overview

Module 1 Corporate Structures and Ownership

Module 2 Introduction to Corporate Governance and Other ESG Considerations

Module 3 Business Models & Risks

Module 4 Capital Investments

Module 5 Working Capital & Liquidity

Module 6 Cost of Capital-Foundational Topics

Module 7 Capital Structure

Module 8 Measure of Leverage

Module 1 Market Organization and Structure

Module 2 Security Market Indices

Module 3 Market Efficiency

Module 4 Overview of Equity Securities

Module 5 Introduction to Industry and company Analysis

Module 6 Equity Valuation: Concept and Basic Tool

Module 1 Fixed-Income Securities: Defining Elements

Module 2 Fixed-Income Markets: Issuance, Trading, and Funding

Module 3 Introduction to Fixed-Income Valuation

Module 4 Introduction to Asset-Backed Securities

Module 5 Understanding Fixed-Income Risk and Return

Module 6 Fundamentals of Credit Analysis

Module 1 Derivative Instrument and Derivative Market Features

Module 2 Forward Commitment and Contingent Claim Features and Instruments

Module 3 Derivative Benefits, Risks, and Issuer and Investor Uses

Module 4 Arbitrage, Replication, and the Cost of Carry in Pricing Derivatives

Module 5 Pricing and Valuation of Forward Contracts and for an Underlying with Varying Maturities

Module 6 Pricing and Valuation of Futures Contracts

Module 7 Pricing and Valuation of Interest Rates and Other Swaps

Module 8 Pricing and Valuation of Options

Module 9 Option Replication Using Put–Call Parity

Module 10 Valuing a Derivative Using a One-Period Binomial Model

Module 1 Categories, Characteristics, and Compensation Structures of Alternative Investments

Module 2 Performance Calculation and Appraisal of Alternative Investments

Module 3 Private Capital, Real Estate, Infrastructure, Natural Resources, and Hedge Funds

Module 1 Portfolio management overview

Module 2 Portfolio Risk and Return: Part Ⅰ

Module 3 Portfolio Risk and Return: Part Ⅱ

Module 4 Basic of Portfolio Planning and Construction

Module 5 The Behavioral Biases of Individuals

Module 6 Introduction to Risk Management

Module 7 Technical Analysis

Module 8 Fintech in Investment Management

Module 1 Ethics and Professionalism

Module 2 Code of Ethics and Standards of Professional Conduct

Module 3 Guidance for Standards I–VII

Module 4 Introduction to the Global Investment Performance Standards (GIPS)

Module 5 Ethics Application

Module 1 Introduction to Financial Statement Analysis

Module 2 Financial Reporting Standards

Module 3 Understanding Income Statements

Module 4 Understanding Balance Sheets

Module 5 Understanding Cash Flow Statements

Module 6 Financial Analysis Techniques

Module 7 Inventories

Module 8 Long-Lived Assets

Module 9 Income Taxes

Module 10 Long-Term Liabilities and Leases

Module 11 Financial Reporting Quality

Module 12 Financial Statement Analysis: Applications

Introduction

Module 1 Introduction to Financial Statement Analysis

Module 2 Financial Reporting Standards

Module 3 Understanding Income Statements

Module 4 Understanding Balance Sheets

Module 5 Understanding Cash Flow Statements

Module 6 Financial Analysis Techniques

Module 7 Inventories

Module 8 Long-Lived Assets

Module 9 Income taxes

Module 10 Long-Term Liabilities

Module 11 Financial reporting quality

Module 12 Applications of Financial Statement Analysis

overview

Module 1 Topics in Demand and Supply Analysis

Module 2 The Firm and Market Structures

Module 3 Aggregate Output, Prices, and Economic Growth

Module 4 Understanding Business Cycles

Module 5 Monetary and Fiscal Policy

Module 6 Introduction to Geopolitics

Module 7 International Trade and Capital Flows

Module 8 Currency Exchange Rates

Module 1 The Time Value of Money

Module 2 Organizing, Visualizing, and Describing Data

Module 3 Probability Concepts

Module 4 Common Probability Distributions

Module 5 Sampling and Estimation

Module 6 Hypothesis Testing

Module 7 Introduction to Linear Regression

計(jì)算機(jī)使用教程

1 - 計(jì)算器基本操作

2 - CFA考試用操作和功能

3 - CFA考試用功能的經(jīng)典例題

4 - CFA考試推薦設(shè)置

金融數(shù)學(xué)

CFA考前注意事項(xiàng)

金融英語

財(cái)務(wù)報(bào)表分析前導(dǎo)

2023年一級考綱變化

官方機(jī)考系統(tǒng)介紹

Module 1 The Time Value of Money

Module 2 Organizing, Visualizing, and Describing Data

Module 3 Probability Concepts

Module 4 Common Probability Distributions

Module 5 Sampling and Estimation

Module 6 Hypothesis Testing

Module 7 Introduction to Linear Regression

Module 1 Topics in Demand and Supply Analysis

Module 2 The Firm and Market Structures

Module 3 Aggregate Output, Prices, and Economic Growth

Module 4 Understanding Business Cycles

Module 5 Monetary and Fiscal Policy

Module 6 Introduction to Geopolitics

Module 7 International Trade and Capital Flows

Module 8 Currency Exchange Rates

Module 1 Introduction to Financial Statement Analysis

Module 2 Financial Reporting Standards

Module 3 Understanding Income Statements

Module 4 Understanding Balance Sheets

Module 5 Understanding Cash Flow Statements

Module 6 Financial Analysis Techniques

Module 7 Inventories

Module 8 Long-Lived Assets

Module 9 Income taxes

Module 10 Long-Term Liabilities

Module 11 Financial reporting quality

Module 12 Applications of Financial Statement Analysis

Module 1 Introduction to Financial Statement Analysis

Module 2 Financial Reporting Standards

Module 3 Understanding Income Statements

Module 4 Understanding Balance Sheets

Module 5 Understanding Cash Flow Statements

Module 6 Financial Analysis Techniques

Module 7 Inventories

Module 8 Long-Lived Assets

Module 9 Income Taxes

Module 10 Long-Term Liabilities and Leases

Module 11 Financial Reporting Quality

Module 12 Financial Statement Analysis: Applications

習(xí)題知識點(diǎn)匯總

Module 1 Corporate Structures and Ownership

Module 2 Introduction to Corporate Governance and Other ESG Considerations

Module 3 Business Models & Risks

Module 4 Capital Investments

Module 5 Working Capital & Liquidity

Module 6 Cost of Capital-Foundational Topics

Module 7 Capital Structure

Module 8 Measure of Leverage

Module 1 Market Organization and Structure

Module 2 Security Market Indices

Module 3 Market Efficiency

Module 4 Overview of Equity Securities

Module 5 Introduction to Industry and company Analysis

Module 6 Equity Valuation: Concept and Basic Tool

Module 1 Fixed-Income Securities: Defining Elements

Module 2 Fixed-Income Markets: Issuance, Trading, and Funding

Module 3 Introduction to Fixed-Income Valuation

Module 4 Introduction to Asset-Backed Securities

Module 5 Understanding Fixed-Income Risk and Return

Module 6 Fundamentals of Credit Analysis

Module 1 Derivative Instrument and Derivative Market Features

Module 2 Forward Commitment and Contingent Claim Features and Instruments

Module 3 Derivative Benefits, Risks, and Issuer and Investor Uses

Module 5 Pricing and Valuation of Forward Contracts and for an Underlying with Varying Maturities

Module 6 Pricing and Valuation of Futures Contracts

Module 7 Pricing and Valuation of Interest Rates and Other Swaps

Module 8 Pricing and Valuation of Options

Module 10 Valuing a Derivative Using a One-Period Binomial Model

Module 1 Categories, Characteristics, and Compensation Structures of Alternative Investments

Module 2 Performance Calculation and Appraisal of Alternative Investments

Module 3 Private Capital, Real Estate, Infrastructure, Natural Resources, and Hedge Funds

Module 1 Portfolio management overview

Module 2 Portfolio Risk and Return- Part I

Module 3 Portfolio Risk and Return- Part II

Module 4 Basics of Portfolio Planning and Construction

Module 5 The Behavioral Biases of Individuals

Module 6 Introduction to Risk Management

Module 7 Technical Analysis

Module 8 Fintech in Investment Management

Module 1 Ethics and Trust in the Investment Profession

Module 2 Code of Ethics and Standards of Professional Conduct

Module 3 Guidance for Standards I–VII

Module 4 Introduction to the Global Investment Performance Standards (GIPS)

會(huì)計(jì)師事務(wù)所——管理咨詢

會(huì)計(jì)師事務(wù)所——審計(jì)

會(huì)計(jì)師事務(wù)所——稅務(wù)

風(fēng)險(xiǎn)咨詢

500強(qiáng)企業(yè)——內(nèi)審

500強(qiáng)企業(yè)財(cái)務(wù)工作前景

1.投行簡要介紹

2.投行起源與發(fā)展

3.投行業(yè)務(wù)類型

4.投行招聘與規(guī)劃

金融機(jī)構(gòu)——私募

1 - 行研簡要介紹

2 - 行研工作內(nèi)容

3 - 行研薪酬體系

4 - 行研招聘要求

金融機(jī)構(gòu)——資產(chǎn)管理

1.介紹

2.引入篇-西洋跳棋&國際跳棋

3.引入篇-圍棋&AlphaZero

4.原理篇-大數(shù)據(jù)(1)

5.原理篇-大數(shù)據(jù)(2)

6.原理篇-人工智能

7.原理篇-區(qū)塊鏈

8.未來篇-AI帶來的變化

9.未來篇-AI的風(fēng)險(xiǎn)

10.未來篇-AI的個(gè)人應(yīng)對

職場形象與商務(wù)禮儀

贏在簡歷

四大招聘流程簡介

Excel商務(wù)運(yùn)用技巧

教你做出眼前一亮的PPT

高效辦公的Word必修課

M1-1 Wind數(shù)據(jù)庫介紹

M1-2 Wind數(shù)據(jù)庫介紹

M1-3 Wind數(shù)據(jù)庫介紹

M1-4 Wind數(shù)據(jù)庫介紹

M1-5 Wind數(shù)據(jù)庫介紹

M1-6 Wind數(shù)據(jù)庫介紹

M1-7 Wind數(shù)據(jù)庫介紹

M2-1 權(quán)益研究重點(diǎn)功能

M2-2 權(quán)益研究重點(diǎn)功能

M3-1 債券研究-交易重點(diǎn)功能

M3-2 債券研究-交易重點(diǎn)功能

M3-3 債券研究-交易重點(diǎn)功能

M4 基金研究重點(diǎn)功能

M5 組合管理

大學(xué)生最值得參加的商賽實(shí)訓(xùn)

拒絕拖延 高效學(xué)習(xí)

1-1 安裝

1-2 前導(dǎo)

1-3 編寫第一個(gè)程序-Hello World

1-4 隨堂練習(xí)

5 - Python 中的函數(shù)

1-6 隨堂練習(xí)

1-7 一個(gè)稍微復(fù)雜的程序示例-Chaos

1-8 隨堂練習(xí)和第一章總結(jié)

2-1 示例程序——匯率換算

2-2 程序要素——名稱

2-3 隨堂練習(xí)

2-4 程序要素——表達(dá)式

2-5 程序要素——輸出語句

2-6 程序要素——賦值語句

2-7 隨堂練習(xí)

2-8 程序要素——確定循環(huán)

2-9 示例程序——計(jì)算終值

2-10 隨堂練習(xí)

2-11 第二章總結(jié)

3-1 Python 中數(shù)值類型

3-2 類型的轉(zhuǎn)換

3-3 隨堂練習(xí)

3-4 Python 中的 Math 庫

5 - 原地運(yùn)算

3-6 第三章總結(jié)

4.1 索引和切片

4-2 隨堂練習(xí)

4-3 字符串的操作

4-4 示例程序——生成用戶名

4-5 示例程序——月份縮寫

4-6 Python 中的列表

4-7 示例程序——月份縮寫（升級版）

4-8 列表與字符串

4-9 隨堂練習(xí)

4-10 字符串編碼

4-11 示例程序——編碼器

4-12 字符串方法

4-13 示例程序——編碼器

4-14 長字符串

4-15 格式化輸出

4-16 文件處理

4-17 示例程序——批處理

4-18 文件對話框

4-19 章節(jié)總結(jié)——第四章

5-1 示例程序——生日歌

5-2 函數(shù)的定義和調(diào)用

5-3 定義多個(gè)參數(shù)的函數(shù)

5-4 有返回值的函數(shù)

5-5 修改參數(shù)的函數(shù)

5-6 默認(rèn)參數(shù)

5-7 不定長參數(shù)

5-8 隨堂練習(xí)

5-9 匿名函數(shù)

5-10 章節(jié)總結(jié)——第五章

6-1 條件結(jié)構(gòu)

6-2 示例程序——溫度警告

6-3 條件判斷語句

6- 4 條件結(jié)構(gòu)的類型

6-5 單路判斷和兩路判斷

6-6 隨堂練習(xí)

6-7 多路判斷

6-8 隨堂練習(xí)

6-9 處理多個(gè)條件

6-10 異常處理

6-11 三元表達(dá)式

6-12 章節(jié)總結(jié)——第六章

6-13 隨堂練習(xí)

7-1 確定循環(huán)

7-2 while 語句

7-3 交互式循環(huán)

7-4 哨兵循環(huán)

7-5 文件循環(huán)

7-6 嵌套循環(huán)

7-7 隨堂練習(xí)

7-8 break 和 continue 語句

7-9 章節(jié)總結(jié)——第七章

8-1 隨機(jī)數(shù)

8-2 示例程序——計(jì)算圓周率

8-3 示例程序——壁球游戲

9-1 自定義模塊

9-2 導(dǎo)入同級目錄下的模塊

9-3 導(dǎo)入不同級目錄下的模塊

9-4 __name__ 屬性

10-1 數(shù)據(jù)類型

10-2 輸入與輸出

10-3 函數(shù)

10-4 選擇結(jié)構(gòu)

10-5 循環(huán)結(jié)構(gòu)

10-6 模塊

10-7 隨機(jī)數(shù)

10-8 模擬與設(shè)計(jì)

11-1 海龜作圖

11-2 使用 with 進(jìn)行文件操作

12-1 示例程序——計(jì)算階乘

12-2 示例程序——反轉(zhuǎn)字符串

12-3 示例程序——漢諾塔

12-4 效率問題

12-5 示例程序——Fibonacci

12-6 示例程序——分形樹

13-1 列表

13-2 隨堂練習(xí)

13-3 元組

13-4 字典

13-5 集合

14-1 生成表達(dá)式

14-2 高階函數(shù)

15-1 Numpy 數(shù)組的介紹

15-2 使用列舉創(chuàng)建數(shù)組

15-3 數(shù)組的屬性

15-4 創(chuàng)建等差數(shù)組

15-5 創(chuàng)建隨機(jī)數(shù)組

15-6 其他創(chuàng)建數(shù)組的方法

15-7 數(shù)組的數(shù)據(jù)類型

15-8 索引和切片

15-9 布爾索引

15-10 智能索引

15-11 數(shù)組的形態(tài)操作

15-12 數(shù)組的運(yùn)算

15-13 通用函數(shù)

15-14 統(tǒng)計(jì)函數(shù)

15-15 數(shù)組的遍歷

15-16 線性代數(shù)

16-1 廣播

16-2 布爾數(shù)組和布爾索引

17-1 DataFrame 數(shù)據(jù)結(jié)構(gòu)

17-2 Series 數(shù)據(jù)結(jié)構(gòu)

17-3 數(shù)據(jù)表的讀寫

17-4 提取數(shù)據(jù)表的行和列

17-5 提取數(shù)據(jù)表的某一區(qū)域

17-6 DataFrame 中的作圖

17-7 新增字段

18-1 重命名

18-2 整體統(tǒng)計(jì)與分組統(tǒng)計(jì)

18-3 數(shù)據(jù)表的排序

18-4 Long to Wide

18-5 數(shù)據(jù)透視表

18-6 Wide to Long

18-7 數(shù)據(jù)表的縱向合并

18-8 數(shù)據(jù)表的橫向合并

18-9 處理時(shí)間序列數(shù)據(jù)

18-10 處理文本數(shù)據(jù)

19-1 創(chuàng)建 Series

19-2 將 Series 轉(zhuǎn)換為 Numpy Array

19-3 Series 的索引和切片

19-4 Series 的運(yùn)算

19-5 創(chuàng)建 DataFrame

19-6 丟棄數(shù)據(jù)

19-7 設(shè)置 Index

19-8 DataFrame 的索引和切片

19-9 向 DataFrame 中添加列

19-10 滾動(dòng)計(jì)算

20-1 None 與 NaN

20-2 處理 Pandas 中的缺失值

21-1 Stateful approach

21-2 Stateless approach

21-3 調(diào)整圖形

21-4 常用圖形

22-1 單組數(shù)據(jù)的可視化

22-2 多組數(shù)據(jù)關(guān)系的可視化

23-1 tushare

23-2 pandas-datareader

24-1 類和對象

24-2 類的方法

24-3 二叉樹模型

24-4 模型實(shí)現(xiàn)

26-1 課后練習(xí)1

26-2 課后練習(xí)2

26-3 課后練習(xí)3

26-4 課后練習(xí)4

26-5 課后練習(xí)5

27-1 Cases —— 哥德巴赫猜想

27-2 Cases —— 隨機(jī)游走

27-3 Cases —— 策略回測函數(shù)的 Excel實(shí)現(xiàn)

27-4 Cases —— Titanic 幸存分析

27-5 Cases —— 板塊分析

27-6 Cases —— 生命游戲

27-7 Cases —— 股債長期收益分析

27-8 Cases —— 賭博游戲

爬蟲

注釋和快捷鍵

文件和文件夾的處理

1-1 財(cái)務(wù)分析與估值建模課程介紹

1-2 如何閱讀財(cái)務(wù)報(bào)告

1-3 認(rèn)識資產(chǎn)負(fù)債表

1-4 認(rèn)識現(xiàn)金流量表

1-5 認(rèn)識利潤表

2-1 財(cái)務(wù)分析的核心指標(biāo)

2-2 基于企業(yè)盈利鏈的財(cái)務(wù)分析框架

2-3 毛利率分析

2-4 存貨中的財(cái)務(wù)詭計(jì)

2-5 一招提高 ROE

2-6 費(fèi)用以及損益

2-7 周轉(zhuǎn)率分析

2-8 資產(chǎn)負(fù)債率分析

2-9 現(xiàn)金流量分析

2-10 京滬高鐵

2-11 華測檢測

3-1 財(cái)務(wù)舞弊

3-2 盈余管理方法

3-3 東阿阿膠

3-4 財(cái)務(wù)風(fēng)險(xiǎn)識別

3-5 康美藥業(yè)

3-6 康得新

3-6 樂視網(wǎng)

4-1 股權(quán)激勵(lì)的概念

4-2 股權(quán)激勵(lì)的要點(diǎn)

4-3 瀘州老窖

4-4 美的集團(tuán)

4-5 伊利股份

4-6 ST凱迪

5-1 相對估值法

5-2 正確理解市盈率變動(dòng)

5-3 絕對估值法

5-4 自由現(xiàn)金流折現(xiàn)模型

5-6 貴州茅臺(tái)

5-7 伊利股份

5-8 上海機(jī)場