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1. 職業道德(6hr)
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詳細
內容 |
1.Code of Ethics and
Standards of Professional Conduct- (完整職業道德下載) |
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2. Guidance for
Standards I – VII |
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3. Introduction to the Global Investment Performance Standards
(GIPS)-(GIPS下載) |
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4. Global Investment
Performance Standards |
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2. 數量方法(12hr) |
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詳細
內容 |
5.The
Time Value of Money |
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6.Discounted
Cash Flow Applications |
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7.Statistical
Concepts and Market Returns |
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8.Probability
Concepts |
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9.Common
Probability Distributions |
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10.Sampling
and Estimation |
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11.Hypothesis
Testing |
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12.Technical
Analysis |
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3. 經濟學(15hr) |
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詳細
內容 |
13.Elasticity |
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14.Efficiency
and Equity |
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15.Markets
in Action |
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16.Organizing
Production |
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17.Output
and Costs |
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18.Perfect
Competition |
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19.Monopoly |
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20.Monopolistic
Competition and Oligopoly |
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21.Markets
for Factors of Production |
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22.Monitoring
Jobs and the Price Level |
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23.Aggregate
Supply and Aggregate Demand |
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24.Money,
the Price Level, and Inflation |
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25.U.S.
Inflation, Unemployment, and Business Cycles |
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26.Fiscal
Policy |
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27.Monetary
Policy |
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28.An
Overview of Central Banks |
4. 財報分析(27hr)
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詳細
內容
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29.Financial
Statement Analysis: An Introduction |
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30.Financial
Reporting Mechanics |
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31.Financial
Reporting Standards |
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32.Understanding
the Income Statement |
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33.Understanding
the Balance Sheet |
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34.Understanding
the Cash Flow Statement |
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35.Financial
Analysis Techniques |
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36.Inventories |
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37.Long-lived
Assets |
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38.Income
Taxes |
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39.Non-current
(Long-term) Liabilities |
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40.Financial
Reporting Quality: Red Flags and Accounting Warning
Signs |
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41.Accounting
Shenanigans on the Cash Flow Statement |
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42.Financial
Statement Analysis: Applications |
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43.International
Standards Convergence |
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5. 公司財管(6hr) |
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詳細
內容
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44.Capital
Budgeting |
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45.Cost
of Capital |
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46.Measures
of Leverage |
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47.Dividends
and Share Repurchases: Basics |
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48.Working
Capital Management |
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49.Financial
Statement Analysis |
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50.The
Corporate Governance of Listed Companies: A Manual
for Investors(公司治理
要求下載) |
6. 股票評價(12hr)
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詳細
內容 |
55.Market
Organization and Structure |
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56.Security
Market Indices |
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57.Market
Efficiency |
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58.Overview
of Equity Securities |
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59.Introduction
to Industry and Company Analysis |
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60.Equity
Valuation: Concepts and Basic Tools |
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7. 債券評價(12hr) |
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詳細
內容 |
61.Features
of Debt Securities |
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62.Risks
Associated with Investing in Bonds |
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63.Overview
of Bond Sectors and Instruments |
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64.Understanding
Yield Spreads |
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65.Introduction
to the Valuation of Debt Securities |
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66.Yield
Measures, Spot Rates, and Forward Rates |
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67.Introduction
to the Measurement of Interest Rate Risk |
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8.
衍生性商品(6hr) |
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詳細
內容 |
68.Derivative
Markets and Instruments |
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69.Forward
Markets and Contracts |
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70.Futures
Markets and Contracts |
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71.Option
Markets and Contracts |
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72.Swap
Markets and Contracts |
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73.Risk
Management Applications of Option Strategies |
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9. 投資組合管理(其他投資)(6hr) |
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詳細
內容 |
51.Portfolio
Management: An Overview |
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52.Portfolio
Risk and Return: Part I |
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53.Portfolio
Risk and Return: Part II |
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54.Basics
of Portfolio Planning and Construction |
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74.Alternative
Investments |
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75.Investing
in Commodities |
