秦皇島的CIIA學(xué)員看一看:高頓網(wǎng)校隨時關(guān)注CIIA考試動態(tài),據(jù)中國證券網(wǎng)的公告,2014年9月注冊國際投資分析師CIIA考試采用2008年版考試大綱。
CIIA考試大綱之*9部分-投資組合管理:
目錄(譯文僅供參考) | Contents |
*9部分 | Part 1 |
投資組合管理 | Portfolio Management |
|
現(xiàn)代投資組合理論 | Modern Portfolio Theory |
風(fēng)險/收益框架 | The Risk/Return Framework |
有效市場假說 | Efficient Market Hypothesis |
投資組合理論 | Portfolio Theory |
資本資產(chǎn)定價模型(CAPM) | Capital Asset Pricing Model(CAPM) |
套利定價理論 | Arbitrage Pricing Theory |
|
投資政策 | Investment Policy |
投資目標(biāo) | Investment Objectives |
|
資產(chǎn)配置 | Asset Allocation |
資產(chǎn)配置概述 | Asset Allocation Overview |
資產(chǎn)配置類型 | Type of Asset Allocation |
|
資產(chǎn)負債-分析與管理 | Asset Liability-Analysis and Management |
負債建模 | Modelling Liabilities |
注資比率 | Funding Ratios |
綜合優(yōu)化 | Integrated Optimization |
結(jié)果解釋 | Interpretation of Results |
編輯與實施 | Dynamics and Implementation |
|
投資組合管理實務(wù) | Practical Portfolio Management |
股票組合管理 | Managing an Equity Portfolio |
衍生工具在投資組合管理中的應(yīng)用 | Derivatives in Portfolio Management |
房地產(chǎn)組合管理 | Managing a Property Portfolio |
另類資產(chǎn)/私人資本 | Alternative Assets/Private Capital |
國際投資 | International Investments |
|
績效度量 | Performance Measurement |
績效度量與評價 | Performance Measurement and Evaluations |
|
投資機構(gòu)管理 | Management of Investment Institutions |
評估和挑選投資經(jīng)理 | Assessing and Choosing Managers |
CIIA考試大綱之第二部分-股票估值與分析:
第二部分 | Part 2 |
股票估值與分析 | Equity Valuation and Analysis |
|
股票市場及其構(gòu)成 | Equity Markets and Structures |
洞察產(chǎn)業(yè)生命周期 | Understanding the Industry Life Cycle |
行業(yè)分析及行業(yè)內(nèi)上市公司分析 | Analyzing the Industry Sector and its Constituent Companies |
了解公司 | Understanding the Company |
普通股的估值模型 | Valuation Model of Common Stock |
CIIA考試大綱之第三部分-債券的估值與分析:
第三部分 | Part 3 |
債券的估值與分析 | Bond Valuation and Analysis |
|
金融市場與工具 | Financial Markets and Instruments |
固定收益證券:公司債券與政府債券 | Fixed Income: Corporate and Government |
|
金融市場與工具 | Financial Markets and Instruments |
貨幣的時間價值 | Time Value of Money |
債券收益率指示 | Bond Yield Measures |
利率期限結(jié)構(gòu) | Term Structure of Interest Rates |
債券價格分析 | Bond Price Analysis |
風(fēng)險度量 | Risk Measurement |
信用風(fēng)險 | Credit risk |
|
附認股權(quán)證的債券 | Bonds with Warrants |
投資屬性 | Investment Characteristics |
認股權(quán)證的價值 | Value of Warrants |
|
可轉(zhuǎn)換債券 | Convertible Bonds |
投資屬性 | Investment Characteristics |
轉(zhuǎn)換特性之價值 | Value of Conversion Benefits |
|
可贖回債券 | Callable Bonds |
投資屬性 | Investment Characteristics |
估值與久期(期限) | Valuation and Duration |
|
浮動利率票據(jù) | Floating Rate Notes |
投資屬性及其分類 | Investment Characteristics and Types |
估值方法 | Valuation Method |
|
按揭支持證券 | Mortgage-Backed Securities |
按揭貸款分類 | Types of Mortgages |
有價證券的分類 | Types of Securities |
影響市場價格的因素 | Factors Affecting Market Price |
估值方法論 | Valuation Methodologies |
|
固定收益證券組合管理策略 | Fixed Income Portfolio Management Strategies |
積極管理 | Active Management |
消極管理 | Passive Management |
基于因素模型構(gòu)造的投資組合 | Portfolio Construction based on a Factor Model |
計算套期比率:修正久期法 | Computing the Hedge Ratio: the Modified Duration Method |
CIIA考試大綱之第四部分-衍生產(chǎn)品估值與分析:
第四部分 | Part 4 |
衍生產(chǎn)品估值與分析 | Derivative Valuation and Analysis |
| |
金融市場與工具 | Financial Markets and Instruments |
衍生產(chǎn)品市場 | Derivatives Markets |
期貨市場 | Futures Markets |
相關(guān)金融市場 | Related Markets |
|
衍生產(chǎn)品與其他金融產(chǎn)品分析 | Analysis of Derivative and other Products |
期貨 | Futures |
期權(quán) | Options |
資產(chǎn)支持證券 | Asset-backed Securities |
CIIA考試大綱之第五部分-公司財務(wù):
第五部分 | Part 5 |
公司財務(wù) | Corporate Finance |
|
公司財務(wù)基礎(chǔ) | Fundamentals of Corporate Finance |
公司財務(wù)的目標(biāo) | Goals of Corporate Finance |
財務(wù)職能與企業(yè)的目標(biāo) | The Finance Function and the Firm’s Objectives |
財務(wù)經(jīng)理的職責(zé) | Role of Financial Managers |
估值原則 | Principles of Valuation |
貼現(xiàn)現(xiàn)金流 | Discounted Cash Flows |
資本預(yù)算 | Capital Budgeting |
|
長期融資決策 | Long-Term Finance Decision |
投資決策 | Investment Decision |
項目評估 | Project Evaluation |
清算與重組 | Liquidation and Reorganization |
|
短期融資決策 | Short-Term Finance Decision |
短期融資 | Short-Term Financing |
現(xiàn)金管理 | Cash Management |
短期信貸 | Short-Term Lending and Borrowing |
CIIA考試大綱之第六部分-財務(wù)會計與財務(wù)報表分析:
第六部分 | Part 6 |
財務(wù)會計與財務(wù)報表分析 | Financial Accounting and Financial Statement Analysis |
|
財務(wù)報告環(huán)境 | Financial Reporting Environment |
商業(yè)活動和主要財務(wù)報表 | Business Activities and Principal Financial Statements |
財務(wù)報表的應(yīng)用 | Financial Reporting Issues |
財務(wù)報表編制與列報框架 | Framework for the Preparation and Presentation of Financial Statements |
|
現(xiàn)金流量表 | Statement of Cash Flows |
現(xiàn)金流量表的基本原理 | Rationale for the Statement of Cash Flows |
收入流和現(xiàn)金流的關(guān)系 | Relation between Income Flows and Cash Flows |
|
公認會計原則:收入確認 | Generally Accepted Accounting Principles: Income Recognition |
權(quán)責(zé)發(fā)生制 | Accrual Basis |
公認會計原則:資產(chǎn)、負債和所有者權(quán)益 | Generally Accepted Accounting Principles: Assets, Liabilities and Shareholders Equities |
資產(chǎn):確認、計量和分類 | Assets: Recognition, Valuation and Classification |
負債 | Liabilities |
所有者權(quán)益 | Shareholders’ Equities |
|
企業(yè)合并 | Business Combination |
兼并和收購 | Mergers and Acquisitions |
合并財務(wù)報表 | Consolidated Financial Statements |
|
外幣業(yè)務(wù) | Foreign Currency Transactions |
外幣業(yè)務(wù) | Foreign Currency Transaction |
海外業(yè)務(wù)的財務(wù)報表 | Financial Statements of Foreign Operations |
|
財務(wù)報告和財務(wù)報表分析 | Financial Reporting and Financial Statement Analysis |
利潤與現(xiàn)金流 | Income Flow vs Cash Flow |
利潤的質(zhì)量和利潤管理 | Quality of Earning, Earnings Management |
每股收益 | Earnings per Share |
分部報告 | Segment Reporting |
中期報告 | Interim Financial Statements |
|
深入了解財務(wù)報表的分析性工具 | Analytical Tools for Gaining Financial Statement Insights |
資產(chǎn)負債表 | Balance Sheet |
損益表 | Income Statement |
|
評估盈利性和風(fēng)險的分析工具 | Analytical Tools for Assessing Profitability and Risk |
盈利性分析 | Profitability Analysis |
風(fēng)險分析 | Risk Analysis |
盈虧平衡分析 | Break-even Analysis |
預(yù)計財務(wù)報表 | Pro Forma Financial Statements |
CIIA考試大綱之第七部分-經(jīng)濟學(xué):
第七部分 | Part 7 |
經(jīng)濟學(xué) | Economics |
|
宏觀經(jīng)濟學(xué) | Macroeconomics |
國民收入和物價水平的衡量 | Measuring National Income and Price |
實際市場均衡 | Equilibrium in the Real Market |
貨幣市場均衡 | Equilibrium in the Money Market |
經(jīng)濟均衡和總需求 | Equilibrium in Economy and Aggregate Demand |
總供給與決定產(chǎn)品/服務(wù)價格的因素 | Aggregate Suppy and Determination of Price of Goods/Services |
|
動態(tài)宏觀經(jīng)濟學(xué) | Macro Dynamics |
通貨膨脹 | Inflation |
經(jīng)濟增長 | Economic Growth |
商業(yè)周期 | Business Cycles |
|
國際經(jīng)濟與外匯市場 | International Economy and Foreign Exchange Market |
開放體系下的宏觀經(jīng)濟學(xué) | Open Macroeconomics |
匯率 | Foreign Exchange Rate |
中央銀行和貨幣政策 | Central Bank and Monetary Policy |
高頓網(wǎng)校小編寄語:應(yīng)該懂得這樣一個道理:要努力,努力,再努力;如果開始不成功,還要努力,努力,再努力。