周教授CFA金融课程：2019 CFA LEVEL I : Equity Investments

Equity Investments (1)

This study session provides a structural overview of financial markets and their operating characteristics. Overview markets include equities, fixed income, deriva- tives, and alternative investments. Various asset types, market participants, and how assets trade within these markets and ecosystems are described. Coverage of these core asset classes continues in subsequent Level I study sessions, laying the foundation for further study in Levels II and III. The study session then turns to the calculation, construction, and use of security market indexes. A discussion of market efficiency and the degree to which market prices may reflect available information concludes the session.

READING ASSIGNMENTS

Reading 44 Market Organization and Structure
Reading 45 Security Market Indexes
Reading 46 Market Efficiency

Equity Investments (2)

This study session focuses on the characteristics, analysis, and valuation of equity securities. Various equity types including public and private equities are described. The various industry classification approaches for global equities and useful frameworks for conducting industry and individual company analysis are presented. Coverage of the three main equity valuation approaches (present value, multiplier, and asset based) conclude the session.

READING ASSIGNMENTS

Reading 47 Overview of Equity Securities
Reading 48 Introduction to Industry and Company Analysis
Reading 49 Equity Valuation: Concepts and Basic Tools

考试比重：11%

Equity