CFA一级基础班权益与其他类投资讲义

《CFA一级基础班权益与其他类投资讲义》由会员上传分享，免费在线阅读，更多相关内容在行业资料-天天文库。

1、ਈ䕊䞥⿟ᬭ㚆催㑻෍䆁ᏜˈCFA˄⊼ݠ䞥㵡ߚᵤᏜ˅ˈFRM˄䞥㵡亢䰽ㅵ⧚Ꮬ˅ˈCQF˄⡍䆌䞥㵡᭄䞣ߚᵤᏜ˅໡ᮺ໻ᄺㅵ⧚ᄺ䰶䋶ࡵ䞥㵡㋏䞥㵡Ꮉ⿟⸩຿ˈ໡ᮺ໻ᄺㅵ⧚ᄺ䰶䋶ࡵ䞥㵡㋏䋶ࡵㅵ⧚ᄺ຿ˈЁ⃻೑䰙Ꮉଚㅵ⧚ᄺ䰶Ё೑䞥㵡ⷨおЁᖗⷨおਬˈ೑ᆊ໪∛ㅵ⧚ሔټ໛ㅵ⧚ৌ亢䰽ㅵ⧚໘ⷨおਬˈ佭␃⧚Ꮉ໻ᄺӮ䅵Ϣ䞥㵡ᄺ䰶ࡽ⧚ⷨおਬDŽⳂ㆑⧭ㅭ䈞CFA䄜゗〚⪂⟁ㅓ䅆ࠡЎℶˈ䆆ᥜCFA®LevelII10⧁⃵ˈFRMѸ䗮䫊㸠ݙ䚼෍䆁⧁2⃵ˈ݀ᓔ⧁1⃵ˈCFRMѸ䗮䫊㸠ݙ䚼෍䆁⧁1⃵ˈ໡ᮺIMBAlj೑䰙䋶ࡵㅵ⧚NJ1⃵ˈ໡ᮺMBAljᅣ㾖㒣⌢ᄺNJ2⃵ˈ໡ᮺम຿⫳lj催ㄝ䞥㵡䅵䞣NJ2⃵ˈ໡ᮺ⸩຿⫳lj䞥㵡ᯊ䯈ᑣ

2、߫ߚᵤNJ2⃵੠lj䞥㵡亢䰽ㅵ⧚NJ2⃵DŽEquity&AlternativeInvestments¾䞥⿟㘠⿄˖䞥⿟䌘⏅෍䆁Ꮬ¾ᬭᥜ䇒⿟˖Ꮦഎ亢䰽ㅵ⧚ǃ⫼亢䰽ᓎ῵ǃ೎ᅮᬊⲞ䆕ࠌǃ㸡⫳䆕ࠌǃᴗⲞ㉏ᡩ䌘¾ᬭ㚆㚠᱃ঞ䌘ग़˖໡ᮺ໻ᄺ䋶ࡵ䞥㵡㋏䋶ࡵㅵ⧚ᄺ຿ˈ໡ᮺ໻ᄺ䋶ࡵ䞥㵡㋏䞥㵡Ꮉ⿟⸩຿ˈCFAˈFRMˈCQF¾Ⳍ݇Ꮉ԰㚠᱃˖2004ᑈ7᳜-8᳜Ѣᖋᛣᖫ䫊㸠˄Ϟ⍋˅ᡩ䌘䫊㸠䚼䮼ᅲдˈৠᑈ9᳜-ㅓ㬇ᷛ㹃劔CFAFRMCQF12᳜খࡴ㦅᳐ܘᓳ˄佭␃˅Ѹᯧਬ෍䆁ᅲд䅵ߦ˗2005ᑈ7᳜ᓔྟখࡴ㢅᮫䫊㸠˄Ϟ⍋ߚ㸠˅ㅵ⧚෍䆁⫳乍ⳂˈЎᳳϸᑈˈߚ߿ᅲдѢϞ⍋ǃ࣫Ҁ੠佭␃ߚ㸠˗2006ᑈ10᳜㦶㠻

3、ᷛ2009㛋3䊣ࡴܹЁ⃻೑䰙Ꮉଚㅵ⧚ᄺ䰶Ё೑䞥㵡ⷨおЁᖗᢙӏⷨおਬˈ2007ᑈ3᳜খࡴ೑ᆊ໪∛ㅵ⧚ሔټ໛ㅵ⧚ৌ亢䰽ㅵ⧚໘ⱘ೑ᆊ㞾✊⾥ᄺ෎䞥乍Ⳃ˗2008ᑈ1᳜ㅒ㑺催ⲯЁ೑೎ᅮᬊⲞǃ໪∛੠໻ᅫଚક䚼䮼ˈᢙӏ໪∛੠߽⥛ѻકⱘѸᯧਬDŽ⭹⮄ᷛƵ㩰⼄ƶ⡒㈊ƶ㪏䟻¾䆎᭛থ㸼˖ISTPᬊܹ㣅᭛䆎᭛˄⣀ゟ԰㗙˅ϸ㆛˗lj᭄䞣㒣⌢ᡔᴃ㒣⌢ⷨおNJϸ㆛˗Ё೑⇥㧹㒣⌢߯ᮄ೑䰙䆎യߎ⠜㣅᭛Ӯ䆂䆎᭛ϔ㆛˗㄀Ѡሞܼ೑催ㄝ䅵䞣㒣⌢ᄺᑈӮߎ⠜Ӯ䆂䆎᭛ϔ㆛˗㢅᮫䫊㸠ݙ䚼亢䰽ㅵ⧚ⷨお᡹ਞಯ㆛˗2007ᑈܼ೑म຿⫳䆎യㅵ⧚ᄺߚ䆎യ䆎᭛ϔㄝ༪DŽ¾㘨㋏ᮍᓣ˖⬉䆱˖86-13917952237Email:wuyi4

4、020@yahoo.com.cn1䓉䄖㎕䓵➺⳷➺⭥㵗㧌Copyright2009ByGFEDU2OverviewofEquityValuationCFAϔ㑻䇒⿟ḚᶊStudySession1-2Ethics&ProfessionalStandards10¾SS13EquityInvestmentSecuritiesMarketsStudySession3QuantitativeMethods5--10¾OrganizationandFunctioningofSecuritiesMarketsStudySession4EconomicAnalysis5--10¾Secu

5、rity-MarketIndexesStudySession5-7FinancialStatementAnalysis15--25¾EfficientCapitalMarketsStudySession8-9CorporateFinance5--15¾MarketEfficiencyandAnomaliesStudySession18PortfolioManagement5--15¾SS14EquityInvestments:IndustryandCompanyStudySession10-12EquityAnalysis20--30AnalysisStudySess

6、ion14-15FixedIncomeAnalysis5--15¾AnIntroductiontoSecurityValuationStudySession16-17DerivativeInvestments5--15¾IndustryAnalysisStudySession18AlternativeInvestments5--15¾CompanyAnalysisandStockValuation¾IntroductiontoPriceMultiplesTotal:100䓉䄖㎕䓵➺⳷➺⭥㵗㧌Copyright2009ByGFEDU3䓉䄖㎕䓵➺⳷➺⭥㵗㧌Copyrigh

7、t2009ByGFEDU4IntroductiontoAssetClassIIntroductiontoAssetClassIISavingsAccountsPassbookSavingsCertificatesofDeposit(CDs)IndustrialDomesticvs.ForeignUSTreasurySecuritiesT-bills/T-notes/T-bondsUtilitiesIndustryUSAgencySecuritiesFNMA/FHLB/GNMAEquityCommonStockTransportationsGroupF