| 考試大綱 2008年09月 | Complete Exam Syllabus ACIIA: September 2008 |
| 目錄（譯文僅供參考） | Contents |
| 第一部分 | Part 1 |
| 投資組合管理 | Portfolio Management |
| 現(xiàn)代投資組合理論 | Modern Portfolio Theory |
| 風(fēng)險/收益框架 | The Risk/Return Framework |
| 有效市場假說 | Efficient Market Hypothesis |
| 投資組合理論 | Portfolio Theory |
| 資本資產(chǎn)定價模型（CAPM） | Capital Asset Pricing Model(CAPM) |
| 套利定價理論 | Arbitrage Pricing Theory |
| 投資政策 | Investment Policy |
| 投資目標 | Investment Objectives |
| 資產(chǎn)配置 | Asset Allocation |
| 資產(chǎn)配置概述 | Asset Allocation Overview |
| 資產(chǎn)配置類型 | Type of Asset Allocation |
| 資產(chǎn)負債-分析與管理 | Asset Liability-Analysis and Management |
| 負債建模 | Modelling Liabilities |
| 注資比率 | Funding Ratios |
| 綜合優(yōu)化 | Integrated Optimization |
| 結(jié)果解釋 | Interpretation of Results |
| 編輯與實施 | Dynamics and Implementation |
| 投資組合管理實務(wù) | Practical Portfolio Management |
| 股票組合管理 | Managing an Equity Portfolio |
| 衍生工具在投資組合管理中的應(yīng)用 | Derivatives in Portfolio Management |
| 房地產(chǎn)組合管理 | Managing a Property Portfolio |
| 另類資產(chǎn)/私人資本 | Alternative Assets/Private Capital |
| 國際投資 | International Investments |
| 績效度量 | Performance Measurement |
| 績效度量與評價 | Performance Measurement and Evaluations |
| 投資機構(gòu)管理 | Management of Investment Institutions |
| 評估和挑選投資經(jīng)理 | Assessing and Choosing Managers |
| 第二部分 | Part 2 |
| 股票估值與分析 | Equity Valuation and Analysis |
| 股票市場及其構(gòu)成 | Equity Markets and Structures |
| 洞察產(chǎn)業(yè)生命周期 | Understanding the Industry Life Cycle |
| 行業(yè)分析及行業(yè)內(nèi)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 |
| 債券的估值與分析 | Bond Valuation and Analysis |
| 金融市場與工具 | Financial Markets and Instruments |
| 固定收益證券：公司債券與政府債券 | Fixed Income: Corporate and Government |
| 金融市場與工具 | Financial Markets and Instruments |
| 貨幣的時間價值 | Time Value of Money |
| 債券收益率指示 | Bond Yield Measures |
| 利率期限結(jié)構(gòu) | Term Structure of Interest Rates |
| 債券價格分析 | Bond Price Analysis |
| 風(fēng)險度量 | Risk Measurement |
| 信用風(fēng)險 | Credit risk |
| 附認股權(quán)證的債券 | Bonds with Warrants |
| 投資屬性 | Investment Characteristics |
| 認股權(quán)證的價值 | Value of Warrants |
| 可轉(zhuǎn)換債券 | Convertible Bonds |
| 投資屬性 | Investment Characteristics |
| 轉(zhuǎn)換特性之價值 | Value of Conversion Benefits |
| 可贖回債券 | Callable Bonds |
| 投資屬性 | Investment Characteristics |
| 估值與久期（期限） | Valuation and Duration |
| 浮動利率票據(jù) | Floating Rate Notes |
| 投資屬性及其分類 | Investment Characteristics and Types |
| 估值方法 | Valuation Method |
| 按揭支持證券 | Mortgage-Backed Securities |
| 按揭貸款分類 | Types of Mortgages |
| 有價證券的分類 | Types of Securities |
| 影響市場價格的因素 | Factors Affecting Market Price |
| 估值方法論 | Valuation Methodologies |
| 固定收益證券組合管理策略 | Fixed Income Portfolio Management Strategies |
| 積極管理 | Active Management |
| 消極管理 | Passive Management |
| 基于因素模型構(gòu)造的投資組合 | Portfolio Construction based on a Factor Model |
| 計算套期比率：修正久期法 | Computing the Hedge Ratio: the Modified Duration Method |
| 第四部分 | Part 4 |
| 衍生產(chǎn)品估值與分析 | Derivative Valuation and Analysis |
| 金融市場與工具 | Financial Markets and Instruments |
| 衍生產(chǎn)品市場 | Derivatives Markets |
| 期貨市場 | Futures Markets |
| 相關(guān)金融市場 | Related Markets |
| 衍生產(chǎn)品與其他金融產(chǎn)品分析 | Analysis of Derivative and other Products |
| 期貨 | Futures |
| 期權(quán) | Options |
| 資產(chǎn)支持證券 | Asset-backed Securities |
| 第五部分 | Part 5 |
| 公司財務(wù) | Corporate Finance |
| 公司財務(wù)基礎(chǔ) | Fundamentals of Corporate Finance |
| 公司財務(wù)的目標 | Goals of Corporate Finance |
| 財務(wù)職能與企業(yè)的目標 | The Finance Function and the Firm’s Objectives |
| 財務(wù)經(jīng)理的職責 | Role of Financial Managers |
| 估值原則 | Principles of Valuation |
| 貼現(xiàn)現(xiàn)金流 | Discounted Cash Flows |
| 資本預(yù)算 | Capital Budgeting |
| 長期融資決策 | Long-Term Finance Decision |
| 投資決策 | Investment Decision |
| 項目評估 | Project Evaluation |
| 清算與重組 | Liquidation and Reorganization |
| 短期融資決策 | Short-Term Finance Decision |
| 短期融資 | Short-Term Financing |
| 現(xiàn)金管理 | Cash Management |
| 短期信貸 | Short-Term Lending and Borrowing |
| 第六部分 | Part 6 |
| 財務(wù)會計與財務(wù)報表分析 | Financial Accounting and Financial Statement Analysis |
| 財務(wù)報告環(huán)境 | Financial Reporting Environment |
| 商業(yè)活動和主要財務(wù)報表 | Business Activities and Principal Financial Statements |
| 財務(wù)報表的應(yīng)用 | Financial Reporting Issues |
| 財務(wù)報表編制與列報框架 | Framework for the Preparation and Presentation of Financial Statements |
| 現(xiàn)金流量表 | Statement of Cash Flows |
| 現(xiàn)金流量表的基本原理 | Rationale for the Statement of Cash Flows |
| 收入流和現(xiàn)金流的關(guān)系 | Relation between Income Flows and Cash Flows |
| 公認會計原則：收入確認 | Generally Accepted Accounting Principles: Income Recognition |
| 權(quán)責發(fā)生制 | Accrual Basis |
| 公認會計原則：資產(chǎn)、負債和所有者權(quán)益 | Generally Accepted Accounting Principles: Assets, Liabilities and Shareholders Equities |
| 資產(chǎn)：確認、計量和分類 | Assets: Recognition, Valuation and Classification |
| 負債 | Liabilities |
| 所有者權(quán)益 | Shareholders’ Equities |
| 企業(yè)合并 | Business Combination |
| 兼并和收購 | Mergers and Acquisitions |
| 合并財務(wù)報表 | Consolidated Financial Statements |
| 外幣業(yè)務(wù) | Foreign Currency Transactions |
| 外幣業(yè)務(wù) | Foreign Currency Transaction |
| 海外業(yè)務(wù)的財務(wù)報表 | Financial Statements of Foreign Operations |
| 財務(wù)報告和財務(wù)報表分析 | Financial Reporting and Financial Statement Analysis |
| 利潤與現(xiàn)金流 | Income Flow vs Cash Flow |
| 利潤的質(zhì)量和利潤管理 | Quality of Earning, Earnings Management |
| 每股收益 | Earnings per Share |
| 分部報告 | Segment Reporting |
| 中期報告 | Interim Financial Statements |
| 深入了解財務(wù)報表的分析性工具 | Analytical Tools for Gaining Financial Statement Insights |
| 資產(chǎn)負債表 | Balance Sheet |
| 損益表 | Income Statement |
| 評估盈利性和風(fēng)險的分析工具 | Analytical Tools for Assessing Profitability and Risk |
| 盈利性分析 | Profitability Analysis |
| 風(fēng)險分析 | Risk Analysis |
| 盈虧平衡分析 | Break-even Analysis |
| 預(yù)計財務(wù)報表 | Pro Forma Financial Statements |
| 第七部分 | Part 7 |
| 經(jīng)濟學(xué) | Economics |
| 宏觀經(jīng)濟學(xué) | Macroeconomics |
| 國民收入和物價水平的衡量 | Measuring National Income and Price |
| 實際市場均衡 | Equilibrium in the Real Market |
| 貨幣市場均衡 | Equilibrium in the Money Market |
| 經(jīng)濟均衡和總需求 | Equilibrium in Economy and Aggregate Demand |
| 總供給與決定產(chǎn)品/服務(wù)價格的因素 | Aggregate Suppy and Determination of Price of Goods/Services |
| 動態(tài)宏觀經(jīng)濟學(xué) | Macro Dynamics |
| 通貨膨脹 | Inflation |
| 經(jīng)濟增長 | Economic Growth |
| 商業(yè)周期 | Business Cycles |
| 國際經(jīng)濟與外匯市場 | International Economy and Foreign Exchange Market |
| 開放體系下的宏觀經(jīng)濟學(xué) | Open Macroeconomics |
| 匯率 | Foreign Exchange Rate |
| 中央銀行和貨幣政策 | Central Bank and Monetary Policy |
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