融悦教育

2021年CFA三级Kaplan原版英文视频

• Ethical and Professional Standards（讲义在这里）

  • SS1_R1_M1_Code and Standards

    

  • SS1_R2_M1_Standard IA B

    

  • SS1_R2_M2_Standard IC D

    

  • SS1_R2_M3_Standard II

    

  • SS1_R2_M4_Standard IIIA B

    

  • SS1_R2_M5_Standard IIIC D E

    

  • SS1_R2_M6_Standard IV

    

  • SS1_R2_M7_Standard V

    

  • SS1_R2_M8_Standard VI

    

  • SS1_R2_M9_Standard VII

    

  • SS1_R3_1_Cases

    

  • SS2_R4_M1_Establishing Trust

    

  • SS2_R5_M1_The Asset Manager Code

    

  • SS2_R6_M1_GIPS overview

    

  • SS2_R6_M2_Compliance and data requirements

    

  • SS2_R6_M3_Calculation

    

  • SS2_R6_M4_Composites

    

  • SS2_R6_M5_Disclosures

    

  • SS2_R6_M6_Presentation and reporting

    

  • SS2_R6_M7_Real estate and private equity

    

  • SS2_R6_M8_Wrap fees and advertising

    

  • SS2_R6_M9_Verification and AT Reporting

    

  • SS2_R6_M10_Evaluating a report

    

• Behavioral Finance

  • SS3_R7_M1_Traditional Finance v Behavioral Finance

    

  • SS3_R7_M2_Utility Theory and Prospect Theory

    

  • SS3_R7_M3_Implications

    

  • SS3_R8_M1_Cognitive Errors v Emotional Biases

    

  • SS3_R8_M2_Emotional Biases

    

  • SS3_R9_M1_Classifying Investors

    

  • SS3_R9_M2_Implications Clients and Their Portfolios

    

  • SS3_R9_M3_Implications Other

    

• Capital Market Expectations

  • SS4_R10_M1_Formulating Capital Market Expectations

    

  • SS4_R10_M2_The Trend Rate of Growth

    

  • SS4_R10_M3_The Business Cycle

    

  • SS4_R10_M4_Monetary and Fiscal Policy

    

  • SS4_R11_M1_Forecasting Fixed Income Returns

    

  • SS4_R11_M2_Emerging Market Bond Risk

    

  • SS4_R11_M3_Forecasting Equity Returns

    

  • SS4_R11_M4_The Risk Premium Approach

    

  • SS4_R11_M5_Forecasting Real Estate Returns

    

  • SS4_R11_M6_Exchange Rate Forecasting

    

  • SS4_R11_M7_Volatility Forecasting

    

  • SS4_R11_M8_Global Portfolio Adjustments

    

• Asset Allocation and Related Decisions in Portfolio Management

  • SS5_R12_M1_Investment Governance

    

  • SS5_R12_M2_Economic Balance Sheet

    

  • SS5_R12_M3_Approaches to Asset Allocation

    

  • SS5_R12_M4_Allocation by Asset Class or Risk Factor

    

  • SS5_R12_M5_Example Strategic Asset Allocation

    

  • SS5_R12_M6_Other Approaches and Issues

    

  • SS5_R13_M1_Basic MVO

    

  • SS5_R13_M2_Reverse Optimization Black Litterman Resampling and Other Approaches

    

  • SS5_R13_M3_Example

    

  • SS5_R13_M4_Issues for Individuals

    

  • SS5_R13_M5_A Risk Budgeting Approach

    

  • SS5_R13_M6_An ALM Approach

    

  • SS5_R13_M7_Goals-based ans Misecaneous Aproaches

    

  • SS5_R13_M8_Rebalancing policy

    

  • SS5_R14_1_Real World Issues

    

  • SS5_R14_2_Adjusting the SAA

    

  • SS5_R14_3_Behavioral Issues

    

• Derivatives and Currency Management

  • SS6_R15_M1_Options Basics

    

  • SS6_R15_M2_Synthetic Positions Using Options

    

  • SS6_R15_M3_Covered Calls

    

  • SS6_R15_M4_Protective Puts

    

  • SS6_R15_M5_Options as a Hedge of a Short Position

    

  • SS6_R15_M6_Collars

    

  • SS6_R15_M7_Straddles

    

  • SS6_R15_8_Spreads

    

  • SS6_R15_M9_Delta and Gamma

    

  • SS6_R15_M10_Theta and Vega

    

  • SS6_R15_M11_Volatility Skew and Smile

    

  • SS6_R15_M12_Applications

    

  • SS6_R16_M1_Managing IRR—IRS FRA IRF

    

  • SS6_R16_M2_Managing Currency Exposure

    

  • SS6_R16_M3_Managing Equity Risk

    

  • SS6_R16_M4_Derivatives on Volatility

    

  • SS6_R16_M5_Derivatives in Portfolio Management

    

  • SS6_R17_1_Managing currency exposure

    

  • SS6_R17_2_Active strategies fundamentals and technical

    

  • SS6_R17_3_Active strategies carry and volatility trading

    

  • SS6_R17_4_Implementation and forwards

    

  • SS6_R17_5_Implementation and options

    

  • SS6_R17_6_More advanced implementation issues

    

• Fixed-Income Portfolio Management

  • SS7_R18_1_Role of fixed income

    

  • SS7_R18_2_Modeling return

    

  • SS7_R18_3_Leverage and Tax Issues

    

  • SS7_R19_1_LDI Basics

    

  • SS7_R19_2_Managing a Duration Gap

    

  • SS7_R19_3_Advanced Considerations

    

  • SS7_R19_4_Risks

    

  • SS7_R19_5_Index based investing

    

  • SS7_R19_6_Introduction bullet ladder barbell

    

  • SS7_R20_M1_Introduction and Strategies for an Unchanged Curve

    

  • SS7_R20_M2_Strategies for Changing Yield Curves

    

  • SS7_R20_M3_Adjusting Convexity

    

  • SS7_R20_M4_Carry Trades

    

  • SS7_R20_M5_Determining an Optimal Strategy

    

  • SS7_R20_M6_Using Derivatives to Implement a Yield Curve Strategy

    

  • SS7_R20_M7_Using Key Rate Durations to Determine Optimal Strategy

    

  • SS7_R20_M8_Inter-Market Curve Strategies and Conclusion

    

  • SS8_R21_1_IG versus HY and measuring spread

    

  • SS8_R21_2_Top down and bottom up

    

  • SS8_R21_3_Liquidity tail and international risks

    

  • SS8_R21_4_Structured instruments

    

• Equity Portfolio Management

  • SS9_R22_1_Equity Investment Roles

    

  • SS9_R22_2_Portfolio Income and Costs Shareholder Engagement Passive Active Management

    

  • SS9_R23_M1_Benchmarks

    

  • SS9_R23_M2_Approaches to Passive Investing

    

  • SS9_R23_M3_Tracking Error Return and Risk

    

  • SS10_R24_1_Fundamental vs Quantitative Approaches

    

  • SS10_R24_2_Types of Active Management Strategies

    

  • SS10_R24_3_Other Strategies

    

  • SS10_R24_4_Equity Investment Style Classification

    

  • SS10_R25_1_Building Block of Active Equity Portfolio Construction

    

  • SS10_R25_2_Active Share and Active Risk

    

  • SS10_R25_3_Allocating the Risk Budget

    

  • SS10_R25_4_Implicit Cost-Related Considerations in Portfolio Construction

    

  • SS10_R25_5_The Well-Constructed Portfolio

    

• Alternative Investments for Portfolio Management

  • SS11_R26_M1_Overview of Hedge Fund Strategies

    

  • SS11_R26_M2_Equity Event-Driven and Relative Value Strategies

    

  • SS11_R26_M3_Opportunistic Specialist and Multi-Manager Strategies

    

  • SS11_R26_M4_Factor Models and Portfolio Impact of Hedge Funds

    

  • SS11_R27_M1_Role of Alternative Investments

    

  • SS11_R27_M2_Considerations in Allocating to Alternative Investments

    

  • SS11_R27_M3_Suitability Approaches Liquidity and Monitoring

    

• Private Wealth Management

  • SS12_R28_M1_Investment Concerns of Private Clients and Institutions

    

  • SS12_R28_M2_Info and Skills Needed When Advising Private Clients

    

  • SS12_R28_M3_Formulating Client Goals and Evaluating Risk Tolerance

    

  • SS12_R28_M4_Capital Sufficiency Analysis for Client Goals

    

  • SS12_R28_M5_Principles of Retirement Planning

    

  • SS12_R28_M6_The Investment Policy Statement

    

  • SS12_R28_M7_Portfolio Construction

    

  • SS12_R28_M8_Portfolio Reporting and Review and Evaluating an Investment Program

    

  • SS12_R28_M9_Ethical and Compliance Considerations

    

  • SS12_R29_M1_Approaches to taxation

    

  • SS12_R29_M2_Accrual and Deferred Capital Gains Taxation

    

  • SS12_R29_M3_Annual Wealth and Blended Taxation

    

  • SS12_R29_M4_Tax Location

    

  • SS12_R29_M5_Aftertax Return and Risk

    

  • SS12_R29_M6_More Tax Alpha Strategies

    

  • SS12_R30_M1_Estate Planning

    

  • SS12_R30_M2_Estimating Core Capital

    

  • SS12_R30_M3_Gift vs Bequest

    

  • SS12_R30_M4_Other Estate Planning Techniques

    

  • SS12_R30_R5_Residence vs. Source Taxation

    

  • SS13_R31_M1_Concentrated single asset positions

    

  • SS13_R31_M2_Goal based and location

    

  • SS13_R31_M3_Strategies for common stock

    

  • SS13_R31_M4_Private businesses and real estate

    

  • SS13_R31_M5_Comprehensive example

    

  • SS13_R32_M1_Human and financial capital

    

  • SS13_R32_M2_Risks and Insurance

    

  • SS13_R32_M3_Life Insurance

    

  • SS13_R32_M4_Annuities

    

  • SS13_R32_M5_Comprehensive example and review

    

• Portfolio Management for Institutional Investors

  • SS14_R33_M1_Overview of Institutional Investors

    

  • SS14_R33_M2_Pension Funds

    

  • SS14_R33_M3_Sovereign Wealth Funds

    

  • SS14_R33_M4_University Endowments and Private Foundations

    

  • SS14_R33_M5_Banks and Insurers

    

  • SS14_R33_M6_Balance Sheet Management and Investment Considerations

    

• Trading, Performance Evaluation, and Manager Selection

  • SS15_R34_M1_Trade Motivations

    

  • SS15_R34_M2_Reference Price Benchmarks for Trade Execution

    

  • SS15_R34_M3_Trade Execution and Strategy Implementation

    

  • SS15_R34_M4_Trade Cost Measurement

    

  • SS15_R34_M5_Evaluating Trade Execution

    

  • SS15_R35_M1_Performance Evaluation

    

  • SS15_R35_M2_Approaches to Return Attribution

    

  • SS15_R35_M3_Benchmarking Investments and Managers

    

  • SS15_R35_M4_Performance Appraisal

    

  • SS15_R36_M1_Manager Selection Process

    

  • SS15_R36_M2_Approaches to Manager Analysis

    

  • SS15_R36_M3_Evaluating Managers

    

  • SS15_R36_M4_Manager Contracts and Fees

    

• Cases in Portfolio Management and Risk Management

  • SS16_R37_M1_Managing Liquidity Risk

    

  • SS16_R37_M2_Addressing Liquidity Needs

    

  • SS16_R37_M3_Modifying Asset Allocation

    

  • SS16_R38_M1_Early Career Stage

    

  • SS16_R38_M2_Career Development Stage

    

  • SS16_R38_M3_Peak Accumulation Stage

    

  • SS16_R38_M4_Early Retirement Stage