
CFA证书经验班
COURSE OUTLINE
Study Session 1
Ethical and Professional Standards
- Code of Ethics and Standards of Professional Conduct
- Guidance for Standards I – VII
- Introduction to Global Investment Performance Standards
- Global Investment Performance Standards
Study Session 2:
Quantitative Methods – Basic Concepts
- Time Value of Money
- Discounted Cash Flow Applications
- Statistical Concepts and Market Returns
- Probability Concepts
Study Session 3:
Quantitative Methods – Applications
- Common Probability Distributions
- Sampling and Estimation
- Hypotheses Testing
- Correlation and Regression
Study Session 4
Microeconomic Concepts
- Elasticity
- Efficiency and Equity
- Markets in Action
- Organizing Production
- Outputs and Costs
Study Session 5
Economics
- Perfect Competition
- Monopoly
- Monopolistic Competition and Oligopoly
- Demand and Supply in Factor Markets
- Monitoring Cycles, Jobs, and the Price Level
- Aggregate Supply and Aggregate Demand
Study Session 6
Macroeconomic Analysis
- Money, Banks, and the Federal Reserve
- Money, Interest, Real GDP, and Price Level
- Inflation
- Fiscal Policy
- Monetary Policy
Study Session 7
Financial Reporting and Financial Statement Analysis
- Financial Statement Analysis: An Introduction
- Financial Reporting Mechanics
- Financial Reporting Standards
Study Session 8
Understanding the Financial Statements
- Understanding the Income Statement
- Understanding the Balance Sheet
- Understanding the Cash Flow Statement
Study Session 9:
Assets and Liabilities
- Analysis of Inventories
- Analysis of Long-Lived Assets Part I: The Capitalization Decision
- Analysis of Long-Lived Assets Part II: Analysis of Depreciation and Impairment
- Analysis of Income Taxes
- Analysis of Financing Liabilities
- Leases and Off-Balance-Sheet Debt
Study Session 10:
Techniques, Applications, and
International Standards Convergence
- Financial Analysis Techniques
- Financial Statement Analysis: Applications
- International Standards Convergence
Study Session 11
Corporate Finance
- Capital Budgeting
- Cost of Capital
- Working Capital Management
- Financial Statement Analysis
- The Corporate Governance of Listed Companies: A Manual for Investors
Study Session 12
Portfolio Management
- The Asset Allocation Decision
- An Introduction to Portfolio Management
- An Introduction to Asset Pricing Models
Study Session 13
Securities Markets
- Organization and Functioning of Securities Markets
- Security Market Indexes
- Efficient Capital Markets
- Market Efficiency and Anomalies
Study Session 14
Industry and Company Analysis
- An Introduction to Security Valuation: Part I
- Industry Analysis
- Equity: Concepts and Techniques
- Company Analysis and Stock Valuation
- An Introduction to Security Valuation: Part II
- Introduction to Price Multiples
Study Session 15
Fixed Income Investments –Basic Concepts
- Features of Debt Securities
- Risks Associated with Investing in Bonds
- Overview of Bond Sectors and Instruments
- Understanding Yield Spreads
- Monetary Policy in an Environment of Global Financial Markets
Study Session 16
Fixed Income Investments – Analysis and Valuation
- Introduction to the Valuation of Fixed Income Securities
- Yield Measures, Spot Rates, and Forward Rates
- Introduction to the Measurement of Interest Rate Risk
Study Session 17
Derivative Investments
- Derivative Markets and Instruments
- Forward Markets and Contracts
- Futures Markets and Contracts
- Options Markets and Contracts
- Swaps Markets and Contracts
- Risk Management and Applications of Option Strategies