课程详情

课程目录

• 第1章 前导入门班
  

  第2课节    考试大纲介绍

  • 1、 2022年CFA三级考纲解读
  
  

  第3课节    官方机考系统体验

  • 1、官方机考系统简介
  
  
• 第2章 基础精讲班
  

  第2课节    Behavioral Finance(已更完)

  • 1、Reading 1 The Behavioral Biases of Individuals(1)
  • 2、Reading 1 The Behavioral Biases of Individuals(2)
  • 3、Reading 1 The Behavioral Biases of Individuals(3)
  • 4、Reading 1 The Behavioral Biases of Individuals(4)
  • 5、Reading 2 Behavioral Finance and Investment Processes(1)
  • 6、Reading 2 Behavioral Finance and Investment Processes(2)
  • 7、Reading 2 Behavioral Finance and Investment Processes(3)
  
  

  第3课节    Capital Market Expectations（已更完）

  • 1、Reading 3 Capital Market Expectations, Part 1 Framework and Macro Considerations(1)
  • 2、Reading 3 Capital Market Expectations, Part 1 Framework and Macro Considerations(2)
  • 3、Reading 3 Capital Market Expectations, Part 1 Framework and Macro Considerations(3)
  • 4、Reading 3 Capital Market Expectations, Part 1 Framework and Macro Considerations(4)
  • 5、Reading 3 Capital Market Expectations, Part 1 Framework and Macro Considerations(5)
  • 6、Reading 3 Capital Market Expectations, Part 1 Framework and Macro Considerations(6)
  • 7、Reading 4 Capital Market Expectations, Part 2 Forecasting Asset Class Returns(1)
  • 8、Reading 4 Capital Market Expectations, Part 2 Forecasting Asset Class Returns(2)
  • 9、Reading 4 Capital Market Expectations, Part 2 Forecasting Asset Class Returns(3)
  • 10、 Reading 4 Capital Market Expectations, Part 2 Forecasting Asset Class Returns(4)
  
  

  第4课节    Asset Allocation and Related Decisions in Portfolio Management(已更完

  • 1、Reading 5 资产配置-1
  • 2、Reading 5 资产配置-2
  • 3、Reading 6 资产配置-1
  • 4、Reading 6 资产配置-2
  • 5、Reading 6 资产配置-3
  • 6、Reading 7 资产配置
  
  

  第5课节    Derivatives and Currency Management(已更完)

  • 1、 Reading 8 Options Strategies(1)
  • 2、 Reading 8 Options Strategies(2)
  • 3、 Reading 8 Options Strategies(3)
  • 4、 Reading 8 Options Strategies(4)
  • 5、 Reading 8 Options Strategies(5)
  • 6、 Reading 8 Options Strategies(6)
  • 7、 Reading 9 Swaps, Forwards, and Futures Strategies(1)
  • 8、 Reading 9 Swaps, Forwards, and Futures Strategies(2)
  • 9、 Reading 9 Swaps, Forwards, and Futures Strategies(3)
  • 10、 Reading 9 Swaps, Forwards, and Futures Strategies(4)
  • 11、 Reading 9 Swaps, Forwards, and Futures Strategies(5)
  • 12、 Reading 9 Swaps, Forwards, and Futures Strategies(6)
  • 13、 Reading 9 Swaps, Forwards, and Futures Strategies(7)
  • 14、 Reading 10 Currency Management An Introduction(1)
  • 15、 Reading 10 Currency Management An Introduction(2)
  • 16、 Reading 10 Currency Management An Introduction(3)
  
  

  第6课节    Fixed-Income Portfolio Management(已更完)

  • 1、 1 - 基础知识回顾
  • 2、 Reading 11 Overview of Fixed-income Portfolio Management(1)
  • 3、 Reading 11 Overview of Fixed-income Portfolio Management(2)
  • 4、 Reading 11 Overview of Fixed-income Portfolio Management(3)
  • 5、 Reading 12 Liability-Driven and Index-Based Strategies(1)
  • 6、 Reading 12 Liability-Driven and Index-Based Strategies(2)
  • 7、 Reading 12 Liability-Driven and Index-Based Strategies(3)
  • 8、 Reading 13 Yield Curve Strategies(1)
  • 9、 Reading 13 Yield Curve Strategies(2)
  • 10、 Reading 13 Yield Curve Strategies(3)
  • 11、 Reading 13 Yield Curve Strategies(4)
  • 12、 Reading 14 Fixed-Income Active Management- Credit Strategies(1)
  • 13、 Reading 14 Fixed-Income Active Management- Credit Strategies(2)
  • 14、 Reading 14 Fixed-Income Active Management- Credit Strategies(3)
  • 15、 Reading 14 Fixed-Income Active Management- Credit Strategies(4)
  
  

  第7课节    Equity Portfolio Management(已更完)

  • 1、股权资产组合管理 Reading 15--1
  • 2、股权资产组合管理 Reading 15--2
  • 3、股权资产组合管理 Reading 16--1
  • 4、股权资产组合管理 Reading 16--2
  • 5、股权资产组合管理 Reading 17--1
  • 6、股权资产组合管理 Reading 17--2
  • 7、股权资产组合管理 Reading 18--1
  • 8、股权资产组合管理 Reading 18--2
  • 9、股权资产组合管理 Reading 18--3
  
  

  第8课节    Alternative Investments for Portfolio Management(已更完)

  • 1、另类投资 Reading 19--1
  • 2、另类投资 Reading 19--2
  • 3、另类投资 Reading 19--3
  • 4、另类投资 Reading 19--4
  • 5、另类投资 Reading 20--1
  • 6、另类投资 Reading 20--2
  
  

  第9课节    Private Wealth Management(已更完)

  • 1、Introduction
  • 2、Reading 21 Overview of Private Wealth Management-1(1)
  • 3、Reading 21 Overview of Private Wealth Management-1(2)
  • 4、Reading 21 Overview of Private Wealth Management-2
  • 5、Reading 21 Overview of Private Wealth Management-3(1)
  • 6、Reading 21 Overview of Private Wealth Management-3(2)
  • 7、Reading 21 Overview of Private Wealth Management-4(1)
  • 8、Reading 21 Overview of Private Wealth Management-4(2)
  • 9、Reading 22 Topics in Private Wealth Management-1
  • 10、Reading 22 Topics in Private Wealth Management-2
  • 11、Reading 22 Topics in Private Wealth Management-3
  • 12、Reading 22 Topics in Private Wealth Management-4
  • 13、Reading 22 Topics in Private Wealth Management-5
  • 14、Reading 22 Topics in Private Wealth Management-6
  • 15、Reading 22 Topics in Private Wealth Management-7
  • 16、Reading 22 Topics in Private Wealth Management-8
  • 17、Reading 22 Topics in Private Wealth Management-9
  • 18、Reading 22 Topics in Private Wealth Management-10
  • 19、Reading 22 Topics in Private Wealth Management-11
  • 20、Reading 22 Topics in Private Wealth Management-12
  • 21、Reading 23 Risk Management for Individuals-1
  • 22、Reading 23 Risk Management for Individuals-2
  • 23、Reading 23 Risk Management for Individuals-3
  
  

  第10课节    Portfolio Management for Institutional Investors（已更完）

  • 1、Reading 24 Portfolio Management for Institutional Investors（1）
  • 2、Reading 24 Portfolio Management for Institutional Investors（2）
  • 3、Reading 24 Portfolio Management for Institutional Investors（3）
  • 4、Reading 24 Portfolio Management for Institutional Investors（4）
  • 5、Reading 24 Portfolio Management for Institutional Investors（5）
  • 6、Reading 24 Portfolio Management for Institutional Investors（6）
  • 7、Reading 24 Portfolio Management for Institutional Investors（7）
  • 8、Reading 24 Portfolio Management for Institutional Investors（8）
  • 9、Reading 24 Portfolio Management for Institutional Investors（9）
  • 10、Reading 24 Portfolio Management for Institutional Investors（10）
  • 11、Reading 24 Portfolio Management for Institutional Investors（11）
  • 12、Reading 24 Portfolio Management for Institutional Investors（12）
  • 13、Reading 24 Portfolio Management for Institutional Investors（13）
  • 14、Reading 24 Portfolio Management for Institutional Investors（14）
  • 15、Reading 24 Portfolio Management for Institutional Investors（15）
  • 16、Reading 24 Portfolio Management for Institutional Investors（16）
  • 17、Reading 24 Portfolio Management for Institutional Investors（17）
  • 18、Reading 24 Portfolio Management for Institutional Investors（18）
  • 19、Reading 24 Portfolio Management for Institutional Investors（19）
  • 20、Reading 24 Portfolio Management for Institutional Investors（20）
  • 21、Reading 24 Portfolio Management for Institutional Investors（21）
  • 22、Reading 24 Portfolio Management for Institutional Investors（22）
  • 23、Reading 24 Portfolio Management for Institutional Investors（23）
  
  

  第11课节    Trading, Performance Evaluation, and Manager Selection(已更完)

  • 1、Trading R25-1-2
  • 2、Trading R25-3-4
  • 3、Trading R25-5
  • 4、Trading R25-6-7
  • 5、Trading R25-8
  • 6、Trading R25-9
  • 7、Trading R25-10
  • 8、Performance Evaluation R26-11
  • 9、Performance Evaluation R26-12
  • 10、Performance Evaluation R26-13
  • 11、Performance Evaluation R26-14
  • 12、Performance Evaluation R26-15
  • 13、Performance Evaluation R26-16
  • 14、Performance Evaluation R26-17
  • 15、Manager Selection R27-18-19
  • 16、Manager Selection R27-20
  • 17、Manager Selection R27-21-24
  
  

  第12课节    Cases in Portfolio Management and Risk Management（已更完）

  • 1、Reading 28 Case Study in Portfolio Management Institutional(1)
  • 2、Reading 28 Case Study in Portfolio Management Institutional(2)
  • 3、Reading 28 Case Study in Portfolio Management Institutional(3)
  • 4、Reading 29 Case Study in Risk Management- Private Wealth(1)
  • 5、Reading 29 Case Study in Risk Management- Private Wealth(2)
  • 6、Reading 29 Case Study in Risk Management- Private Wealth(3)
  • 7、Reading 29 Case Study in Risk Management- Private Wealth(4)
  • 8、Reading 29 Case Study in Risk Management- Private Wealth(5)
  • 9、Reading 30 Integrated Cases in Risk Management- Institutional(1)
  • 10、Reading 30 Integrated Cases in Risk Management- Institutional(2)
  
  

  第13课节    Ethical and Professional Standards（已更完）

  • 1、Reading 31 Code of Ethics and Standards of Professional Conduct
  • 2、Reading 32 Guidance for Standards I–VII（1）
  • 3、Reading 32 Guidance for Standards I–VII（2）
  • 4、Reading 32 Guidance for Standards I–VII（3）
  • 5、Reading 32 Guidance for Standards I–VII（4）
  • 6、Reading 32 Guidance for Standards I–VII（5）
  • 7、Reading 32 Guidance for Standards I–VII（6）
  • 8、Reading 33 Application of the Code and Standards Level III（1）
  • 9、Reading 33 Application of the Code and Standards Level III（2）
  • 10、Reading 33 Application of the Code and Standards Level III(3)
  • 11、Reading 33 Application of the Code and Standards Level III(4)
  • 12、Reading 33 Application of the Code and Standards Level III(5)
  • 13、Reading 34 Asset Manager Code of Professional Conduct
  • 14、Reading 35 Overview of the Global Investment Performance Standards
  
  
• 第3章 习题强化班
  

  第2课节    Behavioral Finance(已更完)

  • 1、Reading 1 The Behavioral Biases of Individuals(1)
  • 2、Reading 1 The Behavioral Biases of Individuals(2)
  • 3、 Reading 2 Behavioral finance(1)
  • 4、 Reading 2 Behavioral finance(2)
  • 5、 Reading 2 Behavioral finance(3)
  
  

  第3课节    Capital Market Expectations（已更完）

  • 1、Reading 3 Capital Market Expectations, Part 1 Framework and Macro Considerations（1）
  • 2、Reading 3 Capital Market Expectations, Part 1 Framework and Macro Considerations（2）
  • 3、 Reading 4 Capital Market Expectations, Part 2 Forecasting Asset Class Returns（1）
  • 4、 Reading 4 Capital Market Expectations, Part 2 Forecasting Asset Class Returns（2）
  • 5、 Reading 4 Capital Market Expectations, Part 2 Forecasting Asset Class Returns(3)
  • 6、 Reading 4 Capital Market Expectations, Part 2 Forecasting Asset Class Returns(4)
  
  

  第4课节    Asset Allocation and Related Decisions in Portfolio Management（已更完

  • 1、Reading 5 Overview of Asset Allocation
  • 2、Reading 6 Principles of Asset Allocation（1）
  • 3、Reading 6 Principles of Asset Allocation（2）
  • 4、Reading 6 Principles of Asset Allocation(3)
  • 5、Reading 7 Asset Allocation with Real-World Constraints（1）
  • 6、Reading 7 Asset Allocation with Real-World Constraints(2)
  
  

  第5课节    Derivatives and Currency Management(已更完)

  • 1、Reading 8 Options Strategies -1
  • 2、Reading 8 Options Strategies -2
  • 3、Reading 9 Swaps, Forwards, and Futures Strategies -1
  • 4、Reading 9 Swaps, Forwards, and Futures Strategies -2
  • 5、Reading 10 Currency Management- An Introduction -1
  • 6、Reading 10 Currency Management- An Introduction -2
  • 7、Reading 10 Currency Management- An Introduction -3
  
  

  第6课节    Fixed-Income Portfolio Management(已更完)

  • 1、Reading 11 Overview of Fixed-Income Portfolio Management
  • 2、Reading 12 Liability-Driven and Index-Based Strategies（1）
  • 3、Reading 12 Liability-Driven and Index-Based Strategies（2）
  • 4、Reading 13 Yield Curve Strategies(1)
  • 5、Reading 13 Yield Curve Strategies(2)
  • 6、Reading 14 Fixed-Income Active Management Credit Strategies(1)
  • 7、Reading 14 Fixed-Income Active Management Credit Strategies(2)
  
  

  第7课节    Equity Portfolio Management（已更完）

  • 1、Reading 15 Overview of Equity Portfolio Management
  • 2、Reading 16 Passive Equity Investing（1）
  • 3、Reading 16 Passive Equity Investing（2）
  • 4、Reading 17 Active Equity Investing: Strategies（1）
  • 5、Reading 17 Active Equity Investing: Strategies（2）
  • 6、Reading 17 Active Equity Investing: Strategies（3）
  • 7、Reading 18 Active Equity Investing: Portfolio Construction
  
  

  第8课节    Alternative Investments for Portfolio Management(已更完)

  • 1、Reading 19 Hedge Fund Strategies - 1
  • 2、Reading 19 Hedge Fund Strategies - 2
  • 3、Reading 19 Hedge Fund Strategies - 3
  • 4、Reading 20 Asset Allocation to Alternative Investments - 1
  • 5、Reading 20 Asset Allocation to Alternative Investments - 2
  • 6、Reading 20 Asset Allocation to Alternative Investments - 3
  
  

  第9课节    Private Wealth Management(已更完)

  • 1、 Reading 21 Overview of Private Wealth Management (1)
  • 2、 Reading 21 Overview of Private Wealth Management (2)
  • 3、 Reading 22 Topics in Private Wealth Management(1)
  • 4、 Reading 22 Topics in Private Wealth Management(2)
  • 5、 Reading 23 Risk Management for Individuals(1)
  • 6、 Reading 23 Risk Management for Individuals(2)
  
  

  第10课节    Portfolio Management for Institutional Investors（已更完）

  • 1、Reading 24 Portfolio Management for Institutional Investors（1）
  • 2、Reading 24 Portfolio Management for Institutional Investors（2）
  • 3、Reading 24 Portfolio Management for Institutional Investors（3）
  
  

  第11课节    Trading, Performance Evaluation, and Manager Selection(已更完)

  • 1、Reading 25 Trade Strategy and Execution（1）
  • 2、Reading 25 Trade Strategy and Execution（2）
  • 3、 Reading 25 Trade Strategy and Execution（3）
  • 4、 Reading 25 Trade Strategy and Execution（4）
  • 5、 Reading 25 Trade Strategy and Execution（5）
  • 6、Reading 26 Portfolio Performance Evaluation（1）
  • 7、Reading 26 Portfolio Performance Evaluation（2）
  • 8、Reading 27 Investment Manager Selection（1）
  • 9、Reading 27 Investment Manager Selection（2）
  • 10、Reading 27 Investment Manager Selection（3）
  • 11、 Reading 27 Investment Manager Selection（4）
  • 12、 Reading 27 Investment Manager Selection（5）
  • 13、 Reading 27 Investment Manager Selection（6）
  • 14、 Reading 27 Investment Manager Selection（7）
  • 15、 Reading 27 Investment Manager Selection（8）
  
  

  第12课节    Ethical and Professional Standards(已更完)

  • 1、Reading 32 Guidance for Standards I–VII -1
  • 2、Reading 32 Guidance for Standards I–VII -2
  • 3、Reading 32 Guidance for Standards I–VII -3
  • 4、Reading 33 Application of the Code and Standards: Level III -1
  • 5、Reading 33 Application of the Code and Standards: Level III -2
  • 6、Reading 33 Application of the Code and Standards: Level III -3
  • 7、Reading 33 Application of the Code and Standards: Level III -4
  • 8、Reading 33 Application of the Code and Standards: Level III -5
  • 9、Reading 33 Application of the Code and Standards: Level III -6
  • 10、Reading 34 Asset Manager Code of Professional Conduct
  • 11、 Reading 35 Overview of the Global Investment Performance Standards -1
  • 12、 Reading 35 Overview of the Global Investment Performance Standards -2
  • 13、 Reading 35 Overview of the Global Investment Performance Standards -3
  
  
• 第4章 串讲复习班
  

  第2课节    Behavioral Finance(已更完)

  • 1、 行为金融串讲(1)
  • 2、 行为金融串讲(2)
  
  

  第3课节    Capital Market Expectations（已更完）

  • 1、资本市场预期 串讲班-1
  • 2、资本市场预期 串讲班-2
  • 3、资本市场预期 串讲班-3
  • 4、资本市场预期 串讲班-4
  
  

  第4课节    Asset Allocation and Related Decisions in Portfolio Management（已更完

  • 1、Reading 5 Overview of Asset Allocation
  • 2、Reading 6 Principles of Asset Allocation
  • 3、Reading 7 Asset Allocation with Real-World Constraints
  
  

  第5课节    Derivatives and Currency Management（已更完）

  • 1、Reading 8 Options Strategies - 1
  • 2、Reading 8 Options Strategies - 2
  • 3、Reading 9 Swaps, Forwards, and Futures Strategies - 1
  • 4、Reading 9 Swaps, Forwards, and Futures Strategies - 2
  • 5、Reading 10 Currency Management- An Introduction - 1
  • 6、Reading 10 Currency Management- An Introduction - 2
  
  

  第6课节    Fixed-Income Portfolio Management(已更完)

  • 1、Reading 11 Overview of Fixed- Income Portfolio Management - 1
  • 2、Reading 11 Overview of Fixed- Income Portfolio Management - 2
  • 3、Reading 12 Liability- Driven and Index- Based Strategies - 1
  • 4、Reading 12 Liability- Driven and Index- Based Strategies - 2
  • 5、Reading 13 Yield Curve Strategies - 1
  • 6、Reading 13 Yield Curve Strategies - 2
  • 7、Reading 14 Fixed- Income Active Management- Credit Strategies - 1
  • 8、Reading 14 Fixed- Income Active Management- Credit Strategies - 2
  
  

  第7课节    Equity Portfolio Management（已更完）

  • 1、Reading 15 Overview of Equity Portfolio Management
  • 2、Reading 16 Passive Equity Investing
  • 3、Reading 17 Active Equity Investing Strategies
  • 4、Reading 18 Active Equity Investing Portfolio Construction
  
  

  第8课节    Alternative Investments for Portfolio Management(已更完)

  • 1、另类投资 Reading 19-1
  • 2、另类投资 Reading 19-2
  • 3、另类投资 Reading 19-3
  • 4、另类投资 Reading 19-4
  • 5、另类投资 Reading 19-5
  • 6、另类投资 Reading 19-6
  • 7、另类投资 Reading 19-7
  • 8、另类投资 Reading 20-1
  • 9、另类投资 Reading 20-2
  • 10、另类投资 Reading 20-3
  • 11、另类投资 Reading 20-4
  • 12、另类投资 Reading 20-5
  • 13、另类投资 Reading 20-6
  
  

  第9课节    Private Wealth Management（已更完）

  • 1、Reading 21 Overview of Private Wealth Management(1)
  • 2、Reading 21 Overview of Private Wealth Management(2)
  • 3、Reading 21 Overview of Private Wealth Management(3)
  • 4、Reading 22 Topics in Private Wealth Management(1)
  • 5、Reading 22 Topics in Private Wealth Management(2)
  • 6、Reading 22 Topics in Private Wealth Management(3)
  • 7、Reading 23 Risk Management for Individuals
  
  

  第10课节    Portfolio Management for Institutional Investors(已更完)

  • 1、Reading24 串讲机构IPS-1
  • 2、Reading24 串讲机构IPS-2
  • 3、Reading24 串讲机构IPS-3
  • 4、Reading24 串讲机构IPS-4
  • 5、Reading24 串讲机构IPS-5
  • 6、Reading24 串讲机构IPS-6
  • 7、Reading24 串讲机构IPS-7
  
  

  第11课节    Trading, Performance Evaluation, and Manager Selection(已更完)

  • 1、SS15-Reading 25
  • 2、SS15-Reading 26
  • 3、SS15-Reading 27
  
  

  第12课节    Ethical and Professional Standards(已更完)

  • 1、伦理道德串讲 -1
  • 2、伦理道德串讲 -2
  • 3、伦理道德串讲 -3
  • 4、伦理道德串讲 -4
  • 5、伦理道德串讲 -5
  • 6、伦理道德串讲 -6
  • 7、伦理道德串讲 -7
  
  
• 第5章 百题冲刺班
  

  第2课节    Behavioral Finance(已更完)

  • 1、行为金融 - 1
  • 2、行为金融 - 2
  • 3、行为金融 - 3
  
  

  第3课节    Capital Market Expectations(已更完)

  • 1、资本市场预期
  
  

  第4课节    Asset Allocation and Related Decisions in Portfolio Management(已更完

  • 1、资产配置 Asset-1
  • 2、资产配置 Asset-2
  
  

  第5课节    Derivatives and Currency Management(已更完)

  • 1、冲刺班衍生品 - 1
  • 2、冲刺班衍生品 - 2
  
  

  第6课节    Fixed-Income Portfolio Management

  • 1、固定收益冲刺班 - 1
  • 2、固定收益冲刺班 - 2
  • 3、固定收益冲刺班 - 3
  • 4、固定收益冲刺班 - 4
  • 5、固定收益冲刺班 - 5
  • 6、固定收益冲刺班 - 6
  
  

  第7课节    Equity Portfolio Management(已更完)

  • 1、冲刺权益投资-1
  • 2、冲刺权益投资-2
  • 3、冲刺权益投资-3
  • 4、冲刺权益投资-4
  
  

  第8课节    Alternative Investments for Portfolio Management(已更完)

  • 1、三级冲刺另类投资
  
  

  第9课节    Private Wealth Management(已更完)

  • 1、个人IPS - 1
  • 2、个人IPS - 2
  • 3、个人IPS - 3
  • 4、个人IPS - 4
  • 5、个人IPS - 5
  • 6、个人IPS - 6
  • 7、个人IPS - 7
  
  

  第10课节    Portfolio Management for Institutional Investors(已更完)

  • 1、机构IPS冲刺 Part I
  • 2、机构IPS冲刺 Part II
  
  

  第11课节    Trading, Performance Evaluation, and Manager Selection(已更完)

  • 1、资产组合管理 - 1
  • 2、资产组合管理 - 2
  
  

  第12课节    Ethical and Professional Standards(已更完)

  • 1、道德冲刺 - 1
  • 2、道德冲刺 - 2
  • 3、道德冲刺 - 3
  • 4、道德冲刺 - 4