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    CFA特许金融分析师1-3级【2020考季班】
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  • 单元2 【2020考季】CFA1级基础
  • 14-2020考季-CFA一级考纲直播
  • 15-权益类投资分析-The Main Functions of The Financial System
  • 16-权益类投资分析-Types of Financial Intermediaries and Services
  • 17-权益类投资分析-Market regulation&Classification of assets
  • 18-权益类投资分析-Primary and Secondary Markets
  • 19-权益类投资分析-Quote-driven, Order-driven, and Brokered Markets
  • 20-权益类投资分析-Positions Taken in an Asset
  • 21-权益类投资分析-Execution, Validity, and Clearing Instructions
  • 22-权益类投资分析-Security Market Indices
  • 23-权益类投资分析-Price Weighting and Equal Weighting
  • 24-权益类投资分析-Market Capitalization Weighting and Fundamental Weighting
  • 25-权益类投资分析-Other equity index &Fixed-income index& Alternative investments
  • 26-权益类投资分析-Introduction of market efficiency
  • 27-权益类投资分析-Contrast weak form,semi-strong form, strong form market efficiency
  • 28-权益类投资分析-Market pricing anomalies
  • 29-权益类投资分析-Behavioral finance definition and classification
  • 30-权益类投资分析-Types and characteristics of equity securities
  • 31-权益类投资分析-Investment in non-domestic equity securities
  • 32-权益类投资分析-Risk and return characteristics of equity securities
  • 33-权益类投资分析-Macroeconomic analysis
  • 34-权益类投资分析-Industry life cycle models
  • 35-权益类投资分析-Current industry classification systems
  • 36-权益类投资分析-Pricing power and price competition
  • 37-权益类投资分析-Strategic analysis of an industry
  • 38-权益类投资分析-Company analysis
  • 39-权益类投资分析-Equity valuation models
  • 40-权益类投资分析-DCF models
  • 41-权益类投资分析-Price multiples
  • 42-权益类投资分析-Enterprise value multiples
  • 43-权益类投资分析-Asset-based valuation models
  • 44-固定收益-Basic features of a fixed-income security
  • 45-【待更新】固定收益-框架介绍
  • 46-固定收益-Bond Markets &Legal information
  • 47-固定收益-Collateral &Credit enhancements
  • 48-固定收益-Covenants &Tax
  • 49-固定收益-Principal repayment structures
  • 50-固定收益-Coupon payment structures
  • 51-固定收益-Callable bond and putable bond
  • 52-固定收益-Convertible bond
  • 53-固定收益-Classifications of global fixed-income markets
  • 54-固定收益-Primary and secondary market for bonds
  • 55-固定收益-Securities issued by sovereign governments
  • 56-固定收益-Non-sovereign government, agency and supranational bonds
  • 57-固定收益-Types of debt issued by corporations
  • 58-固定收益-Short-term funding alternatives
  • 59-固定收益-Structured financial instruments
  • 60-固定收益-Bond valuation using YTM
  • 61-固定收益-Relationships between price and time
  • 62-固定收益-Valuation with spot rates
  • 63-固定收益-Flat price, accrued interest, and the full price
  • 64-固定收益-Matrix Pricing
  • 65-固定收益-Yield measures
  • 66-固定收益-Yield measures for floating-rate notes
  • 67-固定收益-Yield Curve
  • 68-固定收益-Forward Rates vs. Spot Rates
  • 69-固定收益-Yield Spread
  • 70-固定收益-Securitization
  • 71-固定收益-Residential mortgage loans
  • 72-固定收益-Prepayment risk
  • 73-固定收益-Prepayment rate
  • 74-固定收益-Different types of CMOs
  • 75-固定收益-Non-agency RMBS
  • 76-固定收益-CMBS
  • 77-固定收益-Non-mortgage asset-backed securities
  • 78-固定收益-Collateralized debt obligations
  • 79-固定收益-Sources of return
  • 80-固定收益-Interest rate risk
  • 81-固定收益-Different types of Duration
  • 82-固定收益-Effects of bond characteristics on duration
  • 83-固定收益-Portfolio duration
  • 84-固定收益-Convexity
  • 85-固定收益-Yield volatility, Credit and liquidity Spread
  • 86-固定收益-Credit risk
  • 87-固定收益-Seniority rankings
  • 88-固定收益-The four Cs of credit analysis
  • 89-固定收益-Yield spread
  • 90-固定收益-Credit analysis of different bonds
  • 91-【待更新】其他类投资分析-框架介绍
  • 92-其他类投资分析-Basic characteristics of alternative
  • 93-其他类投资分析-Hedge funds Strategies
  • 94-其他类投资分析-Hedge fund fees, valuation and due diligence
  • 95-其他类投资分析-Private Equity
  • 96-其他类投资分析-Real Estate
  • 97-其他类投资分析-Commodities
  • 98-其他类投资分析-Infrastructure
  • 99-其他类投资分析-Other Alternative Investments
  • 100-经济学-R14 Demand Curve and Supply Curve
  • 101-经济学-R14 Price Elasticity of Demand
  • 102-经济学-R14 Cross Elasticity
  • 103-经济学-R14 Income Elasticity of Demand
  • 104-经济学-R14 Substitution and Income Effects
  • 105-经济学-R14 Profit
  • 106-经济学-R14 Product
  • 107-经济学-R14 Revenue
  • 108-经济学-R14 Cost
  • 109-经济学-R14 Profit Maximization
  • 110-经济学-R14 Breakeven Point and Shutdown Point
  • 111-经济学-R15 Market Structure Factors & Perfect Competition
  • 112-经济学-R15 Monopolistic Competition
  • 113-经济学-R15 Characteristics of Oligopoly and Kinked Demand Curve Model
  • 114-经济学-R15 Cournot Model
  • 115-经济学-R15 Nash Equilibrium Modeland Dominant Firm Model
  • 116-经济学-R15 Characteristics of Monopoly
  • 117-经济学-R15 Concentration Measures
  • 118-经济学-R16 GDP
  • 119-经济学-R16 IS Curve
  • 120-经济学-R16 LM Curve
  • 121-经济学-R16 Aggregate Demand Curve
  • 122-经济学-R16 Aggregate Supply Curve
  • 123-经济学-R16 Effect of Combination of AD and AS
  • 124-经济学-R16 Economic Growth
  • 125-经济学-R17 Business Cycle and Four Phases
  • 126-经济学-R17 Theories of Business Cycle
  • 127-经济学-R17 Unemployment
  • 128-经济学-R17 Inflation
  • 129-经济学-R17 Economic Indicators
  • 130-经济学-R18 Money Creation Process
  • 131-经济学-R18 Fisher Effect
  • 132-经济学-R18 Objectives of Central Banks
  • 133-经济学-R18 Monetary policy tools
  • 134-经济学-R18 Limitations of Monetary Policy
  • 135-经济学-R18 Tools of Fiscal Policy
  • 136-经济学-R18 Limitations of Fiscal Policy
  • 137-经济学-R18 Fiscal Multiplier
  • 138-经济学-R18 The Size of National Debt Relative to GDP
  • 139-经济学-R18 Interaction of Monetary and Fiscal Policy
  • 140-经济学-Comparative Advantage and Absolute Advantage
  • 141-经济学-Trade restrictions
  • 142-经济学-The Balance of Payments Accounts
  • 143-经济学-International Organization and Trading Blocs
  • 144-经济学-Basic Concept and Calculation
  • 145-经济学-Interest rate parity
  • 146-经济学-Exchange rate regimes
  • 147-经济学-Impact of Exchange Rates
  • 148-职业伦理-Explain ethics and professionalism
  • 149-职业伦理-Reasons for adopting ethics
  • 150-职业伦理-Framework for ethical decision making
  • 151-职业伦理-Proceedings and the hearing panel
  • 152-职业伦理-Code of Ethics
  • 153-职业伦理-I(A).Knowledge of the law
  • 154-职业伦理-I(B).Independence and objectivity
  • 155-职业伦理-I(C).Misrepresentation
  • 156-职业伦理-I(D).Misconduct
  • 157-职业伦理-II(A).Material Nonpublic information
  • 158-职业伦理-II(B).Market manipulation
  • 159-职业伦理-III(A).Loyalty, prudence and care
  • 160-职业伦理-III(B).Fair dealing
  • 161-职业伦理-III(C).Suitability
  • 162-职业伦理-III(D).Performance presentation
  • 163-职业伦理-III(E).Preservation of Confidentiality
  • 164-职业伦理-IV(A).Loyalty
  • 165-职业伦理-IV(B).Additional compensation arrangemen
  • 166-职业伦理-IV(C).Responsibility of supervisors
  • 167-职业伦理-V(A).Diligence and reasonable basis
  • 168-职业伦理-V(B).Communication with clients
  • 169-职业伦理-V(C).Record retention
  • 170-职业伦理-VI(A).Disclosure of conflicts
  • 171-职业伦理-VI(B).Priority of transactions
  • 172-职业伦理-VI(C).Referral fees
  • 173-职业伦理-VII(A).Conduct as members and candidates
  • 174-职业伦理-VII(B).Reference to institute, designation, program
  • 175-职业伦理-Introduction to GIPS
  • 176-职业伦理-Nine major sections of GIPS (0~8)
  • 单元3 框架介绍+金融英语
  • 177-CFA考试说明 (1)
  • 178-CFA考试说明 (2)
  • 179-19年考纲变化 (1)
  • 180-19年考纲变化 (2)
  • 181-CFA一级框架
  • 182-金融英语1
  • 183-金融英语2
  • 184-金融英语3
  • 185-金融英语4
  • 186-金融英语5
  • 187-金融英语6
  • 单元4 数量前导-金融计算器使用
  • 188-利率和EAR (1)
  • 189-利率和EAR (2)
  • 190-利率和EAR (3)
  • 191-Annuity和NPV&IRR (1)
  • 192-Annuity和NPV&IRR (2)
  • 193-描述性统计学和概率论(1)
  • 194-描述性统计学和概率论(2)
  • 195-描述性统计学和概率论(3)
  • 196-推断性统计学和技术分析 (1)
  • 197-推断性统计学和技术分析 (2)
  • 198-推断性统计学和技术分析 (3)
  • 单元5 财务前导
  • 199-introduction-cash flow classification (1)
  • 200-introduction-cash flow classification (2)
  • 201-introduction-cash flow classification (3)
  • 202-elements-historical costs (1)
  • 203-elements-historical costs (2)
  • 204-四大账户-cash flow types (1)
  • 205-四大账户-cash flow types (2)
  • 206-四大账户-cash flow types (3)
  • 207-accounting equation-Dupont analysis (1)
  • 208-accounting equation-Dupont analysis (2)
  • 单元6 L1 1906考季【Ethical and professional standards】Ethics and Trust in the Investment Profession
  • 209-Explain ethics and professionalism
  • 210-Reasons for adopting ethics
  • 211-Framework for ethical decision making
  • 单元7 L1 1906考季【Ethical and professional standards】Code and ethics
  • 212-Proceedings and the hearing panel
  • 213-Code of ethics
  • 单元8 L1 1906考季【Ethical and professional standards】Guidance for Standards I-VII
  • 214-I(A).Knowledge of the law
  • 215-I(B).Independence and objectivity
  • 216-I(C).Misrepresentation
  • 217-I(D).Misconduct
  • 218-II(A).Material nonpublic information
  • 219-II(B).Market manipulation
  • 220-III(A).Loyalty, prudence and care
  • 221-III(B).Fair dealing
  • 222-III(C).Suitability
  • 223-III(D).Performance presentation
  • 224-III(E).Preservation of confidentiality
  • 225-IV(A).Loyalty
  • 226-IV(B).Additional compensation arrangements
  • 227-IV(C).Responsibility of supervisors
  • 228-V(A).Diligence and reasonable basis
  • 229-V(B).Communication with clients
  • 230-V(C).Record retention
  • 231-VI(A).Disclosure of conflicts
  • 232-VI(B).Priority of transactions
  • 233-VI(C).Referral fees
  • 234-VII(A).Conduct as members and candidates
  • 235-VII(B).Reference to institute, designation, program
  • 单元9 L1 1906考季【Ethical and professional standards】GIPS
  • 236-Introduction to GIPS
  • 237-Nine major sections of GIPS (0~8)
  • 单元10 L1 1906考季【Quantitative Methods】The Outline
  • 238-Quantitative Methods Framework
  • 单元11 L1 1906考季【Quantitative Methods】The Time Value of Money
  • 239-Required interest rate on a security
  • 240-EAR
  • 241-Annuity
  • 242-Summary_Required interest rate on a security, EAR, Annuity
  • 单元12 L1 1906考季【Quantitative Methods】Discounted Cash Flow Application
  • 243-NPV&IRR
  • 244-Money-weighted rate of return and time-weighted rate of return
  • 245-Convert among HPR,RBD,EAR,RMM and BEY
  • 246-Summary_NPV&IRR, Different types of return,TWRR&MWRR
  • 单元13 L1 1906考季【Quantitative Methods】Statistical Concepts and Market Returns
  • 247-Measurement scales, fundamental concepts of statistics
  • 248-Measures of central tendency, quantiles
  • 249-MAD, variance&standard deviation
  • 250-Chebyshev’s inequality, CV&sharpe ratio
  • 251-Skewness, kurtosis
  • 单元14 L1 1906考季【Quantitative Methods】Probability Concepts
  • 252-Basic concepts of probability, odds for
  • 253-Calculation rules for probabilities
  • 254-Covariance and correlation
  • 255-Expected value,variance and standard deviation
  • 256-Bayes' formula
  • 257-Factorial, combination, and permutation
  • 单元15 L1 1906考季【Quantitative Methods】Common Probability Distributions
  • 258-Probability distribution
  • 259-Normal distribution, the confidence intervals
  • 260-Standard normal distribution
  • 261-Roy’s safety-criterion
  • 262-Lognormal distributions
  • 263-Monte Carlo simulation and historical simulation
  • 单元16 L1 1906考季【Quantitative Methods】Sampling and Estimation
  • 264-Sampling, time-series and cross-sectional data
  • 265-Central limit theorem
  • 266-Properties of an estimator
  • 267-Point estimate and a confidence interval estimate
  • 268-Student’s t-distribution and degrees of freedom
  • 269-Biases
  • 单元17 L1 1906考季【Quantitative Methods】Hypothesis Testing
  • 270-Introduction to the steps of hypothesis testing
  • 271-One-tailed and two-tailed test of hypotheses
  • 272-Test statistic
  • 273-Critical value
  • 274-Test population mean
  • 275-Test population variance
  • 276-P-value
  • 277-Type I error and type II error
  • 278-Parametric and nonparametric tests
  • 单元18 L1 1906考季【Quantitative Methods】Technical Analysis
  • 279-Applications of technical analysis, underlying assumptions
  • 280-Types of charts, trend
  • 281-Common chart patterns
  • 282-Technical analysis indicators
  • 283-Technical analysis theory
  • 单元19 L1 1906考季【Economics】Topics in Demand and Supply Analysis
  • 284-Demand curve and supply curve
  • 285-Consumer surplus
  • 286-Price elasticity of demand
  • 287-Cross elasticity
  • 288-Income elasticity
  • 289-Substitution and income effects
  • 290-Giffen goods and Veblen goods
  • 291-Profit
  • 292-Product
  • 293-Revenue
  • 294-Cost
  • 295-Profit maximization
  • 296-Breakeven point and shutdown point
  • 297-Economies of scale and diseconomies of scale
  • 单元20 L1 1906考季【Economics】The Firm and Market Structures
  • 298-Market structure factors
  • 299-Perfect competition
  • 300-Monopolistic competition
  • 301-Characteristics of oligopoly
  • 302-Kinked demand curve model
  • 303-Cournot model
  • 304-Nash equilibrium
  • 305-Characteristics of monopoly
  • 306-Price discrimination
  • 307-Government regulation
  • 308-Concentration measures
  • 单元21 L1 1906考季【Economics】Aggregate Output, Prices, and Economic Growth
  • 309-Definition of GDP
  • 310-GDP deflator
  • 311-GDP calculation
  • 312-IS curve
  • 313-LM curve
  • 314-Aggregate demand curve
  • 315-Aggregate supply curve
  • 316-Effect of combination of AS and AD
  • 317-Economic growth
  • 单元22 L1 1906考季【Economics】Understanding Business Cycles
  • 318-Business cycle and four phases
  • 319-Theories of business cycle
  • 320-Unemployment
  • 321-Inflation
  • 322-Economic indicators
  • 单元23 L1 1906考季【Economics】Monetary and Fiscal Policy
  • 323-Introduction to monetary and fiscal policy
  • 324-Money creation process
  • 325-Fisher effect
  • 326-Objectives of central banks
  • 327-Tools of the central bank
  • 328-Neutral interest rate
  • 329-Limitations of monetary policy
  • 330-Tools of fiscal central policy
  • 331-Limitations of fiscal policy
  • 332-Fiscal multiplier
  • 333-The size of a national debt relative to GDP
  • 334-Interaction of monetary and fiscal policy
  • 单元24 L1 1906考季【Economics】International Trade and Capital Flows
  • 335-Comparative advantage and absolute advantage
  • 336-Recardian and Heckscher-Ohlin model
  • 337-Types of trade and capital restrictions
  • 338-Balance of payments components
  • 339-IMF,World Bank and WTO
  • 340-Trading blocs, common markets and economic unions
  • 单元25 L1 1906考季【Economics】Currency Exchange Rates
  • 341-Nominal and real exchange rates
  • 342-Concepts of the foreign exchange rate
  • 343-Cross-rates
  • 344-Forward discount and premium
  • 345-Interest rate parity
  • 346-Exchange rate regimes
  • 347-Elasticity approach and J-curve
  • 348-Absorption approach
  • 单元26 L1 1906考季【Financial Reporting and Analysis】Financial Statement Analysis: An Introduction
  • 349-The role of financial reporting and financial statement analysis
  • 350-The resources used for financial statement analysis
  • 351-Auditing and financial statement analysis framework
  • 单元27 L1 1906考季【Financial Reporting and Analysis】Financial Reporting Mechanics
  • 352-Financial statement elements
  • 353-Basic concepts: accounting equation & accrual accounting
  • 单元28 L1 1906考季【Financial Reporting and Analysis】Financial Reporting Standards
  • 354-Standard – setting bodies & regulatory authorities
  • 355-IASB and FASB: Conceptual framework and Accrual Accounting
  • 单元29 L1 1906考季【Financial Reporting and Analysis】Understanding Income Statements
  • 356-Income statement format and components
  • 357-Discontinued operations & extraordinary items
  • 358-Revenue recognition under accrual accounting
  • 359-LT contract and installment sales
  • 360-Barter transaction and gross vs. net reporting of revenue
  • 361-Basic EPS
  • 362-Diluted EPS
  • 单元30 L1 1906考季【Financial Reporting and Analysis】Understanding Balance Sheets
  • 363-Balance sheet format and components
  • 364-Financial instruments
  • 单元31 L1 1906考季【Financial Reporting and Analysis】Understanding Cash Flow Statements
  • 365-Classification of cash flow
  • 366-CFO calculation-direct method
  • 367-CFO calculation-indirect method
  • 368-CFI calculation
  • 369-CFF calculation
  • 370-Cash statement analysis and ratio
  • 371-Free cash flow
  • 单元32 L1 1906考季【Financial Reporting and Analysis】Financial Analysis Techniques
  • 372-Tools and techniques in financial analysis
  • 373-Activity, Liquidity, Solvency, Profitability and Valuation
  • 374-DuPont analysis & equity and credit analysis
  • 单元33 L1 1906考季【Financial Reporting and Analysis】Inventory
  • 375-Distinguish between product costs and period costs
  • 376-Different inventory valuation methods
  • 377-Perpetual vs. periodic inventory system
  • 378-LIFO reserve and LIFO liquidation & converting form LIFO to FIFO
  • 379-Inventory valuation (U.S. GAAP vs IFRS)
  • 380-Inventory management & inventory changes
  • 单元34 L1 1906考季【Financial Reporting and Analysis】Long-lived Assets
  • 381-Capitalizing and expensing
  • 382-Intangible assets
  • 383-Depreciation methods & amortisation methods
  • 384-Impairment of PP&E (U.S. GAAP vs IFRS)
  • 385-Revaluation and derecognition of assets
  • 386-Investment property
  • 单元35 L1 1906考季【Financial Reporting and Analysis】Income Taxes
  • 387-Accounting profit and taxable income & key terminology
  • 388-Temporary and permanent differences
  • 389-DTA & DTL
  • 390-Tax rate changes & effective tax rate
  • 391-Reversal of temporary difference
  • 单元36 L1 1906考季【Financial Reporting and Analysis】Non-current Liabilities
  • 392-Bond introduction & bond issued at par, premium and discount
  • 393-Issuance costs & fair value reporting option
  • 394-Derecognition of debt & debt covenant
  • 395-Classification of leases under U.S. GAAP & IFRS
  • 396-Lease accounting for lessee
  • 397-Lease accounting for lessor
  • 398-Framework for pension plans
  • 单元37 L1 1906考季【Financial Reporting and Analysis】Financial Reporting Quality
  • 399-Financial reporting quality
  • 单元38 L1 1906考季【Financial Reporting and Analysis】Financial Reporting Quality
  • 400-Financial reporting quality and financial statement analysis
  • 单元39 L1 1906考季【Corporate Finance】Corporate governance and ESG: An Introduction
  • 401-Stakeholder theory & board of directors and committees(1)
  • 402-Stakeholder theory & board of directors and committees(2)
  • 403-Corporate governance and ESG
  • 单元40 L1 1906考季【Corporate Finance】Capital budgeting
  • 404-The basic of capital budgeting
  • 405-NPV & IRR
  • 406-PBP, DPB & PI
  • 单元41 L1 1906考季【Corporate Finance】Cost of capital
  • 407-Liquidity measures and management
  • 408-Short-term funding
  • 单元42 L1 1906考季【Corporate Finance】Measures of leverage
  • 409-WACC(1)
  • 410-WACC(2)
  • 单元43 L1 1906考季【Corporate Finance】Working capital Management
  • 411-Leverage and risk
  • 412-Breakeven analysis
  • 单元44 L1 1906考季【Portfolio Management】Portfolio Management: An Overview
  • 413-Portfolio management framwork
  • 414-Portfolio perspective
  • 415-Types of investors and pooled investment products
  • 416-Portfolio management process
  • 单元45 L1 1906考季【Portfolio Management】Risk Management: An Introduction
  • 417-Define risk management
  • 418-Identify financial and non-financial sources of risk
  • 419-Methods for measuring and modifying risk exposures
  • 单元46 L1 1906考季【Portfolio Management】Portfolio Risk and Return: Part I
  • 420-Return measures, properties of returns
  • 421-Modern portfolio theory
  • 单元47 L1 1906考季【Portfolio Management】Portfolio Risk and Return: Part II
  • 422-CAL, CML
  • 423-Systematic risk(beta), return generating models
  • 424-CAPM and SML
  • 425-Performance evaluation indicators
  • 单元48 L1 1906考季【Portfolio Management】Basics of Portfolio Planning and Construction
  • 426-Components of IPS, risk and return objectives
  • 427-Investment constraints, asset allocation
  • 单元49 L1 1906考季【Equity】Market Organization and Structure
  • 428-The main functions of the financial system
  • 429-Classification of assets
  • 430-Types of financial intermediaries and services
  • 431-Positions taken in an asset
  • 432-Execution, validity, and clearing instructions
  • 433-Primary and secondary markets
  • 434-Quote-driven, order-driven, and brokered markets
  • 435-Characteristics of a well-functioning financial system
  • 436-Market regulation
  • 单元50 L1 1906考季【Equity】Security market indices
  • 437-Security market indices
  • 438-Price weighting and equal weighting
  • 439-Market capitalization weighting and fundamental weighting
  • 440-Rebalancing and reconstitution of an index
  • 441-Other equity index &fixed-income index& alternative investments
  • 单元51 L1 1906考季【Equity】Market Efficiency
  • 442-Introduction of market efficiency
  • 443-Contrast weak form, semi-strong form, strong form market efficiency
  • 444-Market pricing anomalies
  • 445-Behavioral finance definition and classification
  • 单元52 L1 1906考季【Equity】Overview of Equity Securities
  • 446-Types and characteristics of equity securities
  • 447-Investment in non-domestic equity securities:DR
  • 448-Risk and return characteristics of equity securities
  • 单元53 L1 1906考季【Equity】Introduction to industry and company analysis
  • 449-Macroeconomic analysis
  • 450-Industry life cycle models
  • 451-Current industry classification systems
  • 452-Pricing power and price competition
  • 453-Strategic analysis of an industry
  • 454-Company analysis
  • 单元54 L1 1906考季【Equity】Equity valuation: Concepts and basic tools
  • 455-Equity valuation models
  • 456-Dividends types
  • 457-Dividend chronology
  • 458-DCF models
  • 459-Price multiples
  • 460-Enterprise value multiples
  • 461-Asset-based valuation models
  • 单元55 L1 1906考季【Fixed Income】Fixed-Income Securities: Defining Elements
  • 462-Basic features of a fixed-income security
  • 463-Legal information
  • 464-Collateral
  • 465-Credit enhancements
  • 466-Covenants
  • 467-Tax
  • 468-Principal repayment strcutures
  • 469-Coupon payment structures
  • 470-Callable bond and putable bond
  • 471-Convertible bond
  • 单元56 L1 1906考季【Fixed Income】Fixed-Income Markets: Issuance, Trading and Funding
  • 472-Classifications of global fixed-income markets
  • 473-Primary and secondary market for bonds
  • 474-Securities issued by sovereign governments
  • 475-Nonsovereign government, agency and supranational bonds
  • 476-Types of debt issued by corporations
  • 477-Short-term funding alternatives
  • 478-Structured financial instruments
  • 单元57 L1 1906考季【Fixed Income】Introduction to Fixed-Income Valuation
  • 479-Bond valuation
  • 480-YTM
  • 481-Relationships between price and time
  • 482-Valuation with spot rates
  • 483-Flat price, accrued interest, and the full price
  • 484-Matrix pricing;
  • 485-Yield measures
  • 486-Yield measures for floating-rate notes
  • 487-Yield curve
  • 488-Forward rates
  • 489-Yield spread
  • 单元58 L1 1906考季【Fixed Income】Introduction to Asset-backed securities
  • 490-Securitization
  • 491-Residential mortgage loans
  • 492-Prepayment risk
  • 493-Prepayment rate
  • 494-Different types of CMOs
  • 495-Non-agency RMBS
  • 496-CMBS
  • 497-Non-mortgage asset-backed securities
  • 498-Collateralized debt obligations
  • 单元59 L1 1906考季【Fixed Income】Understanding Fixed-Income Risk and Return
  • 499-Sources of return
  • 500-Interest rate risk
  • 501-Different types of duration
  • 502-Effects of bond characteristics on duration
  • 503-Portfolio duration
  • 504-Convexity
  • 505-Term structure of yield volatility
  • 506-Duration gap
  • 507-Credit and liquidity spread
  • 单元60 L1 1906考季【Fixed Income】Fundamentals of Credit Analysis
  • 508-credit risk
  • 509-Seniority rankings
  • 510-Credit ratings
  • 511-The four Cs of credit analysis
  • 512-Yield spread
  • 513-Credit analysis of different bonds
  • 单元61 L1 1906考季【Derivatives】Derivative Markets and Instruments
  • 514-Derivative markets and instruments (1)
  • 515-Derivative markets and instruments(2)
  • 516-Forward
  • 517-FRA
  • 518-Futures
  • 519-Swap
  • 520-Option(1)
  • 521-Option(2)
  • 单元62 L1 1906考季【Derivatives】Basics of Derivative pricing and valuation
  • 522-Arbitrage, replication & risk neutrality
  • 523-Forward pricing and valuation(1)
  • 524-Forward pricing and valuation(2)
  • 525-Option pricing-binomial model
  • 526-Factors affect the value of an option
  • 527-Put call parity
  • 单元63 L1 1906考季【Alternative Investments】Introduction to Alternative Investments
  • 528-Basic characteristics of alternative
  • 529-Hedge funds strategies
  • 530-Hedge fund fees, valuation and due diligence
  • 531-Private equity
  • 532-Real estate
  • 533-Commodities
  • 534-Infrastructure
  • 单元64 Level 1-【固定收益】强化串讲
  • 535-CFA一级强化-固定收益1
  • 536-CFA一级强化-固定收益2
  • 537-CFA一级强化-固定收益3
  • 538-CFA一级强化-固定收益4
  • 539-CFA一级强化-固定收益5
  • 540-CFA一级强化-固定收益6
  • 541-CFA一级强化-固定收益7
  • 单元65 L2 1906考季【Ethical and professional standards】Code of Ethics
  • 542-code of ethics
  • 单元66 L2 1906考季【Ethical and professional standards】Guidance for Standards I–VII
  • 543-I(A)-I(B)
  • 544-I(C)-I(D)
  • 545-II(A)-II(B)
  • 546-III(A)-III(B)
  • 547-III(C)-III(E)
  • 548-IV(A)-IV(C)
  • 549-V(A)-V(C)
  • 550-VI(A)-VII(B)
  • 单元67 L2 1906考季【Corporate Finance】Capital Budgeting
  • 551-Introduction of Capital Budgeting
  • 552-Cash Flow Projection
  • 553-Mutually Exclusive Projects and Capital Rationing
  • 554-Risk Analysis and Real Options
  • 555-Economic Income and Economic Profit
  • 单元68 L2 1906考季【Corporate Finance】Capital Structure
  • 556-Capital Structure Objective and MM Proposition
  • 557-Different Costs and Static Trade-off Theory
  • 558-Other Consideration of Capital Structure
  • 单元69 L2 1906考季【Corporate Finance】Dividends and Share Repurchases:Analysis
  • 559-Cash Dividends, Stock Dividends and Stock Splits
  • 560-Dividend Policy and Company Value Theory
  • 561-Factors Affecting Dividend Policy and Payout Policies
  • 562-Share Repurchase
  • 563-Comparison of Different Dividend Policies
  • 564-Analysis of Dividend Safety
  • 单元70 L2 1906考季【Corporate Finance】Corporate Performance, Governance
  • 565-Various Stakeholders and Agency Relationship
  • 单元71 L2 1906考季【Corporate Finance】Corporate Governance
  • 566-Unethical Behaviors and Philosophical Approaches to Ethics
  • 567-Corporate Governance and ESG Considerations
  • 单元72 L2 1906考季【Corporate Finance】Mergers and Acquisitions
  • 568-Introduction of Merger and Acquisition Activities
  • 569-Attitude of Target Company and Takeover Defense Mechanisms
  • 570-Antitrust Law and HHI
  • 571-Valuing a Target Company and Evaluating a Merger Bid
  • 572-Corporate Restructuring
  • 单元73 L2 1906考季【Equity Investmes】Equity Valuation: Applications and Processes
  • 573-Valuation process
  • 574-Types of valuation models
  • 单元74 L2 1906考季【Equity Investmes】Return Concepts
  • 575-Equity risk premium (2)
  • 576-Required return on equity (1)
  • 577-Required return on equity (2)
  • 单元75 L2 1906考季【Equity Investmes】Industry and Company Analysis
  • 578-Forecast income statement
  • 579-Forecast balance sheet
  • 单元76 L2 1906考季【Equity Investmes】Discounted Dividend Valuation
  • 580-Two stage model
  • 581-Growth phase, transitional phase,and maturity phase
  • 单元77 L2 1906考季【Equity Investmes】Free Cash Flow Valuation
  • 582-FCFF approach(1)
  • 583-FCFE approach(2)
  • 584-NCC adjustment for FCFF- issue(1)
  • 585-NCC adjustment for FCFF- issue(2) & issue (3)
  • 586-Example explanation
  • 587-Calculation of FCFF FCFE &single stage model
  • 588-FCFE Two stage model & three stage model
  • 单元78 L2 1906考季【Equity Investmes】Market-Based Valuation
  • 589-Normalizing EPS & PEG
  • 590-P-B
  • 591-P-S & P-CF
  • 592-EV-EBITDA & D-P
  • 593-Momentum Valuation & harmonic mean P-E
  • 单元79 L2 1906考季【Equity Investmes】Residual Income Valuation
  • 594-Single-stage residual income model
  • 595-Multistage residual income model(1)
  • 596-Multistage residual income model(2)
  • 597-Residual income model Advantages and Disadvantages
  • 单元80 L2 1906考季【Equity Investmes】Private Company Valuation
  • 598-Reasons for valuation & normalized earning
  • 599-Income Approach
  • 600-Estimating the discount rate & Market Approach & Asset-based Approach
  • 601-Discount Premium in PE valuation & Summary
  • 单元81 L2 1906考季【Alternative Investments】Private Real Estate Investments
  • 602-Forms of Real Estate
  • 603-Commercial Real Estate
  • 604-Income Approach:single stage model
  • 605-Income Approach: DCF method
  • 606-Cost Approach & Sales Comparison Approach
  • 607-Other Analysis
  • 单元82 L2 1906考季【Alternative Investments】Publicly Traded Real Estate Securities
  • 608-REIT Valuation
  • 单元83 L2 1906考季【Alternative Investments】Private Equity Valuation
  • 609-Management fee & carried interest of PE funds
  • 610-VC Valuation Issues
  • 611-Buyout Valuation Issues
  • 612-Performance Evaluation of PE Fund
  • 单元84 L2 1906考季【Alternative Investments】Commodities and Commodity Derivatives
  • 613-Commodity and Commodity Derivatives: An Introduction
  • 单元85 L2 1906考季【Derivatives】Pricing and Valuation of Forward Commitments
  • 614-Pricingvalutaion review & arbitrage
  • 615-Arbitrage & pricingvaluation of bondstock
  • 616-Pricing & valuation of equity index forward
  • 617-Pricing & valuation of currency forward
  • 618-FRA settlement
  • 619-FRA pricing & valuation
  • 620-reading summary
  • 621-Pricing of T-bond futures
  • 622-Arbitrage from T-bond futures
  • 623-Pricing of interest rate swap
  • 624-Valuation of interest rate swap
  • 625-Pricing of currency swap
  • 626-Valuation of currency swap
  • 627-Pricing &valuation of equity swap
  • 628-Swaption
  • 单元86 L2 1906考季【Derivatives】Valuation of Contingent Claims
  • 629-One period binomial model(1)
  • 630-One period binomial model(2)
  • 631-Two period binomial model
  • 632-Binomial interest rate model
  • 633-BSM model formula
  • 634-Features & assumption of BSM model
  • 635-Option Greeks & Implied Volatility(1)
  • 636-Option Greeks & Implied Volatility(2)
  • 637-Binomial model-no arbitrage approach
  • 638-Black model-option on futures
  • 639-Black model-interest rate options
  • 640-Black model
  • 单元87 L2 1906考季【Derivatives】Derivatives Strategies
  • 641-Covered call & protective put (1)
  • 642-Covered call & protective put (2)
  • 643-Bull spread & bear spread
  • 644-Collar & straddle
  • 645-Calendar spread & breakeven price analytics
  • 单元88 L2 1906考季【Quantitative Methods】Fintech in Investment Management
  • 646-STARTING
  • 647-what is Fintech
  • 648-Big Data
  • 649-Advanced Analytical Tools
  • 650-Data Science
  • 651-Selected Applications of Fintech
  • 652-Distributed Ledger Technology
  • 单元89 L2 1906考季【Quantitative Methods】Correlation and Regression
  • 653-R7A correlation(1)
  • 654-R7A correlation(2)
  • 655-A Regression Coefficient
  • 656-The Assumptions of The Linear Regression
  • 657-Regression Coefficient Confidence Interval
  • 658-Predicted Value of The Dependent Variable
  • 单元90 L2 1906考季【Quantitative Methods】Multiple Regression and Machine Learning
  • 659-Regression Coefficient F-test
  • 660-ANOVA
  • 661-review
  • 662-Heteroskedasticity
  • 663-Serial Correlation
  • 664-Multicollinearity
  • 665-Summary of Assumption Violations
  • 666-Model Misspecification
  • 667-Major Focuses of Data Analytics
  • 668-What Is Machine Learning
  • 669-Types of Machine Learning
  • 670-Machine Learning Algorithms_Supervised Learning
  • 671-Machine Learning Algorithms_Unsupervised Learning
  • 672-Machine Learning Algorithms_Examples
  • 673-Machine Learning Algotithms_Summary
  • 674-Supervised Machine Learning Training
  • 单元91 L2 1906考季【Quantitative Methods】Time-Series Analysis
  • 675-Trend Models
  • 676-AR
  • 677-AR_autocorrelation
  • 678-AR Covariance Stationary
  • 679-AR_Conditional Heteroskedasticity
  • 680-RMSE
  • 681-Summary
  • 682-Case
  • 单元92 L2 1906考季【Quantitative Methods】Excerpt from Probabilistic Approaches
  • 683-simualtion
  • 单元93 L2 1906考季【Economics】Currency Exchange Rates
  • 684-Currency Exchange Rates and Bid-Ask Spread
  • 685-Triangular Arbitrage
  • 686-Mark-to-Market Value
  • 687-Covered Interest Rate Parity
  • 688-Uncovered Interest Rate Parity and Forward Rate Parity
  • 689-International Fisher Relation and Relative PPP
  • 690-International Parity Relationships and Long-RunFair Value of an ExchangeRate
  • 691-FX Carry Trade
  • 692-Balance-of-Payments Accounts
  • 693-Mundell-Fleming Model
  • 694-Monetary Approach,Portfolio Balance,Exchange Rate Management,Currency Cris
  • 单元94 L2 1906考季【Economics】Economic Growth and the Investment Decision
  • 695-Summary of Currency Exchange Rates
  • 696-Potential GDP
  • 697-Cobb-Douglas Production Function
  • 698-Factors Affecting Economic Growth
  • 699-Economic Growth Theories
  • 单元95 L2 1906考季【Economics】Economics of Regulation
  • 700-Economics of Regulation
  • 单元96 L2 1906考季【Financial Reporting and Analysis】
  • 701-Introduction
  • 702-Financial assets (basics)
  • 703-Financial assets (reclassification and impairment)
  • 704-Equity method(1)
  • 705-Equity method(2)
  • 706-Acquisition method (basics)
  • 707-acquisition method (goodwill)
  • 708-SPE&VIE
  • 单元97 L2 1906考季【Financial Reporting and Analysis】
  • 709-Introduction of pension plan
  • 710-Balance sheet presentation
  • 711-Funded status of a pension plan
  • 712-Assumptions of defined benefit obligation
  • 713-Periodic pension cost
  • 714-Effect of changing pension assumption
  • 715-Analyst view(1)
  • 716-Analyst view(2)
  • 单元98 L2 1906考季【Financial Reporting and Analysis】
  • 717-Foreign currency transactions
  • 718-Translation of foreign currency FS(1)
  • 719-Translation of foreign currency FS(2)
  • 720-Translation of foreign currency FS(3)
  • 721-Financial institutions introduction and CAMELS approach
  • 单元99 L2 1906考季【Financial Reporting and Analysis】
  • 722-Analyzing an insurance company
  • 单元100 L2 1906考季【Financial Reporting and Analysis】
  • 723-Evaluating the quality of financial reports
  • 单元101 L2 1906考季【Financial Reporting and Analysis】
  • 724-Integration of FSA techniques
  • 单元102 L2 1906考季【Fixed Income】The Term Structure and Interest Rate Dynamics
  • 725-Framework Introduction
  • 726-Spot rates
  • 727-Forward rates(1)
  • 728-Forward rates(2)
  • 729-Par curve & YTM
  • 730-Swap rate
  • 731-Yield spread
  • 732-Term struture of interest rates
  • 733-Modern term structure models
  • 734-Yield curve factor models & managing yield curve risks
  • 735-Reading 34 summary
  • 单元103 L2 1906考季【Fixed Income】The Arbitrage-Free Valuation Framework
  • 736-The arbitrage-free valuation framework
  • 737-Reading 35 summary
  • 单元104 L2 1906考季【Fixed Income】Valuation and Analysis: Bonds with Embedded Options
  • 738-Overview of embedded option
  • 739-Valuation and analysis of callable and putable bonds(1)
  • 740-Valuation and analysis of callable and putable bonds(2)
  • 741-Valuation and analysis of callable and putable bonds(3)
  • 742-Capped and floored floating-rate bonds & convertible bonds(1)
  • 743-Capped and floored floating-rate bonds & convertible bonds(2)
  • 744-Reading 36 summary
  • 单元105 L2 1906考季【Fixed Income】Credit Default Swaps
  • 745-Credit Default swaps
  • 746-Applications of CDS
  • 单元106 L2 1906考季【Fixed Income】Credit Analysis Models
  • 747-Moldeling credit risk
  • 748-Analysis of zero coupon & coupon paying corporate bond(1)
  • 749-Analysis of zero coupon & coupon paying corporate bond(2)
  • 750-Arbitrage free valuation(1)
  • 751-Arbitrage free valuation(2)
  • 752-Credit transition matrix & credit analysis models(1)
  • 753-Credit transition matrix & credit analysis models(2)
  • 754-Credit spreads & credit analysis for securitized debt & Reading 37 summary (1)
  • 755-Credit spreads & credit analysis for securitized debt & Reading 37 summary (2)
  • 单元107 L2 1906考季【Portfolio Management】The Portfolio Management Process
  • 756-R46-The Portfolio Management Process and the Investment Policy Statement
  • 单元108 L2 1906考季【Portfolio Management】An Introduction to Multifactor Models
  • 757-R47-1.Arbitrage Pricing Theory
  • 758-R47-2.Multifactor Model
  • 759-R47-3.APT Multifactor Models Compare
  • 760-R47-4.Application
  • 761-R47-5.Summary
  • 单元109 L2 1906考季【Portfolio Management】Measuring and Managing Market Risk
  • 762-R48-1.Understanding VaR
  • 763-R48-2.Estimating VaR
  • 764-R48-3.Advantages and Limitations of VaR
  • 765-R48-4.Extensions of VaR
  • 766-R48-5.Other Key Risk Measures
  • 767-R48-6.Applications of Risk Measures
  • 768-R48-7.Summary
  • 单元110 L2 1906考季【Portfolio Management】Economics and Investment Markets
  • 769-R49-1.Framework
  • 770-R49-2.Real Default_free Bonds
  • 771-R49-3.Nominal Default Free Bonds
  • 772-R49-4.Credits Premiums and Business Cycle
  • 773-R49-5.Equities
  • 774-R49-6.Commercial Real Estate
  • 单元111 L2 1906考季【Portfolio Management】Analysis of Active Portfolio Management
  • 775-R50-1.Value Added
  • 776-R50-2.Sharpe Ratio and Information Ratio
  • 777-R50-3.Constructing Optimal Portfolios
  • 778-R50-4.Information Coefficient and Transfer Coefficient
  • 779-R50-5.the Full Fundamental Law of Active Management
  • 780-R50-6.Summary
  • 单元112 L2 1906考季【Portfolio Management】Algorithmic Trading and High-Frequency Trading
  • 781-R51
  • 单元113 1912考季-L1基础-职业伦理-Ethics and Trust in the Investment Profession
  • 782-Explain ethics and professionalism
  • 783-Reasons for adopting ethics
  • 784-Framework for ethical decision making
  • 单元114 1912考季-L1基础-职业伦理-Code and ethics
  • 785-Proceedings and the hearing panel
  • 786-Code of Ethics
  • 单元115 1912考季-L1基础-职业伦理-Guidance for Standards I-VII
  • 787-I(A).Knowledge of the law
  • 788-I(B).Independence and objectivity
  • 789-I(C).Misrepresentation
  • 790-I(D).Misconduct
  • 791-II(A).Material Nonpublic information
  • 792-II(B).Market manipulation
  • 793-III(A).Loyalty, prudence and care
  • 794-III(B).Fair dealing
  • 795-III(C).Suitability
  • 796-III(D).Performance presentation
  • 797-III(E).Preservation of Confidentiality
  • 798-IV(A).Loyalty
  • 799-IV(B).Additional compensation arrangemen
  • 800-IV(C).Responsibility of supervisors
  • 801-V(A).Diligence and reasonable basis
  • 802-V(B).Communication with clients
  • 803-V(C).Record retention
  • 804-VI(A).Disclosure of conflicts
  • 805-VI(B).Priority of transactions
  • 806-VI(C).Referral fees
  • 807-VII(A).Conduct as members and candidates
  • 808-VII(B).Reference to institute, designation, program
  • 单元116 1912考季-L1基础-职业伦理-GIPS
  • 809-Introduction to GIPS
  • 810-Nine major sections of GIPS (0~8)
  • 单元117 1912考季-L1基础-数量分析-The time value of money
  • 811-Interest rates
  • 812-EAR
  • 813-Annuity
  • 单元118 1912考季-L1基础-数量分析-Discounted cash flow applications
  • 814-NPV & IRR
  • 815-Types of returns
  • 816-TWRR & MWRR
  • 单元119 1912考季-L1基础-数量分析-Statistical concepts and market returns
  • 817-Measurement scales
  • 818-Measures of central tendency
  • 819-absolute dispersion
  • 820-Chebyshev's inequality, CV and SR
  • 821-Skewness & kurtosis
  • 单元120 1912考季-L1基础-数量分析-Pribability concepts
  • 822-Basic concepts, odds for/against
  • 823-Calculation rules for probabilities
  • 824-Expected value & variance
  • 825-Covariance & correlation
  • 826-Bayes' formula
  • 827-Factorial & C/P
  • 单元121 1912考季-L1基础-数量分析-Common probability distributions
  • 828-Probability distribution
  • 829-Normal distribution
  • 830-Standard normal distribution
  • 831-SFR
  • 832-Lognirmal distribution
  • 833-Historical & MC simulation
  • 单元122 1912考季-L1基础-数量分析-Sampling and estimation
  • 834-Sampling
  • 835-Central limit theory
  • 836-Properties of estimators
  • 837-Point & confidence interval estimate
  • 838-Student's T-distribution
  • 839-Biases
  • 单元123 1912考季-L1基础-数量分析-Hypothesis testing
  • 840-Introduction to the steps of hypothesis testing
  • 841-One-tail & two-tail test
  • 842-Test statistic
  • 843-Critical value
  • 844-P-value
  • 845-Type Ⅰ error or type Ⅱerror
  • 846-Test population mean
  • 847-Test population variance
  • 848-Parametric & nonparametric tests
  • 单元124 1912考季-L1基础-数量分析-Technical analysis
  • 849-Applications of Technical Analysis, Underlying Assumptions
  • 850-Types of Charts, Trends
  • 851-Common Chart Patterns
  • 852-Technical Analysis Indicators
  • 853-Technical Analysis Theory
  • 单元125 1912考季-L1基础-经济法Topics in Demand and Supply Analysis
  • 854-Demand Curve and Supply Curve
  • 855-Price Elasticity of Demand
  • 856-Cross Elasticity
  • 857-Income Elasticity of Demand
  • 858-Substitution and Income Effects
  • 859-Profit
  • 860-Product
  • 861-Revenue
  • 862-Cost
  • 863-Profit Maximization
  • 864-Breakeven Point and Shutdown Point
  • 单元126 1912考季-L1基础-经济法The Firm and The Market Structure
  • 865-Market Structure Factors & Perfect Competition
  • 866-Monopolistic Competition
  • 867-Characteristics of Oligopoly and Kinked Demand Curve Model
  • 868-Cournot Model
  • 869-Nash Equilibrium Modeland Dominant Firm Model
  • 870-Characteristics of Monopoly
  • 871-Concentration Measures
  • 单元127 1912考季-L1基础-经济法Aggregate Output, Prices and Economic Growth
  • 872-Definition of GDP
  • 873-GDP Deflator
  • 874-GDP Calculation
  • 875-IS Curve
  • 876-LM Curve
  • 877-Aggregate Demand Curve
  • 878-Aggregate Supply Curve
  • 879-Effect of Combination of AD and AS
  • 880-Economic Growth
  • 单元128 1912考季-L1基础-经济法Understanding Business Cycles
  • 881-Business Cycle and Four Phases
  • 882-Theories of Business Cycle
  • 883-Unemployment
  • 884-Inflation
  • 885-Economic Indicators
  • 单元129 1912考季-L1基础-经济法Monetary and Fiscal Policy
  • 886-Money Creation Process
  • 887-Fisher Effect
  • 888-Objectives of Central Banks
  • 889-Monetary policy tools
  • 890-Limitations of Monetary Policy
  • 891-Tools of Fiscal Policy
  • 892-Limitations of Fiscal Policy
  • 893-Fiscal Multiplier
  • 894-The Size of National Debt Relative to GDP
  • 895-Interaction of Monetary and Fiscal Policy
  • 单元130 L1基础-经济法International Trade and Capital Flows
  • 896-Comparative Advantage and Absolute Advantage
  • 897-Trade restrictions
  • 898-The Balance of Payments Accounts
  • 单元131 L1基础-数量分析-经济法Currency Exchange Rates
  • 899-International Organization and Trading Blocs
  • 900-Basic Concept and Calculation
  • 901-Interest rate parity
  • 902-Exchange rate regimes
  • 903-Impact of Exchange Rates
  • 单元132 1912考季-L1基础-财务报表与分析-Financial Statement Analysis: An Introduction
  • 904-The role of financial reporting and financial statement analysis I
  • 905-The role of financial reporting and financial statement analysis II
  • 906-Measurement of financial elements
  • 907-The resources used for financial statement analysis
  • 908-Auditing and financial statement analysis
  • 909-Financial Statement elements
  • 910-Basic concepts: Accounting Equation & Accrual Accounting
  • 单元133 1912考季-L1基础-财务报表与分析-Financial Reporting Standards
  • 911-Standard-setting bodies & Regulatory authorities
  • 912-IASB & FASB:Conceptual Framework & General Requirement & Convergence
  • 单元134 1912考季-L1基础-财务报表与分析-Understanding Income Statements
  • 913-Income Statement Format and Components
  • 914-Discontinued Operations & Extraordinary Items
  • 915-Accrual accounting & Revenue recognition
  • 916-LT contract and installment sales
  • 917-Barter transaction and gross vs. net reporting of revenue
  • 918-Basic EPS
  • 919-Diluted EPS
  • 单元135 1912考季-L1基础-财务报表与分析-Understanding Balance Sheets
  • 920-B/S format and components
  • 921-Financial Instruments
  • 单元136 1912考季-L1基础-财务报表与分析-Understanding Cash Flow Statements
  • 922-Classification of cash flow
  • 923-CFO calculation-Direct Method
  • 924-CFO calculation-Indirect Method
  • 925-CFI Calculation
  • 926-CFF Calculation
  • 927-Free Cash Flow
  • 单元137 1912考季-L1基础-财务报表与分析-Financial Analysis Techniques
  • 928-Profitability, Activity, Liquidity, Solvency and Valuation ratios
  • 929-Common-Size Analysis and Cash flow Statement Analysis and Ratio
  • 930-Dupont Analysis & Equity and Credit Analysis
  • 单元138 1912考季-L1基础-财务报表与分析-Inventories
  • 931-Distinguish between product costs and period costs
  • 932-Different Inventory Valuation Methods
  • 933-Perpetual and Periodic inventory systems
  • 934-LIFO Reserve and LIFO Liquidation & Converting from LIFO to FIFO
  • 935-Inventory valuation (U.S. GAAP vs IFRS)
  • 936-Inventory management & Inventory changes
  • 单元139 1912考季-L1基础-财务报表与分析-Long-Lived Assets
  • 937-Capitalizing or Expensing
  • 938-Intangible assets
  • 939-Depreciation methods & Amortization methods
  • 940-Revaluation and derecognition of assets
  • 941-Impairment of long-lived assets
  • 942-Investment property
  • 单元140 1912考季-L1基础-财务报表与分析-Income Taxes
  • 943-Accounting Profit and Taxable Income & Key Terminology
  • 944-Temporary and Permanent Differences
  • 945-DTA & DTL
  • 946-Tax rate changes & effective tax rate
  • 947-Reversal of Temporary Difference
  • 单元141 1912考季-L1基础-财务报表与分析-Non-Current (Long-Term) Liabilities
  • 948-Bond Introduction & bond issued at par,premium and discount
  • 949-Issuance Costs & Fair Value Reporting Option
  • 950-Derecognition of Debt & Debt Covenant
  • 951-Classification of Leases under U.S. GAAP & IFRS
  • 952-Lease Accounting for Lessee
  • 953-Off-balance Sheet Financing
  • 954-Framework for Pension plans
  • 单元142 1912考季-L1基础-财务报表与分析-Financial Reporting Quality
  • 955-Financial Reporting Quality
  • 单元143 1912考季-L1基础-财务报表与分析-Financial Statement Analysis: Applications
  • 956-Financial Reporting Quality and Financial Statement Analysis
  • 单元144 1912考季-L1基础-企业理财-Corparate Governance and ESG: An Introduction
  • 957-Stakeholder Theory in Corporate Governance
  • 958-ESG Considerations for Investors(大纲无但是视频有)
  • 959-Principal-agent and Relationships in Corporate Governance
  • 960-Functions and Responsibilities of Board of Directors and Committees
  • 961-Factors that Affect Stakeholder Relationships and Corporate Governance
  • 962-Analyst Considerations and ESG Considerations for Investors
  • 单元145 1912考季-L1基础-企业理财-Capital Budgeting
  • 963-The Basic of Capital Budgeting
  • 964-NPV Profile
  • 965-Project Evaluation Methods
  • 单元146 1912考季-L1基础-企业理财-Cost of Capital
  • 966-WACC
  • 967-Cost of the Debt & Preferred Stock
  • 968-CAPM, DDM & Bond-yield-plus Risk-premium Approach
  • 969-Pure-play Method & Country Risk Premium
  • 970-Optimal Capital Budget, Marginal Cost of Capital & Flotation Costs
  • 单元147 1912考季-L1基础-企业理财-Measures of leverage
  • 971-Leverage and Risk
  • 972-Breakeven Analysis
  • 单元148 1912考季-L1基础-企业理财-Working Capital Management
  • 973-Liquidity Measures and Management
  • 974-Short-term Funding
  • 单元149 1912考季-L1基础-组合管理-Portfolio Management: An Overview
  • 975-Portfolio perspective
  • 976-Types of Investors and Pooled Investment Products
  • 977-Portfolio Management Process
  • 单元150 1912考季-L1基础-组合管理-Portfolio Risk and Return: Part I
  • 978-Return and risk
  • 979-Modern Portfolio Theory
  • 单元151 1912考季-L1基础-组合管理-Portfolio Risk and Return: Part II
  • 980-CAL & CML
  • 981-CAPM and SML
  • 982-Systematic & Nonsystematic Risk
  • 983-Performance Evaluation Indicators
  • 单元152 1912考季-L1基础-组合管理-Basics of Portfolio Planning and Construction
  • 984-Components of IPS, Risk and Return
  • 985-Investment Constrains, Asset Allocation
  • 单元153 1912考季-L1基础-组合管理-Risk Management: An Introduction
  • 986-Define Risk Management
  • 987-Types of Risks
  • 988-Measure and Modify Risks
  • 单元154 1912考季-L1基础-组合管理-Fintech in Investment Management
  • 989-Fintech in Investment Management
  • 单元155 1912考季-L1基础-权益类投资分析-Market Organization and Structure
  • 990-The Main Functions of The Financial System
  • 991-Types of Financial Intermediaries and Services
  • 992-Market regulation&Classification of assets
  • 993-Primary and Secondary Markets
  • 994-Quote-driven, Order-driven, and Brokered Markets
  • 995-Positions Taken in an Asset
  • 996-Execution, Validity, and Clearing Instructions
  • 单元156 1912考季-L1基础-权益类投资分析-Security market indices
  • 997-Security Market Indices
  • 998-Price Weighting and Equal Weighting
  • 999-Market Capitalization Weighting and Fundamental Weighting
  • 1000-Other equity index &Fixed-income index& Alternative investments
  • 单元157 1912考季-L1基础-权益类投资分析-Market Efficiency
  • 1001-Introduction of market efficiency
  • 1002-Contrast weak form,semi-strong form, strong form market efficiency
  • 1003-Market pricing anomalies
  • 1004-Behavioral finance definition and classification
  • 单元158 1912考季-L1基础-权益类投资分析-Overview of equity securities
  • 1005-Types and characteristics of equity securities
  • 1006-Investment in non-domestic equity securities
  • 1007-Risk and return characteristics of equity securities
  • 单元159 1912考季-L1基础-权益类投资分析-Introduction to industry and company analysis
  • 1008-Macroeconomic analysis
  • 1009-Industry life cycle models
  • 1010-Current industry classification systems
  • 1011-Pricing power and price competition
  • 1012-Strategic analysis of an industry
  • 1013-Company analysis
  • 单元160 1912考季-L1基础-权益类投资分析-Equity valuation: Concepts and basic tools
  • 1014-Equity valuation models
  • 1015-DCF models
  • 1016-Price multiples
  • 1017-Enterprise value multiples
  • 1018-Asset-based valuation models
  • 单元161 1912考季-L1基础-固定收益-Fixed-Income Securities: Defining Elements
  • 1019-Basic features of a fixed-income security
  • 1020-Bond Markets &Legal information
  • 1021-Collateral &Credit enhancements
  • 1022-Covenants &Tax
  • 1023-Principal repayment structures
  • 1024-Coupon payment structures
  • 1025-Callable bond and putable bond
  • 1026-Convertible bond
  • 单元162 1912考季-L1基础-固定收益-Fixed-Income Markets: Issuance, Trading, and Funding
  • 1027-Classifications of global fixed-income markets
  • 1028-Primary and secondary market for bonds
  • 1029-Securities issued by sovereign governments
  • 1030-Non-sovereign government, agency and supranational bonds
  • 1031-Types of debt issued by corporations
  • 1032-Short-term funding alternatives
  • 1033-Structured financial instruments
  • 单元163 1912考季-L1基础-固定收益-Introduction to Fixed-Income Valuation
  • 1034-Bond valuation using YTM
  • 1035-Relationships between price and time
  • 1036-Valuation with spot rates
  • 1037-Flat price, accrued interest, and the full price
  • 1038-Matrix Pricing
  • 1039-Yield measures
  • 1040-Yield measures for floating-rate notes
  • 1041-Yield Curve
  • 1042-Forward Rates vs. Spot Rates
  • 1043-Yield Spread
  • 单元164 1912考季-L1基础-固定收益-Introduction to Asset-backed securities
  • 1044-Securitization
  • 1045-Residential mortgage loans
  • 1046-Prepayment risk
  • 1047-Prepayment rate
  • 1048-Different types of CMOs
  • 1049-Non-agency RMBS
  • 1050-CMBS
  • 1051-Non-mortgage asset-backed securities
  • 1052-Collateralized debt obligations
  • 单元165 1912考季-L1基础-固定收益-Understanding Fixed-Income Risk and Return
  • 1053-Sources of return
  • 1054-Interest rate risk
  • 1055-Different types of Duration
  • 1056-Effects of bond characteristics on duration
  • 1057-Portfolio duration
  • 1058-Convexity
  • 1059-Yield volatility, Credit and liquidity Spread
  • 单元166 1912考季-L1基础-固定收益-Fundamentals of Credit Analysis
  • 1060-Credit risk
  • 1061-Seniority rankings
  • 1062-The four Cs of credit analysis
  • 1063-Yield spread
  • 1064-Credit analysis of different bonds
  • 单元167 1912考季-L1基础-衍生证券基础-Derivative Markets and Instruments
  • 1065-Derivative Instruments
  • 1066-Derivative Markets
  • 1067-Forward
  • 1068-Futures
  • 1069-Swap
  • 1070-Basic concepts of Options
  • 单元168 1912考季-L1基础-衍生证券基础-Basics of Derivative Pricing and Valuation
  • 1071-Option payoff and profit
  • 1072-Put-call parity
  • 1073-Principle of forward pricing & valuation
  • 1074-Pricing & valuation of different forward contracts
  • 1075-Pricing and valuation of futures & swaps
  • 1076-Factors affect the value of options
  • 单元169 1912考季-L1基础-其他类投资分析-Introduction to Alternative Investments
  • 1077-Basic characteristics of alternative
  • 1078-Hedge funds Strategies
  • 1079-Hedge fund fees, valuation and due diligence
  • 1080-Private Equity
  • 1081-Real Estate
  • 1082-Commodities
  • 1083-Infrastructure
  • 1084-Other Alternative Investments
  • 单元170 1912考季-L1经典习题-职业伦理
  • 1085-R1:1-8+R2:1
  • 1086-R3:2-12
  • 1087-R3:13-23
  • 1088-R3:24-32
  • 1089-R3:33-40;R5:1-3
  • 单元171 1912考季-L1经典习题-数量
  • 1090-R6
  • 1091-R7
  • 1092-R8
  • 1093-R9
  • 1094-R10
  • 1095-R11
  • 1096-R12
  • 单元172 1912考季-L1经典习题-经济学
  • 1097-R13
  • 1098-R14
  • 1099-R15
  • 1100-R16
  • 1101-R17
  • 1102-R18
  • 单元173 1912考季-L1经典习题-财务
  • 1103-R19
  • 1104-R20
  • 1105-R21
  • 1106-R22
  • 1107-R23
  • 1108-R24
  • 1109-R25
  • 1110-R26
  • 1111-R27
  • 1112-R28
  • 1113-R29
  • 1114-R30
  • 1115-R31&32
  • 单元174 1912考季-L1经典习题-组合
  • 1116-R39
  • 1117-R40 1
  • 1118-R40 2
  • 1119-R41
  • 1120-R42
  • 1121-R43
  • 1122-R44
  • 单元175 1912考季-L1经典习题-权益其他
  • 1123-R44
  • 1124-R45
  • 1125-R46
  • 1126-R47
  • 1127-R48
  • 1128-R49
  • 单元176 1912考季-L1经典习题-企业理财
  • 1129-R33
  • 1130-R34
  • 1131-R35
  • 1132-R36
  • 1133-R37
  • 单元177 1912考季-L1经典习题-固定收益
  • 1134-R50
  • 1135-R51
  • 1136-R52
  • 1137-R53
  • 1138-R54
  • 1139-R55
  • 单元178 1912考季-L1经典习题-衍生证券分析
  • 1140-R56
  • 1141-R57
  • 单元179 1912考季-L1经典习题-其他
  • 1142-R58
  • 单元180 1912考季-L1强化阶段-经济学
  • 1143-供给(1)
  • 1144-供给(2)
  • 1145-收入成本利润市场结构(1)
  • 1146-收入成本利润市场结构(2)
  • 1147-经济增长(1)
  • 1148-经济增长(2)
  • 1149-通胀 失业 周期 政策(1)
  • 1150-通胀 失业 周期 政策(2)
  • 1151-国际贸易 外汇(1)
  • 1152-国际贸易 外汇(2)
  • 单元181 1912考季-L1百题阶段-经济学
  • 1153-Q15
  • 1154-Q28
  • 1155-Q36
  • 1156-Q45
  • 1157-Q55
  • 1158-Q71
  • 1159-Q93
  • 1160-Q110
  • 单元182 1912考季-L1强化阶段-职业伦理
  • 1161-R1 & R2 & I(B)_Sub_01
  • 1162-R1 & R2 & I(B)_Sub_02
  • 1163-II(B)
  • 1164-VI(B)_Sub_01
  • 1165-VI(B)_Sub_02
  • 1166-VII(B)_Sub_01
  • 1167-VII(B)_Sub_02
  • 单元183 1912考季-L1百题阶段-职业伦理
  • 1168-R1&R2&II(B)
  • 1169-III(A)
  • 1170-V(II)_Sub_01
  • 1171-V(II)_Sub_02
  • 1172-GIPS
  • 单元184 1912考季-L1强化阶段-数量&组合
  • 1173-QM 6-7
  • 1174-QM R8
  • 1175-R9-10
  • 1176-R11-12
  • 1177-组合
  • 1178-technical analysis
  • 1179-fintech
  • 单元185 1912考季-L1百题阶段-数量&组合
  • 1180-QM Q1-Q38
  • 1181-QM Q39-Q86
  • 1182-QM Q87-Q121
  • 1183-QM Q1-Q87 (1)
  • 1184-QM Q1-Q87 (2)
  • 单元186 1912考季-L1强化阶段-财报
  • 1185-财务报表-纪慧诚-1. 基础原理(一)
  • 1186-财务报表-纪慧诚-2. 基础原理(二)
  • 1187-财务报表-纪慧诚-3. IS BS CFS(一)
  • 1188-财务报表-纪慧诚-4. IS BS CFS(二)
  • 1189-财务报表-纪慧诚-5. CF Ratio(一)
  • 1190-财务报表-纪慧诚-6. CF Ratio(二)
  • 1191-财务报表-纪慧诚-7. Inventory long-live asset(一)
  • 1192-财务报表-纪慧诚-8. Inventory long-live asset(二)
  • 1193-财务报表-纪慧诚-9. Tax Bond Lease(一)
  • 1194-财务报表-纪慧诚-10. Tax Bond Lease(二)
  • 单元187 1912考季-L1百题阶段-财报
  • 1195-财务报表-纪慧诚--1.百题1-22
  • 1196-财务报表-纪慧诚--2.百题23-41
  • 1197-财务报表-纪慧诚--3.百题42-56
  • 1198-财务报表-纪慧诚--4.百题57-69
  • 1199-财务报表-纪慧诚--5.百题70-83
  • 1200-财务报表-纪慧诚--6.百题84-97
  • 1201-财务报表-纪慧诚--7.百题98-113
  • 1202-财务报表-纪慧诚--8.百题114-130
  • 1203-财务报表-纪慧诚--9.百题131-144
  • 1204-财务报表-纪慧诚--10.百题145-157
  • 1205-财务报表-纪慧诚--11.百题158-165
  • 1206-财务报表-纪慧诚--12.百题166-176
  • 单元188 1912考季-L1强化阶段-固定收益
  • 1207-固定收益-单晨玮-features,bond indenture,type by CF(一)
  • 1208-固定收益-单晨玮-features,bond indenture,type by CF(二)
  • 1209-固定收益-单晨玮-含权债券、债券分类(一)
  • 1210-固定收益-单晨玮-含权债券、债券分类(二)
  • 1211-固定收益-单晨玮-valuation(一)
  • 1212-固定收益-单晨玮-valuation(二)
  • 1213-固定收益-单晨玮-ABS(一)
  • 1214-固定收益-单晨玮-ABS(二)
  • 1215-固定收益-单晨玮-int rate risk,credit risk(一)
  • 1216-固定收益-单晨玮-int rate risk,credit risk(二)
  • 单元189 1912考季-L1百题阶段-固定收益
  • 1217-固定收益百题-单晨玮-1.FI 1-15
  • 1218-固定收益百题-单晨玮-2.FI 16-35
  • 1219-固定收益百题-单晨玮-3.FI 36-47
  • 1220-固定收益百题-单晨玮-4.FI 48-57
  • 1221-固定收益百题-单晨玮-5.FI 58-65
  • 1222-固定收益百题-单晨玮-6.FI 66-79
  • 1223-固定收益百题-单晨玮-7.FI 80-96
  • 1224-固定收益百题-单晨玮-8.FI 97-129
  • 单元190 1912考季-L1强化阶段-权益其他理财衍生强化
  • 1225-权益其他理财衍生强化-韩霄-1.Equity 复习_Sub_01
  • 1226-权益其他理财衍生强化-韩霄-1.Equity 复习_Sub_02
  • 1227-权益其他理财衍生强化-韩霄-2.Equity + Altnernative 复习_Sub_01
  • 1228-权益其他理财衍生强化-韩霄-2.Equity + Altnernative 复习_Sub_02
  • 1229-权益其他理财衍生强化-韩霄-3.Corporate Finance复习_Sub_01
  • 1230-权益其他理财衍生强化-韩霄-3.Corporate Finance复习_Sub_02
  • 1231-权益其他理财衍生强化-韩霄-4.Derivatives复习_Sub_01
  • 1232-权益其他理财衍生强化-韩霄-4.Derivatives复习_Sub_02
  • 单元191 1912考季-L1百题阶段-权益其他理财衍生强化
  • 1233-权益其他理财衍生百题-韩霄-1.其他1-20
  • 1234-权益其他理财衍生百题-韩霄-2.其他21-40
  • 1235-权益其他理财衍生百题-韩霄-3.权益1-35
  • 1236-权益其他理财衍生百题-韩霄-4.权益36-61
  • 1237-权益其他理财衍生百题-韩霄-4.权益62-81
  • 1238-权益其他理财衍生百题-韩霄-5.权益82-99
  • 1239-权益其他理财衍生百题-韩霄-1.理财1-26
  • 1240-权益其他理财衍生百题-韩霄-6.理财27-66
  • 1241-权益其他理财衍生百题-韩霄-7.理财67-74&衍生1-29
  • 1242-权益其他理财衍生百题-韩霄-8.衍生30-50
  • 单元192 1912考季-L1押题阶段
  • 1243-王慧玲-数量1
  • 1244-王慧玲-数量2
  • 1245-王慧玲-组合1
  • 1246-王慧玲-组合2
  • 1247-韩霄-权益
  • 1248-韩霄-财务押题1
  • 1249-韩霄-财务押题2
  • 1250-韩霄-其他押题
  • 1251-王慧玲-职业伦理1
  • 1252-王慧玲-职业伦理2
  • 1253-CFA一级押题-经济学押题1
  • 1254-CFA一级押题-经济学押题2
  • 1255-CFA一级押题-经济学押题3
  • 1256-CFA一级押题-韩霄-6.其他押题
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  • 学员评价(53条评论) 综合评分
  • h***1
    2019-12-15
    Good.
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  • l***4
    2019-09-17
    good
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  • 手***n
    2019-09-05
    深入浅出,不错
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  • h***h
    2019-07-01
    感觉老师的英语口语不是那么标准
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  • s***g
    2019-09-06
    该同学努力学习ing,没有填写评论。
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  • 司***德
    2019-09-08
    该同学努力学习ing,没有填写评论。
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  • 神***高
    2019-09-09
    该同学努力学习ing,没有填写评论。
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  • 霁***宵
    2019-09-27
    该同学努力学习ing,没有填写评论。
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  • M***1
    2019-10-01
    该同学努力学习ing,没有填写评论。
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  • H***t
    2019-10-01
    该同学努力学习ing,没有填写评论。
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