V5_2011å¹´6月CFA一级基ç&iex

V5_2011å¹´6月CFA一级基ç&iex

Info iconThis preview shows pages 1–6. Sign up to view the full content.

View Full Document Right Arrow Icon
1 金程教育 2011 6 CFA 一级基础班讲义 Equity Investments 上海金程国际金融专修学院 上海金程国际金融专修学院 讲师:李斯克 日期: 2011 3 地点:■上海 □ 北京 □深圳
Background image of page 1

Info iconThis preview has intentionally blurred sections. Sign up to view the full version.

View Full DocumentRight Arrow Icon
100% Contribution Breeds Professionalism 100% Contribution Breeds Professionalism 2-207 207 教师简介 ¾ 李斯克 金程高级培训师 CFA 三级候选人 ¾ 职称 金程教育金融研究院高级研究员、高级培训师、 CFA 三级候选人 ¾ 教育背景 上海交通大学学士学位、德国 Karlsruhe 大学学士学位、上海交通大学硕士学 ¾ 工作经验 曾服务于兆威投资咨询管理有限公司,从事房地产 PE 股权投资,有丰富的房 地产投资宏观分析、实务开发经验,此外还服务于花旗银行全球资产交易服 务部、 Synovate 市场咨询有限公司等。 ¾ 授课 讲授 CFA® Level I 20 次, CFA® Level II 10 次,授课范围广泛:衍生品投资、 权益投资、公司财务、固定收益投资、财务报表分析、经济学、投资组合、 资产配置、个人理财、私募投资、折合现金流模型( DCF )建模等,此前在 新东方任英语讲师,教学经验丰富。
Background image of page 2
100% Contribution Breeds Professionalism 100% Contribution Breeds Professionalism 3-207 207 CFA 一级课程框架 Study Session 1 Ethics & Professional Standards 15 Study Session 2-3 Quantitative Methods 12 Study Session 4-6 Economic Analysis 10 Study Session 7-10 Financial Statement Analysis 20 Study Session 11 Corporate Finance 8 Study Session 12 Portfolio Management 5 Study Session 13 Study Session 13 -14 14 Equity Investments Equity Investments 10 10 Study Session 15-16 Fixed Income Analysis 12 Study Session 17 Derivative Investments 5 Study Session 18 Alternative Investments 3 Total: 100
Background image of page 3

Info iconThis preview has intentionally blurred sections. Sign up to view the full version.

View Full DocumentRight Arrow Icon
100% Contribution Breeds Professionalism 100% Contribution Breeds Professionalism 4-207 207 CFA 一级课程框架 ¾ 考试题型分析 概念题 9 重点概念: ± 直接问定义、特征 ± 优势、劣势 9 系列型概念: ± 区别 ± 给出案例场景,判断属于哪种概念类型 Æ 最常见 计算题 9 定性 ± 计算模型适用范围 ± 计算模型优缺点 ± 判断某变量变化导致计算结果变化方向 9 定量 ± 根据给出所需数据进行计算
Background image of page 4
100% Contribution Breeds Professionalism 100% Contribution Breeds Professionalism 5-207 207 CFA 一级课程框架 ¾ 考试题型分析 概念题 9 重点概念: ± 直接问定义、特征 Which of the following is not a function of the financial system? A. To regulate arbitrageurs' profits (excess returns). B. To help the economy achieve allocational efficiency. C. To facilitate borrowing by businesses to fund current operations.
Background image of page 5

Info iconThis preview has intentionally blurred sections. Sign up to view the full version.

View Full DocumentRight Arrow Icon
Image of page 6
This is the end of the preview. Sign up to access the rest of the document.

This note was uploaded on 11/02/2011 for the course FINANCE 612 taught by Professor Liyang during the Spring '11 term at Covenant School of Nursing.

Page1 / 207

V5_2011å¹´6月CFA一级基ç&iex

This preview shows document pages 1 - 6. Sign up to view the full document.

View Full Document Right Arrow Icon
Ask a homework question - tutors are online