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(jì)算機(jī)使用教程

1 - 計(jì)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(jīng)典例題

4 - CFA考試推薦設(shè)置

金融數(shù)學(xué)

CFA考前注意事項(xiàng)

金融英語(yǔ)

財(cái)務(wù)報(bào)表分析前導(dǎo)

2023年一級(jí)考綱變化

官方機(jī)考系統(tǒng)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(xí)題知識(shí)點(diǎn)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)