融躍教育

overview

Module 1 Corporate Structures and Ownership

Module 2 Introduction to Corporate Governance and Other ESG Considerations

Module 3 Business Models & Risks

Module 4 Capital Investments

Module 5 Working Capital & Liquidity

Module 6 Cost of Capital-Foundational Topics

Module 7 Capital Structure

Module 8 Measure of Leverage

Module 1 Market Organization and Structure

Module 2 Security Market Indices

Module 3 Market Efficiency

Module 4 Overview of Equity Securities

Module 5 Introduction to Industry and company Analysis

Module 6 Equity Valuation: Concept and Basic Tool

Module 1 Fixed-Income Securities: Defining Elements

Module 2 Fixed-Income Markets: Issuance, Trading, and Funding

Module 3 Introduction to Fixed-Income Valuation

Module 4 Introduction to Asset-Backed Securities

Module 5 Understanding Fixed-Income Risk and Return

Module 6 Fundamentals of Credit Analysis

Module 1 Derivative Instrument and Derivative Market Features

Module 2 Forward Commitment and Contingent Claim Features and Instruments

Module 3 Derivative Benefits, Risks, and Issuer and Investor Uses

Module 4 Arbitrage, Replication, and the Cost of Carry in Pricing Derivatives

Module 5 Pricing and Valuation of Forward Contracts and for an Underlying with Varying Maturities

Module 6 Pricing and Valuation of Futures Contracts

Module 7 Pricing and Valuation of Interest Rates and Other Swaps

Module 8 Pricing and Valuation of Options

Module 9 Option Replication Using Put–Call Parity

Module 10 Valuing a Derivative Using a One-Period Binomial Model

Module 1 Categories, Characteristics, and Compensation Structures of Alternative Investments

Module 2 Performance Calculation and Appraisal of Alternative Investments

Module 3 Private Capital, Real Estate, Infrastructure, Natural Resources, and Hedge Funds

Module 1 Portfolio management overview

Module 2 Portfolio Risk and Return: Part Ⅰ

Module 3 Portfolio Risk and Return: Part Ⅱ

Module 4 Basic of Portfolio Planning and Construction

Module 5 The Behavioral Biases of Individuals

Module 6 Introduction to Risk Management

Module 7 Technical Analysis

Module 8 Fintech in Investment Management

Module 1 Ethics and Professionalism

Module 2 Code of Ethics and Standards of Professional Conduct

Module 3 Guidance for Standards I–VII

Module 4 Introduction to the Global Investment Performance Standards (GIPS)

Module 5 Ethics Application

Module 1 Introduction to Financial Statement Analysis

Module 2 Financial Reporting Standards

Module 3 Understanding Income Statements

Module 4 Understanding Balance Sheets

Module 5 Understanding Cash Flow Statements

Module 6 Financial Analysis Techniques

Module 7 Inventories

Module 8 Long-Lived Assets

Module 9 Income Taxes

Module 10 Long-Term Liabilities and Leases

Module 11 Financial Reporting Quality

Module 12 Financial Statement Analysis: Applications

Introduction

Module 1 Introduction to Financial Statement Analysis

Module 2 Financial Reporting Standards

Module 3 Understanding Income Statements

Module 4 Understanding Balance Sheets

Module 5 Understanding Cash Flow Statements

Module 6 Financial Analysis Techniques

Module 7 Inventories

Module 8 Long-Lived Assets

Module 9 Income taxes

Module 10 Long-Term Liabilities

Module 11 Financial reporting quality

Module 12 Applications of Financial Statement Analysis

overview

Module 1 Topics in Demand and Supply Analysis

Module 2 The Firm and Market Structures

Module 3 Aggregate Output, Prices, and Economic Growth

Module 4 Understanding Business Cycles

Module 5 Monetary and Fiscal Policy

Module 6 Introduction to Geopolitics

Module 7 International Trade and Capital Flows

Module 8 Currency Exchange Rates

Module 1 The Time Value of Money

Module 2 Organizing, Visualizing, and Describing Data

Module 3 Probability Concepts

Module 4 Common Probability Distributions

Module 5 Sampling and Estimation

Module 6 Hypothesis Testing

Module 7 Introduction to Linear Regression

計算機使用教程

1 - 計算器基本操作

2 - CFA考試用操作和功能

3 - CFA考試用功能的經典例題

4 - CFA考試推薦設置

金融數學

CFA考前注意事項

金融英語

財務報表分析前導

2023年一級考綱變化

官方機考系統介紹

Module 1 The Time Value of Money

Module 2 Organizing, Visualizing, and Describing Data

Module 3 Probability Concepts

Module 4 Common Probability Distributions

Module 5 Sampling and Estimation

Module 6 Hypothesis Testing

Module 7 Introduction to Linear Regression

Module 1 Topics in Demand and Supply Analysis

Module 2 The Firm and Market Structures

Module 3 Aggregate Output, Prices, and Economic Growth

Module 4 Understanding Business Cycles

Module 5 Monetary and Fiscal Policy

Module 6 Introduction to Geopolitics

Module 7 International Trade and Capital Flows

Module 8 Currency Exchange Rates

Module 1 Introduction to Financial Statement Analysis

Module 2 Financial Reporting Standards

Module 3 Understanding Income Statements

Module 4 Understanding Balance Sheets

Module 5 Understanding Cash Flow Statements

Module 6 Financial Analysis Techniques

Module 7 Inventories

Module 8 Long-Lived Assets

Module 9 Income taxes

Module 10 Long-Term Liabilities

Module 11 Financial reporting quality

Module 12 Applications of Financial Statement Analysis

Module 1 Introduction to Financial Statement Analysis

Module 2 Financial Reporting Standards

Module 3 Understanding Income Statements

Module 4 Understanding Balance Sheets

Module 5 Understanding Cash Flow Statements

Module 6 Financial Analysis Techniques

Module 7 Inventories

Module 8 Long-Lived Assets

Module 9 Income Taxes

Module 10 Long-Term Liabilities and Leases

Module 11 Financial Reporting Quality

Module 12 Financial Statement Analysis: Applications

習題知識點匯總

Module 1 Corporate Structures and Ownership

Module 2 Introduction to Corporate Governance and Other ESG Considerations

Module 3 Business Models & Risks

Module 4 Capital Investments

Module 5 Working Capital & Liquidity

Module 6 Cost of Capital-Foundational Topics

Module 7 Capital Structure

Module 8 Measure of Leverage

Module 1 Market Organization and Structure

Module 2 Security Market Indices

Module 3 Market Efficiency

Module 4 Overview of Equity Securities

Module 5 Introduction to Industry and company Analysis

Module 6 Equity Valuation: Concept and Basic Tool

Module 1 Fixed-Income Securities: Defining Elements

Module 2 Fixed-Income Markets: Issuance, Trading, and Funding

Module 3 Introduction to Fixed-Income Valuation

Module 4 Introduction to Asset-Backed Securities

Module 5 Understanding Fixed-Income Risk and Return

Module 6 Fundamentals of Credit Analysis

Module 1 Derivative Instrument and Derivative Market Features

Module 2 Forward Commitment and Contingent Claim Features and Instruments

Module 3 Derivative Benefits, Risks, and Issuer and Investor Uses

Module 5 Pricing and Valuation of Forward Contracts and for an Underlying with Varying Maturities

Module 6 Pricing and Valuation of Futures Contracts

Module 7 Pricing and Valuation of Interest Rates and Other Swaps

Module 8 Pricing and Valuation of Options

Module 10 Valuing a Derivative Using a One-Period Binomial Model

Module 1 Categories, Characteristics, and Compensation Structures of Alternative Investments

Module 2 Performance Calculation and Appraisal of Alternative Investments

Module 3 Private Capital, Real Estate, Infrastructure, Natural Resources, and Hedge Funds

Module 1 Portfolio management overview

Module 2 Portfolio Risk and Return- Part I

Module 3 Portfolio Risk and Return- Part II

Module 4 Basics of Portfolio Planning and Construction

Module 5 The Behavioral Biases of Individuals

Module 6 Introduction to Risk Management

Module 7 Technical Analysis

Module 8 Fintech in Investment Management

Module 1 Ethics and Trust in the Investment Profession

Module 2 Code of Ethics and Standards of Professional Conduct

Module 3 Guidance for Standards I–VII

Module 4 Introduction to the Global Investment Performance Standards (GIPS)

Module 1 Analysis of Dividends and Share Repurchases

Module 2 Environmental, Social, and Governance (ESG) Considerations in Investment Analysis

Module 3 Cost of Capital: Advanced Topics

Module 4 Corporate Restructuring

Module 1 Equity Valuation: Applications and Processes

Module 2 Discounted Dividend Valuation

Module 3 Free Cash Flow Valuation

Module 4 Market-Based Valuation: Price and Enterprise Value Multiples

Module 5 Residual Income Valuation

Module 6 Private Company Valuation

Module 1 The Term Structure and Interest Rate Dynamics

Module 2 The Arbitrage-Free Valuation Framework

Module 3 Valuation and Analysis of Bonds with Embedded Options

Module 4 Credit Analysis Models

Module 5 Credit Default Swaps

Module 1 Pricing and Valuation of Forward Commitments

Module 2 Valuation of Contingent Claims

Module 1 Overview of Types of Real Estate Investment

Module 2 Investments in Real Estate through Private Vehicles

Module 3 Investments in Real Estate Through Publicly Traded Securities

Module 4 Private Equity Investments

Module 5 Introduction to Commodities and Commodity Derivatives

Module 1 Exchange-Traded Funds: Mechanics and Applications

Module 2 Using Multifactor Models

Module 3 Measuring and Managing Market Risk

Module 4 Backtesting and Simulation

Module 5 Economics and Investment Markets

Module 6 Analysis of Active Portfolio Management

Module 7 Trading Costs and Electronic Markets

Module 1 Code of Ethics and Standards of Professional Conduct

Module 2 Guidance for Standards I–VII

Module 3 Application of the Code and Standards: Level II

Module 1 Intercorporate Investments

Module 2 Employee Compensation: Post-Employment and Share-Based

Module 3 Multinational Operations

Module 4 Analysis of Financial Institutions

Module 5 Evaluating Quality of Financial Reports

Module 6 Integration of Financial Statement Analysis Techniques

Module 7 Financial Statement Modeling

Module 1 Intercorporate Investments

Module 2 Employee Compensation: Post-Employment and Share-Based

Module 3 Multinational Operations

Module 4 Analysis of Financial Institutions

Module 5 Evaluating Quality of Financial Reports

Module 6 Integration of Financial Statement Analysis Techniques

Module 7 Financial Statement Modeling

overview

Module 1 Currency Exchange Rates- Understanding Equilibrium Value

Module 2 Economic Growth and investment decision

Module 3 Economics of Regulation

Module 1 Basics of Multiple Regression and Underlying Assumptions

Module 2 Evaluating Regression Model Fit and Interpreting Model Results

Module 3 Model Misspecification

Module 4 Extensions of Multiple Regression

Module 5 Time-Series Analysis

Module 6 Machine learning ( ML )

Module 7 Big Data Projects

Module 1 Basics of Multiple Regression and Underlying Assumptions

Module 2 Evaluating Regression Model Fit and Interpreting Model Results

Module 3 Model Misspecification

Module 4 Extensions of Multiple Regression

Module 5 Time-Series Analysis

Module 6 Machine learning ( ML )

Module 7 Big Data Projects

Module 1 Currency Exchange Rates- Understanding Equilibrium Value

Module 2 Economic Growth and investment decision

Module 3 Economics of Regulation

Module 1 Intercorporate Investments

Module 2 Employee Compensation: Post-Employment and Share-Based

Module 3 Multinational Operations

Module 4 Analysis of Financial Institutions

Module 5 Evaluating Quality of Financial Reports

Module 6 Integration of Financial Statement Analysis Techniques

Module 7 Financial Statement Modeling

Module 1 Intercorporate Investments

Module 2 Employee Compensation: Post-Employment and Share-Based

Module 3 Multinational Operations

Module 4 Analysis of Financial Institutions

Module 5 Evaluating Quality of Financial Reports

Module 6 Integration of Financial Statement Analysis Techniques

Module 7 Financial Statement Modeling

Module 1 Analysis of Dividends and Share Repurchases

Module 2 Environmental, Social, and Governance (ESG) Considerations in Investment Analysis

Module 3 Cost of Capital: Advanced Topics

Module 4 Corporate Restructuring

Module 1 Equity Valuation: Applications and Processes

Module 2 Discounted Dividend Valuation

Module 3 Free Cash Flow Valuation

Module 4 Market-Based Valuation: Price and Enterprise Value Multiples

Module 5 Residual Income Valuation

Module 6 Private Company Valuation

Module 1 The Term Structure and Interest Rate Dynamics

Module 2 The Arbitrage-Free Valuation Framework

Module 3 Valuation and Analysis of Bonds with Embedded Options

Module 4 Credit Analysis Models

Module 5 Credit Default Swaps

Module 1 Pricing and Valuation of Forward Commitments

Module 2 Valuation of Contingent Claims

Module 2 Investments in Real Estate through Private Vehicles

Module 3 Investments in Real Estate Through Publicly Traded Securities

Module 4 Private Equity Investments

Module 5 Introduction to Commodities and Commodity Derivatives

Module 1 Exchange-Traded Funds: Mechanics and Applications

Module 2 Using Multifactor Models

Module 3 Measuring and Managing Market Risk

Module 4 Backtesting and Simulation

Module 5 Economics and Investment Markets

Module 6 Analysis of Active Portfolio Management

Module 7 Trading Costs and Electronic Markets

Module 2 Guidance for Standards I–VII

考綱解讀

1.1-EAY and Compounding Frequency

1.2-Calculating PV and FV

1.3-Uneven Cash Flows

1.4-Compounding Frequencies

2.1-Organizing Data

2.2-Visualizing Data

2.3-Measures of Central Tendency

2.4-Measures of Location and Dispersion

2.5-Skewness Kurtosis and Correlation

3.1-Conditional and Joint Probabilities

3.2-Conditional Expectations and Expected Value

3.3-Portfolio Variance Bayes and Counting Problems

4.1-Uniform and Binomial Distributions

4.2-Normal Distributions

4.3-Lognormal T Chi-Square and F Distributions

5.1-Sampling Methods Central Limit Theorem and Standard Error

5.2-Confidence Intervals Resampling and Sampling Biases

6.1-Hypothesis Tests and Types of Errors

6.2-P-Values and Tests of Means

6.3-Mean Differences and Difference in Means

6.4-Tests of Variance Correlation and Independence

7.1-Linear Regression Introduction

7.2-Goodness of Fit and Hypothesis Tests

7.3-Predicting Dependent Variables

8.1-Elasticity

8.2-Demand and Supply

9.1-Perfect Competition

9.2-Monopolistic Competition

9.3-Oligopoly

9.4-Monopoly and Concentration

10.1-GDP Income and Expenditures

10.2-Aggregate Demand and Supply

10.3-Macro Equilibrium and Growth

11.1-Business Cycle Phases

11.2-Inflation and Indicators

12.1-Money and Inflation

12.2-Monetary Policy

12.3-Fiscal Policy

13.1-Geopolitics and Geopolitical Risk

14.1-International Trade Benefits

14.2-Trade Restrictions

15.1-Foreign Exchange Rates

15.2-Forward Exchange Rates

15.3-Managing Exchange Rates

16.1-Financial Statement Roles

16.2-Footnotes Audit and Analysis

17.1-Standards Overview

17.2-Financial Reporting Framework

18.1-Income Statement Overview

18.2-Revenue Recognition

18.3-Expense Recognition

18.4-EPS and Dilutive Securities

18.5-Common Size Income Statements

19.1-Balance Sheet Introduction

19.2-Assets and Liabilities

19.3-Current Assets and Liabilities

19.4-Noncurrent Assets and Liabilities

19.5-Intangible Assets

19.6-Marketable Securities

19.7-Shareholders Equity and Ratios

20.1-Cash Flow Introduction

20.2-Direct and Indirect Methods

20.3-Converting Direct to Indirect

20.4-Free Cashflow and Ratios

21.1-Introduction to Financial Ratios

21.2-Financial Ratios Part 1

21.2-Financial Ratios Part 1

21.3-Financial Ratios Part 2

21.4-DuPont Analysis

21.5-More Financial Ratios

22.1-Cost Flow Methods

22.2-Inventory Systems

22.3-Converting LIFO to FIFO

22.4-Inventory Valuation

22.5-Inventory Analysis

23.1-Capitalization vs. Expensing

23.2-Depreciation

23.3-Impairment and Revaluation

23.4-Fixed Asset Dsclosures

24.1-Tax Terms

24.2-Deferred Tax Liabilities and Assets

24.3-Change in Tax Rates

24.4-Permanent Differences

25.1-Bond Issuance

25.2-Discount and Premium Bonds

25.3-Issuance Cost Derecognition and Disclosures

25.4-Lease and Pension Accounting

26.1-Reporting Quality

26.2-Accounting Choices and Estimates

26.3-Warning Signs

27.1-Forecasting

27.2-Credit and Equity Analysis

28.1-Business Structures

29.1-Stakeholder Management

29.2-Factors Affecting Corporate Governance

30.1-Business Models

31.1-Capital Allocation Principles

31.2-Net Present Value and Internal Rate of Return

31.3-Capital Allocation Pitfalls and Real Options

32.1-Sources of Capital

33.1-Weighted Average Cost of Capital

33.2-Beta Estimation and Flotation Costs

34.1-Capital Structure Theories

34.2-Capital Structure Decisions

35.1-Measures of Leverage

36.1-Markets Assets and Intermediaries

36.2-Positions and Leverage

36.3-Order Execution and Validity

37.1-Index Weighting Methods

37.2-Uses and Types of Indexes

38.1-Market Efficiency

39.1-Types of Equity Investments

39.2-Foreign Equities and Equity Risk

40.1-Industry Analysis

40.2-Pricing Power and Company Analysis

41.1-Dividends Splits and Repurchases

41.2-Dividend Discount Models

41.3-Relative Valuation Measures

42.1-Bond Indentures Regulation and Taxation

42.2-Bond Cash Flows and Contingencies

43.1-Types of Bonds and Issuers

43.2-Corporate Debt and Funding Alternatives

44.1-Bond Valuation and Yield to Maturity

44.2-Spot Rates and Accrued Interest

44.3-Yield Measures

44.4-Yield Curves

44.5-Yield Spreads

45.1-Structure of Mortgage Backed Securities

45.2-Prepayment Risk and Non-Mortgage-Backed ABS

46.1-Sources of Returns Duration

46.2-Interest Rate Risk Money Duration

46.3-Convexity and Yield Volatility

47.1-Credit Risk and Bond Ratings

47.2-Evaluating Credit Quality

48.1-Derivatives Markets

49.1-Forwards and Futures

49.2-Swaps and Options

50.1-Derivative Benefits Risks and Issuer and Investor Uses

51.1-Arbitrage Replication and Carrying Costs

52.1-Forward Contract Valuation

53.1-Futures Valuation

54.1-Swap Valuation

55.1-Option Valuation

56.1-Put-Call Parity

57.1-Binomial Model for Option Values

58.1-Alternative Investment Structures

59.1-Performance Appraisal and Return Calculations

60.1-Private Equity and Private Debt

60.2-Real Estate Infrastructure and Natural Resources

60.3-Hedge Funds

61.1-Portfolio Management Process

61.2-Asset Management and Pooled Investments

62.1-Returns Measures

62.2-Risk Aversion

62.3-Portfolio Standard Deviation

62.4-The Efficient Frontier

63.1-Systematic Risk and Beta

63.2-The CAPM and the SML

64.1-Portfolio Planning and Construction

65.1-Cognitive Errors vs Emotional Biases

65.2-Emotional Biases

66.1-Introduction to Risk Management

67.1-Technical Analysis

68.1-Fintech in Investment Management

69.1-Ethics and Trust in the Investment Profession

70.1-Code and Standards

71.1-Standard IA B

71.2-Standard IC D

71.3-Standard II

71.4-Standard IIIA B

71.5-Standard IIIC D E

71.6-Standard IV

71.7-Standard V

71.8-Standard VI

71.9-Standard VII

72.1-Introduction to GIPS

73.1-Ethics Application