课程详情

课程目录

• 第1章 前导班
  

  第2课节    考试大纲介绍

  • 1、 2024年CFA一级考纲解读
  
  

  第3课节    计算器使用教程

  • 1、 1-1 Overview of Calculator Operations
  • 2、 1-2 Overview of Calculator Operations
  • 3、 1-3 Overview of Calculator Operations
  • 4、 2-1 Time-Value-of-Money and Amortization Worksheets
  • 5、 3-1 Cash Flow Worksheet
  • 6、 4-1 Bond Worksheet
  • 7、 5-1 Depreciation Worksheet
  • 8、 6-1 Statistics Worksheets
  • 9、 7-1 Combination and Permutation
  
  
• 第2章 基础班
  

  第2课节    Quantitative Methods

  • 1、 Introduction
  • 2、 M1 Rates and Returns
  • 3、 M2-1 The Time Value of Money in Finance
  • 4、 M2-2 The Time Value of Money in Finance
  • 5、 M3-1 Statistical Measures of Asset Returns
  • 6、 M3-2 Statistical Measures of Asset Returns
  • 7、 M4 Probability Trees and Conditional Expectations
  • 8、 M5 Portfolio Mathematics
  • 9、 M6 Simulation Methods
  • 10、 M7 Estimation and Inference
  • 11、 M8-1 Hypothesis Testing
  • 12、 M8-2 Hypothesis Testing
  • 13、 M9 Parametric and Non-Parametric Tests of Independence
  • 14、 M10-1 Simple Linear Regression
  • 15、 M10-2 Simple Linear Regression
  • 16、 M10-3 Simple Linear Regression
  • 17、 M11 Introduction to Big Data Techniques
  
  

  第3课节    Economics

  • 1、 Introduction
  • 2、 M1-1 Profit Maximization(1)
  • 3、 M1-1 Profit Maximization(2)
  • 4、 M1-2 Analysis of Market Structures(1)
  • 5、 M1-2 Analysis of Market Structures(2)
  • 6、 M1-3 Identification of Market Structure
  • 7、 M2 Understanding Business Cycles
  • 8、 M3 Fiscal Policy
  • 9、 M4-1 Monetary Policy(1)
  • 10、 M4-1 Monetary Policy(2)
  • 11、 M4-2 The Relationship Between Monetary and Fiscal Policy
  • 12、M5-1 Introduction&National Governments and Political Cooperation
  • 13、 M5-2 Forces of Globalization&International Trade Organizations&Assessing Geopolitical Actors and Risk
  • 14、 M5-3 The Tools of Geopolitics&Incorporating Geopolitical Risk into the Investment Process
  • 15、 M6-1 International Trade
  • 16、M6-2 Trade Restrictions and Agreements&Trading Blocs and Regional Integration
  • 17、 M7-1 The Foreign Exchange Market And Exchange Rates
  • 18、 M7-2 Exchange Rate Regimes&Capital Restrictions
  • 19、 M8 Exchange Rate Calculation
  
  

  第4课节    Corporate Issuers

  • 1、 Introduction
  • 2、 M1-1 Organizational Forms, Corporate Issuer Features, and Ownership
  • 3、 M1-2 Organizational Forms, Corporate Issuer Features, and Ownership
  • 4、 M2-1 Investors and Other Stakeholders
  • 5、 M2-2 Investors and Other Stakeholders
  • 6、 M3-1 Corporate Governance- Conflicts, Mechanisms, Risks, and Benefits
  • 7、 M3-2 Corporate Governance- Conflicts, Mechanisms, Risks, and Benefits
  • 8、 M4 Working Capital and Liquidity
  • 9、 M5-1 Capital Investments and Capital Allocation
  • 10、 M5-2 Capital Investments and Capital Allocation
  • 11、 M6-1 Capital Structure
  • 12、 M6-2 Capital Structure
  • 13、 M7 Business Models
  
  

  第5课节    Financial Statement Analysis

  • 1、Introduction
  • 2、 M1 Introduction to Financial Statement Analysis
  • 3、 M2-1 Analyzing Income Statement
  • 4、 M2-2 Analyzing Income Statement
  • 5、 M2-3 Analyzing Income Statement
  • 6、 M2-4 Analyzing Income Statement
  • 7、 M2-5 Analyzing Income Statement
  • 8、 M2-6 Analyzing Income Statement
  • 9、 M3-1 Analyzing Balance Sheets
  • 10、 M3-2 Analyzing Balance Sheets
  • 11、 M4-1 Analyzing Statements of Cash Flows I
  • 12、 M4-2 Analyzing Statements of Cash Flows I
  • 13、 M5 Analyzing Statements of Cash Flows II
  • 14、 M6-1 Analysis of Inventories
  • 15、 M6-2 Analysis of Inventories
  • 16、 M7-1 Analysis of Long-Lived Assets
  • 17、 M7-2 Analysis of Long-Lived Assets
  • 18、 M8-1 Topics in Long-Term Liabilities and Equity
  • 19、 M8-2 Topics in Long-Term Liabilities and Equity
  • 20、 M8-3 Topics in Long-Term Liabilities and Equity
  • 21、 M8-4 Topics in Long-Term Liabilities and Equity
  • 22、 M9-1 Analysis of Income Taxes
  • 23、 M9-2 Analysis of Income Taxes
  • 24、 M10-1 Financial Reporting Quality
  • 25、 M10-2 Financial Reporting Quality
  • 26、 M10-3 Financial Reporting Quality
  • 27、 M11-1 Financial Analysis Techniques
  • 28、 M11-2 Financial Analysis Techniques
  • 29、 M11-3 Financial Analysis Techniques
  • 30、 M11-4 Financial Analysis Techniques
  • 31、 M12-1 Introduction to Financial Statement Modeling
  • 32、 M12-2 Introduction to Financial Statement Modeling
  
  

  第6课节    Equity Investments

  • 1、 0-1 Framing
  • 2、 M1-1 Market Organization and Structure
  • 3、 M1-2 Market Organization and Structure
  • 4、 M1-3 Market Organization and Structure
  • 5、 M1-4 Market Organization and Structure
  • 6、 M1-5 Market Organization and Structure
  • 7、 M1-6 Market Organization and Structure
  • 8、 M2-1 Security Market Indices
  • 9、 M2-2 Security Market Indices
  • 10、 M2-3 Security Market Indices
  • 11、 M3-1 Market Efficiency
  • 12、 M3-2 Market Efficiency
  • 13、 M4 Overview of Equity Securities
  • 14、 M5 Company Analysis- Past and Present
  • 15、 M6 Industry and Competitive Analysis
  • 16、 M7 Company Analysis- Forecasting
  • 17、 M8-1 Equity Valuation- Concepts and Basic Tools
  • 18、 M8-2 Equity Valuation- Concepts and Basic Tools
  • 19、 M8-3 Equity Valuation- Concepts and Basic Tools
  
  

  第7课节    Fixed Income

  • 1、 Introduction
  • 2、 Chapter 1-1 Fixed-Income Instrument Features
  • 3、 Chapter 1-2 Fixed-Income Cash Flows and Types(1)
  • 4、 Chapter 1-2 Fixed-Income Cash Flows and Types(2)
  • 5、 Chapter 1-1&2 Summary
  • 6、 Chapter 1-3 Fixed-Income Issuance and Trading
  • 7、 Chapter 1-4 Fixed-Income Markets for Corporate Issuers
  • 8、 Chapter 1-5 Fixed-Income Markets for Government Issuers
  • 9、 Chapter 1-3&4&5 Summary
  • 10、 Chapter 2-1 Fixed-Income Bond Valuation- Prices and Yields(1)
  • 11、 Chapter 2-1 Fixed-Income Bond Valuation- Prices and Yields(2)
  • 12、 Chapter 2-2 Yield and Yield Spread Measures for Fixed-Rate Bonds(1)
  • 13、 Chapter 2-2 Yield and Yield Spread Measures for Fixed-Rate Bonds(2)
  • 14、 Chapter 2-3 Yield and Yield Spread Measures for Floating-Rate Instruments
  • 15、 Chapter 2-4 The Term Structure of Interest Rates- Spot, Par, and Forward Curves(1)
  • 16、 Chapter 2-4 The Term Structure of Interest Rates- Spot, Par, and Forward Curves(2)
  • 17、 Chapter 2 Summary
  • 18、 Chapter 3-1 Interest Rate Risk and Return
  • 19、 Chapter 3-2 Yield-Based Bond Duration Measures and Properties
  • 20、 Chapter 3-3 Yield-Based Bond Convexity and Portfolio Properties
  • 21、 Chapter 3-4 Curve-Based and Empirical Fixed-Income Risk Measures
  • 22、 Chapter 3 Summary
  • 23、 Chapter 4-1 Credit Risk
  • 24、 Chapter 4-2 Credit Analysis for Government Issuers
  • 25、 Chapter 4-3 Credit Analysis for Corporate Issuers
  • 26、 Chapter 4 Summary
  • 27、 Chapter 5-1 Fixed-Income Securitization
  • 28、 Chapter 5-2 Asset-Backed Security (ABS) Instrument and Market Features
  • 29、 Chapter 5-3 Mortgage-Backed Security (MBS) Instrument and Market Features
  • 30、 Chapter 5 Summary
  
  

  第8课节    Derivatives

  • 1、 M1 Derivative Instrument and Derivative Market Features
  • 2、 M2-1 Forward Commitment and Contingent Claim Features and Instruments
  • 3、 M2-2 Forward Commitment and Contingent Claim Features and Instruments
  • 4、 M2-3 Forward Commitment and Contingent Claim Features and Instruments
  • 5、 M2-4 Forward Commitment and Contingent Claim Features and Instruments
  • 6、 M2-5 Forward Commitment and Contingent Claim Features and Instruments
  • 7、 M3 Derivative Benefits, Risks, and Issuer and Investor Uses
  • 8、 M4 Arbitrage, Replication, and the Cost of Carry in Pricing Derivatives
  • 9、 M5-1 Pricing and Valuation of Forward Contracts and for an Underlying with Varying Maturities
  • 10、 M5-2 Pricing and Valuation of Forward Contracts and for an Underlying with Varying Maturities
  • 11、 M6 Pricing and Valuation of Futures Contracts
  • 12、 M7-1 Pricing and Valuation of Interests Rates and Other Swaps
  • 13、 M7-2 Pricing and Valuation of Interests Rates and Other Swaps
  • 14、 M8-1 Pricing and Valuation of Options
  • 15、 M8-2 Pricing and Valuation of Options
  • 16、 M9-1 Option Replication Using Put-Call Parity
  • 17、 M9-2 Option Replication Using Put-Call Parity
  • 18、 M10 Valuing a Derivatives Using a One-Period Binomial Model
  
  

  第9课节    Alternative Investments

  • 1、 Introduction
  • 2、 M1-1 Introduction&Alternative Investment Features and Methods
  • 3、 M1-2 Alternative Investment Structures
  • 4、 M2-1 Introduction&Alternative Investment Performance
  • 5、 M2-2 Alternative Investment Returns
  • 6、 M3-1 Introduction&Private Equity Investment Characteristics
  • 7、M3-2 Private Debt Investment Characteristics&Diversification Benefits of Private Capital
  • 8、 M4-1 Introduction&Real Estate Features&Real Estate Investment Characteristics
  • 9、 M4-2 Infrastructure Investment Features and Characteristics
  • 10、 M5-1 Introduction&Timberland and Farmland
  • 11、M5-2 Commodity&Natural Resource Investment Risk, Return, and Diversification
  • 12、 M6-1 Introduction&Hedge Fund Investment Features and Forms
  • 13、 M6-2 Hedge Fund Investment Risk, Return, and Diversification
  • 14、 M7 Introduction to Digital Assets
  
  

  第10课节    Portfolio Management - Zeno

  • 1、 M1-1 Portfolio management process+Types of investors
  • 2、 M1-2 The asset management industry+Pooled investment
  • 3、 M2-1 return measures+risk measures+portfolio risk
  • 4、 M2-2 Risk aversion and portfolio selection+ Efficient Frontier
  • 5、 M3-1 Capital Market Line+Systematic and Nonsystematic Risk+Beta
  • 6、 M3-2 CAPM+Portfolioperformanceappraisalmeasures
  • 7、 M4 Basic of Portfolio Planning and Construction
  • 8、 M5-1 BF —Cognitive error-Belief perseverance errors
  • 9、M5-2 BF—Cognitive error-Information-processing biases+Emotional bias
  • 10、 M6-1 Risk Governance+Identification
  • 11、 M6-2 Measurement of market risk+Methods of risk modification
  
  

  第11课节    Portfolio Management - Min

  • 1、 Introduction
  • 2、 M1-1 Characteristics of the major asset classes
  • 3、 M1-2 Characteristics of investors
  • 4、 M1-3 Capital allocation line
  • 5、 M1-4 Portfolio return, standard deviation and and correlation
  • 6、 M1-5 Efficient frontiers of risky assets
  • 7、 M1-6 Optimal investor portfolio
  • 8、 M2-1 The capital market line (CML)
  • 9、 M2-2 Systematic and nonsystematic risk
  • 10、 M2-3 Return generating models (including the market model)
  • 11、M2-4 Capital asset pricing model (CAPM)& security market line (SML)
  • 12、 M2-5 Sharpe ratio, Treynor ratio, M2, and Jensen’s alpha
  • 13、M3-1 Portfolio approach to investing&Steps in the portfolio management process
  • 14、 M3-2 Types of investors
  • 15、 M3-3 Pooled investment products
  • 16、 M3-4 Asset management industry
  • 17、 M4-1 The Investment Policy Statement
  • 18、 M4-2 Portfolio Construction-Strategic Asset Allocation
  • 19、 M4-3 ESG Considerations
  • 20、 M5-1 Behavioral Bias Categories
  • 21、 M5-2 Cognitive Errors
  • 22、 M5-3 Emotional Biases
  • 23、 M5-4 Behavioral Finance and Market Behavior
  • 24、 M6-1 Risk Management Process
  • 25、6-2 Risk Management Framework
  • 26、 M6-3 Risk Governance
  • 27、 M6-4 Identification of Risk
  • 28、 M6-5 Measuring and Modifying Risk
  
  

  第12课节    Ethical and Professional Standards

  • 1、 M1-1 Ethics and Trusts
  • 2、 M1-2 Ethics and Trusts
  • 3、 M2-1 Code of Ethics
  • 4、 M3-1 Knowledge of the law
  • 5、 M3-2 Knowledge of the law
  • 6、 M3-3 Independence and objectivity
  • 7、 M3-4 Independence and objectivity
  • 8、 M3-5 Independence and objectivity
  • 9、 M3-6 Misrepresentation
  • 10、 M3-7 Misrepresentation
  • 11、 M3-8 Misrepresentation
  • 12、 M3-9 Misconduct
  • 13、 M3-10 MNI
  • 14、 M3-11 MNI
  • 15、 M3-12 MNI
  • 16、 M3-13 Market manipulation
  • 17、 M3-14 Duties to clients
  • 18、 M3-15 Duties to clients
  • 19、 M3-16 Fair dealing
  • 20、 M3-17 Suitability
  • 21、 M3-18 Performance presensation and Confidentiality
  • 22、 M3-19 Duties to employer
  • 23、 M3-20 Duties to employer
  • 24、 M3-21 Additional compensation arrangements
  • 25、 M3-22 Responsibility of supervisors
  • 26、 M3-23 Diligence and reasonable basis
  • 27、 M3-24 Diligence and reasonable basis
  • 28、 M3-25 Communication with clients
  • 29、 M3-26 Record retention
  • 30、 M3-27 Disclosure of conflicts
  • 31、 M3-28 Priority of transaction and referral fee
  • 32、 M3-29 Conduct as participants in CFA institute programs
  • 33、 M3-30 Reference to CFA institute
  • 34、 M4-1 GIPS
  • 35、 M5-1 Ethical application
  • 36、 M5-2 Ethical application
  • 37、 M5-3 Ethical application
  • 38、 M5-4 Ethical application