習題強化班

• 1.Asset Allocation

  • M1 Part 1: Framework and Macro Considerations

    

  • M2 Part 2: Forecasting Asset Class Returns

    

  • M3 Overview of AA

    

  • M4 Principles of AA

    

  • M5 Real-world constraints

    

• 2.Portfolio Construction

  • M1 Overview of Equity Portfolio Management

    

  • M2 Overview of Fixed-Income Portfolio Management

    

  • M3 Asset Allocation to Alternative Investments

    

  • M4 An Overview of Private Wealth Management

    

  • M5 Portfolio Management for Institutional Investors

    

  • M6 Trading Costs and Electronic Markets

    

• 3.Performance Measurement

  • M1 Portfolio Performance Evaluation

    

  • M2 Investment Manager Selection

    

  • M3 Overview of the Global Investment PerformanceStandards

    

• 4.Derivatives and Risk Management

  • Module 1 Options Strategies

    

  • Module 2 Swaps, Forwards, and Futures Strategies

    

  • Module 3 Currency Management: An Introduction

    

• 5.Ethical and Professional Standards

  • M1 Code of Ethics and Standards of Professiona

    

  • M2 Guidance for Standards I–VII

    

  • M3 Application of the Code and Standards Level III

    

  • M4 Asset Manager Code of Professional Conduct

    

• 6.Portfolio Management（三選一）

  • M7 Trade Strategy and Execution

    

  • M6 Fixed-Income Active Management: Credit Strategies

    

  • M5 Yield Curve Strategies

    

  • M4 Liability-Driven and Index-Based Strategies

    

  • M1 Index-Based Equity Strategies

    

  • M2 Active Equity Investing: Strategies

    

  • M3 Active Equity Investing: Portfolio Construction

    

• 7.Private Markets Pathway（三選一）

  • M1 Private Investments and Structures

    

  • M2 General Partner and Investor Perspectives and the Investment Process

    

  • M3 Private Equity

    

  • M4 Private Debt

    

  • M5 Private Special Situations

    

  • M6 Private Real Estate Investments

    

  • M7 Infrastructure

    

• 8.Private Wealth Pathway（三選一）

  • Module 1 The Private Wealth Management Industry

    

  • Module 2 Working With the Wealthy

    

  • Module 3 Wealth Planning

    

  • Module 4 Investment Planning

    

  • Module 5 Preserving the Wealth

    

  • Module 6 Advising the Wealthy

    

  • Module 7 Transferring the Wealth