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所在平台: Udemy |
课程主页: https://www.udemy.com/course/cfa-equity-and-portfolio-manangement-practical-tutorials/
课程评论：没有评论
课程名称：CFA股票与投资组合管理实践教程 课程概述：本课程旨在帮助您实际理解投资组合管理和股票分析的相关知识。非常适合追求注册金融分析师（CFA）资格或在研究生和本科阶段选择金融专业的学生。课程重点在于应用学习，将教您股票交易平台和研究平台的基础知识。 主要内容包括： 1. 资产配置 2. 投资组合管理 - 风险与回报 3. 投资组合管理类型 - 主动管理与被动管理 4. 投资组合管理流程 5. 股票基础 6. 股票类型 7. 股票市场 - 初级市场操作 8. 股票市场 - 二级市场操作（股票交易） 9. 股票分析 - 基本面与技术面分析 本课程涵盖部分Bloomberg终端的使用示例，展示了如何利用Bloomberg终端进行经济、技术和基本面分析。此外，课程中包含股票分析的实际案例，探讨核心/卫星投资组合的概念、估值比率（如市盈率P/E、市销率P/S、现金流市值P/CF）、红利折现模型和自由现金流折现估值、戈登增长模型、经济数据对股票的影响以及非财务分析。 为了帮助您更好地理解概念，课程中还提供了北美公司的分析示例，包括Zoom、Qualcomm、加拿大航空、迪士尼、Alacer Gold、微软等公司。通过实际案例学习，您将能够深入掌握投资组合管理和股票分析的关键知识。
This course will help you understand practically the syllabus of portfolio management and equity analysis.This course is best suited if you are pursing Chartered financial analyst designation (CFA) or taking finance as specialization in your grad and undergrad. The focus of this course is applied learning. This course give you basics of stock trading platform and research platforms.We would be discussing topics like:1. Asset allocation2. Portfolio management - risk and return3. Types of portfolio management- Active and passive4. Portfolio management process5. Basics of equity6. Types of equity7. Equity markets - primary market operations8. Equity markets - secondary markets operations (stock trading )9. Equity analysis - fundamental and technical analysisThis course has some elements of Bloomberg terminal. I have shown some examples of how Bloomberg terminal can be used to do economic, technical and fundamental analysis. This course also has actual examples of stock analysis. In stock analysis we would be discussing concepts of core / satellite portfolio , Valuations ratios - P/E , P/S , P/CF , dividend discount model and Free cash flow based valuations , Gordons growth model , impact of economic data on stocks and non-financial analysis. I have also provided analysis of north American companies so that you can better understand the concepts. Example of companies include - Zoom , Qualcom , Aircanada , Disney , Alacer gold , microsoft etc
