课程详情

课程目录

• 第1章 2020年CFA三级Kaplan原版英文视频
  

  第2课节    How to Pass the Level III Exam（讲义在这里）

  • 1、 How to Pass the Level III Exam
  
  

  第3课节    Ethical and Professional Standards

  • 1、 SS1_R1_M1_Code and Standards
  • 2、 SS1_R2_M1_Standard IA B
  • 3、 SS1_R2_M2_Standard IC D
  • 4、 SS1_R2_M3_Standard II
  • 5、 SS1_R2_M4_Standard IIIA B
  • 6、 SS1_R2_M5_Standard IIIC D E
  • 7、 SS1_R2_M6_Standard IV
  • 8、 SS1_R2_M7_Standard V
  • 9、 SS1_R2_M8_Standard VI
  • 10、 SS1_R2_M9_Standard VII
  • 11、 SS1_R3_M1_Cases
  • 12、 SS2_R4_M1_Establishing Trust
  • 13、 SS2_R5_M1_The Asset Manager Code
  • 14、 SS2_R6_M1_GIPS overview
  • 15、 SS2_R6_M2_Compliance and data requirements
  • 16、 SS2_R6_M3_Calculation
  • 17、 SS2_R6_M4_Composites
  • 18、 SS2_R6_M5_Disclosures
  • 19、 SS2_R6_M6_Presentation and reporting
  • 20、 SS2_R6_M7_Real estate and private equity
  • 21、 SS2_R6_M8_Wrap fees and advertising
  • 22、 SS2_R6_M9_Verification and AT Reporting
  • 23、 SS2_R6_M10_Evaluating a report
  
  

  第4课节    Behavioral Finance

  • 1、 SS3_R7_M1_Traditional Finance v Behavioral Finance
  • 2、 SS3_R7_M2_Utility Theory and Prospect Theory
  • 3、 SS3_R7_M3_Implications
  • 4、 SS3_R8_M1_Cognitive Errors v Emotional Biases
  • 5、 SS3_R8_M2_Emotional Biases
  • 6、 SS3_R9_M1_Classifying Investors
  • 7、 SS3_R9_M2_Implications Clients and Their Portfolios
  • 8、 SS3_R9_M3_Implications Other
  
  

  第5课节    Capital Market Expectations

  • 1、 SS4_R10_M1_Formulating Capital Market Expectations
  • 2、 SS4_R10_M2_The Trend Rate of Growth
  • 3、 SS4_R10_M3_The Business Cycle
  • 4、 SS4_R10_M4_Monetary and Fiscal Policy
  • 5、 SS4_R11_M1_Forecasting Fixed Income Returns
  • 6、 SS4_R11_M2_Emerging Market Bond Risk
  • 7、 SS4_R11_M3_Forecasting Equity Returns
  • 8、 SS4_R11_M4_The Risk Premium Approach
  • 9、 SS4_R11_M5_Forecasting Real Estate Returns
  • 10、 SS4_R11_M6_Exchange Rate Forecasting
  • 11、 SS4_R11_M7_Volatility Forecasting
  • 12、 SS4_R11_M8_Global Portfolio Adjustments
  
  

  第6课节    Asset Allocation and Related Decisions in Portfolio Management

  • 1、 SS5_R12_M1_Investment Governance
  • 2、 SS5_R12_M2_Economic Balance Sheet
  • 3、 SS5_R12_M3_Approaches to Asset Allocation
  • 4、 SS5_R12_M4_Allocation by Asset Class or Risk Factor
  • 5、 SS5_R12_M5_Example Strategic Asset Allocation
  • 6、 SS5_R12_M6_Other Approaches and Issues
  • 7、 SS5_R13_M1_Basic MVO
  • 8、 SS5_R13_M2_Reverse Optimization Black Litterman Resampling and Other Approaches
  • 9、 SS5_R13_M3_Example
  • 10、 SS5_R13_M4_Issues for Individuals
  • 11、 SS5_R13_M5_A Risk Budgeting Approach
  • 12、 SS5_R13_M6_An ALM Approach
  • 13、 SS5_R13_M7_Goals-based ans Misecaneous Aproaches
  • 14、 SS5_R13_M8_Rebalancing policy
  • 15、 SS5_R14_1_Real World Issues
  • 16、 SS5_R14_2_Adjusting the SAA
  • 17、 SS5_R14_3_Behavioral Issues
  
  

  第7课节    Derivatives and Currency Management

  • 1、 SS6_R15_M1_Options Basics
  • 2、 SS6_R15_M2_Synthetic Positions Using Options
  • 3、 SS6_R15_M3_Covered Calls
  • 4、 SS6_R15_M4_Protective Puts
  • 5、 SS6_R15_M5_Options as a Hedge of a Short Position
  • 6、 SS6_R15_M6_Collars
  • 7、 SS6_R15_M7_Straddles
  • 8、 SS6_R15_M8_Spreads
  • 9、 SS6_R15_M9_Delta and Gamma
  • 10、 SS6_R15_M10_Theta and Vega
  • 11、 SS6_R15_M11_Volatility Skew and Smile
  • 12、 SS6_R15_M12_Applications
  • 13、 SS6_R16_M1_Managing IRR—IRS FRA IRF
  • 14、 SS6_R16_M2_Managing Currency Exposure
  • 15、 SS6_R16_M3_Managing Equity Risk
  • 16、 SS6_R16_M4_Derivatives on Volatility
  • 17、 SS6_R16_M5_Derivatives in Portfolio Management
  • 18、 SS6_R17_1_Managing currency exposure
  • 19、 SS6_R17_2_Active strategies fundamentals and technical
  • 20、 SS6_R17_3_Active strategies carry and volatility trading
  • 21、 SS6_R17_4_Implementation and forwards
  • 22、 SS6_R17_5_Implementation and options
  • 23、 SS6_R17_6_More advanced implementation issues
  
  

  第8课节    Fixed-Income Portfolio Management

  • 1、 SS7_R18_1_Role of fixed income
  • 2、 SS7_R18_2_Modeling return
  • 3、 SS7_R18_3_Leverage and Tax Issues
  • 4、 SS7_R19_1_LDI Basics
  • 5、 SS7_R19_2_Managing a Duration Gap
  • 6、 SS7_R19_3_Advanced Considerations
  • 7、 SS7_R19_4_Risks
  • 8、 SS7_R19_5_Index based investing
  • 9、 SS7_R19_6_Introduction bullet ladder barbell
  • 10、 SS7_R20_M1_Introduction and Strategies for an Unchanged Curve
  • 11、 SS7_R20_M2_Strategies for Changing Yield Curves
  • 12、 SS7_R20_M3_Adjusting Convexity
  • 13、 SS7_R20_M4_Carry Trades
  • 14、 SS7_R20_M5_Determining an Optimal Strategy
  • 15、 SS7_R20_M6_Using Derivatives to Implement a Yield Curve Strategy
  • 16、 SS7_R20_M7_Using Key Rate Durations to Determine Optimal Strategy
  • 17、 SS7_R20_M8_Inter-Market Curve Strategies and Conclusion
  • 18、 SS8_R21_1_IG versus HY and measuring spread
  • 19、 SS8_R21_2_Top down and bottom up
  • 20、 SS8_R21_3_Liquidity tail and international risks
  • 21、 SS8_R21_4_Structured instruments
  
  

  第9课节    Equity Portfolio Management

  • 1、 SS9_R22_1_Equity Investment Roles
  • 2、 SS9_R22_2_Portfolio Income and Costs Shareholder Engagement Passive Active Management
  • 3、 SS9_R23_M1_Benchmarks
  • 4、 SS9_R23_M2_Approaches to Passive Investing
  • 5、 SS9_R23_M3_Tracking Error Return and Risk
  • 6、 SS10_R24_1_Fundamental vs Quantitative Approaches
  • 7、 SS10_R24_2_Types of Active Management Strategies
  • 8、 SS10_R24_3_Other Strategies
  • 9、 SS10_R24_4_Equity Investment Style Classification
  • 10、 SS10_R25_1_Building Block of Active Equity Portfolio Construction
  • 11、 SS10_R25_2_Active Share and Active Risk
  • 12、 SS10_R25_3_Allocating the Risk Budget
  • 13、 SS10_R25_4_Implicit Cost-Related Considerations in Portfolio Construction
  • 14、 SS10_R25_5_The Well-Constructed Portfolio
  
  

  第10课节    Alternative Investments for Portfolio Management

  • 1、 SS11_R26_M1_Overview of Hedge Fund Strategies
  • 2、 SS11_R26_M2_Equity Event-Driven and Relative Value Strategies
  • 3、 SS11_R26_M3_Opportunistic Specialist and Multi-Manager Strategies
  • 4、 SS11_R26_M4_Factor Models and Portfolio Impact of Hedge Funds
  • 5、 SS11_R27_M1_Role of Alternative Investments
  • 6、 SS11_R27_M2_Considerations in Allocating to Alternative Investments
  • 7、 SS11_R27_M3_Suitability Approaches Liquidity and Monitoring
  
  

  第11课节    Private Wealth Management

  • 1、 SS12_R28_M1_Investment Concerns of Private Clients and Institutions
  • 2、 SS12_R28_M2_Info and Skills Needed When Advising Private Clients
  • 3、 SS12_R28_M3_Formulating Client Goals and Evaluating Risk Tolerance
  • 4、 SS12_R28_M4_Capital Sufficiency Analysis for Client Goals
  • 5、 SS12_R28_M5_Principles of Retirement Planning
  • 6、 SS12_R28_M6_The Investment Policy Statement
  • 7、 SS12_R28_M7_Portfolio Construction
  • 8、 SS12_R28_M8_Portfolio Reporting and Review and Evaluating an Investment Program
  • 9、 SS12_R28_M9_Ethical and Compliance Considerations
  • 10、 SS12_R29_M1_Approaches to taxation
  • 11、 SS12_R29_M2_Accrual and Deferred Capital Gains Taxation
  • 12、 SS12_R29_M3_Annual Wealth and Blended Taxation
  • 13、 SS12_R29_M4_Tax Location
  • 14、 SS12_R29_M5_Aftertax Return and Risk
  • 15、 SS12_R29_M6_More Tax Alpha Strategies
  • 16、 SS12_R30_M1_Estate Planning
  • 17、 SS12_R30_M2_Estimating Core Capital
  • 18、 SS12_R30_M3_Gift vs Bequest
  • 19、 SS12_R30_M4_Other Estate Planning Techniques
  • 20、 SS12_R30_R5_Residence vs. Source Taxation
  • 21、 SS13_R31_M1_Concentrated single asset positions
  • 22、 SS13_R31_M2_Goal based and location
  • 23、 SS13_R31_M3_Strategies for common stock
  • 24、 SS13_R31_M4_Private businesses and real estate
  • 25、 SS13_R31_M5_Comprehensive example
  • 26、 SS13_R32_M1_Human and financial capital
  • 27、 SS13_R32_M2_Risks and Insurance
  • 28、 SS13_R32_M3_Life Insurance
  • 29、 SS13_R32_M4_Annuities
  • 30、 SS13_R32_M5_Comprehensive example and review
  
  

  第12课节    Portfolio Management for Institutional Investors

  • 1、 SS14_R33_M1_Overview of Institutional Investors
  • 2、 SS14_R33_M2_Pension Funds
  • 3、 SS14_R33_M3_Sovereign Wealth Funds
  • 4、 SS14_R33_M4_University Endowments and Private Foundations
  • 5、 SS14_R33_M5_Banks and Insurers
  
  

  第13课节    Trading, Performance Evaluation, and Manager Selection

  • 1、 SS15_R34_M1_Trade Motivations
  • 2、 SS15_R34_M2_Reference Price Benchmarks for Trade Execution
  • 3、 SS15_R34_M3_Trade Execution and Strategy Implementation
  • 4、 SS15_R34_M4_Trade Cost Measurement
  • 5、 SS15_R34_M5_Evaluating Trade Execution
  • 6、 SS15_R35_M1_Performance Evaluation
  • 7、 SS15_R35_M2_Approaches to Return Attribution
  • 8、 SS15_R35_M3_Benchmarking Investments and Managers
  • 9、 SS15_R35_M4_Performance Appraisal
  • 10、 SS15_R36_M1_Manager Selection Process
  • 11、 SS15_R36_M2_Approaches to Manager Analysis
  • 12、 SS15_R36_M3_Evaluating Managers
  • 13、 SS15_R36_M4_Manager ContractsandFees
  
  

  第14课节    Cases in Portfolio Management and Risk Management

  • 1、 SS16_R37_M1_Managing Liquidity Risk
  • 2、 SS16_R37_M2_Addressing Liquidity Needs
  • 3、 SS16_R37_M3_Modifying Asset Allocation
  • 4、 SS16_R38_M1_Early Career Stage
  • 5、 SS16_R38_M2_Career Development Stage
  • 6、 SS16_R38_M3_Peak Accumulation Stage
  • 7、 SS16_R38_M4_Early Retirement Stage