| 2008年6月CFA
LEVEL 1 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 道德与行为准则 |
Reading 1: Code of Ethics
and Standards of Professional Conduct 道德与职业行为准则 |
| Reading 2: Guidance
for Standards I – VII 职业行为准则I – VII指导 |
| Reading 3: Introduction to the Global
Investment Performance Standards (GIPS.) and 全球投资业绩报告准则导论 |
| Reading 4: Global Investment Performance
Standards 全球投资业绩报告准则 |
| Quantitative |
Session
2：Quantitative Methods:Basic Concepts 计量方法：基本概念
|
Reading 5: The Time Value of Money 资金的时间价值 |
| Reading 6: Discounted Cash Flow Applications 现金流量折现应用 |
| Reading 7: Statistical Concepts and Market Returns 统计概念和市场收益 |
| Reading 8: Probability Concepts 概率概念 |
Session
3：Quantitative Methods:Application 计量方法：应用
|
Reading 9: Common Probability Distributions 概率分布 |
| Reading 10: Sampling and Estimation 抽样与推断 |
| Reading 11: Hypothesis Testing 假设检验 |
| Reading 12: Technical Analysis 技术分析 |
| Economics |
| Session
4：Economics:Microeconomic Analysis 经济学：微观经济分析 |
Reading 13: Elasticity 弹性 |
| Reading 14: Efficiency and
Equity 效率与权益 |
| Reading 15: Markets in Action 实际中的市场 |
| Reading 16: Organizing Production
组织生产 |
| Reading 17: Output and Costs 产出和成本
|
Session
5：Economics:Market Structure and Macroeconomic
Analysis 经济学：市场结构以及宏观经济分析
|
Reading 18: Perfect Competition 完全竞争 |
| Reading 19: Monopoly 完全垄断 |
| Reading 20: Monopolistic
Competition and Oligopoly 垄断竞争与寡头垄断 |
| Reading 21: Demand and Supply
in Factor Markets 要素市场的需求与供给 |
| Reading 22: Monitoring Cycles,
Jobs, and the Price Level 监视周期，就业与价格水平 |
| Reading 23: Aggregate Supply and Aggregate
Demand 总需求与总供给 |
| Session
6：Economics:Monetary and Fiscal Economics
经济学：货币以及财政经济学 |
Reading 24: Money, Banks,
and the Federal Reserve 货币，银行与联邦储备 |
| Reading 25: Money,Interest,Real
GDP,and the Price Level 货币，利率，实际GDP与价格水平 |
| Reading 26: Inflation 通货膨胀 |
| Reading 27: Fiscal Policy
财政政策 |
| Reading 28: Monetary Policy 货币政策 |
| Financial Statement Analysis
|
| Session
7：FSA:An Introduction 财务报告分析：导论 |
Preliminary
accounting course*(see footnote)会计学预备知识 |
| Reading 29: Financial Statement
Analysis: An Introduction 财务报表分析：导论 |
| Reading 30: Financial Reporting Mechanics 财务报告机制 |
| Reading 31: Financial Reporting Standards
财务报告准则 |
Session
8：FSA:The Income Statement,Balance Sheet,and
Cash Flow Statement 财务报告分析：利润表，资产负债表，以及现金流量表
|
Reading 32: Understanding
the Income Statement 理解利润表 |
| Reading 33: Understanding the Balance
Sheet 理解资产负债表 |
| Reading 34: Understanding the Cash
Flow Statement 理解现金流量表 |
Session
9：FSA:Inventories, Long-Term Assets,Deferred
Taxes,and On- and Off-Balance-Sheet Debt 财务报告分析：存货，长期资产，递延税收，以及表内表外负债
|
Reading 35: Analysis of Inventories
存货分析 |
Reading 36: Analysis of Long-Lived Assets:
Part I—The Capitalization Decision 长期资产分析（I）：资本化决策 |
Reading 37: Analysis of Long-Lived Assets:
Part II—Analysis of Depreciation and Impairment
长期资产分析（II）：折旧与减值分析 |
| Reading 38: Analysis of Income Taxes 所得税分析 |
| Reading 39: Analysis of Financing Liabilities 债务融资分析 |
| Reading 40: Leases and Off-Balance-Sheet
Debt 租赁与表外负债 |
| Session
10：FSA:Techniques, Applications,and International
Standards Convergence 财务报表分析：技术，应用以及国际准则趋同 |
Reading 41: Financial Analysis
Techniques 财务分析技术 |
| Reading 42: Financial Statement Analysis: Applications 财务报表分析：应用 |
| Reading 43: International
Standards Convergence 国际会计准则趋同 |
| Corporate
Finance |
| Session
11：Corporate Finance 公司财务 |
Reading 44: Capital Budgeting 资本预算 |
| Reading 45: Cost of Capital 资本成本 |
| Reading 46: Working Capital
Management 营运资本管理 |
| Reading 47: Financial Statement
Analysis 财务报表分析 |
| Reading 48: The Corporate
Governance of Listed Companies:A Manual for Investors
上市公司治理结构 |
| Portfolio Management |
| Session
12：Portfolio Management 组合管理 |
Reading 49: The Asset Allocation
Decision 资产配置决策 |
| Reading 50: An Introduction to Portfolio Management 投资组合管理导论 |
| Reading 51: An Introduction
to Asset Pricing Models 资产定价模型导论 |
| Equity
|
| Session
13：Analysis of Equity Investments:Securities
Markets 权益投资：证券市场 |
Reading 52: Organization and Functioning of Securities Markets
证券市场组织与运行 |
| Reading 53: Security-Market
Indexes 证券市场指数 |
| Reading 54: Efficient Capital
Markets 有效资本市场 |
| Reading 55: Market Efficiency
and Anomalies 市场有效性与异常 |
| Session
14：Analysis of Equity Investments:Industry
and Company Analysis 权益投资：行业与公司分析 |
Reading 56: An Introduction
to Security Valuation: Part I 证券估价导论：I |
| Reading 57: Industry Analysis 行业分析 |
| Reading 58: Equity: Concepts
and Techniques 权益：概念与技术 |
| Reading 59: Company Analysis
and Stock Valuation 公司分析与股票估价 |
| Reading 60: An Introduction
to Security Valuation: Part II 证券估价导论：II |
| Reading 61: Introduction to Price Multiples
价格乘数导论 |
| Fixed
Income
|
Session
15：Analysis of Fixed Income Investments:Basic
Concepts 固定收益投资：基本概念
|
Reading 62: Features of Debt
Securities 债券特征 |
| Reading 63: Risks Associated with Investing in Bonds 债券投资风险 |
| Reading 64: Overview of
Bond Sectors and Instruments 债券板块与工具概览 |
| Reading 65: Understanding
Yield Spreads 理解收益级差 |
| Reading 66: Monetary Policy
in an Environment of Global Financial Markets 全球金融市场下的货币政策 |
Session
16：Analysis of Fixed Income Investments:Analysis
and Valuation 固定收益投资：分析与估价
|
Reading 67: Introduction to the Valuation of Debt Securities
债券估价导论 |
| Reading 68: Yield Measures, Spot Rates,and Forward Rates
收益衡量：即期利率与远期利率 |
| Reading 69: Introduction to the Measurement
of Interest Rate Risk 利率风险衡量导论 |
| Derivatives
|
| Session
17：Derivative Investments 衍生工具投资 |
Reading 70: Derivative Markets
and Instruments 衍生工具与市场 |
| Reading 71: Forward Markets
and Contracts 远期合约与市场 |
| Reading 72: Futures Markets
and Contracts 期货合约和市场 |
| Reading 73: Option Markets
and Contracts 期权合约和市场 |
| Reading 74: Swap Markets
and Contracts 互换合约和市场 |
| Reading 75: Risk Management
Applications of Option Strategies 利用期权管理风险 |
| Alternative Investments |
| Session
18：Alternative Investments 其它投资 |
Reading 76: Alternative Investments
其他投资 |
发表于 2008-1-12 16:06
| 
