Study Session
Reading | 科目 | 视频 | 讲义 | 章节练习 | |
1 | Code of Ethics and Standards of Professional Conduct | | | Download | |
1 | Code of Ethics and Standards of Professional Conduct | Download | Download | | |
2 | Guidance for Standards I–VII | Download | Download | | |
| 2 | Ethical and Professional Standards in Practice | | | Download | |
3 | Ethics in Practice | Download | Download | | |
4 | The Consultant | Download | Download | | |
5 | Pearl Investment Management (A), (B), and (C) | Download | Download | | |
6 | Asset Manager Code of Professional Conduct | Download | Download | | |
| 3 | Behavioral Finance | | | Download | |
7 | The Behavioral Finance Perspective | Download | Download | | |
8 | The Behavioral Biases of Individuals | Download | Download | | |
9 | Behavioral Finance and Investment Processes | Download | Download | | |
| 4 | Private Wealth Management | | | Download | |
10 | Managing Individual Investor Portfolios | Download | Download | | |
11 | Taxes and Private Wealth Management in a Global Context | Download | Download | | |
12 | Estate Planning in a Global Context | Download | Download | | |
13 | Low-Basis Stock | Download | Download | | |
14 | Lifetime Financial Advice: Human Capital, Asset Allocation, and Insurance | Download | Download | | |
| 5 | Portfolio Management for Institutional Investors | | | Download | |
15 | Managing Institutional Investor Portfolios | Download | Download | | |
16 | Linking Pension Liabilities to Assets | Download | Download | | |
17 | Allocating Shareholder Capital to Pension Plans | Download | Download | | |
| 6 | Capital Market Expectations in Portfolio Management | | | Download | |
18 | Capital Market Expectations | Download | Download | | |
| 7 | Economic Concepts for Asset Valuation in Portfolio Management | | | Download | |
19 | Equity Market Valuation | Download | Download | | |
20 | Dreaming With BRICs: The Path to 2050 | Download | Download | | |
| 8 | Understanding Balance Sheets | | | Download | |
21 | Asset Allocation | Download | Download | | |
22 | The Case for International Diversification | Download | Download | | |
| 9 | Inventories | | | Download | |
23 | Fixed-Income Portfolio Management—Part I | Download | Download | | |
24 | Relative-Value Methodologies for Global Credit Bond Portfolio Management | Download | Download | | |
| 10 | Portfolio Management of Global Bonds and Fixed-Income Derivatives | | | Download | |
25 | Fixed-Income | Download | Download | | |
26 | Hedging Mortgage Securities to Capture Relative Value | Download | Download | | |
| 11 | Equity Portfolio Management | | | Download | |
27 | Equity Portfolio Management | Download | Download | | |
| 12 | Equity Portfolio Management | | | Download | |
28 | Corporate Performance, Governance and Business Ethics | Download | Download | | |
29 | International Equity Benchmarks | Download | Download | | |
30 | Emerging Markets Finance | Download | Download | | |
| 13 | Alternative Investments for Portfolio Management | | | Download | |
31 | Alternative Investments Portfolio Management | Download | Download | | |
32 | Swaps | Download | Download | | |
33 | Commodity Forwards and Futures | Download | Download | | |
| 14 | Risk Management | | | Download | |
34 | Risk Management | Download | Download | | |
35 | Currency Risk Management | Download | Download | | |
| 15 | Risk Management Applications of Derivatives | | | Download | |
36 | Risk Management Applications of Forward and Futures Strategies | Download | Download | | |
37 | Risk Management Applications of Option Strategies | Download | Download | | |
38 | Risk Management Applications of Swap Strategies | Download | Download | | |
| 16 | Execution of Portfolio Decisions; Monitoring and Rebalancing | | | Download | |
39 | Execution of Portfolio Decisions | Download | Download | | |
40 | Monitoring and Rebalancing | Download | Download | | |
| 17 | Performance Evaluation and Attribution | | | Download | |
41 | Evaluating Portfolio Performance | Download | Download | | |
42 | Global Performance Evaluation | Download | Download | | |
| 18 | Global Investment Performance Standards | | | Download | |
43 | Global Investment Performance Standards | Download | Download | | |
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