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所在平台: Udemy |
课程主页: https://www.udemy.com/course/cfa-investment-foundations-certificate-for-exams-in-2024/
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课程名称：投资基础（2025年考试准备） 概述： 《投资基础》课程将为学习者提供金融、伦理和投资角色的基本知识，清晰地理解全球投资行业的术语和基础概念。该系列课程旨在帮助那些渴望或目前在投资和金融行业支持角色中工作的人员。它将使市场营销、销售、项目管理、人力资源、IT和法律等角色的人员更好地理解行业，促进与同事的沟通，并帮助职业发展。 课程结构： - 六个课程模块 - 总学习时间为60-90小时 - 在线学习，包含100道多项选择题的期末评估 程序结构： 课程1：行业概述与结构 介绍投资行业的结构，包括机构类型、参与者的功能以及服务类型。您将了解投资行业提供的好处以及影响其发展的力量，包括技术创新、伦理/道德行为的重要性，以及管理行业的监管者和法规的目的及类型概述。 课程2：市场的种类与运作 介绍主要市场和次级市场的运作。您还将了解到去中心化金融的概念、投资工具及其结构，以及这些结构如何为投资者服务。 课程3：投资工具 介绍主要投资工具的类型和特征，包括股票、债券、替代投资和衍生品。 课程4：投资输入与工具 增强对投资专业人士如何识别相关信息的理解，以及这些信息的分析如何影响他们的投资和融资决策。 课程5：满足客户需求 介绍投资公司如满足客户投资需求，审视风险考虑和管理。您还将学习投资组合表现评估如何帮助投资专业人士及其客户更好地理解风险和收益的来源。 课程6：服务更大善 介绍ESG投资的好处、关键概念和方法及其与多样性、公平性和包容性（DEI）的关联。您还将了解如何通过伦理决策框架来解决在这些领域内外实践中出现的伦理困境。 该课程将为您在投资和金融行业的支持角色打下坚实的基础，帮助您提升专业技能和职业发展。
Investment FoundationsInvestment Foundations will provide learners with an overview of the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry including terminology and foundational concepts. This series of courses is designed for those aspiring to, or currently working within, support roles across the investment and finance industries. It will benefit those in roles such as marketing, sales, project management, human resources, IT, and legal through better understanding of the industry, facilitating communication with colleagues, and advancing in one's career.Modular Structure- Six courses- 60-90 hours of total study time- Online, 100 multiple-choice question final assessmentProgram structureCourse 1: Industry Overview and StructureAn introduction to the structure of the investment industry, including types of institutions, functions of participants, and types of services.You will gain an appreciation of the benefits provided by the investment industry and the forces that affect its evolution, including technological innovations, the importance of ethics/ethical conduct, and an overview of the purpose and types of regulators and regulations that govern the industry.Course 2: Types and Functioning of MarketsAn introduction to primary and secondary markets and how they operate.You will also be introduced to decentralized finance, the concept of investment vehicles, how they are structured, and how those structures serve investors.Course 3: Investment InstrumentsAn introduction to the types and characteristics of primary investment instruments, including equity securities (stocks), debt securities (bonds), alternative investments, and derivatives.Course 4: Investment Inputs and ToolsEnhanced understanding of how investment professionals identify relevant information and how the analysis of that information affects their investment and financing decisions.Course 5: Serving Client NeedsAn introduction to how investment firms serve clients' investment needs and examine risk considerations and management. You will also learn how portfolio performance evaluation enables investment professionals and their clients to better understand sources of risks and returns.Course 6: Serving the Greater GoodAn introduction to the benefits, key concepts, and approaches to ESG investing and its link to DEI. You will also learn how ethical dilemmas that arise in practice within and beyond each of these elements can be addressed through an ethical decision-making framework.
