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上财高顿国际CFA LEVEL 2 课程内容详细列表
| 高顿国际CFA LEVEL 2 课程内容详细列表 | |
| 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: CFA Institute Soft Dollar Standards CFA协会软美元准则 | |
| Reading 4. CFA Institute Research Objectivity Standards CFA协会研究客观性准则 | |
| Session 2：ETHICAL AND PROFESSIONAL STANDARDS:Application 道德与行为准则应用 |
Reading 5:. The Glenarm Company Glenarm 公司 |
| Reading 6: Preston Partners Preston合伙人 | |
| Reading 7: Super Selection 优异选择 | |
| Reading 8: Trade Allocation: Fair Dealing and Disclosure 交易分配：公平交易与披露 | |
| Reading 9: Case: Changing Investment Objectives 案例：变化的投资目标 | |
| Reading 10: Prudence in Perspective 透视谨慎 | |
| Quantitative Methods | |
| Session 3：QUANTITATIVE METHODS:Quantitative Methods for Valuation 估值数量方法 |
Reading 11: Correlation and Regression 相关与回归 |
| Reading 12: Multiple Regression and Issues in Regression Analysis 多元回归及回归中的问题 | |
| Reading 13: Time-Series Analysis 时间序列分析 | |
| Economics | |
| Session 4：ECONOMICS: Economics for Valuation 估值的经济学 |
Reading 14: Economic Growth 经济增长 |
| Reading 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 | |
| Reading 16: Trading with the World 国际贸易 | |
| Reading 17: The Exchange Rate and the Balance of Payments 汇率与国际收支平衡 | |
| Reading 18: Currency Exchange Rates 汇率 | |
| Reading 19: Foreign Exchange Parity Relations 外汇平价关系 | |
| Reading 20: Measuring Economic Activity 衡量经济活动 | |
| Financial Statement Analysis | |
| Session 5：FINANCIAL STATEMENT ANALYSIS: Intercorporate Investments 公司间投资分析 |
Reading 21: Analysis of Intercorporate Investments 公司间投资分析 |
| Reading 22: Variable Interest Entities,Intercompany Debt,Consolidated Cash Flows, and Other Issues 可变利益实体，公司间债务，合并现金流量以及其它问题 | |
| Session 6：Post-Retirement and Share-Based Compensation and Multinational Operations 福利与多国经营分析 |
Reading 23: Employee Compensation: Post-Retirement and Share-Based 员工报酬：退休后福利与基于股权薪酬的核算 |
| Reading 24: Analysis of Multinational Operations 跨国经营分析 | |
| Session 7：Earnings Quality Issues and Financial Ratio Analysis 收益质量与财务比率分析 |
Reading 25: The Lessons We Learn 我们获取的教训 |
| Reading 26: Evaluating Financial Reporting Quality 财务报告质量评估 | |
| Reading 27: Analysis of Financial Statements: A Synthesis 财务报表分析：综合 | |
| Corporate Finance | |
| Session 8：CORPORATE FINANCE 公司财务 |
Reading 28: Capital Budgeting 资本预算 |
| Reading 29: Capital Structure and Leverage 资本结构与杠杆 | |
| Reading 30: Dividends and Dividend Policy 股利与股利政策 | |
| Session 9：CORPORATE FINANCE:Financing and Control Issues 融资与控制问题 |
Reading 31: Corporate Governance 公司治理 |
| Reading 32: Mergers and Acquisitions 收购与兼并 | |
| Equity | |
| Session 10：EQUITY INVESTMENTS:Valuation Concepts 权益投资：估值概念 | Reading 33: A Note on Asset Valuation 资产估价一注解 |
| Reading 34: The Equity Valuation Process 权益估价过程 | |
| Reading 35: Equity: Markets and Instruments 权益：市场与工具 | |
| Reading 36 Return Concepts 收益概念 | |
| Session 11：Industry and Company Analysis in a Global Context 全球背景下的行业与公司分析 |
Reading 37: Equity: Concepts and Techniques 权益：概念与技术 |
| Reading 38: The Five Competitive Forces that Shape Strategy 五力竞争模型 | |
| Reading 39: Industry Analysis 行业分析 | |
| Reading 40: Valuation in Emerging Markets 新兴市场估价 | |
| Reading 41 Discounted Dividend Valuation 股利折现估值 | |
| Session 12：EQUITY INVESTMENTS:Valuation Models 估价模型 | Reading 42: Free Cash Flow Valuation 自由现金流量估价 |
| Reading 43: Market-Based Valuation: Price Multiples 基于市场的估价：价格乘数 | |
| Reading 44: U.S. Portfolio Strategy: Seeking Value—Anatomy of Valuation 美国组合策略：寻求价值 | |
| Reading 45: Residual Income Valuation 剩余收益估价 | |
| Session 13： ALTERNATIVE ASSET VALUATION 其它资产估值 | Reading 46: Investment Analysis 投资分析 |
| Reading 47: Income Property Analysis and Appraisal 收益资产分析和评估 | |
| Reading 48: Private Equity Valuation 未上市股权估值 | |
| Reading 49: Investing in Commodities 商品投资 | |
| Reading 50: Evaluating the Performance of Your Hedge Funds 评估你的对冲基金的业绩 | |
| Reading 51: Buyers Beware: Evaluating and Managing the Many Facets of the Risks of Hedge Funds 投资者谨慎：评估和管理对冲基金风险的多方面 |
|
| Fixed Income | |
| Session 14：FIXED INCOME INVESTMENTS:Valuation Concepts 固定收益：估值概念 | Reading 52: General Principles of Credit Analysis 信用分析的一般原则 |
| Reading 53 The Liquidity Conundrum 流动性的光谱 | |
| Reading 54: Term Structure and Volatility of Interest Rates 利率的期限结构与波动性 | |
| Reading 55: Valuing Bonds with Embedded Options 含有隐含期权的债券 | |
| Session 15：FIXED INCOME: Structured Securities 固定收益：结构化证券 |
Reading 56: Mortgage-Backed Sector of the Bond Market 债券市场的抵押支持债券板块 |
| Reading 57: Europe’s Whole Loan Sales Market Burgeoning as Mortgage Credit Market Comes of Age 欧洲的批发贷款市场蓬勃因为抵押信用市场老化 |
|
| Reading 58: Asset-Backed Sector of the Bond Market 债券市场的资产支持债券板块 | |
| Reading 59: 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：STUDY SESSION 16 DERIVATIVES:Forwards and Futures 衍生工具：远期与期货 |
Reading 60: Forward Markets and Contracts 远期合约与市场 |
| Reading 61: Futures Markets and Contracts 期货合约和市场 | |
|
Session 17：STUDY SESSION 17 |
Reading 62: Option Markets and Contracts 期权合约和市场 |
| Reading 63: Swap Markets and Contracts 互换合约和市场 | |
| Reading 64: Interest Rate Derivative Instruments 利率衍生工具 | |
| Reading 65: Using Credit Derivatives to Enhance Return and Manage Risk 使用信用衍生工具提升收益和管理风险 | |
| Portfolio Management | |
|
Session 18：Capital Market Theory and the Portfolio Management Process 组合管理 |
Reading 66: Portfolio Concepts 投资组合概念 |
| Reading 67: A Note on Harry M. Markowitz's “Market Efficiency:A Theoretical Distinction and So What?” Markowitz 市场有效性注解 | |
| Reading 68: International Asset Pricing 国际资产定价 | |
| Reading 69: The Theory of Active Portfolio Management 积极组合管理的理论 | |
| Reading 70: Taxes and Private Wealth Management in a Global Context 全球背景下的税收与私人财富管理 | |
| Reading 71: The Portfolio Management Process and the Investment Policy Statement 组合管理过程与投资政策说明书 |
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