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详情介绍
课程大纲
{in name="user_id" value="21644"} {/ in}课程试听 推荐
1.Corporate Issuers
overview
Module 1 Corporate Structures and Ownership
Module 2 Introduction to Corporate Governance and Other ESG Considerations
Module 3 Business Models & Risks
Module 4 Capital Investments
Module 5 Working Capital & Liquidity
Module 6 Cost of Capital-Foundational Topics
Module 7 Capital Structure
Module 8 Measure of Leverage
2.Equity Investment
Module 1 Market Organization and Structure
Module 2 Security Market Indices
Module 3 Market Efficiency
Module 4 Overview of Equity Securities
Module 5 Introduction to Industry and company Analysis
Module 6 Equity Valuation: Concept and Basic Tool
3.Fixed Income
Module 1 Fixed-Income Securities: Defining Elements
Module 2 Fixed-Income Markets: Issuance, Trading, and Funding
Module 3 Introduction to Fixed-Income Valuation
Module 4 Introduction to Asset-Backed Securities
Module 5 Understanding Fixed-Income Risk and Return
Module 6 Fundamentals of Credit Analysis
4.Derivatives
Module 1 Derivative Instrument and Derivative Market Features
Module 2 Forward Commitment and Contingent Claim Features and Instruments
Module 3 Derivative Benefits, Risks, and Issuer and Investor Uses
Module 4 Arbitrage, Replication, and the Cost of Carry in Pricing Derivatives
Module 5 Pricing and Valuation of Forward Contracts and for an Underlying with Varying Maturities
Module 6 Pricing and Valuation of Futures Contracts
Module 7 Pricing and Valuation of Interest Rates and Other Swaps
Module 8 Pricing and Valuation of Options
Module 9 Option Replication Using Put–Call Parity
Module 10 Valuing a Derivative Using a One-Period Binomial Model
5.Alternative Investments
Module 1 Categories, Characteristics, and Compensation Structures of Alternative Investments
Module 2 Performance Calculation and Appraisal of Alternative Investments
Module 3 Private Capital, Real Estate, Infrastructure, Natural Resources, and Hedge Funds
6.Portfolio Management and Wealth Planning
Module 1 Portfolio management overview
Module 2 Portfolio Risk and Return: Part Ⅰ
Module 3 Portfolio Risk and Return: Part Ⅱ
Module 4 Basic of Portfolio Planning and Construction
Module 5 The Behavioral Biases of Individuals
Module 6 Introduction to Risk Management
Module 7 Technical Analysis
Module 8 Fintech in Investment Management
7.Ethical and Professional Standards
Module 1 Ethics and Professionalism
Module 2 Code of Ethics and Standards of Professional Conduct
Module 3 Guidance for Standards I–VII
Module 4 Introduction to the Global Investment Performance Standards (GIPS)
Module 5 Ethics Application
8.Financial Statement Analysts-Lai
Module 1 Introduction to Financial Statement Analysis
Module 2 Financial Reporting Standards
Module 3 Understanding Income Statements
Module 4 Understanding Balance Sheets
Module 5 Understanding Cash Flow Statements
Module 6 Financial Analysis Techniques
Module 7 Inventories
Module 8 Long-Lived Assets
Module 9 Income Taxes
Module 10 Long-Term Liabilities and Leases
Module 11 Financial Reporting Quality
Module 12 Financial Statement Analysis: Applications
Introduction
9.Financial Statement Analysts-Clara
Module 1 Introduction to Financial Statement Analysis
Module 2 Financial Reporting Standards
Module 3 Understanding Income Statements
Module 4 Understanding Balance Sheets
Module 5 Understanding Cash Flow Statements
Module 6 Financial Analysis Techniques
Module 7 Inventories
Module 8 Long-Lived Assets
Module 9 Income taxes
Module 10 Long-Term Liabilities
Module 11 Financial reporting quality
Module 12 Applications of Financial Statement Analysis
10.Economics
overview
Module 1 Topics in Demand and Supply Analysis
Module 2 The Firm and Market Structures
Module 3 Aggregate Output, Prices, and Economic Growth
Module 4 Understanding Business Cycles
Module 5 Monetary and Fiscal Policy
Module 6 Introduction to Geopolitics
Module 7 International Trade and Capital Flows
Module 8 Currency Exchange Rates
11.Quantitative Methods
Module 1 The Time Value of Money
Module 2 Organizing, Visualizing, and Describing Data
Module 3 Probability Concepts
Module 4 Common Probability Distributions
Module 5 Sampling and Estimation
Module 6 Hypothesis Testing
Module 7 Introduction to Linear Regression
1.计算机使用教程
计算机使用教程
2.计算器使用教程
1 - 计算器基本操作
2 - CFA考试用操作和功能
3 - CFA考试用功能的经典例题
4 - CFA考试推荐设置
3.金融数学
金融数学
4.CFA考前注意事项
CFA考前注意事项
5.金融英语
金融英语
6.财务报表分析前导
财务报表分析前导
7.2023年一级考纲变化
2023年一级考纲变化
8.官方机考系统体验
官方机考系统介绍
1.Quantitative Methods
Module 1 The Time Value of Money
Module 2 Organizing, Visualizing, and Describing Data
Module 3 Probability Concepts
Module 4 Common Probability Distributions
Module 5 Sampling and Estimation
Module 6 Hypothesis Testing
Module 7 Introduction to Linear Regression
2.Economics
Module 1 Topics in Demand and Supply Analysis
Module 2 The Firm and Market Structures
Module 3 Aggregate Output, Prices, and Economic Growth
Module 4 Understanding Business Cycles
Module 5 Monetary and Fiscal Policy
Module 6 Introduction to Geopolitics
Module 7 International Trade and Capital Flows
Module 8 Currency Exchange Rates
3.Financial Statement Analysts-Clara
Module 1 Introduction to Financial Statement Analysis
Module 2 Financial Reporting Standards
Module 3 Understanding Income Statements
Module 4 Understanding Balance Sheets
Module 5 Understanding Cash Flow Statements
Module 6 Financial Analysis Techniques
Module 7 Inventories
Module 8 Long-Lived Assets
Module 9 Income taxes
Module 10 Long-Term Liabilities
Module 11 Financial reporting quality
Module 12 Applications of Financial Statement Analysis
4.Financial Statement Analysts-Lai
Module 1 Introduction to Financial Statement Analysis
Module 2 Financial Reporting Standards
Module 3 Understanding Income Statements
Module 4 Understanding Balance Sheets
Module 5 Understanding Cash Flow Statements
Module 6 Financial Analysis Techniques
Module 7 Inventories
Module 8 Long-Lived Assets
Module 9 Income Taxes
Module 10 Long-Term Liabilities and Leases
Module 11 Financial Reporting Quality
Module 12 Financial Statement Analysis: Applications
习题知识点汇总
5.Corporate Issuers
Module 1 Corporate Structures and Ownership
Module 2 Introduction to Corporate Governance and Other ESG Considerations
Module 3 Business Models & Risks
Module 4 Capital Investments
Module 5 Working Capital & Liquidity
Module 6 Cost of Capital-Foundational Topics
Module 7 Capital Structure
Module 8 Measure of Leverage
6.Equity Investment
Module 1 Market Organization and Structure
Module 2 Security Market Indices
Module 3 Market Efficiency
Module 4 Overview of Equity Securities
Module 5 Introduction to Industry and company Analysis
Module 6 Equity Valuation: Concept and Basic Tool
7.Fixed Income
Module 1 Fixed-Income Securities: Defining Elements
Module 2 Fixed-Income Markets: Issuance, Trading, and Funding
Module 3 Introduction to Fixed-Income Valuation
Module 4 Introduction to Asset-Backed Securities
Module 5 Understanding Fixed-Income Risk and Return
Module 6 Fundamentals of Credit Analysis
8.Derivatives
Module 1 Derivative Instrument and Derivative Market Features
Module 2 Forward Commitment and Contingent Claim Features and Instruments
Module 3 Derivative Benefits, Risks, and Issuer and Investor Uses
Module 5 Pricing and Valuation of Forward Contracts and for an Underlying with Varying Maturities
Module 6 Pricing and Valuation of Futures Contracts
Module 7 Pricing and Valuation of Interest Rates and Other Swaps
Module 8 Pricing and Valuation of Options
Module 10 Valuing a Derivative Using a One-Period Binomial Model
9.Alternative Investments
Module 1 Categories, Characteristics, and Compensation Structures of Alternative Investments
Module 2 Performance Calculation and Appraisal of Alternative Investments
Module 3 Private Capital, Real Estate, Infrastructure, Natural Resources, and Hedge Funds
10.Portfolio Management and Wealth Planning
Module 1 Portfolio management overview
Module 2 Portfolio Risk and Return- Part I
Module 3 Portfolio Risk and Return- Part II
Module 4 Basics of Portfolio Planning and Construction
Module 5 The Behavioral Biases of Individuals
Module 6 Introduction to Risk Management
Module 7 Technical Analysis
Module 8 Fintech in Investment Management
11.Ethical and Professional Standards
Module 1 Ethics and Trust in the Investment Profession
Module 2 Code of Ethics and Standards of Professional Conduct
Module 3 Guidance for Standards I–VII
Module 4 Introduction to the Global Investment Performance Standards (GIPS)
1.Corporate Issuers
Module 1 Analysis of Dividends and Share Repurchases
Module 2 Environmental, Social, and Governance (ESG) Considerations in Investment Analysis
Module 3 Cost of Capital: Advanced Topics
Module 4 Corporate Restructuring
2.Equity Investment
Module 1 Equity Valuation: Applications and Processes
Module 2 Discounted Dividend Valuation
Module 3 Free Cash Flow Valuation
Module 4 Market-Based Valuation: Price and Enterprise Value Multiples
Module 5 Residual Income Valuation
Module 6 Private Company Valuation
3.Fixed Income
Module 1 The Term Structure and Interest Rate Dynamics
Module 2 The Arbitrage-Free Valuation Framework
Module 3 Valuation and Analysis of Bonds with Embedded Options
Module 4 Credit Analysis Models
Module 5 Credit Default Swaps
4.Derivatives
Module 1 Pricing and Valuation of Forward Commitments
Module 2 Valuation of Contingent Claims
5.Alternative Investments
Module 1 Overview of Types of Real Estate Investment
Module 2 Investments in Real Estate through Private Vehicles
Module 3 Investments in Real Estate Through Publicly Traded Securities
Module 4 Private Equity Investments
Module 5 Introduction to Commodities and Commodity Derivatives
6.Portfolio Management and Wealth Planning
Module 1 Exchange-Traded Funds: Mechanics and Applications
Module 2 Using Multifactor Models
Module 3 Measuring and Managing Market Risk
Module 4 Backtesting and Simulation
Module 5 Economics and Investment Markets
Module 6 Analysis of Active Portfolio Management
Module 7 Trading Costs and Electronic Markets
7.Ethical and Professional Standards
Module 1 Code of Ethics and Standards of Professional Conduct
Module 2 Guidance for Standards I–VII
Module 3 Application of the Code and Standards: Level II
8.Financial Statement Analysts-Liv
Module 1 Intercorporate Investments
Module 2 Employee Compensation: Post-Employment and Share-Based
Module 3 Multinational Operations
Module 4 Analysis of Financial Institutions
Module 5 Evaluating Quality of Financial Reports
Module 6 Integration of Financial Statement Analysis Techniques
Module 7 Financial Statement Modeling
9.Financial Statement Analysts-Lucy
Module 1 Intercorporate Investments
Module 2 Employee Compensation: Post-Employment and Share-Based
Module 3 Multinational Operations
Module 4 Analysis of Financial Institutions
Module 5 Evaluating Quality of Financial Reports
Module 6 Integration of Financial Statement Analysis Techniques
Module 7 Financial Statement Modeling
overview
10.Economics
Module 1 Currency Exchange Rates- Understanding Equilibrium Value
Module 2 Economic Growth and investment decision
Module 3 Economics of Regulation
11.Quantitative Methods
Module 1 Basics of Multiple Regression and Underlying Assumptions
Module 2 Evaluating Regression Model Fit and Interpreting Model Results
Module 3 Model Misspecification
Module 4 Extensions of Multiple Regression
Module 5 Time-Series Analysis
Module 6 Machine learning ( ML )
Module 7 Big Data Projects
1.Quantitative Methods
Module 1 Basics of Multiple Regression and Underlying Assumptions
Module 2 Evaluating Regression Model Fit and Interpreting Model Results
Module 3 Model Misspecification
Module 4 Extensions of Multiple Regression
Module 5 Time-Series Analysis
Module 6 Machine learning ( ML )
Module 7 Big Data Projects
2.Economics
Module 1 Currency Exchange Rates- Understanding Equilibrium Value
Module 2 Economic Growth and investment decision
Module 3 Economics of Regulation
3.Financial Statement Analysts-Liv
Module 1 Intercorporate Investments
Module 2 Employee Compensation: Post-Employment and Share-Based
Module 3 Multinational Operations
Module 4 Analysis of Financial Institutions
Module 5 Evaluating Quality of Financial Reports
Module 6 Integration of Financial Statement Analysis Techniques
Module 7 Financial Statement Modeling
4.Financial Statement Analysts
Module 1 Intercorporate Investments
Module 2 Employee Compensation: Post-Employment and Share-Based
Module 3 Multinational Operations
Module 4 Analysis of Financial Institutions
Module 5 Evaluating Quality of Financial Reports
Module 6 Integration of Financial Statement Analysis Techniques
Module 7 Financial Statement Modeling
5.Corporate Issuers
Module 1 Analysis of Dividends and Share Repurchases
Module 2 Environmental, Social, and Governance (ESG) Considerations in Investment Analysis
Module 3 Cost of Capital: Advanced Topics
Module 4 Corporate Restructuring
6.Equity Investment
Module 1 Equity Valuation: Applications and Processes
Module 2 Discounted Dividend Valuation
Module 3 Free Cash Flow Valuation
Module 4 Market-Based Valuation: Price and Enterprise Value Multiples
Module 5 Residual Income Valuation
Module 6 Private Company Valuation
7.Fixed Income
Module 1 The Term Structure and Interest Rate Dynamics
Module 2 The Arbitrage-Free Valuation Framework
Module 3 Valuation and Analysis of Bonds with Embedded Options
Module 4 Credit Analysis Models
Module 5 Credit Default Swaps
8.Derivatives
Module 1 Pricing and Valuation of Forward Commitments
Module 2 Valuation of Contingent Claims
9.Alternative Investments
Module 2 Investments in Real Estate through Private Vehicles
Module 3 Investments in Real Estate Through Publicly Traded Securities
Module 4 Private Equity Investments
Module 5 Introduction to Commodities and Commodity Derivatives
10.Portfolio Management and Wealth Planning
Module 1 Exchange-Traded Funds: Mechanics and Applications
Module 2 Using Multifactor Models
Module 3 Measuring and Managing Market Risk
Module 4 Backtesting and Simulation
Module 5 Economics and Investment Markets
Module 6 Analysis of Active Portfolio Management
Module 7 Trading Costs and Electronic Markets
11.Ethical and Professional Standards
Module 2 Guidance for Standards I–VII
1.2023年考纲解读
考纲解读
1.Behavioral Finance
Reading 1 The Behavioral Biases of Individuals
Reading 2 Behavioral Finance and Investment Processes
2.Capital Market Expectations
Reading 3 Capital Market Expectations, Part 1 Framework and Macro Considerations
Reading 4 Capital Market Expectations, Part 2 Forecasting Asset Class Returns
3.Asset Allocation and Related Decisions in Portfolio Management
Reading 5 Overview of Asset Allocation
Reading 6 Principles of Asset Allocation
Reading 7 Asset Allocation with Real-World Constraints
4.Derivatives and Currency Management
Reading 8 Options Strategies
Reading 9 Swaps, Forwards, and Futures Strategies
Reading 10 Currency Management: An Introduction
5.Fixed-Income Portfolio Management
Reading 11 Overview of Fixed- Income Portfolio Management
Reading 12 Liability- Driven and Index- Based Strategies
Reading 13 Yield Curve Strategies
Reading 14 Fixed- Income Active Management Credit Strategies
6.Equity Portfolio Management
Reading 15 Overview of Equity Portfolio Management
Reading 16 Passive Equity Investing
Reading 17 Active Equity Investing: Strategies
Reading 18 Active Equity Investing: Portfolio Construction
7.Alternative Investments for Portfolio Management
Reading 19 Hedge Fund Strategies
Reading 20 Asset Allocation to Alternative Investments
8.Private Wealth Management
Introduction
Reading 21 Overview of Private Wealth Management
Reading 22 Topics in Private Wealth Management
Reading 23 Risk Management for Individuals
9.Portfolio Management for Institutional Investors
Reading 24 Portfolio Management for Institutional Investors
10.Trading, Performance Evaluation, and Manager Selection
Reading 25 Trade Strategy and Execution
Reading 26 Portfolio Performance Evaluation
Reading 27 Investment Manager Selection
11.Cases in Portfolio Management and Risk Management
Reading 28 Case Study in Portfolio Management Institutional
Reading 29 Case Study in Risk Management: Private Wealth
Reading 30 Integrated Cases in Risk Management: Institutional
12.Ethical and Professional Standards
Reading 31 Code of Ethics and Standards of Professional Conduct
Reading 32 Guidance for Standards I–VII
Reading 33 Application of the Code and Standards: Level III
Reading 34 Asset Manager Code of Professional Conduct
Reading 35 Overview of the Global Investment Performance Standards
1.Behavioral Finance
Reading 1 The Behavioral Biases of Individuals
Reading 2 Behavioral finance
2.Capital Market Expectations
Reading 3 Capital Market Expectations, Part 1: Framework and Macro Considerations
Reading 4 Capital Market Expectations, Part 2: Forecasting Asset Class Returns
3.Asset Allocation and Related Decisions in Portfolio Management
Reading 5 Overview of Asset Allocation
Reading 6 Principles of Asset Allocation
Reading 7 Asset Allocation with Real-World Constraints
4.Derivatives and Currency Management
Reading 8 Options Strategies
Reading 9 Swaps, Forwards, and Futures Strategies
Reading 10 Currency Management: An Introduction
5.Fixed-Income Portfolio Management
Reading 11 Overview of Fixed-Income Portfolio Management
Reading 12 Liability-Driven and Index-Based Strategies
Reading 13 Yield Curve Strategies
Reading 14 Fixed-Income Active Management: Credit Strategies
6.Equity Portfolio Management
Reading 15 Introduction to Equity Portfolio Management
Reading 16 Passive Equity Investing
Reading 17 Active Equity Investing:Strategies
Reading 18 Active Equity Investing:Portfolio Construction
7.Alternative Investments for Portfolio Management
Reading 19 Hedge Funds
Reading 20 Asset allocation to alternative investments
8.Private Wealth Management
Reading 21 Overview of Private Wealth Management
Reading 22 Topics in Private Wealth Management
Reading 23 Risk Management for Individuals
9.Portfolio Management for Institutional Investors
Reading 24 Portfolio Management for Institutional Investors
10.Trading, Performance Evaluation, and Manager Selection
Reading 25 Trade Strategy and Execution
Reading 26 Portfolio Performance Evaluation
Reading 27 Investment Manager Selection
11.Ethical and Professional Standards
Reading 32 Guidance for Standards I–VII
Reading 33 Application of the Code and Standards: Level III
Reading 34 Asset Manager Code of Professional Conduct
Reading 35 Overview of the Global Investment Performance Standards
1.Behavioral Finance
Reading 1 The Behavioral Biases of Individuals
Reading 2 Behavioral Finance and Investment Processes
2.Capital Market Expectations
Reading 3 Capital Market Expectations, Part 1: Framework and Macro Considerations
Reading 4 Capital Market Expectations, Part 2: Forecasting Asset Class Returns
3.Asset Allocation and Related Decisions in Portfolio Management
Reading 5 Overview of Asset Allocation
Reading 6 Principles of Asset Allocation
Reading 7 Asset Allocation with Real-World Constraints
4.Derivatives and Currency Management
Reading 8 Options Strategies
Reading 9 Swaps, Forwards, and Futures Strategies
Reading 10 Currency Management- An Introduction
5.Fixed-Income Portfolio Management
Reading 11 Overview of Fixed- Income Portfolio Management
Reading 12 Liability- Driven and Index- Based Strategies
Reading 13 Yield Curve Strategies
Reading 14 Fixed- Income Active Management- Credit Strategies
6.Equity Portfolio Management
Reading 15 Overview of Equity Portfolio Management
Reading 16 Passive Equity Investing
Reading 17 Active Equity Investing Strategies
Reading 18 Active Equity Investing Portfolio Construction
7.Alternative Investments for Portfolio Management
Reading 19 Hedge Funds
Reading 20 Asset allocation to alternative investments
8.Private Wealth Management
Reading 21 Overview of Private Wealth Management
Reading 22 Topics in Private Wealth Management
Reading 23 Risk Management for Individuals
9.Portfolio Management for Institutional Investors
Reading 24 Portfolio Management for Institutional Investors
10.Trading, Performance Evaluation, and Manager Selection
Reading 25 Trade strategy and execution
Reading 26 Portfolio performance evaluation
Reading 27 Investment manager selection
11.Ethical and Professional Standards
Reading 31&Reading 32 Guidance for Standards I–VII
Reading 34 Asset Manager Code of Professional Conduct
Reading 35 Overview of the Global Investment Performance Standards
1.Behavioral Finance
Behavioral Finance
2.Capital Market Expectations
Capital Market Expectations
3.Asset Allocation and Related Decisions in Portfolio Management
Asset Allocation and Related Decisions in Portfolio Management
4.Derivatives and Currency Management
Derivatives and Currency Management
5.Fixed-Income Portfolio Management
Fixed-Income Portfolio Management
6.Equity Portfolio Management
Equity Portfolio Management
7.Alternative Investments for Portfolio Management
Alternative Investments for Portfolio Management
8.Private Wealth Management
Private Wealth Management
9.Portfolio Management for Institutional Investors
Portfolio Management for Institutional Investors
10.Trading, Performance Evaluation, and Manager Selection
Trading, Performance Evaluation, and Manager Selection
11.Ethical and Professional Standards
Ethical and Professional Standards
1.Quantitative Methods
1.1-EAY and Compounding Frequency
1.2-Calculating PV and FV
1.3-Uneven Cash Flows
1.4-Compounding Frequencies
2.1-Organizing Data
2.2-Visualizing Data
2.3-Measures of Central Tendency
2.4-Measures of Location and Dispersion
2.5-Skewness Kurtosis and Correlation
3.1-Conditional and Joint Probabilities
3.2-Conditional Expectations and Expected Value
3.3-Portfolio Variance Bayes and Counting Problems
4.1-Uniform and Binomial Distributions
4.2-Normal Distributions
4.3-Lognormal T Chi-Square and F Distributions
5.1-Sampling Methods Central Limit Theorem and Standard Error
5.2-Confidence Intervals Resampling and Sampling Biases
6.1-Hypothesis Tests and Types of Errors
6.2-P-Values and Tests of Means
6.3-Mean Differences and Difference in Means
6.4-Tests of Variance Correlation and Independence
7.1-Linear Regression Introduction
7.2-Goodness of Fit and Hypothesis Tests
7.3-Predicting Dependent Variables
2. Economics
8.1-Elasticity
8.2-Demand and Supply
9.1-Perfect Competition
9.2-Monopolistic Competition
9.3-Oligopoly
9.4-Monopoly and Concentration
10.1-GDP Income and Expenditures
10.2-Aggregate Demand and Supply
10.3-Macro Equilibrium and Growth
11.1-Business Cycle Phases
11.2-Inflation and Indicators
12.1-Money and Inflation
12.2-Monetary Policy
12.3-Fiscal Policy
13.1-Geopolitics and Geopolitical Risk
14.1-International Trade Benefits
14.2-Trade Restrictions
15.1-Foreign Exchange Rates
15.2-Forward Exchange Rates
15.3-Managing Exchange Rates
3.Financial Statement Analysts
16.1-Financial Statement Roles
16.2-Footnotes Audit and Analysis
17.1-Standards Overview
17.2-Financial Reporting Framework
18.1-Income Statement Overview
18.2-Revenue Recognition
18.3-Expense Recognition
18.4-EPS and Dilutive Securities
18.5-Common Size Income Statements
19.1-Balance Sheet Introduction
19.2-Assets and Liabilities
19.3-Current Assets and Liabilities
19.4-Noncurrent Assets and Liabilities
19.5-Intangible Assets
19.6-Marketable Securities
19.7-Shareholders Equity and Ratios
20.1-Cash Flow Introduction
20.2-Direct and Indirect Methods
20.3-Converting Direct to Indirect
20.4-Free Cashflow and Ratios
21.1-Introduction to Financial Ratios
21.2-Financial Ratios Part 1
21.2-Financial Ratios Part 1
21.3-Financial Ratios Part 2
21.4-DuPont Analysis
21.5-More Financial Ratios
22.1-Cost Flow Methods
22.2-Inventory Systems
22.3-Converting LIFO to FIFO
22.4-Inventory Valuation
22.5-Inventory Analysis
23.1-Capitalization vs. Expensing
23.2-Depreciation
23.3-Impairment and Revaluation
23.4-Fixed Asset Dsclosures
24.1-Tax Terms
24.2-Deferred Tax Liabilities and Assets
24.3-Change in Tax Rates
24.4-Permanent Differences
25.1-Bond Issuance
25.2-Discount and Premium Bonds
25.3-Issuance Cost Derecognition and Disclosures
25.4-Lease and Pension Accounting
26.1-Reporting Quality
26.2-Accounting Choices and Estimates
26.3-Warning Signs
27.1-Forecasting
27.2-Credit and Equity Analysis
4.Corporate Issuers
28.1-Business Structures
29.1-Stakeholder Management
29.2-Factors Affecting Corporate Governance
30.1-Business Models
31.1-Capital Allocation Principles
31.2-Net Present Value and Internal Rate of Return
31.3-Capital Allocation Pitfalls and Real Options
32.1-Sources of Capital
33.1-Weighted Average Cost of Capital
33.2-Beta Estimation and Flotation Costs
34.1-Capital Structure Theories
34.2-Capital Structure Decisions
35.1-Measures of Leverage
5. Equity Investments
36.1-Markets Assets and Intermediaries
36.2-Positions and Leverage
36.3-Order Execution and Validity
37.1-Index Weighting Methods
37.2-Uses and Types of Indexes
38.1-Market Efficiency
39.1-Types of Equity Investments
39.2-Foreign Equities and Equity Risk
40.1-Industry Analysis
40.2-Pricing Power and Company Analysis
41.1-Dividends Splits and Repurchases
41.2-Dividend Discount Models
41.3-Relative Valuation Measures
6.Fixed Income
42.1-Bond Indentures Regulation and Taxation
42.2-Bond Cash Flows and Contingencies
43.1-Types of Bonds and Issuers
43.2-Corporate Debt and Funding Alternatives
44.1-Bond Valuation and Yield to Maturity
44.2-Spot Rates and Accrued Interest
44.3-Yield Measures
44.4-Yield Curves
44.5-Yield Spreads
45.1-Structure of Mortgage Backed Securities
45.2-Prepayment Risk and Non-Mortgage-Backed ABS
46.1-Sources of Returns Duration
46.2-Interest Rate Risk Money Duration
46.3-Convexity and Yield Volatility
47.1-Credit Risk and Bond Ratings
47.2-Evaluating Credit Quality
7.Derivatives
48.1-Derivatives Markets
49.1-Forwards and Futures
49.2-Swaps and Options
50.1-Derivative Benefits Risks and Issuer and Investor Uses
51.1-Arbitrage Replication and Carrying Costs
52.1-Forward Contract Valuation
53.1-Futures Valuation
54.1-Swap Valuation
55.1-Option Valuation
56.1-Put-Call Parity
57.1-Binomial Model for Option Values
8.Alternative Investments
58.1-Alternative Investment Structures
59.1-Performance Appraisal and Return Calculations
60.1-Private Equity and Private Debt
60.2-Real Estate Infrastructure and Natural Resources
60.3-Hedge Funds
9. Portfolio Management and Wealth Planning
61.1-Portfolio Management Process
61.2-Asset Management and Pooled Investments
62.1-Returns Measures
62.2-Risk Aversion
62.3-Portfolio Standard Deviation
62.4-The Efficient Frontier
63.1-Systematic Risk and Beta
63.2-The CAPM and the SML
64.1-Portfolio Planning and Construction
65.1-Cognitive Errors vs Emotional Biases
65.2-Emotional Biases
66.1-Introduction to Risk Management
67.1-Technical Analysis
68.1-Fintech in Investment Management
10.Ethical and Professional Standards
69.1-Ethics and Trust in the Investment Profession
70.1-Code and Standards
71.1-Standard IA B
71.2-Standard IC D
71.3-Standard II
71.4-Standard IIIA B
71.5-Standard IIIC D E
71.6-Standard IV
71.7-Standard V
71.8-Standard VI
71.9-Standard VII
72.1-Introduction to GIPS
73.1-Ethics Application