CFA

楊士奇(楊世傑)老師

teacher9

著重觀念理解加上重點整理

楊世傑老師,讓考生事半功倍!

🎯量身設計課程
針對有志報考的學生安排設計課程,讓你CFA證照輕鬆到手!
🎯著重觀念理解
教學架構清晰,教學循序漸進。
🎯教授解題技巧
把困難複雜的題目,以同學最能接受的淺顯方式教給大家。
🎯課前測驗檢討
每次上課前,安排測驗CFA相關科目的小考及檢討。

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課程內容

1/5

01

The Code of Ethics

02

3/5

Global Investment Performance Standards (GIPS)

03

1/5

Standards of Professional Conduct

04

1/5

The Corporate Governance of Listed Companies

05

1/5

Financial Statement Analysis AN INTRODUCTION

06

2/5

The Time Value Of Money;Discounted Cash Flow Applications;
Statistical Concepts And Market Returns;Probability Concepts

07

5/5

Common Probability Distributions;Sampling And Estimation;Hypothesis Testing

08

2/5

Financial Reporting standards;Understanding The Income Statement

09

5/5

Technical Analysis;Financial Analysis Techniques

10

5/5

Financial Reporting Quality: Red Flags And Accounting Warning Signs;
Accounting Shenanigans On The Cash Flow Statement

09

5/5

Technical Analysis;Financial Analysis Techniques

10

5/5

Financial Reporting Quality: Red Flags And Accounting Warning Signs;
Accounting Shenanigans On The Cash Flow Statement

09

4/5

Technical Analysis;Financial Analysis Techniques

10

5/5

Financial Reporting Quality: Red Flags And Accounting Warning Signs;
Accounting Shenanigans On The Cash Flow Statement

11

3/5

Understanding The Balance Sheet

12

5/5

Financial statement analysis: applications;Portfolio Management: An Overview

13

3/5

Portfolio Risk and Return: Part I;Portfolio Risk and Return: Part II

14

5/5

Understanding the Cash Flow Statement

15

5/5

Basics of Portfolio planning and Construction;Market Organization And Structure

16

4/5

Security Market Indices;Market Efficiency;Overview of Equity Securities

17

5/5

Introduction to Industry and Company Analysis;Equity Valuation:Concepts And Basic Tools

18

5/5

Features of Debt Securities;Risks Associated with Investing in Bonds

19

4/5

Overview of Bond Sectors and Instruments;Understanding Yield Spreads;
Introduction to the Valuation of Debt Securities;Yield Measures, Spot Rates, and Forward Rates

20

5/5

Introduction to the Measurement of Interest Rate Risk;Fundamentals of Credit Analysis;Derivative Markets And Instruments;Forward Markets And Contracts

21

5/5

Futures Markets And Contracts;Option Markets And Contracts;Swap Markets And Contracts

22

5/5

Risk Management Applications Of Option Strategies;
Introduction to Alternative Investments;Investing In Commodities

23

5/5

Inventories

24

5/5

Long-lived Assets

25

5/5

Demand and Supply Analysis: Introduction;Demand and Supply Analysis: Consumer Demand;Demand and Supply Analysis: The Firm;The Firm and Market Structures;Aggregate Output, Prices, and Economic Growth

26

5/5

Understanding Business Cycles;Monetary and Fiscal Policy;
International Trade and Capital Flows;Currency Exchange Rates

27

5/5

Income Taxes;Non-Current (Long-Team) Liabilities

28

5/5

Exam problem-solving

29

5/5

Exam problem-solving