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注册国际投资分析师考试大纲(2008年版)

来源 :中华考试网 2016-01-12

考试大纲(2008年09月) Complete Exam Syllabus                            ACIIA: September 2008
目录(译文仅供参考) Contents
第一部分 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
 
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
 
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
   
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
 
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
 
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
 
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

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