| 科目 |
權重% |
科目內容 |
| 職業準則 |
10-15 |
略 |
| 統計 |
5-10 |
- Correlation and regression
- Multiple regression and issues in regression analysis
- Time-series analysis
- Excerpt from “Probabilistic Approach: scenario analysis, decision trees, and simulations
|
| 經濟 |
5-10 |
- Currency exchange rates: understanding equilibrium value
- Economic growth and investment decision
- Economics of regulation
|
| 財報分析 |
10-15 |
- Intercorporate Investments
- Employee compensation: post-employment and share-based
- Multinational operations
- Evaluating quality of financial reports
- Integration of financial statement analysis techniques
|
| 公司財管 |
5-10 |
- Capital budgeting
- Capital structure
- Dividends and share repurchase: analysis
- Corporate performance, governance, and business ethics
- Corporate governance
- Mergers and acquisition
|
| 股票 |
10-15 |
- Equity valuation: applications and processes
- Return concepts
- Industry and company analysis
- Discounted dividend valuation
- Free cash flow valuation
- Market-based valuation: price and enterprise value multiples
- Residual income valuation
- Private company valuation
|
| 固定收益 |
10-15 |
- The term structure and interest rate dynamics
- The arbitrage-free valuation framework
- Valuation and analysis: bonds with embedded options
- Credit analysis models
- Credit default swaps
|
| 衍生性金融商品 |
5-10 |
- Pricing and valuation of forward commitments
- Valuation of contingent claims
- Derivatives strategies
|
| 其它投資 |
5-10 |
- Private real estate investments
- Publicly traded real estate securities
- Private equity valuation
- Commodities and commodity derivatives: an introduction
|
| 投資組合管理 |
10-15 |
- The portfolio management process
- An introduction to multifactor models
- Measuring and managing market risk
- Economics and investment markets
- Analysis of active portfolio management
- Algorithmic trading and high-frequency trading
|
