唐山的CIIA学员看一看:高顿网校随时关注CIIA考试动态,据中国证券网的公告,2014年9月注册国际投资分析师CIIA考试采用2008年版考试大纲。
 
  CIIA考试大纲之*9部分-投资组合管理:
目录(译文仅供参考)Contents
*9部分Part 1
投资组合管理Portfolio Management
 
现代投资组合理论Modern Portfolio Theory
风险/收益框架The Risk/Return Framework
有效市场假说Efficient Market Hypothesis
投资组合理论Portfolio Theory
资本资产定价模型(CAPM)Capital Asset Pricing Model(CAPM)
套利定价理论Arbitrage Pricing Theory
 
投资政策Investment Policy
投资目标Investment Objectives
 
资产配置Asset Allocation
资产配置概述Asset Allocation Overview
资产配置类型Type of Asset Allocation
 
资产负债-分析与管理Asset Liability-Analysis and Management
负债建模Modelling Liabilities
注资比率Funding Ratios
综合优化Integrated Optimization
结果解释Interpretation of Results
编辑与实施Dynamics and Implementation
 
投资组合管理实务Practical Portfolio Management
股票组合管理Managing an Equity Portfolio
衍生工具在投资组合管理中的应用Derivatives in Portfolio Management
房地产组合管理Managing a Property Portfolio
另类资产/私人资本Alternative Assets/Private Capital
国际投资International Investments
 
绩效度量Performance Measurement
绩效度量与评价Performance Measurement and Evaluations
 
投资机构管理Management of Investment Institutions
评估和挑选投资经理Assessing and Choosing Managers
  CIIA考试大纲之第二部分-股票估值与分析:
 
第二部分Part 2
股票估值与分析Equity Valuation and Analysis
 
股票市场及其构成Equity Markets and Structures
洞察产业生命周期Understanding the Industry Life Cycle
行业分析及行业内上市公司分析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考试大纲之第三部分-债券的估值与分析:
 
第三部分Part 3
债券的估值与分析Bond Valuation and Analysis
 
金融市场与工具Financial Markets and Instruments
固定收益证券:公司债券与政府债券Fixed Income: Corporate and Government
 
金融市场与工具Financial Markets and Instruments
货币的时间价值Time Value of Money
债券收益率指示Bond Yield Measures
利率期限结构Term Structure of Interest Rates
债券价格分析Bond Price Analysis
风险度量Risk Measurement
信用风险Credit risk
 
附认股权证的债券Bonds with Warrants
投资属性Investment Characteristics
认股权证的价值Value of Warrants
 
可转换债券Convertible Bonds
投资属性Investment Characteristics
转换特性之价值Value of Conversion Benefits
 
可赎回债券Callable Bonds
投资属性Investment Characteristics
估值与久期(期限)Valuation and Duration
 
浮动利率票据Floating Rate Notes
投资属性及其分类Investment Characteristics and Types
估值方法Valuation Method
 
按揭支持证券Mortgage-Backed Securities
按揭贷款分类Types of Mortgages
有价证券的分类Types of Securities
影响市场价格的因素Factors Affecting Market Price
估值方法论Valuation Methodologies
 
固定收益证券组合管理策略Fixed Income Portfolio Management Strategies
积极管理Active Management
消极管理Passive Management
基于因素模型构造的投资组合Portfolio Construction based on a Factor Model
计算套期比率:修正久期法Computing the Hedge Ratio: the Modified Duration Method
       
     CIIA考试大纲之第四部分-衍生产品估值与分析:
第四部分Part 4
衍生产品估值与分析Derivative Valuation and Analysis
  
金融市场与工具Financial Markets and Instruments
衍生产品市场Derivatives Markets
期货市场Futures Markets
相关金融市场Related Markets
 
衍生产品与其他金融产品分析Analysis of Derivative and other Products
期货Futures 
期权Options
资产支持证券Asset-backed Securities
       
  CIIA考试大纲之第五部分-公司财务:
第五部分Part 5
公司财务Corporate Finance
 
公司财务基础Fundamentals of Corporate Finance
公司财务的目标Goals of Corporate Finance
财务职能与企业的目标The Finance Function and the Firm’s Objectives
财务经理的职责Role of Financial Managers
估值原则Principles of Valuation
贴现现金流Discounted Cash Flows
资本预算Capital Budgeting
 
长期融资决策Long-Term Finance Decision
投资决策Investment Decision
项目评估Project Evaluation
清算与重组Liquidation and Reorganization
 
短期融资决策Short-Term Finance Decision
短期融资Short-Term Financing
现金管理Cash Management
短期信贷Short-Term Lending and Borrowing
  
  CIIA考试大纲之第六部分-财务会计与财务报表分析:
 
第六部分Part 6
财务会计与财务报表分析Financial Accounting and Financial Statement Analysis
 
财务报告环境Financial Reporting Environment
商业活动和主要财务报表Business Activities and Principal Financial Statements
财务报表的应用Financial Reporting Issues
财务报表编制与列报框架Framework for the Preparation and Presentation of Financial Statements
 
现金流量表Statement of Cash Flows
现金流量表的基本原理Rationale for the Statement of Cash Flows
收入流和现金流的关系Relation between Income Flows and Cash Flows
 
公认会计原则:收入确认Generally Accepted Accounting Principles: Income Recognition
权责发生制Accrual Basis
公认会计原则:资产、负债和所有者权益Generally Accepted Accounting Principles: Assets, Liabilities and Shareholders Equities
资产:确认、计量和分类Assets: Recognition, Valuation and Classification
负债Liabilities
所有者权益Shareholders’ Equities
 
企业合并Business Combination
兼并和收购Mergers and Acquisitions
合并财务报表Consolidated Financial Statements
 
外币业务Foreign Currency Transactions
外币业务Foreign Currency Transaction
海外业务的财务报表Financial Statements of Foreign Operations
 
财务报告和财务报表分析Financial Reporting and Financial Statement Analysis
利润与现金流Income Flow vs Cash Flow
利润的质量和利润管理Quality of Earning, Earnings Management
每股收益Earnings per Share
分部报告Segment Reporting
中期报告Interim Financial Statements
 
深入了解财务报表的分析性工具Analytical Tools for Gaining Financial Statement Insights
资产负债表Balance Sheet
损益表Income Statement
 
评估盈利性和风险的分析工具Analytical Tools for Assessing Profitability and Risk
盈利性分析Profitability Analysis
风险分析Risk Analysis
盈亏平衡分析Break-even Analysis
预计财务报表Pro Forma Financial Statements
  
  CIIA考试大纲之第七部分-经济学:
 
第七部分Part 7
经济学Economics
 
宏观经济学Macroeconomics
国民收入和物价水平的衡量Measuring National Income and Price
实际市场均衡Equilibrium in the Real Market
货币市场均衡Equilibrium in the Money Market
经济均衡和总需求Equilibrium in Economy and Aggregate Demand
总供给与决定产品/服务价格的因素Aggregate Suppy and Determination of Price of Goods/Services
 
动态宏观经济学Macro Dynamics
通货膨胀Inflation
经济增长Economic Growth
商业周期Business Cycles
 
国际经济与外汇市场International Economy and Foreign Exchange Market
开放体系下的宏观经济学Open Macroeconomics
汇率Foreign Exchange Rate
中央银行和货币政策Central Bank and Monetary Policy 

  高顿网校小编寄语:应该懂得这样一个道理:要努力,努力,再努力;如果开始不成功,还要努力,努力,再努力。

 
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