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How to calculate the degree of financial leverage?
How to understand Duration gap?
How to master Credit Analysis?
How to understand Role & Objective?
How to master Risk Identification?
How to master Cash Flow Statement?
How to understand Risk Objective?
How to master Measurement of financial elements?
how to estimate beta of a non-public company?
How to determine weights?
How to calculate a favorable index?
How to master Securitization?
How to explain to you Matrix pricing?:How to explain to you Matrix pricing?
How to manage the claims among stakeholders?:How to manage the claims among stakeholders?
How to calculate the value of preferred stock?:How to calculate the value of preferred stock?
What are the classifications of Financial Market?:What are the classifications of Financial Market?
How many are there The Forms of Market Efficiency?:How many are there The Forms of Market Efficiency?
What are the responsibilities of the members in reference to the CFA Institute?:Once accepted as a member:每年交述职报告和年费but must not over promise the competency and future investment results.Case
How to identifying the actual investment client and voting proxy policies?:管理个人资产→资产所有人就是客户”管理信托资产→信托的最终受益人才是客户。要求公司的养老金管理人使用万科的养老金收购本公司股票,以资本增值为目的的买入行为是合理的。养老金管理人认为万科未被低估,
How to understand the guidance for Standards I–VII?:A.Promote financial integrity ad seek to prevent sand punish abuses in the financial markets,
How to understand the meaning of misrepresentation?:advertising,书面报告即使没有发布也不行)”tablesstatisticsMay use other people’s work within the same firm without committing a violation. (同一公司的报告不用引用)
How to deal with potential conflict of interest?:不能直接或间接和研究的结果挂钩,Protect the integrity of opinions – unbiased opinion and adequate system.;
How to understand “misconduct”?:integrity,or competence. (任何不诚信的行为都是misconduct,or other disputes unrelated to professional ethics. (不能滥用该准则来解决私人问题):is violation. (如果没有做尽职调查就违反了misconduct准则),
How to understand the Code of ethics and trust in the investment profession?:I,Professionalism:II:IIIIVVVIVIIResponsibilities as a CFA member or candidate