2008年6月CFA
LEVEL 1 远程教育辅导课程详细列表 |
课程名 |
Ethical and Professional Standards |
Session
1:Ethical and Professional Standards 道德与行为准则 |
Reading 1: Code of Ethics
and Standards of Professional Conduct 道德与职业行为准则 |
Reading 2: Guidance
for Standards I – VII 职业行为准则I – VII指导 |
Reading 3: Introduction to the Global
Investment Performance Standards (GIPS.) and 全球投资业绩报告准则导论 |
Reading 4: Global Investment Performance
Standards 全球投资业绩报告准则 |
Quantitative |
Session
2:Quantitative Methods:Basic Concepts 计量方法:基本概念
|
Reading 5: The Time Value of Money 资金的时间价值 |
Reading 6: Discounted Cash Flow Applications 现金流量折现应用 |
Reading 7: Statistical Concepts and Market Returns 统计概念和市场收益 |
Reading 8: Probability Concepts 概率概念 |
Session
3:Quantitative Methods:Application 计量方法:应用
|
Reading 9: Common Probability Distributions 概率分布 |
Reading 10: Sampling and Estimation 抽样与推断 |
Reading 11: Hypothesis Testing 假设检验 |
Reading 12: Technical Analysis 技术分析 |
Economics |
Session
4:Economics:Microeconomic Analysis 经济学:微观经济分析 |
Reading 13: Elasticity 弹性 |
Reading 14: Efficiency and
Equity 效率与权益 |
Reading 15: Markets in Action 实际中的市场 |
Reading 16: Organizing Production
组织生产 |
Reading 17: Output and Costs 产出和成本
|
Session
5:Economics:Market Structure and Macroeconomic
Analysis 经济学:市场结构以及宏观经济分析
|
Reading 18: Perfect Competition 完全竞争 |
Reading 19: Monopoly 完全垄断 |
Reading 20: Monopolistic
Competition and Oligopoly 垄断竞争与寡头垄断 |
Reading 21: Demand and Supply
in Factor Markets 要素市场的需求与供给 |
Reading 22: Monitoring Cycles,
Jobs, and the Price Level 监视周期,就业与价格水平 |
Reading 23: Aggregate Supply and Aggregate
Demand 总需求与总供给 |
Session
6:Economics:Monetary and Fiscal Economics
经济学:货币以及财政经济学 |
Reading 24: Money, Banks,
and the Federal Reserve 货币,银行与联邦储备 |
Reading 25: Money,Interest,Real
GDP,and the Price Level 货币,利率,实际GDP与价格水平 |
Reading 26: Inflation 通货膨胀 |
Reading 27: Fiscal Policy
财政政策 |
Reading 28: Monetary Policy 货币政策 |
Financial Statement Analysis
|
Session
7:FSA:An Introduction 财务报告分析:导论 |
Preliminary
accounting course*(see footnote)会计学预备知识 |
Reading 29: Financial Statement
Analysis: An Introduction 财务报表分析:导论 |
Reading 30: Financial Reporting Mechanics 财务报告机制 |
Reading 31: Financial Reporting Standards
财务报告准则 |
Session
8:FSA:The Income Statement,Balance Sheet,and
Cash Flow Statement 财务报告分析:利润表,资产负债表,以及现金流量表
|
Reading 32: Understanding
the Income Statement 理解利润表 |
Reading 33: Understanding the Balance
Sheet 理解资产负债表 |
Reading 34: Understanding the Cash
Flow Statement 理解现金流量表 |
Session
9:FSA:Inventories, Long-Term Assets,Deferred
Taxes,and On- and Off-Balance-Sheet Debt 财务报告分析:存货,长期资产,递延税收,以及表内表外负债
|
Reading 35: Analysis of Inventories
存货分析 |
Reading 36: Analysis of Long-Lived Assets:
Part I—The Capitalization Decision 长期资产分析(I):资本化决策 |
Reading 37: Analysis of Long-Lived Assets:
Part II—Analysis of Depreciation and Impairment
长期资产分析(II):折旧与减值分析 |
Reading 38: Analysis of Income Taxes 所得税分析 |
Reading 39: Analysis of Financing Liabilities 债务融资分析 |
Reading 40: Leases and Off-Balance-Sheet
Debt 租赁与表外负债 |
Session
10:FSA:Techniques, Applications,and International
Standards Convergence 财务报表分析:技术,应用以及国际准则趋同 |
Reading 41: Financial Analysis
Techniques 财务分析技术 |
Reading 42: Financial Statement Analysis: Applications 财务报表分析:应用 |
Reading 43: International
Standards Convergence 国际会计准则趋同 |
Corporate
Finance |
Session
11:Corporate Finance 公司财务 |
Reading 44: Capital Budgeting 资本预算 |
Reading 45: Cost of Capital 资本成本 |
Reading 46: Working Capital
Management 营运资本管理 |
Reading 47: Financial Statement
Analysis 财务报表分析 |
Reading 48: The Corporate
Governance of Listed Companies:A Manual for Investors
上市公司治理结构 |
Portfolio Management |
Session
12:Portfolio Management 组合管理 |
Reading 49: The Asset Allocation
Decision 资产配置决策 |
Reading 50: An Introduction to Portfolio Management 投资组合管理导论 |
Reading 51: An Introduction
to Asset Pricing Models 资产定价模型导论 |
Equity
|
Session
13:Analysis of Equity Investments:Securities
Markets 权益投资:证券市场 |
Reading 52: Organization and Functioning of Securities Markets
证券市场组织与运行 |
Reading 53: Security-Market
Indexes 证券市场指数 |
Reading 54: Efficient Capital
Markets 有效资本市场 |
Reading 55: Market Efficiency
and Anomalies 市场有效性与异常 |
Session
14:Analysis of Equity Investments:Industry
and Company Analysis 权益投资:行业与公司分析 |
Reading 56: An Introduction
to Security Valuation: Part I 证券估价导论:I |
Reading 57: Industry Analysis 行业分析 |
Reading 58: Equity: Concepts
and Techniques 权益:概念与技术 |
Reading 59: Company Analysis
and Stock Valuation 公司分析与股票估价 |
Reading 60: An Introduction
to Security Valuation: Part II 证券估价导论:II |
Reading 61: Introduction to Price Multiples
价格乘数导论 |
Fixed
Income
|
Session
15:Analysis of Fixed Income Investments:Basic
Concepts 固定收益投资:基本概念
|
Reading 62: Features of Debt
Securities 债券特征 |
Reading 63: Risks Associated with Investing in Bonds 债券投资风险 |
Reading 64: Overview of
Bond Sectors and Instruments 债券板块与工具概览 |
Reading 65: Understanding
Yield Spreads 理解收益级差 |
Reading 66: Monetary Policy
in an Environment of Global Financial Markets 全球金融市场下的货币政策 |
Session
16:Analysis of Fixed Income Investments:Analysis
and Valuation 固定收益投资:分析与估价
|
Reading 67: Introduction to the Valuation of Debt Securities
债券估价导论 |
Reading 68: Yield Measures, Spot Rates,and Forward Rates
收益衡量:即期利率与远期利率 |
Reading 69: Introduction to the Measurement
of Interest Rate Risk 利率风险衡量导论 |
Derivatives
|
Session
17:Derivative Investments 衍生工具投资 |
Reading 70: Derivative Markets
and Instruments 衍生工具与市场 |
Reading 71: Forward Markets
and Contracts 远期合约与市场 |
Reading 72: Futures Markets
and Contracts 期货合约和市场 |
Reading 73: Option Markets
and Contracts 期权合约和市场 |
Reading 74: Swap Markets
and Contracts 互换合约和市场 |
Reading 75: Risk Management
Applications of Option Strategies 利用期权管理风险 |
Alternative Investments |
Session
18:Alternative Investments 其它投资 |
Reading 76: Alternative Investments
其他投资 |