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CFA特许金融分析师1-3级【2020考季班】
19年12月-22年6月的考生,助力通过金融第一考
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  • 单元2 【2020.12考季】CFA1级基础
  • 14-数量分析-The time value of money-Interest rates
  • 15-数量分析-The time value of money-EAR
  • 16-数量分析-The time value of money-Annuity
  • 17-数量分析-Statistical Concepts and Market Returns-Measurement scales
  • 18-数量分析-Statistical Concepts and Market Returns-Measures of central tendency
  • 19-数量分析-Statistical Concepts and Market Returns-Absolute dispersion
  • 20-数量分析-Statistical Concepts and Market Returns-Chebyshev's inequality, CV and SR
  • 21-数量分析-Statistical Concepts and Market Returns-Skewness & kurtosis
  • 22-数量分析-Probability Concepts-Basic concepts, odds for / against
  • 23-数量分析-Probability Concepts-Calculation rules for probabilities
  • 24-数量分析-Probability Concepts-Expected value & variance
  • 25-数量分析-Probability Concepts-Covariance & correlation
  • 26-数量分析-Probability Concepts-Scatter plot & limitation of correlation
  • 27-数量分析-Probability Concepts-Expected Return and Variance of Portfolios
  • 28-数量分析-Probability Concepts-Bayes' formula
  • 29-数量分析-Probability Concepts-Factorial & Combination & Permutation
  • 30-数量分析-Common Probability Distributions-Probability distribution
  • 31-数量分析-Common Probability Distributions-Normal distribution
  • 32-数量分析-Common Probability Distributions-Standard normal distribution
  • 33-数量分析-Common Probability Distributions-Safety First Ratio
  • 34-数量分析-Common Probability Distributions-Lognormal distributions
  • 35-数量分析-Common Probability Distributions-Historical & MC simulation
  • 36-数量分析-Sampling and Estimation-Sampling
  • 37-数量分析-Sampling and Estimation-Central limit theory
  • 38-数量分析-Sampling and Estimation-Properties of estimators
  • 39-数量分析-Sampling and Estimation-Point & confidence interval estimate
  • 40-数量分析-Sampling and Estimation-Student's T-distribution
  • 41-数量分析-Sampling and Estimation-Biases
  • 42-数量分析-Hypothesis Testing-Introduction to the steps of hypothesis testing
  • 43-数量分析-Hypothesis Testing-One-tailed & two-tailed test
  • 44-数量分析-Hypothesis Testing-Test statistic
  • 45-数量分析-Hypothesis Testing-Critical value
  • 46-数量分析-Hypothesis Testing-P-value
  • 47-数量分析-Hypothesis Testing-Type I error or Type II error
  • 48-数量分析-Hypothesis Testing-Test population mean
  • 49-数量分析-Hypothesis Testing-Test population variance
  • 50-数量分析-Hypothesis Testing-Test population Correlation
  • 51-数量分析-Hypothesis Testing-Parametric & nonparametric tests
  • 52-职业伦理-Explain ethics and professionalism-Explain ethics and professionalism
  • 53-职业伦理-Ethical vs. legal standards-Ethical vs. legal standards
  • 54-职业伦理-Code of ethics-Proceedings and the hearing panel
  • 55-职业伦理-Code of ethics-Code of ethics
  • 56-职业伦理-Guidance for Standards I-VII-I(A).Knowledge of the law
  • 57-职业伦理-Guidance for Standards I-VII-I(B).Independence and objectivity
  • 58-职业伦理-Guidance for Standards I-VII-I(C).Misrepresentation
  • 59-职业伦理-Guidance for Standards I-VII-I(D).Misconduct
  • 60-职业伦理-Guidance for Standards I-VII-II(A).Material Nonpublic information
  • 61-职业伦理-Guidance for Standards I-VII-II(B).Market manipulation
  • 62-职业伦理-Guidance for Standards I-VII-III(A).Loyalty, prudence and care
  • 63-职业伦理-Guidance for Standards I-VII-III(B).Fair dealing
  • 64-职业伦理-Guidance for Standards I-VII-III(C).Suitability
  • 65-职业伦理-Guidance for Standards I-VII-III(D).Performance presentation
  • 66-职业伦理-Guidance for Standards I-VII-III(E).Preservation of Confidentiality
  • 67-职业伦理-Guidance for Standards I-VII-IV(A).Loyalty
  • 68-职业伦理-Guidance for Standards I-VII-IV(B).Additional compensation arrangements
  • 69-职业伦理-Guidance for Standards I-VII-IV(C).Responsibility of supervisors
  • 70-职业伦理-Guidance for Standards I-VII-V(A).Diligence and reasonable basis
  • 71-职业伦理-Guidance for Standards I-VII-V(B).Communication with clients
  • 72-职业伦理-Guidance for Standards I-VII-V(C).Record retention
  • 73-职业伦理-Guidance for Standards I-VII-VI(A).Disclosure of conflicts
  • 74-职业伦理-Guidance for Standards I-VII-VI(B).Priority of transactions
  • 75-职业伦理-Guidance for Standards I-VII-VI(C).Referral fees
  • 76-职业伦理-Guidance for Standards I-VII-VII(A).Conduct as members and candidates
  • 77-职业伦理-Guidance for Standards I-VII-VII(B).Reference to institute, designation, program
  • 78-职业伦理-GIPS-Introduction to GIPS
  • 79-职业伦理-GIPS-Nine major sections of GIPS (0~8)
  • 80-经济学-Topics in Demand and Supply Analysis-Demand curve and supply curve
  • 81-经济学-Topics in Demand and Supply Analysis-Price elasticity of demand
  • 82-经济学-Topics in Demand and Supply Analysis-Cross elasticity
  • 83-经济学-Topics in Demand and Supply Analysis-Income elasticity
  • 84-经济学-Topics in Demand and Supply Analysis-Substitution and income effect
  • 85-经济学-Topics in Demand and Supply Analysis-Profit
  • 86-经济学-Topics in Demand and Supply Analysis-Product
  • 87-经济学-Topics in Demand and Supply Analysis-Revenue
  • 88-经济学-Topics in Demand and Supply Analysis-Cost
  • 89-经济学-Topics in Demand and Supply Analysis-Profit maximization
  • 90-经济学-Topics in Demand and Supply Analysis-Breakeven point and shutdown point
  • 91-经济学-The Firm and Market Structures-Market structure factors and perfect competition
  • 92-经济学-The Firm and Market Structures-Monopolistic competition
  • 93-经济学-The Firm and Market Structures-Characteristics of Oligopoly
  • 94-经济学-The Firm and Market Structures-Characteristics of monopoly
  • 95-经济学-The Firm and Market Structures-Concentration measures
  • 96-经济学-Aggregate Output, Prices and Economic Growth-GDP
  • 97-经济学-Aggregate Output, Prices and Economic Growth-IS curve
  • 98-经济学-Aggregate Output, Prices and Economic Growth-LM curve
  • 99-经济学-Aggregate Output, Prices and Economic Growth-Aggregate demand curve
  • 100-经济学-Aggregate Output, Prices and Economic Growth-Aggregate supply curve
  • 101-经济学-Aggregate Output, Prices and Economic Growth-Effect of combination of AD and AS
  • 102-经济学-Aggregate Output, Prices and Economic Growth-Economic growth
  • 103-经济学-Understanding Business Cycle-Business cycle and four phases
  • 104-经济学-Understanding Business Cycle-Theories of business cycle
  • 105-经济学-Understanding Business Cycle-Unemployment
  • 106-经济学-Understanding Business Cycle-Inflation
  • 107-经济学-Understanding Business Cycle-Economic indicators
  • 108-经济学-Monetary and Fiscal Policy-Money creation process
  • 109-经济学-Monetary and Fiscal Policy-Fisher effect
  • 110-经济学-Monetary and Fiscal Policy-Objectives of central banks
  • 111-经济学-Monetary and Fiscal Policy-Monetary policy tools
  • 112-经济学-Monetary and Fiscal Policy-Limitations of monetary policy
  • 113-经济学-Monetary and Fiscal Policy-Tools of fiscal policy
  • 114-经济学-Monetary and Fiscal Policy-Limitations of fiscal policy
  • 115-经济学-Monetary and Fiscal Policy-The size of a national debt relative to GDP
  • 116-经济学-Monetary and Fiscal Policy-Interaction of monetary and fiscal policy
  • 117-经济学-International Trade and Capital Flows-Comparative advantage and absolute advantage
  • 118-经济学-International Trade and Capital Flows-Trade restriction
  • 119-经济学-International Trade and Capital Flows-The balance of payment accounts
  • 120-经济学-International Trade and Capital Flows-International Organization and Trading Blocs
  • 121-经济学-Currency Exchange Rates-Basic concept and calculation
  • 122-经济学-Currency Exchange Rates-interest rate parity
  • 123-经济学-Currency Exchange Rates-Exchange rate regimes
  • 124-经济学-Currency Exchange Rates-Impact of exchange rates
  • 125-组合管理-Portfolio Management: An Overview-Portfolio perspective
  • 126-组合管理-Portfolio Management: An Overview-Portfolio management process
  • 127-组合管理-Portfolio Management: An Overview-Types of investors and pooled investment products
  • 128-组合管理-Portfolio Risk and Return: Part I-Risk and return
  • 129-组合管理-Portfolio Risk and Return: Part I-Modern Portfolio Theory
  • 130-组合管理-Portfolio Risk and Return: Part II-CAL, CML
  • 131-组合管理-Portfolio Risk and Return: Part II-Systematic risk and non systematic risk
  • 132-组合管理-Portfolio Risk and Return: Part II-CAPM and SML
  • 133-组合管理-Portfolio Risk and Return: Part II-Other return generating model
  • 134-组合管理-Portfolio Risk and Return: Part II-Performance evaluation indicators
  • 135-组合管理-Basics of Portfolio Planning and Construction-Components of IPS, risk and return
  • 136-组合管理-Basics of Portfolio Planning and Construction-Investment constraints, asset allocation, ESG
  • 137-组合管理-Introduction to Risk Management-Define risk management
  • 138-组合管理-Introduction to Risk Management-Types of risks, measure and modify risks
  • 139-组合管理-Technical Analysis-Technical Analysis
  • 140-组合管理-Fintech in Investment Management-Fintech in Investment Management
  • 单元3 【2020考季】CFA1级基础
  • 141-2020考季-CFA一级考纲直播
  • 142-权益类投资分析-The Main Functions of The Financial System 
  • 143-权益类投资分析-Types of Financial Intermediaries and Services 
  • 144-权益类投资分析-Market regulation&Classification of assets 
  • 145-权益类投资分析-Primary and Secondary Markets 
  • 146-权益类投资分析-Quote-driven, Order-driven, and Brokered Markets 
  • 147-权益类投资分析-Positions Taken in an Asset 
  • 148-权益类投资分析-Execution, Validity, and Clearing Instructions 
  • 149-权益类投资分析-Security Market Indices 
  • 150-权益类投资分析-Price Weighting and Equal Weighting 
  • 151-权益类投资分析-Market Capitalization Weighting and Fundamental Weighting 
  • 152-权益类投资分析-Other equity index &Fixed-income index& Alternative investments 
  • 153-权益类投资分析-Introduction of market efficiency 
  • 154-权益类投资分析-Contrast weak form,semi-strong form, strong form market efficiency
  • 155-权益类投资分析-Market pricing anomalies 
  • 156-权益类投资分析-Behavioral finance definition and classification 
  • 157-权益类投资分析-Types and characteristics of equity securities 
  • 158-权益类投资分析-Investment in non-domestic equity securities 
  • 159-权益类投资分析-Risk and return characteristics of equity securities 
  • 160-权益类投资分析-Macroeconomic analysis 
  • 161-权益类投资分析-Industry life cycle models 
  • 162-权益类投资分析-Current industry classification systems
  • 163-权益类投资分析-Pricing power and price competition
  • 164-权益类投资分析-Strategic analysis of an industry 
  • 165-权益类投资分析-Company analysis 
  • 166-权益类投资分析-Equity valuation models 
  • 167-权益类投资分析-DCF models
  • 168-权益类投资分析-Price multiples 
  • 169-权益类投资分析-Enterprise value multiples 
  • 170-权益类投资分析-Asset-based valuation models 
  • 171-固定收益-Basic features of a fixed-income security 
  • 172-固定收益-框架介绍 
  • 173-固定收益-Bond Markets &Legal information 
  • 174-固定收益-Collateral &Credit enhancements 
  • 175-固定收益-Covenants &Tax 
  • 176-固定收益-Principal repayment structures 
  • 177-固定收益-Coupon payment structures 
  • 178-固定收益-Callable bond and putable bond 
  • 179-固定收益-Convertible bond 
  • 180-固定收益-Classifications of global fixed-income markets 
  • 181-固定收益-Primary and secondary market for bonds 
  • 182-固定收益-Securities issued by sovereign governments 
  • 183-固定收益-Non-sovereign government, agency and supranational bonds 
  • 184-固定收益-Types of debt issued by corporations 
  • 185-固定收益-Short-term funding alternatives 
  • 186-固定收益-Structured financial instruments 
  • 187-固定收益-Bond valuation using YTM 
  • 188-固定收益-Relationships between price and time 
  • 189-固定收益-Valuation with spot rates 
  • 190-固定收益-Flat price, accrued interest, and the full price 
  • 191-固定收益-Matrix Pricing 
  • 192-固定收益-Yield measures 
  • 193-固定收益-Yield measures for floating-rate notes 
  • 194-固定收益-Yield Curve 
  • 195-固定收益-Forward Rates vs. Spot Rates 
  • 196-固定收益-Yield Spread 
  • 197-固定收益-Securitization 
  • 198-固定收益-Residential mortgage loans 
  • 199-固定收益-Prepayment risk 
  • 200-固定收益-Prepayment rate 
  • 201-固定收益-Different types of CMOs 
  • 202-固定收益-Non-agency RMBS
  • 203-固定收益-CMBS 
  • 204-固定收益-Non-mortgage asset-backed securities 
  • 205-固定收益-Collateralized debt obligations 
  • 206-固定收益-Sources of return 
  • 207-固定收益-Interest rate risk 
  • 208-固定收益-Different types of Duration 
  • 209-固定收益-Effects of bond characteristics on duration 
  • 210-固定收益-Portfolio duration
  • 211-固定收益-Convexity 
  • 212-固定收益-Yield volatility, Credit and liquidity Spread 
  • 213-固定收益-Credit risk 
  • 214-固定收益-Seniority rankings
  • 215-固定收益-The four Cs of credit analysis 
  • 216-固定收益-Yield spread 
  • 217-固定收益-Credit analysis of different bonds 
  • 218-其他类投资分析-框架介绍 
  • 219-其他类投资分析-Basic characteristics of alternative
  • 220-其他类投资分析-Hedge funds Strategies 
  • 221-其他类投资分析-Hedge fund fees, valuation and due diligence 
  • 222-其他类投资分析-Private Equity 
  • 223-其他类投资分析-Real Estate
  • 224-其他类投资分析-Commodities
  • 225-其他类投资分析-Infrastructure 
  • 226-其他类投资分析-Other Alternative Investments 
  • 227-经济学-Demand Curve and Supply Curve 
  • 228-经济学-Price Elasticity of Demand 
  • 229-经济学-Cross Elasticity 
  • 230-经济学-Income Elasticity of Demand 
  • 231-经济学-Substitution and Income Effects 
  • 232-经济学-Profit 
  • 233-经济学-Product
  • 234-经济学-Revenue 
  • 235-经济学-Cost 
  • 236-经济学-Profit Maximization 
  • 237-经济学-Breakeven Point and Shutdown Point 
  • 238-经济学-Market Structure Factors & Perfect Competition
  • 239-经济学-Monopolistic Competition 
  • 240-经济学-Characteristics of Oligopoly and Kinked Demand Curve Model 
  • 241-经济学-Cournot Model 
  • 242-经济学-Nash Equilibrium Modeland Dominant Firm Model 
  • 243-经济学-Characteristics of Monopoly 
  • 244-经济学-Concentration Measures 
  • 245-经济学-GDP definition
  • 246-经济学-IS Curve 
  • 247-经济学-LM Curve 
  • 248-经济学-Aggregate Demand Curve 
  • 249-经济学-Aggregate Supply Curve 
  • 250-经济学-Effect of Combination of AD and AS 
  • 251-经济学-Economic Growth
  • 252-经济学-Business Cycle and Four Phases 
  • 253-经济学-Theories of Business Cycle 
  • 254-经济学-Unemployment 
  • 255-经济学-Inflation 
  • 256-经济学-Economic Indicators 
  • 257-经济学-Money Creation Process 
  • 258-经济学-Fisher Effect 
  • 259-经济学-Objectives of Central Banks
  • 260-经济学-Monetary policy tools 
  • 261-经济学-Limitations of Monetary Policy 
  • 262-经济学-Tools of Fiscal Policy 
  • 263-经济学-Limitations of Fiscal Policy 
  • 264-经济学-Fiscal Multiplier
  • 265-经济学-The Size of National Debt Relative to GDP 
  • 266-经济学-Interaction of Monetary and Fiscal Policy 
  • 267-经济学-Comparative Advantage and Absolute Advantage 
  • 268-经济学-Trade restrictions 
  • 269-经济学-The Balance of Payments Accounts 
  • 270-经济学-International Organization and Trading Blocs 
  • 271-经济学-Basic Concept and Calculation 
  • 272-经济学-Interest rate parity 
  • 273-经济学-Exchange rate regimes
  • 274-经济学-Impact of Exchange Rates 
  • 275-职业伦理-Explain ethics and professionalism 
  • 276-职业伦理-Reasons for adopting ethics 
  • 277-职业伦理-Framework for ethical decision making 
  • 278-职业伦理-Proceedings and the hearing panel 
  • 279-职业伦理-Code of Ethics 
  • 280-职业伦理-I(A).Knowledge of the law 
  • 281-职业伦理-I(B).Independence and objectivity 
  • 282-职业伦理-I(C).Misrepresentation 
  • 283-职业伦理-I(D).Misconduct 
  • 284-职业伦理-II(A).Material Nonpublic information 
  • 285-职业伦理-II(B).Market manipulation 
  • 286-职业伦理-III(A).Loyalty, prudence and care 
  • 287-职业伦理-III(B).Fair dealing
  • 288-职业伦理-III(C).Suitability 
  • 289-职业伦理-III(D).Performance presentation 
  • 290-职业伦理-III(E).Preservation of Confidentiality 
  • 291-职业伦理-IV(A).Loyalty 
  • 292-职业伦理-IV(B).Additional compensation arrangemen 
  • 293-职业伦理-IV(C).Responsibility of supervisors 
  • 294-职业伦理-V(A).Diligence and reasonable basis 
  • 295-职业伦理-V(B).Communication with clients 
  • 296-职业伦理-V(C).Record retention 
  • 297-职业伦理-VI(A).Disclosure of conflicts 
  • 298-职业伦理-VI(B).Priority of transactions 
  • 299-职业伦理-VI(C).Referral fees
  • 300-职业伦理-VII(A).Conduct as members and candidates 
  • 301-职业伦理-VII(B).Reference to institute, designation, program
  • 302-职业伦理-Introduction to GIPS 
  • 303-职业伦理-Nine major sections of GIPS (0~8) 
  • 304-数量分析-框架介绍【考纲变动】
  • 305-数量分析-Interest rates【考纲变动】
  • 306-数量分析-02 EAR
  • 307-数量分析-Annuity 
  • 308-数量分析-Measurement scales 
  • 309-数量分析-Measures of central tendency 
  • 310-数量分析-Absolute dispersion 
  • 311-数量分析-Chebyshev's inequality, CV and SR 
  • 312-数量分析-Skewness & kurtosis 
  • 313-数量分析-Basic concepts, odds for against 
  • 314-数量分析-Calculation rules for probabilities 
  • 315-数量分析-Expected value & variance 
  • 316-数量分析-Covariance & correlation 
  • 317-数量分析-scatter plot【考纲变动】
  • 318-数量分析-Bayes' formula 
  • 319-数量分析-Factorial & C P 
  • 320-数量分析-Probability distribution 
  • 321-数量分析-Normal distribution 
  • 322-数量分析-Standard normal distribution 
  • 323-数量分析-SFR 
  • 324-数量分析-Lognirmal distribution 
  • 325-数量分析-Historical & MC simulation 
  • 326-数量分析-Sampling 
  • 327-数量分析-Central limit theory 
  • 328-数量分析-Properties of estimators 
  • 329-数量分析-Point & confidence interval estimate 
  • 330-数量分析-Student's T-distribution 
  • 331-数量分析-Biases 
  • 332-数量分析-Introduction to the steps of hypothesis testing 
  • 333-数量分析-One-tail & two-tail test 
  • 334-数量分析-Test statistic 
  • 335-数量分析-Critical value 
  • 336-数量分析-P-value 
  • 337-数量分析-TypeⅠerror or type Ⅱ error 
  • 338-数量分析-Test population mean 
  • 339-数量分析-Test population variance 
  • 340-数量分析-Test popluation correlation【考纲变动】
  • 341-数量分析-Parametric & nonparametric tests 
  • 342-组合管理-框架j介绍【考纲变动】
  • 343-组合管理-Portfolio perspective 
  • 344-组合管理-Types of investors and pooled【考纲变动】
  • 345-组合管理-Portfolio management process 
  • 346-组合管理-Risk and return (1)【考纲变动】
  • 347-组合管理-Risk and return (2)【考纲变动】
  • 348-组合管理-Modern Portfolio Theory 
  • 349-组合管理-CAL & CML
  • 350-组合管理-Systematic & Non-systematic Risk【考纲变动】
  • 351-组合管理-CAPM & SML 
  • 352-组合管理-Performance evaluatyion indicators【考纲变动】
  • 353-组合管理-Components of IPS, Risk and Return (1)【考纲变动】
  • 354-组合管理-Components of IPS, Risk and Return (2)【考纲变动】
  • 355-组合管理-Investment Constrains 
  • 356-组合管理-ESG 新增【考纲变动】
  • 357-组合管理-Define Risk Management 
  • 358-组合管理-Measure and modify risk 
  • 359-组合管理-Fintech 
  • 360-组合管理-06 TWRR & MWRR
  • 361-组合管理-Applications of technical analysis
  • 362-组合管理-Types of charts,trend
  • 363-组合管理-Common chart patterns
  • 364-组合管理-Technical analysis indicators
  • 365-组合管理-Technical analysis theory
  • 366-企业理财-框架介绍【考纲变动】
  • 367-企业理财-Stakeholder Theory in Corporate Governance 
  • 368-企业理财-Principal-agent and Relationships in Corporate Governance 
  • 369-企业理财-Functions and Responsibilities of Board of Directors and Committees 
  • 370-企业理财-Factors that Affect Stakeholder Relationships and Corporate Governance 
  • 371-企业理财-Potential Risks and Benefits for Corporate Governance 
  • 372-企业理财-Analyst Considerations and ESG Considerations for Investors【考纲变动】
  • 373-企业理财-ESG Considerations for Investors【考纲变动】
  • 374-企业理财-The Basic of Capital Budgeting【考纲变动】
  • 375-企业理财-Project Evaluation Methods【考纲变动】
  • 376-企业理财-NPV Profile【考纲变动】
  • 377-企业理财-WACC (1)
  • 378-企业理财-WACC (2)
  • 379-企业理财-Cost of the Debt & Preferred Stock 
  • 380-企业理财-CAPM, DDM & Bond-yield-plus Risk-premium Approach 
  • 381-企业理财-Pure-play Method & Country Risk Premium 
  • 382-企业理财-Optimal Capital Budget, Marginal Cost of Capital & Flotation Costs 
  • 383-企业理财-Leverage and Risk 
  • 384-企业理财-Breakeven Analysis 
  • 385-企业理财-Liquidity Measures and Management【考纲变动】
  • 386-企业理财-Short-term Funding【考纲变动】
  • 387-财务报表-The role of FR and FS analysis (1)【考纲变动】
  • 388-财务报表-The role of FR and FS analysis (2)
  • 389-财务报表-Measurement of financial element 
  • 390-财务报表-The resources used for financial statement analysis 
  • 391-财务报表-Auditing and financial statement analysis【考纲变动】
  • 392-财务报表-Financial Statement elements 
  • 393-财务报表-Basic concepts Accounting Equation & Accrual Accounting 
  • 394-财务报表-Standard-setting bodies & Regulatory authorities 
  • 395-财务报表-IASB & FASB Conceptual Framework & General Requirement & Convergence 
  • 396-财务报表-Income Statement Format and Components 
  • 397-财务报表-Accrual accounting & Revenue recognition【考纲变动】
  • 398-财务报表-Basic EPS 
  • 399-财务报表-Diluted EPS 
  • 400-财务报表-BS format and component 
  • 401-财务报表-Financial Instruments【考纲变动】
  • 402-财务报表-Classification of cash flow 
  • 403-财务报表-CFO calculation-Direct Method 
  • 404-财务报表-CFO calculation-Indirect Method【考纲变动】
  • 405-财务报表-CFI Calculation 
  • 406-财务报表-CFF Calculation 
  • 407-财务报表-Free Cash Flow 
  • 408-财务报表-Profitability, Activity, Liquidity, Solvency and Valuation ratios【考纲变动】
  • 409-财务报表-Common-Size Analysis and Cash flow Statement Analysis and Ratio
  • 410-财务报表-Dupont Analysis & Equity and Credit Analysis
  • 411-财务报表-Distinguish between product costs and period costs 
  • 412-财务报表-Different Inventory Valuation Methods 
  • 413-财务报表-Perpetual and Periodic inventory systems 
  • 414-财务报表-LIFO Reserve and LIFO Liquidation & Converting from LIFO to FIFO 
  • 415-财务报表-Inventory valuation (U.S. GAAP vs IFRS) 
  • 416-财务报表-Inventory management & Inventory changes 
  • 417-财务报表-Capitalizing or Expensing 
  • 418-财务报表-Intangible assets 
  • 419-财务报表-Depreciation methods & Amortization methods 
  • 420-财务报表-Revaluation and derecognition of assets 
  • 421-财务报表-Impairment of long-lived assets 
  • 422-财务报表-Investment property 
  • 423-财务报表-Accounting Profit and Taxable Income & Key Terminology 
  • 424-财务报表-Temporary and Permanent Differences 
  • 425-财务报表-DTA & DTL 
  • 426-财务报表-Tax rate changes & effective tax rate 
  • 427-财务报表-Reversal of Temporary Difference 
  • 428-财务报表-Bond Introduction & bond issued at par,premium and discount 
  • 429-财务报表-Issuance Costs & Fair Value Reporting Option
  • 430-财务报表-Derecognition of Debt & Debt Covenant 
  • 431-财务报表-Classification of Leases under U.S. GAAP & IFRS【考纲变动】
  • 432-财务报表-Lease Accounting for Lessee【考纲变动】
  • 433-财务报表-Lease Accounting for Lessor【考纲变动】
  • 434-财务报表-Framework for Pension plans 
  • 435-财务报表-Financial Reporting Quality 
  • 436-财务报表-Financial Reporting Quality and Financial Statement Analysis 
  • 437-衍生证券分析-Derivative Instruments (1)【考纲变动】
  • 438-衍生证券分析-Derivative Instruments (2)【考纲变动】
  • 439-衍生证券分析-Derivative Markets 
  • 440-衍生证券分析-Forward 
  • 441-衍生证券分析-Futures 
  • 442-衍生证券分析-Swap 
  • 443-衍生证券分析-Basic concepts of Options【考纲变动】
  • 444-衍生证券分析-Option payoff and profit【考纲变动】
  • 445-衍生证券分析-Arbitrage, replication, and risk neutrality新增【考纲变动】
  • 446-衍生证券分析-Principle of forward pricing & valuation 
  • 447-衍生证券分析-Pricing & valuation of different forward contracts 
  • 448-衍生证券分析-Pricing and valuation of futures & swaps 
  • 449-衍生证券分析-Factors affect the value of options 
  • 450-衍生证券分析-Put-call parity 
  • 451-衍生证券分析-Option pricing One-period binomial model 
  • 单元4 【2020考季】CFA1级强化
  • 452-CFA一级核心100知识点-道德 (1)
  • 453-CFA一级核心100知识点-道德 (2)
  • 454-CFA一级核心100知识点-固收 (1)
  • 455-CFA一级核心100知识点-固收 (2)
  • 456-CFA一级核心100知识点-经济学 (1)
  • 457-CFA一级核心100知识点-经济学 (2)
  • 458-CFA一级核心100知识点-数量 (1)
  • 459-CFA一级核心100知识点-数量 (2)
  • 460-CFA一级核心100知识点-组合预览
  • 461-CFA一级必备知识点-另类 (1)
  • 462-CFA一级必备知识点-另类 (2)
  • 463-CFA一级必备知识点-权益 (1)
  • 464-CFA一级必备知识点-权益 (2)
  • 465-CFA一级必备知识点-权益 (3)
  • 466-CFA一级必备知识点-权益 (4)
  • 467-CFA一级必备知识点-权益 (5)
  • 468-CFA一级必备知识点-权益 (6)
  • 469-CFA一级必备知识点-衍生 (1)
  • 470-CFA一级必备知识点-衍生 (2)
  • 471-CFA一级必备知识点-衍生 (3)
  • 472-CFA一级必备知识点-财务 (1)
  • 473-CFA一级必备知识点-财务 (2)
  • 474-CFA一级必备知识点-企业理财 (1)
  • 475-CFA一级必备知识点-企业理财 (2)
  • 476-职业伦理-Ethics & trust-I(B)
  • 477-职业伦理-I(C)-III(B)
  • 478-职业伦理-III(C)-V(B)
  • 479-职业伦理-V(C)-GIPS
  • 480-数量分析-框架, R6-R7 Mean
  • 481-数量分析-R7 Absolute dispersion-R8 Correlation
  • 482-数量分析-R8 Portfolio variance-R9
  • 483-数量分析-R10-R11
  • 484-组合管理-R51-R52 Risk and return
  • 485-组合管理-R52 Efficient frontier-R53 CAPM
  • 486-组合管理-R53 Performance measure-R57
  • 487-经济学-01
  • 488-经济学-02
  • 489-经济学-03
  • 490-经济学-04
  • 491-经济学-05
  • 492-财报理财-R19-R22
  • 493-财报理财-R23-R25
  • 494-财报理财-R25-R27
  • 495-财报理财-R28
  • 496-财报理财-企业理财
  • 497-固定收益-R42
  • 498-固定收益-R42-R44
  • 499-固定收益-R44-R45
  • 500-固定收益-R45-R47
  • 501-另类-R50 Alternative Investments
  • 502-权益-R36 Market Organization and Structure
  • 503-权益-R37-R39 Index&Market Efficiency
  • 504-权益-R39-R41 DR&Industry&Valuation
  • 505-衍生-01
  • 506-衍生-02
  • 单元5 【2020考季】CFA1级经典
  • 507-道德伦理-Reading 1 Ethics and Trust in the Investment Profession 
  • 508-道德伦理-Reading 2 Code of Ethics and Standards of Professional Conduct 
  • 509-道德伦理-Reading 3 Guidance for Standards I–VII
  • 510-道德伦理-Reading 4 Introduction to the Global Investment Performance Standards (GIPS) 
  • 511-道德伦理-Reading 5 Global Investment Performance Standards (GIPS)
  • 512-经济学-Reading 12
  • 513-经济学-Reading 13
  • 514-经济学Reading 14
  • 515-经济学-Reading 15
  • 516-经济学-Reading 16
  • 517-经济学-Reading 17
  • 518-经济学-Reading 18
  • 519-经济学-Reading 19
  • 520-经济学-Reading 20
  • 521-经济学-Reading 21
  • 522-经济学-Reading 22
  • 523-经济学-Reading 23
  • 524-经济学-Reading 24
  • 525-经济学-Reading 25
  • 526-经济学-Reading 26
  • 527-经济学-Reading 27
  • 528-经济学-Reading 28
  • 529-经济学-Reading 29
  • 530-经济学-Reading 30
  • 531-企业理财-Reading 31 Introduction to CG and Other ESG Considerations
  • 532-企业理财-Reading 32 Capital Budgeting
  • 533-企业理财-Reading 33 Cost of Capital-1
  • 534-企业理财-Reading 33 Cost of Capital-2
  • 535-企业理财-Reading 33 Cost of Capital-3
  • 536-企业理财-Reading 34 Measures of Leverage
  • 537-企业理财-Reading 35 Working Capital Management
  • 538-固收-Reading 42
  • 539-固收-Reading 43
  • 540-固收-Reading 44
  • 541-固收-Reading 45
  • 542-固收-Reading 46
  • 543-固收-Reading 47(1)
  • 544-固收-Reading 47(2)
  • 545-固收-Reading 50
  • 546-权益-Reading 36 Market Organization and Structure
  • 547-权益-Reading 37 Security Market Indexes
  • 548-权益-Reading 38 Market Efficiency
  • 549-权益-Reading 39 Overview of Equity Securities
  • 550-权益-Reading 40 Introduction to Industry and Company Analysis
  • 551-权益-Reading 41 Equity Valuation Concepts and Basic Tools
  • 552-数量-Reading 6
  • 553-数量-Reading 7
  • 554-数量-Reading 8
  • 555-数量-Reading 9
  • 556-数量-Reading 10
  • 557-数量-Reading 11
  • 558-衍生-Reading 48
  • 559-衍生-Reading 49
  • 560-组合-Reading 51
  • 561-组合-Reading 52
  • 562-组合-Reading 53
  • 563-组合-Reading 54
  • 564-组合-Reading 55
  • 565-组合-Reading 56
  • 566-组合-Reading 57
  • 567-其他-Reading 50
  • 568-财务-Reading 19
  • 569-财务-Reading 20
  • 570-财务-Reading 21
  • 571-财务-Reading 22
  • 572-财务-Reading 23
  • 573-财务-Reading 24
  • 574-财务-Reading 25
  • 575-财务-Reading 26
  • 576-财务-Reading 27
  • 577-财务-Reading 28
  • 578-财务-Reading 29
  • 579-财务-Reading 30
  • 单元6 【2020考季】CFA1级百题
  • 580-职业伦理 Q1-Q19
  • 581-职业伦理 Q20-Q38
  • 582-职业伦理 Q39-Q67
  • 583-职业伦理 Q68-Q89
  • 584-数量 Q1-Q40
  • 585-数量 Q41-Q84
  • 586-数量 Q85-Q125
  • 587-组合 Q1-Q51
  • 588-组合 Q52-Q95
  • 589-经济学 Q1-Q21
  • 590-经济学 Q22-Q47
  • 591-经济学 Q48-Q73
  • 592-经济学 Q74-Q106
  • 593-财报-理财-1
  • 594-财报-理财-2
  • 595-财报-理财-3
  • 596-财报-理财-4
  • 597-财报-理财-5
  • 598-财报-理财-6
  • 599-财报-理财-7
  • 600-固定收益 Q1-Q28
  • 601-固定收益 Q29-Q61
  • 602-固定收益 Q62-Q90
  • 603-固定收益 Q91-Q129
  • 604-另类 Q1-Q45
  • 605-权益 Q1-Q50
  • 606-权益 Q51-Q86
  • 607-权益 Q87-Q100
  • 608-衍生 Q1-Q23
  • 609-衍生 Q24-Q50
  • 单元7 L1 1906考季【Quantitative Methods】The Outline
  • 610-Quantitative Methods Framework
  • 单元8 L1 1906考季【Quantitative Methods】The Time Value of Money
  • 611-Required interest rate on a security
  • 612-EAR
  • 613-Annuity
  • 614-Summary_Required interest rate on a security, EAR, Annuity
  • 单元9 L1 1906考季【Economics】Aggregate Output, Prices, and Economic Growth
  • 615-Definition of GDP
  • 616-GDP deflator
  • 617-GDP calculation
  • 618-IS curve
  • 619-LM curve
  • 620-Aggregate demand curve
  • 621-Aggregate supply curve
  • 622-Effect of combination of AS and AD
  • 623-Economic growth
  • 单元10 L1 1906考季【Economics】Understanding Business Cycles
  • 624-Business cycle and four phases
  • 625-Theories of business cycle
  • 626-Unemployment
  • 627-Inflation
  • 628-Economic indicators
  • 单元11 L1 1906考季【Quantitative Methods】Discounted Cash Flow Application
  • 629-NPV&IRR
  • 630-Money-weighted rate of return and time-weighted rate of return
  • 631-Convert among HPR,RBD,EAR,RMM and BEY
  • 632-Summary_NPV&IRR, Different types of return,TWRR&MWRR
  • 单元12 L1 1906考季【Quantitative Methods】Statistical Concepts and Market Returns
  • 633-Measurement scales, fundamental concepts of statistics
  • 634-Measures of central tendency, quantiles
  • 635-MAD, variance&standard deviation
  • 636-Chebyshev’s inequality, CV&sharpe ratio
  • 637-Skewness, kurtosis
  • 单元13 L1 1906考季【Economics】Monetary and Fiscal Policy
  • 638-Introduction to monetary and fiscal policy
  • 639-Money creation process
  • 640-Fisher effect
  • 641-Objectives of central banks
  • 642-Tools of the central bank
  • 643-Neutral interest rate
  • 644-Limitations of monetary policy
  • 645-Tools of fiscal central policy
  • 646-Limitations of fiscal policy
  • 647-Fiscal multiplier
  • 648-The size of a national debt relative to GDP
  • 649-Interaction of monetary and fiscal policy
  • 单元14 L1 1906考季【Quantitative Methods】Probability Concepts
  • 650-Basic concepts of probability, odds for
  • 651-Calculation rules for probabilities
  • 652-Covariance and correlation
  • 653-Expected value,variance and standard deviation
  • 654-Bayes' formula
  • 655-Factorial, combination, and permutation
  • 单元15 L1 1906考季【Economics】International Trade and Capital Flows
  • 656-Comparative advantage and absolute advantage
  • 657-Recardian and Heckscher-Ohlin model
  • 658-Types of trade and capital restrictions
  • 659-Balance of payments components
  • 660-IMF,World Bank and WTO
  • 661-Trading blocs, common markets and economic unions
  • 单元16 L1 1906考季【Economics】Currency Exchange Rates
  • 662-Nominal and real exchange rates
  • 663-Concepts of the foreign exchange rate
  • 664-Cross-rates
  • 665-Forward discount and premium
  • 666-Interest rate parity
  • 667-Exchange rate regimes
  • 668-Elasticity approach and J-curve
  • 669-Absorption approach
  • 单元17 L1 1906考季【Quantitative Methods】Common Probability Distributions
  • 670-Probability distribution
  • 671-Normal distribution, the confidence intervals
  • 672-Standard normal distribution
  • 673-Roy’s safety-criterion
  • 674-Lognormal distributions
  • 675-Monte Carlo simulation and historical simulation
  • 单元18 L1 1906考季【Quantitative Methods】Sampling and Estimation
  • 676-Sampling, time-series and cross-sectional data
  • 677-Central limit theorem
  • 678-Properties of an estimator
  • 679-Point estimate and a confidence interval estimate
  • 680-Student’s t-distribution and degrees of freedom
  • 681-Biases
  • 单元19 L1 1906考季【Financial Reporting and Analysis】Financial Statement Analysis: An Introduction
  • 682-The role of financial reporting and financial statement analysis
  • 683-The resources used for financial statement analysis
  • 684-Auditing and financial statement analysis framework
  • 单元20 L1 1906考季【Financial Reporting and Analysis】Financial Reporting Mechanics
  • 685-Financial statement elements
  • 686-Basic concepts: accounting equation & accrual accounting
  • 单元21 L1 1906考季【Quantitative Methods】Hypothesis Testing
  • 687-Introduction to the steps of hypothesis testing
  • 688-One-tailed and two-tailed test of hypotheses
  • 689-Test statistic
  • 690-Critical value
  • 691-Test population mean
  • 692-Test population variance
  • 693-P-value
  • 694-Type I error and type II error
  • 695-Parametric and nonparametric tests
  • 单元22 L1 1906考季【Quantitative Methods】Technical Analysis
  • 696-Applications of technical analysis, underlying assumptions
  • 697-Types of charts, trend
  • 698-Common chart patterns
  • 699-Technical analysis indicators
  • 700-Technical analysis theory
  • 单元23 L1 1906考季【Financial Reporting and Analysis】Financial Reporting Standards
  • 701-Standard – setting bodies & regulatory authorities
  • 702-IASB and FASB: Conceptual framework and Accrual Accounting
  • 单元24 L1 1906考季【Financial Reporting and Analysis】Understanding Income Statements
  • 703-Income statement format and components
  • 704-Discontinued operations & extraordinary items
  • 705-Revenue recognition under accrual accounting
  • 706-LT contract and installment sales
  • 707-Barter transaction and gross vs. net reporting of revenue
  • 708-Basic EPS
  • 709-Diluted EPS
  • 单元25 L1 1906考季【Economics】Topics in Demand and Supply Analysis
  • 710-Demand curve and supply curve
  • 711-Consumer surplus
  • 712-Price elasticity of demand
  • 713-Cross elasticity
  • 714-Income elasticity
  • 715-Substitution and income effects
  • 716-Giffen goods and Veblen goods
  • 717-Profit
  • 718-Product
  • 719-Revenue
  • 720-Cost
  • 721-Profit maximization
  • 722-Breakeven point and shutdown point
  • 723-Economies of scale and diseconomies of scale
  • 单元26 L1 1906考季【Economics】The Firm and Market Structures
  • 724-Market structure factors
  • 725-Perfect competition
  • 726-Monopolistic competition
  • 727-Characteristics of oligopoly
  • 728-Kinked demand curve model
  • 729-Cournot model
  • 730-Nash equilibrium
  • 731-Characteristics of monopoly
  • 732-Price discrimination
  • 733-Government regulation
  • 734-Concentration measures
  • 单元27 L1 1906考季【Financial Reporting and Analysis】Understanding Balance Sheets
  • 735-Balance sheet format and components
  • 736-Financial instruments
  • 单元28 L1 1906考季【Financial Reporting and Analysis】Understanding Cash Flow Statements
  • 737-Classification of cash flow
  • 738-CFO calculation-direct method
  • 739-CFO calculation-indirect method
  • 740-CFI calculation
  • 741-CFF calculation
  • 742-Cash statement analysis and ratio
  • 743-Free cash flow
  • 单元29 L1 1906考季【Financial Reporting and Analysis】Financial Analysis Techniques
  • 744-Tools and techniques in financial analysis
  • 745-Activity, Liquidity, Solvency, Profitability and Valuation
  • 746-DuPont analysis & equity and credit analysis
  • 单元30 L1 1906考季【Financial Reporting and Analysis】Inventory
  • 747-Distinguish between product costs and period costs
  • 748-Different inventory valuation methods
  • 749-Perpetual vs. periodic inventory system
  • 750-LIFO reserve and LIFO liquidation & converting form LIFO to FIFO
  • 751-Inventory valuation (U.S. GAAP vs IFRS)
  • 752-Inventory management & inventory changes
  • 单元31 L1 1906考季【Financial Reporting and Analysis】Long-lived Assets
  • 753-Capitalizing and expensing
  • 754-Intangible assets
  • 755-Depreciation methods & amortisation methods
  • 756-Impairment of PP&E (U.S. GAAP vs IFRS)
  • 757-Revaluation and derecognition of assets
  • 758-Investment property
  • 单元32 L1 1906考季【Financial Reporting and Analysis】Income Taxes
  • 759-Accounting profit and taxable income & key terminology
  • 760-Temporary and permanent differences
  • 761-DTA & DTL
  • 762-Tax rate changes & effective tax rate
  • 763-Reversal of temporary difference
  • 单元33 L1 1906考季【Financial Reporting and Analysis】Non-current Liabilities
  • 764-Bond introduction & bond issued at par, premium and discount
  • 765-Issuance costs & fair value reporting option
  • 766-Derecognition of debt & debt covenant
  • 767-Classification of leases under U.S. GAAP & IFRS
  • 768-Lease accounting for lessee
  • 769-Lease accounting for lessor
  • 770-Framework for pension plans
  • 单元34 L1 1906考季【Financial Reporting and Analysis】Financial Reporting Quality
  • 771-Financial reporting quality
  • 单元35 L1 1906考季【Financial Reporting and Analysis】Financial Reporting Quality
  • 772-Financial reporting quality and financial statement analysis
  • 单元36 L1 1906考季【Corporate Finance】Corporate governance and ESG: An Introduction
  • 773-Stakeholder theory & board of directors and committees(1)
  • 774-Stakeholder theory & board of directors and committees(2)
  • 775-Corporate governance and ESG
  • 单元37 L1 1906考季【Corporate Finance】Capital budgeting
  • 776-The basic of capital budgeting
  • 777-NPV & IRR
  • 778-PBP, DPB & PI
  • 单元38 L1 1906考季【Corporate Finance】Cost of capital
  • 779-Liquidity measures and management
  • 780-Short-term funding
  • 单元39 L1 1906考季【Corporate Finance】Measures of leverage
  • 781-WACC(1)
  • 782-WACC(2)
  • 单元40 L1 1906考季【Corporate Finance】Working capital Management
  • 783-Leverage and risk
  • 784-Breakeven analysis
  • 单元41 L1 1906考季【Portfolio Management】Portfolio Management: An Overview
  • 785-Portfolio management framwork
  • 786-Portfolio perspective
  • 787-Types of investors and pooled investment products
  • 788-Portfolio management process
  • 单元42 框架介绍+金融英语
  • 789-CFA考试说明 (1)
  • 790-CFA考试说明 (2)
  • 791-19年考纲变化 (1)
  • 792-19年考纲变化 (2)
  • 793-CFA一级框架
  • 794-金融英语1
  • 795-金融英语2
  • 796-金融英语3
  • 797-金融英语4
  • 798-金融英语5
  • 799-金融英语6
  • 单元43 L1 1906考季【Portfolio Management】Risk Management: An Introduction
  • 800-Define risk management
  • 801-Identify financial and non-financial sources of risk
  • 802-Methods for measuring and modifying risk exposures
  • 单元44 L1 1906考季【Portfolio Management】Portfolio Risk and Return: Part I
  • 803-Return measures, properties of returns
  • 804-Modern portfolio theory
  • 单元45 数量前导-金融计算器使用
  • 805-利率和EAR (1)
  • 806-利率和EAR (2)
  • 807-利率和EAR (3)
  • 808-Annuity和NPV&IRR (1)
  • 809-Annuity和NPV&IRR (2)
  • 810-描述性统计学和概率论(1)
  • 811-描述性统计学和概率论(2)
  • 812-描述性统计学和概率论(3)
  • 813-推断性统计学和技术分析 (1)
  • 814-推断性统计学和技术分析 (2)
  • 815-推断性统计学和技术分析 (3)
  • 单元46 L1 1906考季【Portfolio Management】Portfolio Risk and Return: Part II
  • 816-CAL, CML
  • 817-Systematic risk(beta), return generating models
  • 818-CAPM and SML
  • 819-Performance evaluation indicators
  • 单元47 L1 1906考季【Portfolio Management】Basics of Portfolio Planning and Construction
  • 820-Components of IPS, risk and return objectives
  • 821-Investment constraints, asset allocation
  • 单元48 财务前导
  • 822-introduction-cash flow classification (1)
  • 823-introduction-cash flow classification (2)
  • 824-introduction-cash flow classification (3)
  • 825-elements-historical costs (1)
  • 826-elements-historical costs (2)
  • 827-四大账户-cash flow types (1)
  • 828-四大账户-cash flow types (2)
  • 829-四大账户-cash flow types (3)
  • 830-accounting equation-Dupont analysis (1)
  • 831-accounting equation-Dupont analysis (2)
  • 单元49 L1 1906考季【Equity】Market Organization and Structure
  • 832-The main functions of the financial system
  • 833-Classification of assets
  • 834-Types of financial intermediaries and services
  • 835-Positions taken in an asset
  • 836-Execution, validity, and clearing instructions
  • 837-Primary and secondary markets
  • 838-Quote-driven, order-driven, and brokered markets
  • 839-Characteristics of a well-functioning financial system
  • 840-Market regulation
  • 单元50 L1 1906考季【Equity】Security market indices
  • 841-Security market indices
  • 842-Price weighting and equal weighting
  • 843-Market capitalization weighting and fundamental weighting
  • 844-Rebalancing and reconstitution of an index
  • 845-Other equity index &fixed-income index& alternative investments
  • 单元51 L1 1906考季【Ethical and professional standards】Ethics and Trust in the Investment Profession
  • 846-Explain ethics and professionalism
  • 847-Reasons for adopting ethics
  • 848-Framework for ethical decision making
  • 单元52 L1 1906考季【Equity】Market Efficiency
  • 849-Introduction of market efficiency
  • 850-Contrast weak form, semi-strong form, strong form market efficiency
  • 851-Market pricing anomalies
  • 852-Behavioral finance definition and classification
  • 单元53 L1 1906考季【Equity】Overview of Equity Securities
  • 853-Types and characteristics of equity securities
  • 854-Investment in non-domestic equity securities:DR
  • 855-Risk and return characteristics of equity securities
  • 单元54 L1 1906考季【Ethical and professional standards】Code and ethics
  • 856-Proceedings and the hearing panel
  • 857-Code of ethics
  • 单元55 L1 1906考季【Equity】Introduction to industry and company analysis
  • 858-Macroeconomic analysis
  • 859-Industry life cycle models
  • 860-Current industry classification systems
  • 861-Pricing power and price competition
  • 862-Strategic analysis of an industry
  • 863-Company analysis
  • 单元56 L1 1906考季【Equity】Equity valuation: Concepts and basic tools
  • 864-Equity valuation models
  • 865-Dividends types
  • 866-Dividend chronology
  • 867-DCF models
  • 868-Price multiples
  • 869-Enterprise value multiples
  • 870-Asset-based valuation models
  • 单元57 L1 1906考季【Ethical and professional standards】Guidance for Standards I-VII
  • 871-I(A).Knowledge of the law
  • 872-I(B).Independence and objectivity
  • 873-I(C).Misrepresentation
  • 874-I(D).Misconduct
  • 875-II(A).Material nonpublic information
  • 876-II(B).Market manipulation
  • 877-III(A).Loyalty, prudence and care
  • 878-III(B).Fair dealing
  • 879-III(C).Suitability
  • 880-III(D).Performance presentation
  • 881-III(E).Preservation of confidentiality
  • 882-IV(A).Loyalty
  • 883-IV(B).Additional compensation arrangements
  • 884-IV(C).Responsibility of supervisors
  • 885-V(A).Diligence and reasonable basis
  • 886-V(B).Communication with clients
  • 887-V(C).Record retention
  • 888-VI(A).Disclosure of conflicts
  • 889-VI(B).Priority of transactions
  • 890-VI(C).Referral fees
  • 891-VII(A).Conduct as members and candidates
  • 892-VII(B).Reference to institute, designation, program
  • 单元58 L1 1906考季【Fixed Income】Fixed-Income Securities: Defining Elements
  • 893-Basic features of a fixed-income security
  • 894-Legal information
  • 895-Collateral
  • 896-Credit enhancements
  • 897-Covenants
  • 898-Tax
  • 899-Principal repayment strcutures
  • 900-Coupon payment structures
  • 901-Callable bond and putable bond
  • 902-Convertible bond
  • 单元59 L1 1906考季【Fixed Income】Fixed-Income Markets: Issuance, Trading and Funding
  • 903-Classifications of global fixed-income markets
  • 904-Primary and secondary market for bonds
  • 905-Securities issued by sovereign governments
  • 906-Nonsovereign government, agency and supranational bonds
  • 907-Types of debt issued by corporations
  • 908-Short-term funding alternatives
  • 909-Structured financial instruments
  • 单元60 L1 1906考季【Ethical and professional standards】GIPS
  • 910-Introduction to GIPS
  • 911-Nine major sections of GIPS (0~8)
  • 单元61 L1 1906考季【Fixed Income】Introduction to Fixed-Income Valuation
  • 912-Bond valuation
  • 913-YTM
  • 914-Relationships between price and time
  • 915-Valuation with spot rates
  • 916-Flat price, accrued interest, and the full price
  • 917-Matrix pricing;
  • 918-Yield measures
  • 919-Yield measures for floating-rate notes
  • 920-Yield curve
  • 921-Forward rates
  • 922-Yield spread
  • 单元62 L1 1906考季【Fixed Income】Introduction to Asset-backed securities
  • 923-Securitization
  • 924-Residential mortgage loans
  • 925-Prepayment risk
  • 926-Prepayment rate
  • 927-Different types of CMOs
  • 928-Non-agency RMBS
  • 929-CMBS
  • 930-Non-mortgage asset-backed securities
  • 931-Collateralized debt obligations
  • 单元63 L1 1906考季【Fixed Income】Understanding Fixed-Income Risk and Return
  • 932-Sources of return
  • 933-Interest rate risk
  • 934-Different types of duration
  • 935-Effects of bond characteristics on duration
  • 936-Portfolio duration
  • 937-Convexity
  • 938-Term structure of yield volatility
  • 939-Duration gap
  • 940-Credit and liquidity spread
  • 单元64 L1 1906考季【Fixed Income】Fundamentals of Credit Analysis
  • 941-credit risk
  • 942-Seniority rankings
  • 943-Credit ratings
  • 944-The four Cs of credit analysis
  • 945-Yield spread
  • 946-Credit analysis of different bonds
  • 单元65 L1 1906考季【Derivatives】Derivative Markets and Instruments
  • 947-Derivative markets and instruments (1)
  • 948-Derivative markets and instruments(2)
  • 949-Forward
  • 950-FRA
  • 951-Futures
  • 952-Swap
  • 953-Option(1)
  • 954-Option(2)
  • 单元66 L1 1906考季【Derivatives】Basics of Derivative pricing and valuation
  • 955-Arbitrage, replication & risk neutrality
  • 956-Forward pricing and valuation(1)
  • 957-Forward pricing and valuation(2)
  • 958-Option pricing-binomial model
  • 959-Factors affect the value of an option
  • 960-Put call parity
  • 单元67 L1 1906考季【Alternative Investments】Introduction to Alternative Investments
  • 961-Basic characteristics of alternative
  • 962-Hedge funds strategies
  • 963-Hedge fund fees, valuation and due diligence
  • 964-Private equity
  • 965-Real estate
  • 966-Commodities
  • 967-Infrastructure
  • 单元68 Level 1-【固定收益】强化串讲
  • 968-CFA一级强化-固定收益1
  • 969-CFA一级强化-固定收益2
  • 970-CFA一级强化-固定收益3
  • 971-CFA一级强化-固定收益4
  • 972-CFA一级强化-固定收益5
  • 973-CFA一级强化-固定收益6
  • 974-CFA一级强化-固定收益7
  • 单元69 L2 1906考季【Ethical and professional standards】Code of Ethics
  • 975-code of ethics
  • 单元70 L2 1906考季【Ethical and professional standards】Guidance for Standards I–VII
  • 976-I(A)-I(B)
  • 977-I(C)-I(D)
  • 978-II(A)-II(B)
  • 979-III(A)-III(B)
  • 980-III(C)-III(E)
  • 981-IV(A)-IV(C)
  • 982-V(A)-V(C)
  • 983-VI(A)-VII(B)
  • 单元71 L2 1906考季【Corporate Finance】Capital Budgeting
  • 984-Introduction of Capital Budgeting
  • 985-Cash Flow Projection
  • 986-Mutually Exclusive Projects and Capital Rationing
  • 987-Risk Analysis and Real Options
  • 988-Economic Income and Economic Profit
  • 单元72 L2 1906考季【Corporate Finance】Capital Structure
  • 989-Capital Structure Objective and MM Proposition
  • 990-Different Costs and Static Trade-off Theory
  • 991-Other Consideration of Capital Structure
  • 单元73 L2 1906考季【Corporate Finance】Dividends and Share Repurchases:Analysis
  • 992-Cash Dividends, Stock Dividends and Stock Splits
  • 993-Dividend Policy and Company Value Theory
  • 994-Factors Affecting Dividend Policy and Payout Policies
  • 995-Share Repurchase
  • 996-Comparison of Different Dividend Policies
  • 997-Analysis of Dividend Safety
  • 单元74 L2 1906考季【Corporate Finance】Corporate Performance, Governance
  • 998-Various Stakeholders and Agency Relationship
  • 单元75 L2 1906考季【Corporate Finance】Corporate Governance
  • 999-Unethical Behaviors and Philosophical Approaches to Ethics
  • 1000-Corporate Governance and ESG Considerations
  • 单元76 L2 1906考季【Corporate Finance】Mergers and Acquisitions
  • 1001-Introduction of Merger and Acquisition Activities
  • 1002-Attitude of Target Company and Takeover Defense Mechanisms
  • 1003-Antitrust Law and HHI
  • 1004-Valuing a Target Company and Evaluating a Merger Bid
  • 1005-Corporate Restructuring
  • 单元77 L2 1906考季【Equity Investmes】Equity Valuation: Applications and Processes
  • 1006-Valuation process
  • 1007-Types of valuation models
  • 单元78 L2 1906考季【Equity Investmes】Return Concepts
  • 1008-Equity risk premium (2)
  • 1009-Required return on equity (1)
  • 1010-Required return on equity (2)
  • 单元79 L2 1906考季【Equity Investmes】Industry and Company Analysis
  • 1011-Forecast income statement
  • 1012-Forecast balance sheet
  • 单元80 L2 1906考季【Equity Investmes】Discounted Dividend Valuation
  • 1013-Two stage model
  • 1014-Growth phase, transitional phase,and maturity phase
  • 单元81 L2 1906考季【Equity Investmes】Free Cash Flow Valuation
  • 1015-FCFF approach(1)
  • 1016-FCFE approach(2)
  • 1017-NCC adjustment for FCFF- issue(1)
  • 1018-NCC adjustment for FCFF- issue(2) & issue (3)
  • 1019-Example explanation
  • 1020-Calculation of FCFF FCFE &single stage model
  • 1021-FCFE Two stage model & three stage model
  • 单元82 L2 1906考季【Equity Investmes】Market-Based Valuation
  • 1022-Normalizing EPS & PEG
  • 1023-P-B
  • 1024-P-S & P-CF
  • 1025-EV-EBITDA & D-P
  • 1026-Momentum Valuation & harmonic mean P-E
  • 单元83 L2 1906考季【Equity Investmes】Residual Income Valuation
  • 1027-Single-stage residual income model
  • 1028-Multistage residual income model(1)
  • 1029-Multistage residual income model(2)
  • 1030-Residual income model Advantages and Disadvantages
  • 单元84 L2 1906考季【Equity Investmes】Private Company Valuation
  • 1031-Reasons for valuation & normalized earning
  • 1032-Income Approach
  • 1033-Estimating the discount rate & Market Approach & Asset-based Approach
  • 1034-Discount Premium in PE valuation & Summary
  • 单元85 L2 1906考季【Alternative Investments】Private Real Estate Investments
  • 1035-Forms of Real Estate
  • 1036-Commercial Real Estate
  • 1037-Income Approach:single stage model
  • 1038-Income Approach: DCF method
  • 1039-Cost Approach & Sales Comparison Approach
  • 1040-Other Analysis
  • 单元86 L2 1906考季【Alternative Investments】Publicly Traded Real Estate Securities
  • 1041-REIT Valuation
  • 单元87 L2 1906考季【Alternative Investments】Private Equity Valuation
  • 1042-Management fee & carried interest of PE funds
  • 1043-VC Valuation Issues
  • 1044-Buyout Valuation Issues
  • 1045-Performance Evaluation of PE Fund
  • 单元88 L2 1906考季【Alternative Investments】Commodities and Commodity Derivatives
  • 1046-Commodity and Commodity Derivatives: An Introduction
  • 单元89 L2 1906考季【Derivatives】Pricing and Valuation of Forward Commitments
  • 1047-Pricingvalutaion review & arbitrage
  • 1048-Arbitrage & pricingvaluation of bondstock
  • 1049-Pricing & valuation of equity index forward
  • 1050-Pricing & valuation of currency forward
  • 1051-FRA settlement
  • 1052-FRA pricing & valuation
  • 1053-reading summary
  • 1054-Pricing of T-bond futures
  • 1055-Arbitrage from T-bond futures
  • 1056-Pricing of interest rate swap
  • 1057-Valuation of interest rate swap
  • 1058-Pricing of currency swap
  • 1059-Valuation of currency swap
  • 1060-Pricing &valuation of equity swap
  • 1061-Swaption
  • 单元90 L2 1906考季【Derivatives】Valuation of Contingent Claims
  • 1062-One period binomial model(1)
  • 1063-One period binomial model(2)
  • 1064-Two period binomial model
  • 1065-Binomial interest rate model
  • 1066-BSM model formula
  • 1067-Features & assumption of BSM model
  • 1068-Option Greeks & Implied Volatility(1)
  • 1069-Option Greeks & Implied Volatility(2)
  • 1070-Binomial model-no arbitrage approach
  • 1071-Black model-option on futures
  • 1072-Black model-interest rate options
  • 1073-Black model
  • 单元91 L2 1906考季【Derivatives】Derivatives Strategies
  • 1074-Covered call & protective put (1)
  • 1075-Covered call & protective put (2)
  • 1076-Bull spread & bear spread
  • 1077-Collar & straddle
  • 1078-Calendar spread & breakeven price analytics
  • 单元92 L2 1906考季【Quantitative Methods】Fintech in Investment Management
  • 1079-STARTING
  • 1080-what is Fintech
  • 1081-Big Data
  • 1082-Advanced Analytical Tools
  • 1083-Data Science
  • 1084-Selected Applications of Fintech
  • 1085-Distributed Ledger Technology
  • 单元93 L2 1906考季【Quantitative Methods】Correlation and Regression
  • 1086-R7A correlation(1)
  • 1087-R7A correlation(2)
  • 1088-A Regression Coefficient
  • 1089-The Assumptions of The Linear Regression
  • 1090-Regression Coefficient Confidence Interval
  • 1091-Predicted Value of The Dependent Variable
  • 单元94 L2 1906考季【Quantitative Methods】Multiple Regression and Machine Learning
  • 1092-Regression Coefficient F-test
  • 1093-ANOVA
  • 1094-review
  • 1095-Heteroskedasticity
  • 1096-Serial Correlation
  • 1097-Multicollinearity
  • 1098-Summary of Assumption Violations
  • 1099-Model Misspecification
  • 1100-Major Focuses of Data Analytics
  • 1101-What Is Machine Learning
  • 1102-Types of Machine Learning
  • 1103-Machine Learning Algorithms_Supervised Learning
  • 1104-Machine Learning Algorithms_Unsupervised Learning
  • 1105-Machine Learning Algorithms_Examples
  • 1106-Machine Learning Algotithms_Summary
  • 1107-Supervised Machine Learning Training
  • 单元95 L2 1906考季【Quantitative Methods】Time-Series Analysis
  • 1108-Trend Models
  • 1109-AR
  • 1110-AR_autocorrelation
  • 1111-AR Covariance Stationary
  • 1112-AR_Conditional Heteroskedasticity
  • 1113-RMSE
  • 1114-Summary
  • 1115-Case
  • 单元96 L2 1906考季【Quantitative Methods】Excerpt from Probabilistic Approaches
  • 1116-simualtion
  • 单元97 L2 1906考季【Economics】Currency Exchange Rates
  • 1117-Currency Exchange Rates and Bid-Ask Spread
  • 1118-Triangular Arbitrage
  • 1119-Mark-to-Market Value
  • 1120-Covered Interest Rate Parity
  • 1121-Uncovered Interest Rate Parity and Forward Rate Parity
  • 1122-International Fisher Relation and Relative PPP
  • 1123-International Parity Relationships and Long-RunFair Value of an ExchangeRate
  • 1124-FX Carry Trade
  • 1125-Balance-of-Payments Accounts
  • 1126-Mundell-Fleming Model
  • 1127-Monetary Approach,Portfolio Balance,Exchange Rate Management,Currency Cris
  • 单元98 L2 1906考季【Economics】Economic Growth and the Investment Decision
  • 1128-Summary of Currency Exchange Rates
  • 1129-Potential GDP
  • 1130-Cobb-Douglas Production Function
  • 1131-Factors Affecting Economic Growth
  • 1132-Economic Growth Theories
  • 单元99 L2 1906考季【Economics】Economics of Regulation
  • 1133-Economics of Regulation
  • 单元100 L2 1906考季【Financial Reporting and Analysis】
  • 1134-Introduction
  • 1135-Financial assets (basics)
  • 1136-Financial assets (reclassification and impairment)
  • 1137-Equity method(1)
  • 1138-Equity method(2)
  • 1139-Acquisition method (basics)
  • 1140-acquisition method (goodwill)
  • 1141-SPE&VIE
  • 单元101 L2 1906考季【Financial Reporting and Analysis】
  • 1142-Introduction of pension plan
  • 1143-Balance sheet presentation
  • 1144-Funded status of a pension plan
  • 1145-Assumptions of defined benefit obligation
  • 1146-Periodic pension cost
  • 1147-Effect of changing pension assumption
  • 1148-Analyst view(1)
  • 1149-Analyst view(2)
  • 单元102 L2 1906考季【Financial Reporting and Analysis】
  • 1150-Foreign currency transactions
  • 1151-Translation of foreign currency FS(1)
  • 1152-Translation of foreign currency FS(2)
  • 1153-Translation of foreign currency FS(3)
  • 1154-Financial institutions introduction and CAMELS approach
  • 单元103 L2 1906考季【Financial Reporting and Analysis】
  • 1155-Analyzing an insurance company
  • 单元104 L2 1906考季【Financial Reporting and Analysis】
  • 1156-Evaluating the quality of financial reports
  • 单元105 L2 1906考季【Financial Reporting and Analysis】
  • 1157-Integration of FSA techniques
  • 单元106 L2 1906考季【Fixed Income】The Term Structure and Interest Rate Dynamics
  • 1158-Framework Introduction
  • 1159-Spot rates
  • 1160-Forward rates(1)
  • 1161-Forward rates(2)
  • 1162-Par curve & YTM
  • 1163-Swap rate
  • 1164-Yield spread
  • 1165-Term struture of interest rates
  • 1166-Modern term structure models
  • 1167-Yield curve factor models & managing yield curve risks
  • 1168-Reading 34 summary
  • 单元107 L2 1906考季【Fixed Income】The Arbitrage-Free Valuation Framework
  • 1169-The arbitrage-free valuation framework
  • 1170-Reading 35 summary
  • 单元108 L2 1906考季【Fixed Income】Valuation and Analysis: Bonds with Embedded Options
  • 1171-Overview of embedded option
  • 1172-Valuation and analysis of callable and putable bonds(1)
  • 1173-Valuation and analysis of callable and putable bonds(2)
  • 1174-Valuation and analysis of callable and putable bonds(3)
  • 1175-Capped and floored floating-rate bonds & convertible bonds(1)
  • 1176-Capped and floored floating-rate bonds & convertible bonds(2)
  • 1177-Reading 36 summary
  • 单元109 L2 1906考季【Fixed Income】Credit Default Swaps
  • 1178-Credit Default swaps
  • 1179-Applications of CDS
  • 单元110 L2 1906考季【Fixed Income】Credit Analysis Models
  • 1180-Moldeling credit risk
  • 1181-Analysis of zero coupon & coupon paying corporate bond(1)
  • 1182-Analysis of zero coupon & coupon paying corporate bond(2)
  • 1183-Arbitrage free valuation(1)
  • 1184-Arbitrage free valuation(2)
  • 1185-Credit transition matrix & credit analysis models(1)
  • 1186-Credit transition matrix & credit analysis models(2)
  • 1187-Credit spreads & credit analysis for securitized debt & Reading 37 summary (1)
  • 1188-Credit spreads & credit analysis for securitized debt & Reading 37 summary (2)
  • 单元111 L2 1906考季【Portfolio Management】The Portfolio Management Process
  • 1189-R46-The Portfolio Management Process and the Investment Policy Statement
  • 单元112 L2 1906考季【Portfolio Management】An Introduction to Multifactor Models
  • 1190-R47-1.Arbitrage Pricing Theory
  • 1191-R47-2.Multifactor Model
  • 1192-R47-3.APT Multifactor Models Compare
  • 1193-R47-4.Application
  • 1194-R47-5.Summary
  • 单元113 L2 1906考季【Portfolio Management】Measuring and Managing Market Risk
  • 1195-R48-1.Understanding VaR
  • 1196-R48-2.Estimating VaR
  • 1197-R48-3.Advantages and Limitations of VaR
  • 1198-R48-4.Extensions of VaR
  • 1199-R48-5.Other Key Risk Measures
  • 1200-R48-6.Applications of Risk Measures
  • 1201-R48-7.Summary
  • 单元114 L2 1906考季【Portfolio Management】Economics and Investment Markets
  • 1202-R49-1.Framework
  • 1203-R49-2.Real Default_free Bonds
  • 1204-R49-3.Nominal Default Free Bonds
  • 1205-R49-4.Credits Premiums and Business Cycle
  • 1206-R49-5.Equities
  • 1207-R49-6.Commercial Real Estate
  • 单元115 L2 1906考季【Portfolio Management】Analysis of Active Portfolio Management
  • 1208-R50-1.Value Added
  • 1209-R50-2.Sharpe Ratio and Information Ratio
  • 1210-R50-3.Constructing Optimal Portfolios
  • 1211-R50-4.Information Coefficient and Transfer Coefficient
  • 1212-R50-5.the Full Fundamental Law of Active Management
  • 1213-R50-6.Summary
  • 单元116 L2 1906考季【Portfolio Management】Algorithmic Trading and High-Frequency Trading
  • 1214-R51
  • 单元117 1912考季-L1基础-职业伦理-Ethics and Trust in the Investment Profession
  • 1215-Explain ethics and professionalism
  • 1216-Reasons for adopting ethics
  • 1217-Framework for ethical decision making
  • 单元118 1912考季-L1基础-职业伦理-Code and ethics
  • 1218-Proceedings and the hearing panel
  • 1219-Code of Ethics
  • 单元119 1912考季-L1基础-职业伦理-Guidance for Standards I-VII
  • 1220-I(A).Knowledge of the law
  • 1221-I(B).Independence and objectivity
  • 1222-I(C).Misrepresentation
  • 1223-I(D).Misconduct
  • 1224-II(A).Material Nonpublic information
  • 1225-II(B).Market manipulation
  • 1226-III(A).Loyalty, prudence and care
  • 1227-III(B).Fair dealing
  • 1228-III(C).Suitability
  • 1229-III(D).Performance presentation
  • 1230-III(E).Preservation of Confidentiality
  • 1231-IV(A).Loyalty
  • 1232-IV(B).Additional compensation arrangemen
  • 1233-IV(C).Responsibility of supervisors
  • 1234-V(A).Diligence and reasonable basis
  • 1235-V(B).Communication with clients
  • 1236-V(C).Record retention
  • 1237-VI(A).Disclosure of conflicts
  • 1238-VI(B).Priority of transactions
  • 1239-VI(C).Referral fees
  • 1240-VII(A).Conduct as members and candidates
  • 1241-VII(B).Reference to institute, designation, program
  • 单元120 1912考季-L1基础-职业伦理-GIPS
  • 1242-Introduction to GIPS
  • 1243-Nine major sections of GIPS (0~8)
  • 单元121 1912考季-L1基础-数量分析-The time value of money
  • 1244-Interest rates
  • 1245-EAR
  • 1246-Annuity
  • 单元122 1912考季-L1基础-数量分析-Discounted cash flow applications
  • 1247-NPV & IRR
  • 1248-Types of returns
  • 1249-TWRR & MWRR
  • 单元123 1912考季-L1基础-数量分析-Statistical concepts and market returns
  • 1250-Measurement scales
  • 1251-Measures of central tendency
  • 1252-absolute dispersion
  • 1253-Chebyshev's inequality, CV and SR
  • 1254-Skewness & kurtosis
  • 单元124 1912考季-L1基础-数量分析-Pribability concepts
  • 1255-Basic concepts, odds for/against
  • 1256-Calculation rules for probabilities
  • 1257-Expected value & variance
  • 1258-Covariance & correlation
  • 1259-Bayes' formula
  • 1260-Factorial & C/P
  • 单元125 1912考季-L1基础-数量分析-Common probability distributions
  • 1261-Probability distribution
  • 1262-Normal distribution
  • 1263-Standard normal distribution
  • 1264-SFR
  • 1265-Lognirmal distribution
  • 1266-Historical & MC simulation
  • 单元126 1912考季-L1基础-数量分析-Sampling and estimation
  • 1267-Sampling
  • 1268-Central limit theory
  • 1269-Properties of estimators
  • 1270-Point & confidence interval estimate
  • 1271-Student's T-distribution
  • 1272-Biases
  • 单元127 1912考季-L1基础-数量分析-Hypothesis testing
  • 1273-Introduction to the steps of hypothesis testing
  • 1274-One-tail & two-tail test
  • 1275-Test statistic
  • 1276-Critical value
  • 1277-P-value
  • 1278-Type Ⅰ error or type Ⅱerror
  • 1279-Test population mean
  • 1280-Test population variance
  • 1281-Parametric & nonparametric tests
  • 单元128 1912考季-L1基础-数量分析-Technical analysis
  • 1282-Applications of Technical Analysis, Underlying Assumptions
  • 1283-Types of Charts, Trends
  • 1284-Common Chart Patterns
  • 1285-Technical Analysis Indicators
  • 1286-Technical Analysis Theory
  • 单元129 1912考季-L1基础-经济法Topics in Demand and Supply Analysis
  • 1287-Demand Curve and Supply Curve
  • 1288-Price Elasticity of Demand
  • 1289-Cross Elasticity
  • 1290-Income Elasticity of Demand
  • 1291-Substitution and Income Effects
  • 1292-Profit
  • 1293-Product
  • 1294-Revenue
  • 1295-Cost
  • 1296-Profit Maximization
  • 1297-Breakeven Point and Shutdown Point
  • 单元130 1912考季-L1基础-经济法The Firm and The Market Structure
  • 1298-Market Structure Factors & Perfect Competition
  • 1299-Monopolistic Competition
  • 1300-Characteristics of Oligopoly and Kinked Demand Curve Model
  • 1301-Cournot Model
  • 1302-Nash Equilibrium Modeland Dominant Firm Model
  • 1303-Characteristics of Monopoly
  • 1304-Concentration Measures
  • 单元131 1912考季-L1基础-经济法Aggregate Output, Prices and Economic Growth
  • 1305-Definition of GDP
  • 1306-GDP Deflator
  • 1307-GDP Calculation
  • 1308-IS Curve
  • 1309-LM Curve
  • 1310-Aggregate Demand Curve
  • 1311-Aggregate Supply Curve
  • 1312-Effect of Combination of AD and AS
  • 1313-Economic Growth
  • 单元132 1912考季-L1基础-经济法Understanding Business Cycles
  • 1314-Business Cycle and Four Phases
  • 1315-Theories of Business Cycle
  • 1316-Unemployment
  • 1317-Inflation
  • 1318-Economic Indicators
  • 单元133 1912考季-L1基础-经济法Monetary and Fiscal Policy
  • 1319-Money Creation Process
  • 1320-Fisher Effect
  • 1321-Objectives of Central Banks
  • 1322-Monetary policy tools
  • 1323-Limitations of Monetary Policy
  • 1324-Tools of Fiscal Policy
  • 1325-Limitations of Fiscal Policy
  • 1326-Fiscal Multiplier
  • 1327-The Size of National Debt Relative to GDP
  • 1328-Interaction of Monetary and Fiscal Policy
  • 单元134 L1基础-经济法International Trade and Capital Flows
  • 1329-Comparative Advantage and Absolute Advantage
  • 1330-Trade restrictions
  • 1331-The Balance of Payments Accounts
  • 单元135 L1基础-数量分析-经济法Currency Exchange Rates
  • 1332-International Organization and Trading Blocs
  • 1333-Basic Concept and Calculation
  • 1334-Interest rate parity
  • 1335-Exchange rate regimes
  • 1336-Impact of Exchange Rates
  • 单元136 1912考季-L1基础-财务报表与分析-Financial Statement Analysis: An Introduction
  • 1337-The role of financial reporting and financial statement analysis I
  • 1338-The role of financial reporting and financial statement analysis II
  • 1339-Measurement of financial elements
  • 1340-The resources used for financial statement analysis
  • 1341-Auditing and financial statement analysis
  • 1342-Financial Statement elements
  • 1343-Basic concepts: Accounting Equation & Accrual Accounting
  • 单元137 1912考季-L1基础-财务报表与分析-Financial Reporting Standards
  • 1344-Standard-setting bodies & Regulatory authorities
  • 1345-IASB & FASB:Conceptual Framework & General Requirement & Convergence
  • 单元138 1912考季-L1基础-财务报表与分析-Understanding Income Statements
  • 1346-Income Statement Format and Components
  • 1347-Discontinued Operations & Extraordinary Items
  • 1348-Accrual accounting & Revenue recognition
  • 1349-LT contract and installment sales
  • 1350-Barter transaction and gross vs. net reporting of revenue
  • 1351-Basic EPS
  • 1352-Diluted EPS
  • 单元139 1912考季-L1基础-财务报表与分析-Understanding Balance Sheets
  • 1353-B/S format and components
  • 1354-Financial Instruments
  • 单元140 1912考季-L1基础-财务报表与分析-Understanding Cash Flow Statements
  • 1355-Classification of cash flow
  • 1356-CFO calculation-Direct Method
  • 1357-CFO calculation-Indirect Method
  • 1358-CFI Calculation
  • 1359-CFF Calculation
  • 1360-Free Cash Flow
  • 单元141 1912考季-L1基础-财务报表与分析-Financial Analysis Techniques
  • 1361-Profitability, Activity, Liquidity, Solvency and Valuation ratios
  • 1362-Common-Size Analysis and Cash flow Statement Analysis and Ratio
  • 1363-Dupont Analysis & Equity and Credit Analysis
  • 单元142 1912考季-L1基础-财务报表与分析-Inventories
  • 1364-Distinguish between product costs and period costs
  • 1365-Different Inventory Valuation Methods
  • 1366-Perpetual and Periodic inventory systems
  • 1367-LIFO Reserve and LIFO Liquidation & Converting from LIFO to FIFO
  • 1368-Inventory valuation (U.S. GAAP vs IFRS)
  • 1369-Inventory management & Inventory changes
  • 单元143 1912考季-L1基础-财务报表与分析-Long-Lived Assets
  • 1370-Capitalizing or Expensing
  • 1371-Intangible assets
  • 1372-Depreciation methods & Amortization methods
  • 1373-Revaluation and derecognition of assets
  • 1374-Impairment of long-lived assets
  • 1375-Investment property
  • 单元144 1912考季-L1基础-财务报表与分析-Income Taxes
  • 1376-Accounting Profit and Taxable Income & Key Terminology
  • 1377-Temporary and Permanent Differences
  • 1378-DTA & DTL
  • 1379-Tax rate changes & effective tax rate
  • 1380-Reversal of Temporary Difference
  • 单元145 1912考季-L1基础-财务报表与分析-Non-Current (Long-Term) Liabilities
  • 1381-Bond Introduction & bond issued at par,premium and discount
  • 1382-Issuance Costs & Fair Value Reporting Option
  • 1383-Derecognition of Debt & Debt Covenant
  • 1384-Classification of Leases under U.S. GAAP & IFRS
  • 1385-Lease Accounting for Lessee
  • 1386-Off-balance Sheet Financing
  • 1387-Framework for Pension plans
  • 单元146 1912考季-L1基础-财务报表与分析-Financial Reporting Quality
  • 1388-Financial Reporting Quality
  • 单元147 1912考季-L1基础-财务报表与分析-Financial Statement Analysis: Applications
  • 1389-Financial Reporting Quality and Financial Statement Analysis
  • 单元148 1912考季-L1基础-企业理财-Corparate Governance and ESG: An Introduction
  • 1390-Stakeholder Theory in Corporate Governance
  • 1391-ESG Considerations for Investors(大纲无但是视频有)
  • 1392-Principal-agent and Relationships in Corporate Governance
  • 1393-Functions and Responsibilities of Board of Directors and Committees
  • 1394-Factors that Affect Stakeholder Relationships and Corporate Governance
  • 1395-Analyst Considerations and ESG Considerations for Investors
  • 单元149 1912考季-L1基础-企业理财-Capital Budgeting
  • 1396-The Basic of Capital Budgeting
  • 1397-NPV Profile
  • 1398-Project Evaluation Methods
  • 单元150 1912考季-L1基础-企业理财-Cost of Capital
  • 1399-WACC
  • 1400-Cost of the Debt & Preferred Stock
  • 1401-CAPM, DDM & Bond-yield-plus Risk-premium Approach
  • 1402-Pure-play Method & Country Risk Premium
  • 1403-Optimal Capital Budget, Marginal Cost of Capital & Flotation Costs
  • 单元151 1912考季-L1基础-企业理财-Measures of leverage
  • 1404-Leverage and Risk
  • 1405-Breakeven Analysis
  • 单元152 1912考季-L1基础-企业理财-Working Capital Management
  • 1406-Liquidity Measures and Management
  • 1407-Short-term Funding
  • 单元153 1912考季-L1基础-组合管理-Portfolio Management: An Overview
  • 1408-Portfolio perspective
  • 1409-Types of Investors and Pooled Investment Products
  • 1410-Portfolio Management Process
  • 单元154 1912考季-L1基础-组合管理-Portfolio Risk and Return: Part I
  • 1411-Return and risk
  • 1412-Modern Portfolio Theory
  • 单元155 1912考季-L1基础-组合管理-Portfolio Risk and Return: Part II
  • 1413-CAL & CML
  • 1414-CAPM and SML
  • 1415-Systematic & Nonsystematic Risk
  • 1416-Performance Evaluation Indicators
  • 单元156 1912考季-L1基础-组合管理-Basics of Portfolio Planning and Construction
  • 1417-Components of IPS, Risk and Return
  • 1418-Investment Constrains, Asset Allocation
  • 单元157 1912考季-L1基础-组合管理-Risk Management: An Introduction
  • 1419-Define Risk Management
  • 1420-Types of Risks
  • 1421-Measure and Modify Risks
  • 单元158 1912考季-L1基础-组合管理-Fintech in Investment Management
  • 1422-Fintech in Investment Management
  • 单元159 1912考季-L1基础-权益类投资分析-Market Organization and Structure
  • 1423-The Main Functions of The Financial System
  • 1424-Types of Financial Intermediaries and Services
  • 1425-Market regulation&Classification of assets
  • 1426-Primary and Secondary Markets
  • 1427-Quote-driven, Order-driven, and Brokered Markets
  • 1428-Positions Taken in an Asset
  • 1429-Execution, Validity, and Clearing Instructions
  • 单元160 1912考季-L1基础-权益类投资分析-Security market indices
  • 1430-Security Market Indices
  • 1431-Price Weighting and Equal Weighting
  • 1432-Market Capitalization Weighting and Fundamental Weighting
  • 1433-Other equity index &Fixed-income index& Alternative investments
  • 单元161 1912考季-L1基础-权益类投资分析-Market Efficiency
  • 1434-Introduction of market efficiency
  • 1435-Contrast weak form,semi-strong form, strong form market efficiency
  • 1436-Market pricing anomalies
  • 1437-Behavioral finance definition and classification
  • 单元162 1912考季-L1基础-权益类投资分析-Overview of equity securities
  • 1438-Types and characteristics of equity securities
  • 1439-Investment in non-domestic equity securities
  • 1440-Risk and return characteristics of equity securities
  • 单元163 1912考季-L1基础-权益类投资分析-Introduction to industry and company analysis
  • 1441-Macroeconomic analysis
  • 1442-Industry life cycle models
  • 1443-Current industry classification systems
  • 1444-Pricing power and price competition
  • 1445-Strategic analysis of an industry
  • 1446-Company analysis
  • 单元164 1912考季-L1基础-权益类投资分析-Equity valuation: Concepts and basic tools
  • 1447-Equity valuation models
  • 1448-DCF models
  • 1449-Price multiples
  • 1450-Enterprise value multiples
  • 1451-Asset-based valuation models
  • 单元165 1912考季-L1基础-固定收益-Fixed-Income Securities: Defining Elements
  • 1452-Basic features of a fixed-income security
  • 1453-Bond Markets &Legal information
  • 1454-Collateral &Credit enhancements
  • 1455-Covenants &Tax
  • 1456-Principal repayment structures
  • 1457-Coupon payment structures
  • 1458-Callable bond and putable bond
  • 1459-Convertible bond
  • 单元166 1912考季-L1基础-固定收益-Fixed-Income Markets: Issuance, Trading, and Funding
  • 1460-Classifications of global fixed-income markets
  • 1461-Primary and secondary market for bonds
  • 1462-Securities issued by sovereign governments
  • 1463-Non-sovereign government, agency and supranational bonds
  • 1464-Types of debt issued by corporations
  • 1465-Short-term funding alternatives
  • 1466-Structured financial instruments
  • 单元167 1912考季-L1基础-固定收益-Introduction to Fixed-Income Valuation
  • 1467-Bond valuation using YTM
  • 1468-Relationships between price and time
  • 1469-Valuation with spot rates
  • 1470-Flat price, accrued interest, and the full price
  • 1471-Matrix Pricing
  • 1472-Yield measures
  • 1473-Yield measures for floating-rate notes
  • 1474-Yield Curve
  • 1475-Forward Rates vs. Spot Rates
  • 1476-Yield Spread
  • 单元168 1912考季-L1基础-固定收益-Introduction to Asset-backed securities
  • 1477-Securitization
  • 1478-Residential mortgage loans
  • 1479-Prepayment risk
  • 1480-Prepayment rate
  • 1481-Different types of CMOs
  • 1482-Non-agency RMBS
  • 1483-CMBS
  • 1484-Non-mortgage asset-backed securities
  • 1485-Collateralized debt obligations
  • 单元169 1912考季-L1基础-固定收益-Understanding Fixed-Income Risk and Return
  • 1486-Sources of return
  • 1487-Interest rate risk
  • 1488-Different types of Duration
  • 1489-Effects of bond characteristics on duration
  • 1490-Portfolio duration
  • 1491-Convexity
  • 1492-Yield volatility, Credit and liquidity Spread
  • 单元170 1912考季-L1基础-固定收益-Fundamentals of Credit Analysis
  • 1493-Credit risk
  • 1494-Seniority rankings
  • 1495-The four Cs of credit analysis
  • 1496-Yield spread
  • 1497-Credit analysis of different bonds
  • 单元171 1912考季-L1基础-衍生证券基础-Derivative Markets and Instruments
  • 1498-Derivative Instruments
  • 1499-Derivative Markets
  • 1500-Forward
  • 1501-Futures
  • 1502-Swap
  • 1503-Basic concepts of Options
  • 单元172 1912考季-L1基础-衍生证券基础-Basics of Derivative Pricing and Valuation
  • 1504-Option payoff and profit
  • 1505-Put-call parity
  • 1506-Principle of forward pricing & valuation
  • 1507-Pricing & valuation of different forward contracts
  • 1508-Pricing and valuation of futures & swaps
  • 1509-Factors affect the value of options
  • 单元173 1912考季-L1基础-其他类投资分析-Introduction to Alternative Investments
  • 1510-Basic characteristics of alternative
  • 1511-Hedge funds Strategies
  • 1512-Hedge fund fees, valuation and due diligence
  • 1513-Private Equity
  • 1514-Real Estate
  • 1515-Commodities
  • 1516-Infrastructure
  • 1517-Other Alternative Investments
  • 单元174 1912考季-L1经典习题-职业伦理
  • 1518-R1:1-8+R2:1
  • 1519-R3:2-12
  • 1520-R3:13-23
  • 1521-R3:24-32
  • 1522-R3:33-40;R5:1-3
  • 单元175 1912考季-L1经典习题-数量
  • 1523-R6
  • 1524-R7
  • 1525-R8
  • 1526-R9
  • 1527-R10
  • 1528-R11
  • 1529-R12
  • 单元176 1912考季-L1经典习题-经济学
  • 1530-R13
  • 1531-R14
  • 1532-R15
  • 1533-R16
  • 1534-R17
  • 1535-R18
  • 单元177 1912考季-L1经典习题-财务
  • 1536-R19
  • 1537-R20
  • 1538-R21
  • 1539-R22
  • 1540-R23
  • 1541-R24
  • 1542-R25
  • 1543-R26
  • 1544-R27
  • 1545-R28
  • 1546-R29
  • 1547-R30
  • 1548-R31&32
  • 单元178 1912考季-L1经典习题-组合
  • 1549-R39
  • 1550-R40 1
  • 1551-R40 2
  • 1552-R41
  • 1553-R42
  • 1554-R43
  • 1555-R44
  • 单元179 1912考季-L1经典习题-权益其他
  • 1556-R44
  • 1557-R45
  • 1558-R46
  • 1559-R47
  • 1560-R48
  • 1561-R49
  • 单元180 1912考季-L1经典习题-企业理财
  • 1562-R33
  • 1563-R34
  • 1564-R35
  • 1565-R36
  • 1566-R37
  • 单元181 1912考季-L1经典习题-固定收益
  • 1567-R50
  • 1568-R51
  • 1569-R52
  • 1570-R53
  • 1571-R54
  • 1572-R55
  • 单元182 1912考季-L1经典习题-衍生证券分析
  • 1573-R56
  • 1574-R57
  • 单元183 1912考季-L1经典习题-其他
  • 1575-R58
  • 单元184 1912考季-L1强化阶段-经济学
  • 1576-供给(1)
  • 1577-供给(2)
  • 1578-收入成本利润市场结构(1)
  • 1579-收入成本利润市场结构(2)
  • 1580-经济增长(1)
  • 1581-经济增长(2)
  • 1582-通胀 失业 周期 政策(1)
  • 1583-通胀 失业 周期 政策(2)
  • 1584-国际贸易 外汇(1)
  • 1585-国际贸易 外汇(2)
  • 单元185 1912考季-L1百题阶段-经济学
  • 1586-Q15
  • 1587-Q28
  • 1588-Q36
  • 1589-Q45
  • 1590-Q55
  • 1591-Q71
  • 1592-Q93
  • 1593-Q110
  • 单元186 1912考季-L1强化阶段-职业伦理
  • 1594-R1 & R2 & I(B)_Sub_01
  • 1595-R1 & R2 & I(B)_Sub_02
  • 1596-II(B)
  • 1597-VI(B)_Sub_01
  • 1598-VI(B)_Sub_02
  • 1599-VII(B)_Sub_01
  • 1600-VII(B)_Sub_02
  • 单元187 1912考季-L1百题阶段-职业伦理
  • 1601-R1&R2&II(B)
  • 1602-III(A)
  • 1603-V(II)_Sub_01
  • 1604-V(II)_Sub_02
  • 1605-GIPS
  • 单元188 1912考季-L1强化阶段-数量&组合
  • 1606-QM 6-7
  • 1607-QM R8
  • 1608-R9-10
  • 1609-R11-12
  • 1610-组合
  • 1611-technical analysis
  • 1612-fintech
  • 单元189 1912考季-L1百题阶段-数量&组合