager Selection

Reading 24 Portfolio Management for Institutional Investors

Reading 21 Overview of Private Wealth Management

Reading 22 Topics in Private Wealth Management

Reading 23 Risk Management for Individuals

Reading 19 Hedge Funds

Reading 20 Asset allocation to alternative investments

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 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 8 Options Strategies

Reading 9 Swaps, Forwards, and Futures Strategies

Reading 10 Currency Management: An Introduction

Reading 5 Overview of Asset Allocation

Reading 6 Principles of Asset Allocation

Reading 7 Asset Allocation with Real-World Constraints

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

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

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 25 Trade strategy and execution

Reading 26 Portfolio performance evaluation

Reading 27 Investment manager selection

Reading 24 Portfolio Management for Institutional Investors

Reading 21 Overview of Private Wealth Management

Reading 22 Topics in Private Wealth Management

Reading 23 Risk Management for Individuals

Reading 19 Hedge Funds

Reading 20 Asset allocation to alternative investments

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 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 8 Options Strategies

Reading 9 Swaps, Forwards, and Futures Strategies

Reading 10 Currency Management- An Introduction

Reading 5 Overview of Asset Allocation

Reading 6 Principles of Asset Allocation

Reading 7 Asset Allocation with Real-World Constraints

經濟學

道德串講

Behavioral Finance

Trading, Performance Evaluation, and Manager Selection

Portfolio Management for Institutional Investors

Private Wealth Management

Alternative Investments for Portfolio Management

Equity Portfolio Management

Fixed-Income Portfolio Management

Derivatives and Currency Management

Asset Allocation and Related Decisions in Portfolio Management

Capital Market Expectations

Ethical and Professional Standards