课程详情

课程目录

• 第1章 二级Kaplan英文视频
  

  第2课节    Quantitative Methods

  • 1、 1.1 Basics of Multiple Regression and Underlying Assumptions
  • 2、 1.2 Evaluating Regression Model Fit and Interpreting Model Results
  • 3、 1.3 Model Specification
  • 4、 1.4 Extensions of Multiple Regression
  • 5、 2.1 Linear and Log linear Trend Models
  • 6、 2.2 Autoregressive Models AR
  • 7、 2.3 Random Walks and Unit Roots
  • 8、 2.4 Seasonality
  • 9、 2.5 ARCH and Multiple Time Series
  • 10、 3.1 Types of Learning and Overfitting Problems
  • 11、 3.2 Supervised Learning Algorithms
  • 12、 3.3 Unsupervised Learning Algorithms and Other Models
  • 13、 4.1 Data Analysis Steps
  • 14、 4.2 Data Exploration
  • 15、 4.3 Model Training and Evaluation
  
  

  第3课节     Economics

  • 1、 5.1 Forex quotes Spread and Triangular Arbitrage
  • 2、 5.2 Mark to Market Value and Parity Conditions
  • 3、 5.3 Exchange Rate Determinants Carry Trade and Central Bank Influence
  • 4、 6.1 Growth Factors and Production Function
  • 5、 6.2 Growth Accounting and Influencing Factors
  • 6、 6.3 Growth and Convergence Theories
  • 7、 7.1 Economics of Regulation
  
  

  第4课节    Financial Statement Analysts

  • 1、 8.1 Classifications
  • 2、 8.2 Investments in Financial Assets IFRS 9
  • 3、 8.3 Investment in Associates Pt1—Equity Method
  • 4、 8.4 Investment in Associates Pt2
  • 5、 8.5 Business Combinations Balance sheet
  • 6、 8.6 Business Combinations Income Stmt
  • 7、 8.7 Business Combinations Goodwill
  • 8、 8.8 Joint Ventures
  • 9、 8.9 Special Purpose Entities
  • 10、 9.1 Types of plan
  • 11、 9.2 Defined Benefit Plans—Balance Sheet
  • 12、 9.3 Defined Benefit Plans, Part 1—Periodic Cost
  • 13、 9.4 Defined Benefit Plans, Part 2—Periodic Cost Example
  • 14、 9.5 Plan Assumptions
  • 15、 9.6 Analyst Adjustments
  • 16、 9.7 Share Based Compensation
  • 17、 10.1 Transaction Exposure
  • 18、 10.2 Translation
  • 19、 10.3 Temporal Method
  • 20、 10.4 Current Rate Method
  • 21、 10.5 Example
  • 22、 10.6 Ratios
  • 23、 10.7 Hyperinflation
  • 24、 10.8 Tax Sales Growth Financial Results
  • 25、 11.1 Financial Institutions
  • 26、 11.2 Capital Adequacy and Asset Quality
  • 27、 11.3 Management Capabilities and Earnings Quality
  • 28、 11.4 Liquidity Position and Sensitivity to Market Risk
  • 29、 11.5 Other factors
  • 30、 11.6 Insurance Companies
  • 31、 12.1 Quality of Financial Reports
  • 32、 12.2 Evaluating Earnings Quality Part1
  • 33、 12.3 Evaluating Earnings Quality Part2
  • 34、 12.4 Evaluating Cash Flow Quality
  • 35、 12.5 Evaluating Balance Sheet Quality
  • 36、 13.1 Framework for Analysis
  • 37、 13.2 Earnings Sources and Performance
  • 38、 13.3 Asset Base and Capital Structure
  • 39、 13.4 Capital Allocation
  • 40、 13.5 Earnings Quality and Cash Flow Analysis
  • 41、 13.6 Market Value Decomposition
  • 42、 14.1 Forecasting Financial Statements
  • 43、 14.2 Competitive Analysis and Growth Rate
  
  

  第5课节     Corporate Issuers

  • 1、 15.1 Theories of Dividend Policy
  • 2、 15.2 Stock Buybacks
  • 3、 16.1 Global Variations in Ownership Structures
  • 4、 16.2 Evaluating ESG Exposures
  • 5、 17.1 Factors Affecting the Cost of Capital and the Cost of Debt
  • 6、 17.2 ERP and the Cost of Equity
  • 7、 18.1 Restructuring Types and Motivations
  • 8、 18.2 Valuation
  • 9、 18.3 Evaluation
  
  

  第6课节    Equity Investments

  • 1、 19.1 Equity Valuation Applications and Processes
  • 2、 20.1 DDM Basics
  • 3、 20.2 Gordon Growth Model
  • 4、 20.3 Multiperiod Models
  • 5、 21.1 FCF Computation
  • 6、 21.2 Fixed and Working Capital Computation
  • 7、 21.3 Variations of Formulae
  • 8、 21.4 Example
  • 9、 21.5 FCF Other Aspects
  • 10、 22.1 P/E Multiple
  • 11、 22.2 P/B Multiple
  • 12、 22.3 P/S and PCF Multiple
  • 13、 22.4 EV and Other Aspects
  • 14、 23.1 Residual Income Defined
  • 15、 23.2 Residual Income computation
  • 16、 23.3 Constant growth model for RI
  • 17、 23.4 Continuing RI
  • 18、 23.5 Strengths/Weaknesses
  • 19、 24.1 Private Company Basics
  • 20、 24.2 Income Based Valuation
  • 21、 24.3 Market Based Valuation
  • 22、 24.4 Valuation Discounts
  
  

  第7课节     Fixed Income

  • 1、 25.1 Spot and Forward Rates Pt1
  • 2、 25.2 Spot and Forward Rates Pt2
  • 3、 25.3 Swap Rate Curve
  • 4、 25.4 Spread Measures
  • 5、 25.5 Term Structure Theory
  • 6、 25.6 Yield Curve Risks and Economic Factors
  • 7、 26.1 Binomial Trees Pt1
  • 8、 26.2 Binomial Trees Pt2
  • 9、 26.3 Interest Rate Models
  • 10、 27.1 Types of Embedded Option
  • 11、 27.2 Valuing Bonds with Embedded Options Part1
  • 12、 27.3 Valuing Bonds with Embedded Options Part2
  • 13、 27.4 Option Adjusted Spread
  • 14、 27.5 Duration
  • 15、 27.6 Key Rate Duration
  • 16、 27.7 Capped and Floored Floaters
  • 17、 27.8 Convertible Bonds
  • 18、 28.1 Credit Risk Measures
  • 19、 28.2 Analysis of Credit Risk
  • 20、 28.3 Credit Scores and Credit Ratings
  • 21、 28.4 Structural and Reduced Form Models
  • 22、 28.5 Credit Spread Analysis
  • 23、 28.6 Credit Spread
  • 24、 28.7 Credit Analysis of Securitized Debt
  • 25、 29.1 CDS Features and Terms
  • 26、 29.2 Factors Affecting Pricing
  • 27、 29.3 CDS Usage
  
  

  第8课节    Derivatives

  • 1、 30.1 Pricing and Valuation concepts
  • 2、 30.2 Pricing and Valuation of Equity
  • 3、 30.3 Pricing and Valuation of Fixed Income
  • 4、 30.4 Pricing FRAs
  • 5、 30.5 Valuation of FRAs
  • 6、 30.6 Pricing and valuation interest rate swaps
  • 7、 30.7 Currency swaps
  • 8、 30.8 Equity swaps
  • 9、 31.1 The Binomial Model
  • 10、 31.2 Two Period Binomial and Put Call Parity
  • 11、 31.3 American options
  • 12、 31.4 Hedge Ratio
  • 13、 31.5 Interest Rate options
  • 14、 31.6 Black-Scholes-Merton and Swaptions
  • 15、 31.7 Option Greeks and Dynamic Hedging
  
  

  第9课节    Alternative Investments

  • 1、 32.1 Overview of Types of Real Estate Investment
  • 2、 32.2 Investment in Real Estate Through Private Vehicles
  • 3、 32.3 Investments in Real Estate Through Publicly Traded Securities
  • 4、 33.1 Valuation Issues
  • 5、 33.2 Exit Routes Costs Risks and Financial Performance Ratios
  • 6、 33.3 Fee and Distribution Calculations
  • 7、 34.1 Introduction and Theories of Return
  • 8、 34.2 Analyzing Returns and Index Construction
  
  

  第10课节     Portfolio Management and Wealth Planning

  • 1、 35.1 ETF Mechanics and Tracking Error
  • 2、 35.2 Spreads Pricing Relative to NAV and Costs
  • 3、 35.3 ETF Risks and Portfolio Applications
  • 4、 36.1 Multifactor Models
  • 5、 36.2 Macroeconomic factor models fundamental factor models and statistical factor models
  • 6、 36.3 Multifactor Model Risk and Return
  • 7、 37.1 Value at risk VaR
  • 8、 37.2 Using VaR
  • 9、 37.3 Sensitivity and scenario risk measures
  • 10、 37.4 Applications of Risk Measures
  • 11、 37.5 Constraints and capital allocation decisions
  • 12、 38.1 Introduction to Backtesting
  • 13、 38.2 Backtesting an Investment Strategy
  • 14、 38.3 Metrics Visuals and Problems in Backtesting
  • 15、 38.4 Scenario and Sensitivity Analysis
  • 16、 39.1 Valuation and Interest Rates
  • 17、 39.2 The Business Cycle
  • 18、 40.1 Value added by active management
  • 19、 40.2 The Information Ratio vs the Sharpe ratio
  • 20、 40.3 The Fundamental Law
  • 21、 40.4 Active Management
  • 22、 41.1 Explicit and Implicit Trading Costs
  • 23、 41.2 Electronic Trading Systems
  • 24、 41.3 Characteristics and Uses of Electronic Trading Systems
  • 25、 41.4 Risks and Surveillance of Electronic Trading Systems
  
  

  第11课节    Ethical and Professional Standards

  • 1、 42.1 Intorduction to the Code and Standards
  • 2、 43.1 Standard I(A) and I(B)
  • 3、 43.2 Standard I(C) and I(D)
  • 4、 43.3 Standard II(A) and II(B)
  • 5、 43.4 Standard III(A)
  • 6、 43.5 Standard III(B) and III(C)
  • 7、 43.6 Standard III(D) and III(E)
  • 8、 43.7 Standard IV(A),IV(B),and IV(C)
  • 9、 43.8 Standard V
  • 10、 43.9 Standard VI
  • 11、 43.10 Standard VII
  • 12、 44.1 Ethics Cases