Tiêu đề Tổng hợp từ điển 10 môn trong CFA.pdf ✅

Cập nhật 1000+ từ vựng tiếng Anh chuyên ngành Phân tích Đầu tư - Tài chính TỪ ĐIỂN CFA
d«÷Ĝĉ«ůĜ "CFA DREAM" Bạn thân mến, lượng kiến thức khổng lồ của chương trình CFA. nhiều nhân tài, vì vậy cạnh tranh và sự chuẩn hóa, tính chuyên nghiệp ngày càng cao. Hầu hết các bạn sinh viên hay những sâu và giành lấy cơ hội phát triển nghề nghiệp với mức thu nhập hấp dẫn. Thống kê trong 1 phỏng vấn trên Bloomberg, số lượng Với mong muốn hỗ trợ các ứng viên CFA trong quá trình học tập, SAPP Academy trân trọng giới thiệu cuốn môn học trong CFA" quan trọng trong tất cả các môn học nằm trong chương trình. Hy vọng cuốn sách này sẽ giúp bạn giải mã hàng loạt từ vựng mơ CFA. SAPP chúc các bạn dù là dân tài chính hay mới bước sang tài chính sẽ có những kiến thức tuyệt vời cùng cuốn sách này! - Ban biên tập - “ 0 2
01 1.1. Ethics And Trust In The Investment Profession ............................................................................................. 6 1.2. Code Of Ethics And Standards Of Professional Conduct ...................................................................... 7 1.3. Guidance For Standards I-vii ........................................................................................................................... 8 1.4. Introduction To The Global Investment Performance Standards (Gips®) ........................................ 11 1.5. Global Investment Performance Standards (Gips®) ................................................................................ 12 2.1. The Time Value Of Money .................................................................................................................................. 15 2.2. Organizing, Visualizing, And Describing Data ............................................................................................ 16 2.3. Probability Concepts .......................................................................................................................................... 19 2.4. Common Probability Distributions ................................................................................................................. 21 2.5. Sampling And Estimation .................................................................................................................................. 23 2.6. Hypothesis Testing ............................................................................................................................................... 25 2.7. Introduction To Linear Regression ................................................................................................................... 26 3.1. Topics In Demand And Supply Analysis ......................................................................................................... 29 3.2. The Firm And Market Structures ...................................................................................................................... 31 3.3. Aggregate Output, Prices, And Economic Growth .................................................................................. 32 3.4. Understanding Business Cycles ...................................................................................................................... 34 3.5. Monetary And Fiscal Policy ............................................................................................................................... 35 3.6. Introduction To Geopolitics .............................................................................................................................. 37 3.7. International Tradee And Capital Flows ....................................................................................................... 38 3.8. Currency Exchange Rates ................................................................................................................................ 40 4.1. Introduction To Financial Statement Analysis ............................................................................................. 43 4.2. Financial Reporting Standards ....................................................................................................................... 46 4.3. Understanding Income Statements .............................................................................................................. 49 4.4. Understanding Balance Sheets ...................................................................................................................... 52 4.5. Understanding Cash Flow Statements ......................................................................................................... 56 4.6. Financial Analysis Techniques .......................................................................................................................... 58 4.7. Inventories ............................................................................................................................................................... 63 4.8. Long-lived Assets ................................................................................................................................................ 64 4.9. Income Taxes ......................................................................................................................................................... 67 4.10. Non-current (Long-term) Liabilities ............................................................................................................. 69 4.11. Financial Reporting Quality ............................................................................................................................. 71 4.12. Applications Of Financial Statement Analysis ......................................................................................... 73 5.1. Corporate Structures And Ownership ........................................................................................................... 76 5.2. Introduction To Corporate Government And Other Esg Considerations ......................................... 77 5.3. Business Models And Risks ................................................................................................................................ 81 5.4. Capital Investments ............................................................................................................................................ 83 5.5. Working Capital .................................................................................................................................................... 85 5.6. Cost Of Capital ..................................................................................................................................................... 88 5.7. Capital Structure .................................................................................................................................................. 89 5.8. Measures Of Leverage ....................................................................................................................................... 91 TOPIC 1: ETHICAL & PROFESSIONAL STANDARDS WELCOME TO "CFA DREAM" TOPIC 2: QUANTITATIVE METHODS TOPIC 3: ECONOMIC TOPIC 4: FINANCIAL STATEMENT ANALYSIS TOPIC 5: CORPORATE ISSUERS
6.1. Market Organization And Structure ............................................................................................................... 94 6.2. Security Markets Indexes ................................................................................................................................... 96 6.4. Overview Of Equity Securities .......................................................................................................................... 101 6 6.5. Introduction To Industry And Company Analysis ...................................................................................... 102 6.6. Equity Valuation: Concepts And Basis Tools ............................................................................................... 104 7.1. Fixed-income Securities: Defining Elements ................................................................................................ 107 7.2. Fixed-income Markets: Issuance, Trading, And Funding ......................................................................... 109 7.3. Introduction To Fixed-income Valuation ...................................................................................................... 112 7.4. Introduction To Asset-backed Securities ..................................................................................................... 116 7.5. Understanding Fixed-income Risk And Return ........................................................................................... 119 7.6. Fundamentals Of Credit Analysis .................................................................................................................... 120 8.1. Derivative Instrument And Derivative Market Features ........................................................................... 124 8.2. Forward Commitment And Contingent Claim Features And Instruments ....................................... 125 8.3. Derivative Benefits, Risks, And Issuer And Investor Uses ......................................................................... 126 8.4. Arbitrage, Replication, And The Cost Of Carry In Pricing Derivatives ............................................... 127 8.5. Pricing And Valuation Of Forward Contracts And For An Underlying With Varying Maturities ................................................................................................................. 127 8.6. Pricing And Valuation Of Futures Contracts ............................................................................................... 128 8.7. Pricing And Valuation Of Interest Rates And Other Swaps .................................................................... 129 8.8. Pricing And Valuation Of Options ................................................................................................................... 129 8.9. Option Replication Using Put-call Parity ...................................................................................................... 130 8.10. Valuing A Derivative Using A One-period Binomial Model .................................................................. 131 9.1. "Categories, Characteristics, And Compensation Structure Of Alternative Investments ............................................................................................................ 133 9.2. "Performance Calculation And Appraisal Of Alternative Investments ............................................................................................................................... 134 9.3. "Private Capital, Real Estate, Infrastructure, Natural Resources, And Hedge Funds .......................................................................................................... 135 10.1. Portfolio Management: Overview ................................................................................................................. 137 10.2. Portfolio Risk And Return .................................................................................................................................. 140 10.3. Basic Of Portfolio Planning And Construction .......................................................................................... 142 10.4. The Behavioral Biases Of Individuals .......................................................................................................... 143 10.5. Introduction To Risk Management ............................................................................................................... 144 10.6. "Technical Analysis & Fintech In Investing Management ...................................................................... 146 TOPIC 6: EQUITY INVESTMENT TOPIC 7: FIXED INCOME TOPIC 8: DERIVATIVES TOPIC 9: ALTERNATIVE INVESTMENTS TOPIC 10: PORTFOLIO MANAGEMENT & WEALTH PLANNING