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CFA一级CFA一级冲刺宝典

¥220 330.00(6.7折)
作     者
金程教育 著
出 版 社
金程教育
出版时间
2016年09月01日
ISBN
暂无
所属分类
 > CFA > CFA一级
我 要 买
库存950
 
  • 版 次:1 
  • 页 数:347
  • 印刷时间:2016年09月
  • 开 本:16开 
  • 纸 张:胶版纸 
  • 印 次:1 
  • 包 装:平装 
编辑推荐

冲刺宝典集合金程所有兼职及全职师资对CFA考试的研究,反映CFA考试最新考纲,整合历年CFA考试的重要以及常考知识点,不失为CFA考试冲刺复习的重要资料。

作者简介
金程教育作为国内顶级的CFA培训机构,十七年来,学员以前瞻的视角和高度的责任感关注金融发展的最新动态,以持续的研发投入为后盾,在中国开创性地推出了一系列高品质的金融培训课程和培训教材,充当金融理论与金融实践的“桥梁”,以科学的金融理论来引导实践,以最新的金融实践来丰富理论。            
目录

 

职业伦理

Study session 1 职业伦理... 1

一、知识框架图... 1

二、重要概念与公式... 5

三、必考知识点... 6

四、经典题与难题分析... 33

 

数量分析 

Study Session 2数量分析:基础... 44

一、知识框架图... 44

二、重要概念与公式... 47

三、必考知识点... 51

Study Session 3 数量分析:应用... 64

一、知识框架图... 64

二、重要概念与公式... 68

三、必考知识点... 71

 

经济学

Study Session 4 微观经济分析... 82

一、知识框架图... 82

二、重要概念与公式... 83

三、必考知识点... 88

四、经典题与难题分析... 117

Study Session 5:宏观经济学... 119

一、知识框架图... 119

二、重要概念与公式... 120

三、必考知识点... 125

四、经典题与难题分析... 156

Study Session 6 国际经济和国际贸易... 160

一、知识框架图... 160

二、重要概念与公式... 160

三、必考知识点... 162

四、经典题与难题分析... 183

 

财务报表分析

Study Session 7-10  财务报表分析... 185

一、知识框架图... 185

二、重要概念与公式... 191

三、必考知识点... 191

四、经典题与难题分析... 222

 

公司财务

Study Session 11 公司财务... 227

一、知识框架图... 227

二、重要概念与公式... 229

三、必考知识点... 229

四、经典题与难题分析... 238

 

组合管理 

Study Session 12 组合管理... 242

一、知识框架图... 242

二、重要概念与公式... 243

三、必考知识点... 248

四、典型题与难题分析... 255

 

权益证券

Study Session 13 证券市场... 257

一、知识框架图... 257

二、重要概念与公式... 258

三、必考知识点... 265

四、经典题与难题分析... 275

Study Session 14权益证券... 276

一、知识框架图... 276

二、重要概念与公式... 276

三、必考知识点... 280

四、典题与难题分析... 288

 

固定收益证券

Study Session 15 & 16...291

一、知识框架图... 291

二、重要概念与公式... 293

三必考知识点... 295

四、经典题与难题分析... 314

 

衍生产品   

Study Session 17... 318

一、知识框架图... 318

二、重要概念与公式... 319

三、必考知识点... 320

四、经典题与难题分析... 334

 

其它类投资

Study Session 18... 337

一、知识框架图... 337

二、重要概念与公式... 338

三、必考知识点... 338

四、经典题与难题分析... 349

在线试读部分章节

1. CFA INSTITUTE members, CFA® Charter-holders and CFA candidates must adhere to the more strict laws; otherwise, they should comply with the Code and Standards.
2. If you are not sure about the violation,You Should: Seek the advice of the compliance officer in your firm.
3. Though members may delegate supervisory duties, they are not exempt from such delegation of the supervisory responsibilities.
4. 必须以书面形式向(in writing)雇主披露其向客户提供服务所获得的monetary compensation or other benefits。
5. A fiduciary is someone who acts for the benefit of someone else. In a position of trust, fiduciaries owe undivided loyalty to their clients and must place clients' interests before their own. A fiduciary must direct and operate the client's assets according to a higher standard of loyalty and extra care than the standard to which most people are held. Any pooling of funds must be managed in strict accordance to the trust documents.
Changes in the tenth edition:“must determine applicable fiduciary duty and must comply with such duty to persons and interests”现在被挪到了Standard I(A)regarding the responsibility to adhere to the most strict legal,regulatory, or CFA Institute requirements.
6. A fiduciary should exercise the judgment and care, under the circumstances the prevailing, a man of prudence, character and intelligence will exercise in the management of their own affairs, not in regard to speculation, but in regard to the permanent disposition of their funds, consider the probable income as well as the probable safety of their capital.
(注:简言之,就是把别人的事当作自己的事来做)
7. Soft dollars:To obtain certain research and benefits aiding the investment decision-making process, managers may direct client trades to some broker offering the relevant goods and services. Brokerage is client’s asset, so managers shall direct client’s brokerage to obtain goods and services for the benefit of the very client.
8. Family accounts, as client accounts, should be treated fairly like any other accounts and should not be given special treatment or disadvantage.
 Material nonpublic information:
 "material" information ——have an impact on the price of a security or want to know it before reasonable investors making an investment decision. 
"nonpublic" information ——it has not been disseminated to the marketplace in general and investors have had no opportunity to react to the information.
9. 只要是内幕信息(insider information, material nonpublic information),都不能用此信息来交易;
10. The mosaic theory concerns about predicting a corporate action or event based on a perceptive assembly and analysis of material public information or nonmaterial nonpublic information. The analysts and securities professionals may use mosaic theory and profit from their research efforts.

 

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