课程详情

课程目录

• 第1章 一级Kaplan英文视频
  

  第2课节    Quantitative Methods

  • 1、 1.1 Interest Rates and Return Measurement
  • 2、 1.2 Time Weighted and Money Weighted Returns
  • 3、 1.3 Common Measures of Return
  • 4、 2.1 Discounted Cash Flow Valuation
  • 5、 2.2 Implied Returns and Cash Flow Additivity
  • 6、 3.1 Central Tendency and Dispersion
  • 7、 3.2 Skewness Kurtosis and Correlation
  • 8、 4.1 Probability Models Expected Values and Bayes Formula
  • 9、 5.1 Probability Models for Portfolio Return and Risk
  • 10、 6.1 Lognormal Distributions and Simulation Techniques
  • 11、 7.1 Sampling Techniques and the Central Limit Theorem
  • 12、 8.1 Hypothesis Testing Basics
  • 13、 8.2 Types of Hypothesis Tests
  • 14、 9.1 Tests for Independence
  • 15、 10.1 Linear Regression Basics
  • 16、 10.2 Analysis of Variance ANOVA and Goodness of Fit
  • 17、10.3 Predicted Values and Functional Forms of Regression
  • 18、 11.1 Introduction to Fintech
  
  

  第3课节     Economics

  • 1、 12.1 Breakeven Shutdown and Scale
  • 2、 12.2 Characteristics of Market structures
  • 3、 12.3 Identifying Market Structures
  • 4、 13.1 Business Cycles
  • 5、 14.1 Fiscal Policy Objectives
  • 6、 14.2 Ficsal Policy Tools and Implementation
  • 7、 15.1 Central Bank Objectives and Tools
  • 8、 15.2 Monetary Policy Effects and Limitations
  • 9、 16.1 Geopolitics
  • 10、 17.1 International Trade
  • 11、 18.1 The Foreign Exchange Market
  • 12、 18.2 Managing Exchange Rates
  • 13、 19.1 Foreign Exchange Rates
  
  

  第4课节    Portfolio Management and Wealth Planning（1）

  • 1、 20.1 Historical Risk and Return
  • 2、 20.2 Risk Aversion
  • 3、 20.3 Portfolio Standard Deviation
  • 4、 20.4 The Efficient Frontier
  • 5、 21.1 Systematic Risk and Beta
  • 6、 21.2 The CAPM and the SML
  
  

  第5课节    Corporate Issuers

  • 1、 22.1 Features of Corporate Issuers
  • 2、 23.1 Stakeholders and ESG Factors
  • 3、 24.1 Corporate Governance
  • 4、 25.1 Liquidity Measures and Management
  • 5、 26.1 Capital Investments and Project Measures
  • 6、 26.2 Capital Allocation Principles and Real Options
  • 7、 27.1 Weighted Average Cost of Capital
  • 8、 27.2 Capital Structure Theories
  • 9、 28.1 Business Model Features and Types
  
  

  第6课节    Financial Statement Analysts

  • 1、 29.1 Financial Statement Roles
  • 2、 30.1 Revenue Recognition
  • 3、 30.2 Expense Recognition
  • 4、 30.3 Nonrecurring Items
  • 5、 30.4 Earnings Per Share
  • 6、 30.5 Ratios and Common Size Income Statements
  • 7、 31.1 Intangible Assets and Marketable Securities
  • 8、 31.2 Common Size Balance Sheets
  • 9、 32.1 Cash Flow Introduction and Direct Method CFO
  • 10、 32.2 Indirect Method CFO
  • 11、 32.3 Investing and Financing Cash Flows and IFRSU.S. GAAP Differences
  • 12、 33.1 Analyzing Statements of Cash Flows II
  • 13、 34.1 Inventory Measurement
  • 14、 34.2 Inflation Impact on FIFO and LIFO
  • 15、 34.3 Presentation and Disclosure
  • 16、 35.1 Intangible Long Lived Assets
  • 17、 35.2 Impairment and Derecognition
  • 18、 35.3 Long Term Asset Disclosures
  • 19、 36.1 Leases
  • 20、 36.2 Deferred Compensation and Disclosures
  • 21、 37.1 Differences Between Accounting Profit and Taxable Income
  • 22、 37.2 Deferred Tax Assets and Liabilities
  • 23、 37.3 Tax Rates and Disclosures
  • 24、 38.1 Reporting Quality
  • 25、 38.2 Accounting Choices and Estimates
  • 26、 38.3 Warning Signs
  • 27、 39.1 Introduction to Financial Ratios
  • 28、 39.2 Financial Ratios Part 1
  • 29、 39.2 Financial Ratios Part 1
  • 30、 39.3 Financial Ratios Part 2
  • 31、 39.4 DuPont Analysis
  • 32、 39.5 Industry Specific Financial Ratios
  • 33、 40.1 Financial Statement Modeling
  
  

  第7课节    Equity Investments

  • 1、 41.1 Markets Assets and Intermediaries
  • 2、 41.2 Positions and Leverage
  • 3、 41.3 Order Execution and Validity
  • 4、 42.1 Index Weighting Methods
  • 5、 42.2 Uses and Types of Indexes
  • 6、 43.1 Market Efficiency
  • 7、 44.1 Types of Equity Investments
  • 8、 44.2 Foreign Equities and Equity Risk
  • 9、 45.1 Company Research Reports
  • 10、 45.2 Revenue, Profitability, and Capital
  • 11、 46.1 Industry Analysis
  • 12、 46.2 Industry Structure and Competitive Positioning
  • 13、 47.1 Forecasting in Company Analysis
  • 14、 48.1 Dividends, Splits, and Repurchases
  • 15、 48.2 Dividend Discount Models
  • 16、 48.3 Relative Valuation Measures
  
  

  第8课节    Fixed Income

  • 1、 49.1 Fixed Income Instrument Features
  • 2、 50.1 Fixed Income Cash Flows and Types
  • 3、 51.1 Fixed Income Issuance and Trading
  • 4、 52.1 Fixed Income Markets for Corporate Issuers
  • 5、 53.1 Fixed Income Markets for Government Issuers
  • 6、 54.1 Fixed Income Bond Valuation：Prices and Yields
  • 7、 55.1 Yield and Yield Spread Measures for Fixed Rate Bonds
  • 8、 56.1 Yield and Yield Spread Measures for Floating Rate Instruments
  • 9、 57.1 Term Structure of Interest Rates-Spot Par and Forward Curves
  • 10、 58.1 Interest Rate Risk and Return
  • 11、 59.1 Yield Based Bond Duration Measures and Properties
  • 12、 60.1 Yield Based Bond Convexity and Portfolio Properties
  • 13、 61.1 Curve Based and Empirical Fixed Income Risk Measures
  • 14、 62.1 Credit Risk
  • 15、 63.1 Credit Analysis for Govt Issuers
  • 16、 64.1 Credit Analysis for Corporate Issuers
  • 17、 65.1 Fixed Income Securitization
  • 18、 66.1 Asset Backed Security Instrument and Market Features
  • 19、 67.1 Mortgage Backed Securities Instruments and Market Features
  
  

  第9课节    Derivatives

  • 1、 68.1 Derivatives Markets
  • 2、 69.1 Forwards and Futures
  • 3、 69.2 Swaps and Options
  • 4、 70.1 Uses, Benefits, and Risks of Derivatives
  • 5、 71.1 Arbitrage Replication and Carrying Costs
  • 6、 72.1 Forward Contract Valuation
  • 7、 73.1 Futures Valuation
  • 8、 74.1 Swap Valuation
  • 9、 75.1 Option Valuation
  • 10、 76.1 Put Call Parity
  • 11、 77.1 Binomial Model for Option Values
  
  

  第10课节    Alternative Investments

  • 1、 78.1 Alternative Investment Structures
  • 2、 79.1 Performance Appraisal and Return Calculations
  • 3、 80.1 Private Capital
  • 4、 81.1 Real Estate
  • 5、 81.2 Infrastructure
  • 6、 82.1 Farmland, Timberland, and Commodities
  • 7、 83.1 Hedge Funds
  • 8、 84.1 Distributed Ledger Technology
  • 9、 84.2 Digital Asset Characteristics
  
  

  第11课节    Portfolio Management and Wealth Planning（2）

  • 1、 85.1 Portfolio Management Process
  • 2、 85.2 Asset Management and Pooled Investments
  • 3、 86.1 Portfolio Planning and Construction
  • 4、 87.1 Cognitive Errors vs Emotional Biases
  • 5、 87.2 Emotional Biases
  • 6、 88.1 Introduction to Risk Management
  
  

  第12课节     Ethical and Professional Standards

  • 1、 89.1 Ethics and Trust
  • 2、 90.1 Code and Standards
  • 3、 91.1 Guidance for Standards I(A) and I(B)
  • 4、 91.2 Guidance for Standards I(C) and I(D)
  • 5、 91.3 Guidance for Standard II
  • 6、 91.4 Guidance for Standards III(A) and III(B)
  • 7、 91.5 Guidance for Standards III(C), III(D), and III(E)
  • 8、 91.6 Guidance for Standard IV
  • 9、 91.7 Guidance for Standard V
  • 10、 91.8 Guidance for Standard VI
  • 11、 91.9 Guidance for Standard VII
  • 12、 92.1 Introduction to GIPS
  • 13、 93.1 Ethics Application