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雷达卡
中文版 全部五册 中宁的
内容简介：该套教材由DMC教育CFA®培训中心多位长期从事CFA®教学工作的骨干教师历时近两年时间编撰完成。完全依据CFA协会颁布的最新考纲编撰，结合国外最新的权威注册金融分析师（CFA®）备考资料精华，配合例题及图表以中文对相关概念、知识内容进行深入浅出地讲解，对打好基础进行后续的学习有极大的帮助。2009版在原有基础上又进行了修订，许多重点的部分都得到了充实和更新，使之成为中国考生参加CFA考试的一本必备的入门教材，与Study Notes配合起来学习能起到事半功倍的效果。全书紧扣考纲，完全对应于Study Session以及Learning Outcome Statement (LOS)编排，方便广大中国考生阅读和查找，对准确理解CFA协会规定掌握的知识要点有莫大的帮助。
Session 1:(Ethics and GIPS).............................................................................................................2
第一节：职业伦理与职业行为准则.......................................................................................2
第二节 介绍(INTRODUCTION)..........................................................................................73
A. 导言： 为什么要有全球业绩标准？(PREAMBLE： WHY IS A GLOBAL STANDARD
NEEDED?)..............................................................................................................................73
B. 使命声明(VISION STATEMENT)................................................................................73
C. 目标(OBJECTIVE)........................................................................................................73
D. 概述(OVERVIEW)........................................................................................................74
E. 范围(SCOPE)................................................................................................................75
F. 合规(COMPLIANCE)...................................................................................................76
G. 实施一个全球的标准(IMPLEMENTING A GLOBAL STANDARD)........................77
第三节全球投资业绩标准的细则(PROVISIONS OF THE GLOBAL INVESTMENT
PERFORMANCE STANDARDS).........................................................................................79
A. 合规基本要求(FUNDAMENTALS OF COMPLIANCE)...........................................80
B. 输入数据(INPUT DATA).............................................................................................83
C. 计算方法(CALCULATION METHODOLOGY).........................................................84
D. 账户组合的建立(COMPOSITE CONSTRUCTION)...................................................86
E. 披露(DISCLOSURES)..................................................................................................88
F. 展示和报告(PRESENTATION AND REPORTING)..................................................91
G. 房地产(REAL ESTATE)...............................................................................................94
H. 私募股权(PRIVATE EQUITY)....................................................................................97
II验证(VERIFICATION).....................................................................................................102
A. 验证的范围和目的(SCOPE AND PURPOSE OF VERIFICATION)........................102
B. 要求的验证流程(REQUIRED VERIFICATION PROCEDURES)...........................103
C. 投资业绩报告的详细检验(DETAILED EXAMINATIONS OF INVESTMENT
PERFORMANCE PRESENTATIONS)...............................................................................110
(Quantitative methods)
Study Session 2.............................................................................................................................116
第一节 货币的时间价值(TIME VALUE OF MONEY).....................................................116
第二节 现金流折现的应用.................................................................................................150
第三节 统计概念和市场的回报.........................................................................................170
第四节 概率概念.................................................................................................................205
Session3........................................................................................................................................233
第一节 常用的概率分布.....................................................................................................233
第二节 抽样与估计.............................................................................................................262
第三节 假设检验.................................................................................................................286
第四节 相关系数和回归.....................................................................................................322
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