價格： ￥ 23980.00
視頻有效期：60個月
視頻時長：約1201學時
視頻數量：1740個
詳情介紹
課程大綱
{in name="user_id" value="21644"} {/ in}課程試聽 推薦
1.數量分析
1 - Fundamentals of probability
13 - Measuring returns, volatility, and correlation
12 - Non-stationary time series
11 - Stationary time series
10 - Regression diagnostics
9 - Regression with multiple explanatory variables
8 - Linear regression
7 - Hypothesis testing
6 - Sample moments
5 - Multivariate Random Variables
4 - Common Univariate Random Variables
3 - Basic Statistics
2 - Random variables
14 - Simulation methods
2. 金融市場產品
15 - Options Markets
13 - Using Futures for Hedging
12 - FRA and Interest Rate Futures
11 - Foreign Exchange Markets
10 - Pricing Financial Forward and Futures
9 - Futures Markets
8 - Introduction to Derivatives
7 - Corporate Bonds
6 - Interest Rates and Bonds
5 - Central clearing
4 - Exchanges and OTC Markets
3 - Funds Management
2 - Insurance Companies and Pension Plans
1 - Banks
19 - Mortgages and Mortgage-Backed Securities
18 - Exotic Options
17 - Trading Strategies
16 - Properties of Options
14 - Swaps
3.估值與風險模型
2 - Calculating and Applying VaR
15 - The Black-Scholes-Merton Model
14 - Binomial Trees
13 - Modeling Non-Parallel Term Structure Shifts and Hedging
12 - Applying Duration, Convexity, and DV01
11 - Bond Yields and Return Calculations
10 - Interest Rates
9 - Pricing Conventions, Discounting, and Arbitrage
8 - Stress Testing
7 - Operational Risk
6 - Measuring Credit Risk
5 - Country Risk: Determinants, Measures, and Implications
4 - External and Internal Ratings
3 - Measuring and Monitoring Volatility
1 - Measures of Financial Risk
16 - Option Sensitivity Measures: The “Greeks”
科目介紹
4.數量分析
Briefing
12 - Measuring Returns, Volatility, and Correlation
11 - Non-Stationary Time Series
10 - Stationary Time Series
9 - Regression Diagnosis
8 - Regression with Multiple Explanatory Variables
7 - Linear Regression
6 - Hypothesis Testing
5 - Sample moments
4 - Multivariate Random Variables
3 - Common Univariate Random Variables
2 - Random variables
1 - Fundamentals of probability
13 - Simulation and Bootstrapping
5.風險管理基礎
1 - The Building Blocks of Risk Management
11 - GARP Code of Conduct
10 - Anatomy of the Great Financial Crisis of 2007-2009
9 - Learning from Financial Disasters
8 - Enterprise Risk Management and Future Trends
7 - Principles for Effective Data Aggregation and Risk Reporting
6 - The APT and Multifactor Models of Risk and Return
5 - Modern Portfolio Theory and Capital Asset Pricing Model
4 - Credit Risk Transfer Mechanisms
3 - The Governance of Risk Management
2 - How Do Firms Manage Financial Risk?
前言
1.估值與風險模型
1 - Market Risk
2 - Credit Risk
3 - Operational Risk
4 - Bonds
5 - Options
2.金融市場產品
3 - Forwards and Futures
2 - Interest Rates and Bonds basics
1 - Financial Institutions and CCP
4 - Swaps
5 - Options Markets
6 - Mortgage-Backed Securities
3.數量分析
1 - Fundamentals of probability
2 - Random variables and Basic Statistics
3 - Common Univariate Random Variables
4 - Hypothesis testing
5 - Linear regression and Regression diagnostics
6 - Time Series
7 - Measuring returns, volatility, and correlation
8 - Simulation and Bootstrapping
4.數量分析
Quantitative Analysis
5.風險管理基礎
1 - Risk Management and Corporate Government
2 - Modern Portfolio Theory
3 - Learning From Financial Disasters
4 - The Anatomy of Subprime Crisis
1.銀行經營模式
銀行組織架構
銀行經營模式
銀行財報
2.債權類產品基礎
債券
3.金融市場產品
常見的金融機構
利率和債券
衍生品
4.金融計算器
前言
貨幣時間價值運算不適用的情況
貨幣時間價值運算實務操作
貨幣的時間價值運算
債券價格計算與日期函數運算
泊松分布、二項分布運算
對數、階乘、排列組合運算
指數運算
常用清除鍵操作
存儲調用操作
期初期末模式設置
運算優先級模式設置
小數點位設置
計算器初覽
計算器版本介紹
統計功能操作
5.金融數學
金融數學
6.金融英語
1 - FRM與英語
2 - Grammar
3 - Financial Risk
4 - Financial Institute
5 - Financial Products
7.2022年考綱對比介紹
一級考綱對比
1.市場風險
市場風險
2.信用風險
Basic of credit risk
Credit risk measurement
Credit risk management
3.操作風險
操作風險事件分類
操作風險數據治理
操作風險計量方法
操作風險組織架構
操作風險資本規劃
4.2022年考綱對比介紹
二級考綱對比
1.市場風險
1 - Estimate market risk measurement
15 - Volatility Smiles
14 - The Art of Term Structure Model Volatility and Distribution
13 - The Art of Term Structure Model： Drift
12 - The Evolution of Short Rates and the Shape of the Term Structure
11 - The Science ofTerm Structure Models
10 - Empirical Approaches to Risk Metrics and Hedging
9 - Financial Correlation Modeling-Bottom-Up Approaches
8 - Empirical Properties of Correlation: How Do Correlations Behave in the Real World?
7 - Correlation Basics:Definitions, Applications, and Terminology
5 - VaR Mapping
4 - backtesting VaR
3 - ParametricApproaches (II):Extreme Value
2 - Non-parametric approaches
6 - Messages from the Academic Literature on Risk Management for the Trading Book
16 - FundamentalReview of theTrading Book
2.信用風險
1 - The Credit Decision
12 - Netting, Close-out and Related Aspects
13 - Margin (Collateral) and Settlement
14 - Future Value and Exposure
15 - Credit and Debt Value Adjustment
16 - Stress Testing Counterparty Exposures
17 - Credit Scoring andRetail Credit Risk Management
18 - The Credit TransferMarkets-and TheirImplications
19 - An Introduction toSecuritization
10 - Structured Credit Risk
9 - Portfolio Credit Risk
2 - The Credit Analyst
3 - Capital Structure in Banks
11 - Counterparty Risk and Beyond
4 - Rating Assignment Methodologies(Actuarial Method)
5 - Rating Assignment Methodologies (Other Methods)
6 - Credit Risks and Credit Derivatives (Merton Model & KMV)
7 - Credit Risks and Credit Derivatives (Other models)
8 - Spread Risk and Default Intensity Models Spread Risk
20 - Understanding the Securitization of SubprimeMortgage Credit
3.操作風險
27 - Striving for Operational Resilience
26 - Principles for Operational Resilience
25 - Operational resilience: Impact tolerance for important business services
16 - Guidance on Managing Outsourcing Risk
17 - Management of Risk Associated with Money Laundering and Financing of Terrorism
18 - Regulation of the OTC Derivatives Market
19 - Capital Regulation Before the Global Financial Crisis
20 - Solvency, Liquidity and Other Regulation After the Global Financial Crisis
21 - High-Level Summary of Basel Ⅲ Reforms
22 - Basel Ⅲ Finalising Post-Crisis Reforms
23 - The Cyber Resilient Organization
24 - Cyber Resilience Range of Practices
15 - Stress Testing Banks
14 - Capital Planning at Large Bank Holding Companies
13 - Range of Practices and Issues in Economic Capital Frameworks
2 - Erm Theory And Practice
3 - What is ERM
4 - Implementing Robust Risk Appetite Frameworks to Strengthen Financial Institutions
5 - Banking Conduct and Culture
6 - Risk Culture
7 - OpRisk Data and Governance
8 - Supervisory Guidance on Model Risk Management
9 - Information Risk and Data Quality Management
10 - Validating Rating Models
11 - Assessing the Quality of Risk Measures
12. Risk Capital Attribution and Risk-Adjusted Performance Measurement
1 - Principles for the Sound Management of Operational Risk
4.投資風險
1 - Factor theory
9 - Hedge Funds
8 - Portfolio performance evalution
7 - Risk monitoring and performance measurement
6 - VaR and risk budgeting in investment management
5 - Portfolio risk：Analytical methods
4 - Portfolio construction
3 - Alpha(and the low-risk Anomaly)
2 - Factors
10 - Performing Due Diligence on specific managers and funds
5.流動性風險
1 - The Investment Function in Financial-ServicesManagement
18 - Risk Management for ChangingInterest Rates: Asset-liability Management and Duration Techniques
17 - Covered Interest Parity Lost:Understanding the CrossCurrency Basis
16 - The US DollarShortage in GlobalBanking and theInternational PolicyResponse
15 - Liquidity Transfer Pricing: A Guide to Better Practice
14 - Repurchase Agreements and Financing
13 - Managing Nondeposit Liabilities
12 - Managing and Pricing Deposit Services
11 - Contingency Funding Planning
10 - Liquidity Risk. Reporting and Stress Testing
9 - Liquidity Stress Testing
8 - Monitoring Liquidity
7 - Intraday Liquidity Risk Management
6 - Liquidity and Reserves Management:Strategies and Policies
5 - Early Warning Indicators
4 - Liquidity and Leverage
3 - Liquidity Risk
2 - The Failure Mechanics of Dealer Banks
19 - Illiquid Assets
6.金融時事分析
課程介紹
1 - Holistic Review of the March Market Turmoil
2 - The Rise of Digital Money
3 - Covid-19 and cyber risk in the financial sector
4 - AI and machine learning for risk management
5 - Artificial Intelligence Risk & Governance
6 - Climate-related risk drivers and their transmission channels
7 - Beyond LIBOR
1.市場風險
1 - VaR and Market RiskMeasures
12 - The Art of Term Structure Models
11 - Jensen's Inequality
10 - Interest Rates Term Structure Models
9 - Empirical Approaches to Risk Metrics and Hedging
8 - Empirical Properties of Correlation and Correlation Modeling
7 - Correlations Basic
6 - Risk Measurement for the Trading Book
5 - VaR Mapping
4 - VaR Backtesting
3 - Extreme value
2 - Non-parametric Approach
13 - Volatility Smiles
2.信用風險
1 - Basics of Credit Risk
2 - Traditional Credit Risk and Models
3 - Counterparty Exposures
4 - Methods of mitigating credit risk
5 - Credit Derivatives
6 - Securitization
3.投資風險
1 - Factor Theory and Factors
2 - Alpha and the Low-Risk Anomaly
3 - Portfolio Construction
4 - Portfolio Risk Analysis
5 - VaR and Risk Budgeting in Investment Magement
6 - Portfolio Performance Evaluation
7 - Hedge Funds
8 - Predicting Fraud by Investment Managers
4.流動性風險
1 - Introduction of Liquidity Risk
2 - Liquidity Risk measurement
3 - Liquidity Risk Management
4 - Management of Asset and Liability
5 - Other Liquidity Issues
5.操作風險
1 - Principles for the Sound Management of Operational Risk
15 - Managing Outsourcing Risk
16 - Managing ML and TF Risk
17 - OTC Derivatives Regulation
18 - Regulation before GFC
19 - Regulation after GFC
20 - Summary of Basel III Reforms
21 - Basel III Finalising Reforms
22 - The Cyber Resilience Organisation
23 - Cyber Resilience Practices
24 - UK Sector Operational Resilience
14 - Stress Testing
13 - Capital Planning
12 - Practices and Issues in Economic Capital Framework
2 - Enterprise Risk Management
3 - RAF Framework
4 - Banking Conduct and Culture
5 - Risk Culture
6 - Data and Governance
7 - Model Risk
8 - Data Quality Management
9 - Validating Rating Models
10 - Quality of Risk Measures
11 - RAROC
25 - Striving for Operational Resilience
1.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
2.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
3.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
4.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
5.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
6.Derivatives
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
7.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
8.Financial Statement Analysts-Lai
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
9.Financial Statement Analysts-Clara
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
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.CFA考前注意事項
CFA考前注意事項
2.金融英語
金融英語
3.金融數學
金融數學
4.計算機使用教程
計算機使用教程
5.財務報表分析前導
財務報表分析前導
6.2023年一級考綱變化
2023年一級考綱變化
7.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.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
3.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
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 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
5.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
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.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
8.Financial Statement Analysts-Lai
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
9.Financial Statement Analysts-Clara
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
10.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
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)
1.Fixed Income
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
2.Ethical and Professional Standards
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
3.Corporate Issuers
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
4.Equity Investment
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
5.Portfolio Management and Wealth Planning
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
6.Derivatives
Module 1 Pricing and Valuation of Forward Commitments
Module 2 Valuation of Contingent Claims
7.Alternative Investments
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
8.Financial Statement Analysts-Liv
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
9.Financial Statement Analysts-Lucy
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
10.Economics
Module 1 Currency Exchange Rates- Understanding Equilibrium Value
Module 2 Economic Growth and investment decision
Module 3 Economics of Regulation
11.Quantitative Methods
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
1.Quantitative Methods
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
2.Portfolio Management and Wealth Planning
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
3.Alternative Investments
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
4.Derivatives
Module 1 Pricing and Valuation of Forward Commitments
Module 2 Valuation of Contingent Claims
5.Fixed Income
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
6.Equity Investment
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
7.Corporate Issuers
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
8.Financial Statement Analysts
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
9.Financial Statement Analysts-Liv
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
10.Economics
Module 1 Currency Exchange Rates- Understanding Equilibrium Value
Module 2 Economic Growth and investment decision
Module 3 Economics of Regulation
11.Ethical and Professional Standards
Module 2 Guidance for Standards I–VII
1.2023年考綱解讀
考綱解讀
1.Behavioral Finance
Reading 1 The Behavioral Biases of Individuals
Reading 2 Behavioral Finance and Investment Processes
2.Cases in Portfolio Management and Risk Management
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
3.Trading, Performance Evaluation, and Manager Selection
Reading 25 Trade Strategy and Execution
Reading 26 Portfolio Performance Evaluation
Reading 27 Investment Manager Selection
4.Portfolio Management for Institutional Investors
Reading 24 Portfolio Management for Institutional Investors
5.Private Wealth Management
Introduction
Reading 21 Overview of Private Wealth Management
Reading 22 Topics in Private Wealth Management
Reading 23 Risk Management for Individuals
6.Alternative Investments for Portfolio Management
Reading 19 Hedge Fund Strategies
Reading 20 Asset Allocation to Alternative Investments
7.Equity Portfolio Management
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
8.Fixed-Income Portfolio Management
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
9.Derivatives and Currency Management
Reading 8 Options Strategies
Reading 9 Swaps, Forwards, and Futures Strategies
Reading 10 Currency Management: An Introduction
10.Asset Allocation and Related Decisions in Portfolio Management
Reading 5 Overview of Asset Allocation
Reading 6 Principles of Asset Allocation
Reading 7 Asset Allocation with Real-World Constraints
11.Capital Market Expectations
Reading 3 Capital Market Expectations, Part 1 Framework and Macro Considerations
Reading 4 Capital Market Expectations, Part 2 Forecasting Asset Class Returns
12.Ethical and Professional Standards
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
1.Behavioral Finance
Reading 1 The Behavioral Biases of Individuals
Reading 2 Behavioral finance
2.Trading, Performance Evaluation, and Manager Selection
Reading 25 Trade Strategy and Execution
Reading 26 Portfolio Performance Evaluation
Reading 27 Investment Manager Selection
3.Portfolio Management for Institutional Investors
Reading 24 Portfolio Management for Institutional Investors
4.Private Wealth Management
Reading 21 Overview of Private Wealth Management
Reading 22 Topics in Private Wealth Management
Reading 23 Risk Management for Individuals
5.Alternative Investments for Portfolio Management
Reading 19 Hedge Funds
Reading 20 Asset allocation to alternative investments
6.Equity Portfolio Management
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
7.Fixed-Income Portfolio Management
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
8.Derivatives and Currency Management
Reading 8 Options Strategies
Reading 9 Swaps, Forwards, and Futures Strategies
Reading 10 Currency Management: An Introduction
9.Asset Allocation and Related Decisions in Portfolio Management
Reading 5 Overview of Asset Allocation
Reading 6 Principles of Asset Allocation
Reading 7 Asset Allocation with Real-World Constraints
10.Capital Market Expectations
Reading 3 Capital Market Expectations, Part 1: Framework and Macro Considerations
Reading 4 Capital Market Expectations, Part 2: Forecasting Asset Class Returns
11.Ethical and Professional Standards
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
1.Behavioral Finance
Reading 1 The Behavioral Biases of Individuals
Reading 2 Behavioral Finance and Investment Processes
2.Trading, Performance Evaluation, and Manager Selection
Reading 25 Trade strategy and execution
Reading 26 Portfolio performance evaluation
Reading 27 Investment manager selection
3.Portfolio Management for Institutional Investors
Reading 24 Portfolio Management for Institutional Investors
4.Private Wealth Management
Reading 21 Overview of Private Wealth Management
Reading 22 Topics in Private Wealth Management
Reading 23 Risk Management for Individuals
5.Alternative Investments for Portfolio Management
Reading 19 Hedge Funds
Reading 20 Asset allocation to alternative investments
6.Equity Portfolio Management
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
7.Fixed-Income Portfolio Management
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
8.Derivatives and Currency Management
Reading 8 Options Strategies
Reading 9 Swaps, Forwards, and Futures Strategies
Reading 10 Currency Management- An Introduction
9.Asset Allocation and Related Decisions in Portfolio Management
Reading 5 Overview of Asset Allocation
Reading 6 Principles of Asset Allocation
Reading 7 Asset Allocation with Real-World Constraints
10.Capital Market Expectations
經濟學
11.Ethical and Professional Standards
道德串講
1.Behavioral Finance
Behavioral Finance
2.Trading, Performance Evaluation, and Manager Selection
Trading, Performance Evaluation, and Manager Selection
3.Portfolio Management for Institutional Investors
Portfolio Management for Institutional Investors
4.Private Wealth Management
Private Wealth Management
5.Alternative Investments for Portfolio Management
Alternative Investments for Portfolio Management
6.Equity Portfolio Management
Equity Portfolio Management
7.Fixed-Income Portfolio Management
Fixed-Income Portfolio Management
8.Derivatives and Currency Management
Derivatives and Currency Management
9.Asset Allocation and Related Decisions in Portfolio Management
Asset Allocation and Related Decisions in Portfolio Management
10.Capital Market Expectations
Capital Market Expectations
11.Ethical and Professional Standards
Ethical and Professional Standards
2020-09-22 16:54
講課緊貼考點，深入淺出，例題講解細致，老非常有經驗。
2020-07-23 16:17
老師講的非常好，思路清晰，簡單易懂，讓我學習很有動力，CFA和FRM一起學是個不錯的選擇。
2020-07-07 16:19
非常好 ，老師講課簡單明了，非常易懂，本來覺得CFA+FRM會很難，沒想到慢慢都弄清楚了
2020-06-20 16:22
老師講解的都很細致，即使不是這個專業的也能聽的很明白，好評。
