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所在平台: Udemy |
课程主页: https://www.udemy.com/course/last-minute-cfa-mastery/
课程评论：没有评论
课程名称：最后时刻CFA精通 课程概述：该课程旨在高层次回顾参与者需要了解的CFA一级考试材料。此课程并非全面入门教程。面对面CFA准备课程通常需要40至200小时，而本课程将内容缩短为可消化的小块，集中在CFA的每个部分，适合任何希望进入金融行业，特别是投资领域的人士。CFA考试是一项行业性考试，每年有超过50万人参加，考试通过率较低，课程旨在帮助参与者提高通过考试的机会。 讲师简介：迈克尔·麦克唐纳博士是一位金融教授，同时也是该领域的企业顾问。他的研究重点涉及投资与公司金融，特别强调为如美国证券交易委员会（SEC）等机构进行培训。麦克唐纳在华尔街和对冲基金行业拥有丰富背景。 学习目标概述： 1. 道德与专业标准：学习在关键和日常实践中把投资者放在首位。 2. 定量方法：从货币时间价值分析到相关性和回归分析，学习强大的定量方法。 3. 经济学：深入了解供需、货币系统、通货膨胀、政府监管的影响等。 4. 财务报告与分析：掌握财务报告系统的细节（重点国际标准IFRS），以及税务、债务、全球运营等分析。 5. 公司金融：讨论公司治理和资本结构决策等复杂的公司金融问题。 6. 股权投资：学习股权证券的类型、股权投资组合的测量等内容。 7. 固定收益：学习固定收益证券类型、投资组合基准等复杂主题。 8. 衍生品：了解远期市场、期货市场、期权市场等。 9. 另类投资：考察房地产、私募股权、商品等。 10. 投资组合管理与财富规划：研究成功管理不同类型投资组合的基本要素。
This course reviews the material participants need to know for the CFA Level1 exam at a high level. The course is NOT intended as a comprehensive primer. In-person CFA prep courses often extend from 40-200 hours. This course covers everything a CFA participant should be familiar with in a shorter time frame separated into digestible chunks focused on 1 section of the CFA at a time. The course is ideal for anyone looking to enter the financial industry, especially in the investments world. The CFA exam is a huge industry exam taken by over 500K people annually. Test pass rates are low and this course is designed to help participants improve their chances of passing the exam.Author Bio:Dr. Michael McDonald is a professor of finance and a frequent corporate consultant on that topic. His work focuses on using investments and corporate finance with particular emphasis on training for groups like the US Securities and Exchange Commission (SEC). Mike has a background on Wall Street and in the hedge fund industry.Overview of Learning Objectives:1.) Ethical and Professional StandardsLearn about putting investors first in critical and everyday practice.2.) Quantitative MethodsFrom time value of money analysis to correlation analysis and regression, learn robust quantitative methods.3.) EconomicsDelve into supply and demand, the monetary system, inflation, effects of government regulation, and much more.4.) Financial Reporting and AnalysisLearn the details of the financial reporting system (emphasis on international standards, IFRS) and analysis of taxes, debt, global operations, and more.5.) Corporate FinanceFrom corporate governance to capital structure decisions, we cover complex issues in corporate finance.6.) Equity InvestmentsStudy the types of equity securities, equity portfolio measurements, and much more.7.) Fixed IncomeStudy fixed income security types, portfolio benchmarks, and other complex topics.8.) DerivativesLearn about forward markets, future markets, option markets, and more.9.) Alternative InvestmentsExamine real estate, private equity, commodities, and more.10.) Portfolio Management and Wealth PlanningExamine the essentials of managing different types of portfolios successfully.
