cfaedu

2007年6月CFA LEVEL 2 远程教育辅导课程详细列表
课程名
Ethical and Professional Standards
Session 1： ETHICAL AND PROFESSIONAL STANDARDS	1. Code of Ethics and Standards of Professional Conduct道德与职业行为准则
	2. “Guidance” for Standards I – VII职业行为准则I – VII指导
	3. CFA Institute Soft Dollar Standards CFA协会软美元准则
	4. CFA Institute Research Objectivity Standards CFA协会研究客观性准则
Session 2： ETHICAL AND PROFESSIONAL STANDARDS: Application	5. The Glenarm Company Glenarm 公司
	6. Preston Partners Preston合伙人
	7. Super Selection 优异选择
	8. Trade Allocation: Fair Dealing and Disclosure 交易分配：公平交易与披露
	9. Case : Changing Investment Objectives 案例：变化的投资目标
	10. Prudence in Perspective 透视谨慎
Quantitative Methods
Session 3： Quantitative Methods for Valuation	11. Correlation and Regression 相关与回归
	12. Multiple Regression and Issues in Regression Analysis 多元回归及回归中的问题
	13. US Energy: Oil 美国能源：原油
Economics
Session 4： Economics for Valuation	14. Economic Growth 经济增长
	15. Regulation and Antitrust Policy in a Globalized Economy 全球化经济下的管制与反托拉斯政策
	16. The Economic Future of Asia 亚洲的经济前景
	17. Foreign Exchange 外汇
	18. Foreign Exchange Parity Relations 外汇平价关系
	19. International Asset Pricing 国际资产定价
	20. Measuring Economic Activity 衡量经济活动
	21. A Natural Experiment in Monetary Policy 货币政策的一个试验
	22. The Demographic Deficit: How Aging Will Reduce Global Wealth 人口赤字：老龄化如何减少全球财富？
Financial Statement Analysis
Session 5： Pensions and Intercorporate Investments	23. Analysis of Intercorporate Investments 公司间投资分析
	24. Pensions and Other Postretirement Benefits养老金与其它退休后福利
Session 6： Business Combinations and InternationalOperations	25. Mergers, Acquisitions, and Other Intercorporate Investments 兼并，收购与其它公司间投资
	26. Analysis of Multinational Operations 跨国经营分析
Session 7 Earnings Quality Issues and Financial Ratio Analysis	27. Seeking Sustainable Cash Flow寻找合适的现金流
	28. Is It Operating or Investing Cash Flow?这是投资或营业现金流量？
	29. Is It Operating or Financing Cash Flow?这是营业或筹资现金流？
	30. Nonrecurring Sources and Uses of Operating Cash Flow营业现金流的非经常性来源与使用
	31. Measuring Sustainable Operating Cash Flow衡量可持续的营业现金流
	32. Using Operating Cash Flow to Detect Earnings Problems 使用营业现金流发现利润问题
	33. Analyzing Operating Cash Flow营业现金流量分析
	34. Analysis of Financial Statements: A Synthesis财务报表分析：综合
Corporate Finance
Session 8 CORPORATE FINANCE	35. Capital Budgeting资本预算
	36. Cost of Capital资本成本
Session 9 Financing and Control Issues	37. Corporate Governance公司治理
	38. Capital Structure and Leverage资本结构与杠杆
	39. Dividends and Dividend Policy股利与股利政策
	40. Mergers兼并
	41. Corporate Restructuring公司重组
Equity
Session 10 Valuation Concepts	42. A Note on Asset Valuation资产估价一注解
	43. The Equity Valuation Process权益估价过程
	44. Equity: Markets and Instruments权益：市场与工具
	45. Capital Markets and the Economy 资本市场与经济
	46. Swap Contracts, Convertible Securities, and Other Embedded Derivatives-Part I 互换合约，可转换证券与其它隐含期权衍生工具－部分 I
Session 11 Industry and Company Analysis in a Global Context	47. Equity: Concepts and Techniques权益：概念与技术
	48. Competitive Strategy: The Core Concepts竞争战略：核心概念
	49. Industry Analysis行业分析
	50. Valuation in Emerging Markets新兴市场估价
	51. Company Analysis and Stock Valuation公司分析和股票估价
	52. ROE Breakout: Rerating Catalyst 股权收益率突围：再评估催化剂
Session 12 Valuation Models	53. Discounted Dividend Valuation 股利折现估价
	54. Free Cash Flow Valuation 自由现金流量估价
	55. Market-Based Valuation: Price Multiples 基于市场的估价：价格乘数
Session 13 Valuation Models and Issues	56. Residual Income Valuation 剩余收益估价
	57. Security Analysis Using Value-Based Metrics 证券分析：基于价值的方法
Fixed Income
Session 14: Valuation Concepts	58. General Principles of Credit Analysis信用分析的一般原则
	59. Term Structure and Volatility of Interest Rates利率的期限结构与波动性
	60. Valuing Bonds with Embedded Options含有隐含期权的估价
Session 15 Structured Securities	61. Mortgage-Backed Sector of the Bond Market债券市场的抵押支持债券板块
	62. Asset-Backed Sector of the Bond Market债券市场的资产支持债券板块
	63. Valuing Mortgage-Backed and Asset-Backed Securities资产支持债券和抵押支持债券估价
Derivatives
Session 16 Forwards and Futures	64. Forward Markets and Contracts远期合约与市场
	65. Futures Markets and Contracts期货合约和市场
Session 17 Options, Swaps, Interest Rate Derivatives, and Other Embedded Derivatives	66. Option Markets and Contracts期权合约和市场
	67. Swap Markets and Contracts互换合约和市场
	68. Interest Rate Derivative Instruments利率衍生工具
	69. Swap Contracts, Convertible Securities, and Other Embedded Derivatives - Part II互换合约，可转换证券与其它隐含期权衍生工具－部分 II
Portfolio Management
Session 18 CAPITAL MARKET THEORY AND THE PORTFOLIO MANAGEMENT PROCESS	70. The Capital Asset Pricing Model 资本资产定价模型
	71. Index Models指数模型
	72. Arbitrage Pricing Theory and Multifactor Models of Risk and Return套利定价模型与多因素风险与收益定价模型
	73. The Theory of Active Portfolio Management积极组合管理的理论
	74. The Portfolio Management Process and the Investment Policy Statement组合管理过程与投资政策说明书