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ID:40848481
大小:307.35 KB
页数:24页
时间:2019-08-08
《SYLLABUS OVERVIEW教学大纲概述》由会员上传分享,免费在线阅读,更多相关内容在学术论文-天天文库。
1、SYLLABUSOVERVIEW1CONTENTSMODULE1:INDUSTRYOVERVIEW4CHAPTER1TheInvestmentIndustry:ATop-DownViewMODULE2:ETHICSANDREGULATION6CHAPTER2EthicsandInvestmentProfessionalismCHAPTER3RegulationMODULE3:INPUTSANDTOOLS8CHAPTER4MicroeconomicsCHAPTER5MacroeconomicsCHAPTER6EconomicsofI
2、nternationalTradeCHAPTER7FinancialStatementsCHAPTER8QuantitativeConceptsMODULE4:INVESTMENTINSTRUMENTS12CHAPTER9DebtSecuritiesCHAPTER10EquitySecuritiesCHAPTER11DerivativesCHAPTER12AlternativeInvestments2MODULE5:INDUSTRYSTRUCTURE15CHAPTER13StructureoftheInvestmentIndust
3、ryCHAPTER14InvestmentVehiclesCHAPTER15TheFunctioningofFinancialMarketsMODULE6:SERVINGCLIENTNEEDS18CHAPTER16InvestorsandTheirNeedsCHAPTER17InvestmentManagementMODULE7:INDUSTRYCONTROLS20CHAPTER18RiskManagementCHAPTER19PerformanceEvaluationCHAPTER20InvestmentIndustryDocu
4、mentationEXAMWEIGHTING223MODULE1INDUSTRYOVERVIEWItisaboutgettingtotheheartandthecorepurposeoftheinvestmentindustry—itsvitalroleintheworld:fromhelpingpeoplesaveforthefuturetofundingschools,hospitals,roadsandotheressentials.Thebenefitsthisbringswhendonewell(ethicallyand
5、allpartsworkingtogether)helpservesociety.4CHAPTER1THEINVESTMENTINDUSTRY:ATOP-DOWNVIEWAftercompletingthischapter,youshouldbeabletodothefollowing:•Describethefinancialservicesindustry;•Identifytypesoffinancialinstitutions,includingbanksandinsurancecompanies;•Definethein
6、vestmentindustry;•Explainhoweconomiesbenefitfromtheexistenceoftheinvestmentindustry;•Explainhowinvestorsbenefitfromtheexistenceoftheinvestmentindustry;•Describetypesandfunctionsofparticipantsoftheinvestmentindustry;•Describeforcesthataffecttheevolutionoftheinvestmenti
7、ndustry.5MODULE2ETHICSANDREGULATIONThismodulefocusesontheessentialfoundationsfortheinvestmentworld—ethicsandregulation.Thefirmgroundonwhichwebuildforourclients:trust,reputation,confidenceandvalue—theessentialsofastrongandhealthyclient-focusedindustry.6CHAPTER2CHAPTER3
8、ETHICSANDINVESTMENTPROFESSIONALISMREGULATIONAftercompletingthischapter,youshouldbeabletodoAftercompletingthischapter,youshou
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