CFA Level 1 Equity Investments + Live Case Study 股票投资+真实案例分析

Name: CFA Level 1 Equity Investments + Live Case Study 股票投资+真实案例分析
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股票投资实战：透视估值、行业逻辑，与中英双语专业表达。从理论到实务，涵盖市场架构、估值模型、行业分析及彭博终端案例。

Created byZhu Wang

Last updated 3/2026

Chinese (Simplified)

What you'll learn

Analyze Industry & Company 运用波特五力与PESTLE模型，结合真实案例分析竞争格局。
Master Equity Valuation 掌握DDM、FCFE及各类估值乘数，并应用于实战分析。
Bridge Theory & Practice 能够利用彭博等交易终端数据并拆解市场新闻，复刻专业分析师的实战逻辑链条。
Gain Bilingual Competency 熟练掌握中英双语金融专业术语与表达，提升在全球化市场中的核心竞争力。

Course content

9 sections • 91 lectures • 20h 37m total length

Preview Class 试听课 - 案例分析10:12

Functions of Financial System (I) 金融系统的功能（一）11:59
Functions of Financial System (II) 金融系统的功能 (二)14:02
Functions of Financial System (III) 金融系统的功能 (三)6:21
Classification of Markets 金融市场分类15:32
Classification of Securities 金融证券分类13:22
Types of Financial Intermediaries 各类金融中介16:32
Broker & Dealer 经纪商 & 做市商9:59
Positions 金融交易仓位10:29
Short Selling 做空交易机制11:37
Bid vs Ask 买价 / 卖价8:17
Orders 金融交易指令16:40
Leveraged Positions 杠杆交易12:03
Case Study: A Catastrophic Blow-up 案例分析：世纪大爆仓9:27
Margin Call 追加保证金制度11:07
Case Study: Anatomy of A Margin Call (Yen Carry Trade) 案例分析：日元套利交易的Margin Call模拟7:46
Primary Market: IPO Underwriting 一级市场：首次公开募股与承销13:53
Primary Market: Others 一级市场：其他交易8:23
Secondary Market Mechanisms 二级市场交易机制15:16
Order Execution Rules 交易订单成交规则9:22

Index Definition 指数的定义13:19
Index Construction 指数的构建22:12
Price Weighting Index 价格加权指数21:35
Equal Weighting Index 等权重指数14:10
Market-Cap Weighting Index 市值加权指数24:20
Fundamental Weighting Index 基本面加权指数7:29
Uses of Market Indexes 市场指数的应用19:35
Case Study: The Passive Investment Paradox 案例分析：指数被动投资的悖论9:18
Types of Equity Indexes 各类股票指数14:12
Indexes of Other Assets 其他资产的指数18:20

Introduction of Equity Securities 权益类证券简介10:21
Common Shares: Voting Rights 普通股：投票权15:52
Common Shares: Dual Class 普通股：双重股权架构10:29
Case Study: The Double-Edged Sword (Dual-Class Shares) 案例分析：双重股权架构的利与弊9:46
Preference Shares (I) 优先股 (一)13:23
Preference Shares (II) 优先股 (二)9:48
Private Equity Securities (I) 私募股权证券 (一)15:23
Private Equity Securities (II) 私募股权证券 (二)7:51
Non-Domestic Equities (I) 境外权益证券 (一)19:10
Non-Domestic Equities (II) 境外权益证券 (二)15:22
Risk & Return Characteristics 权益证券的风险与回报特征20:34
Case Study: Yen Carry Trade & Mrs Watanabe 案例分析：日元套利与“渡边夫人”6:54
Book Value & Market Value 净值&市值11:59
ROE & Cost of Equity 净资产收益率&权益资本成本13:16

Purpose of Industry Analysis 行业分析的目的15:52
Industry Classification (I) 行业分类 (一)12:54
Industry Classification (II) 行业分类 (二)15:04
Industry Survey: Size & Growth 行业调研：市场规模与增长13:38
Industry Survey: Market Share 行业调研：市场份额22:55
Case Study: The "Non-Acquisition" Acquisition 案例分析：“非并购”式并购9:30
Porter's 5 Forces: Introduction 波特五力分析：介绍6:40
Porter's 5 Forces: Threat of New Entrants 波特五力分析：新进者威胁15:01
Porter's 5 Forces: Threat of Substitutes & Buyer Power 波特五力分析：替代品威胁 & 客户议价能力14:38
Porter's 5 Forces: Supplier Power & Competitors Rivalry 波特五力分析：供应商议价能力&行业竞争强度16:18
PESTLE Analysis (I) 外部环境分析 (一)13:00
PESTLE Analysis (II) 外部环境分析 (二)8:15
Competitive Positioning (I) 竞争定位 (一)12:05
Competitive Positioning (II) 竞争定位 (二)17:41
Case Study: The Kodak Moment 案例分析：柯达时刻8:39

Introduction of Equity Valuation Models 权益估值模型简介17:36
Basics of Dividends 股息概论14:40
Dividend Chronology 股息发放流程9:20
Discount Dividend Model 股息贴现模型10:10
FCFE & Preferred Stock Model 自由现金流 & 优先股估值模型6:48
Gordon Growth Model (I) 戈登增长模型 (一)10:56
Gordon Growth Model (II) 戈登增长模型 (二)15:44
Introduction of Multiplier Models 乘数模型简介15:44
P/E Ratio 市盈率10:17
Case Study: The Evolution of Value (A Century of P/E Ratio) 案例分析：市盈率进化史9:41
P/B Ratio 市净率7:19
P/S & P/CF Ratios 市销率 & 市现率10:05
Comments on Price Multiples 价格乘数的点评10:18
Enterprise Value Model 企业价值模型10:30
Asset-Based Valuation 基于资产的估值模型17:53

Requirements

No Finance Background Required 无需金融背景：课程从金融系统的基础功能讲起，零基础学习者或跨行人员也可轻松入门。
No Special Software Needed 无需特殊软件：学员无需自备交易终端
Curiosity for Markets 对市场的洞察欲：理解真实投资逻辑与全球市场动态的热情是学习本课程最重要的前提。

Description

Master Equity Investment with a "Theory + Practice" approach. Are you overwhelmed by thick textbooks and abstract financial formulas? Welcome to EduFlexi, where we transform complex financial education into a flexible, engaging, and highly practical journey. Led by a CFA charterholder with a decade of experience in Singapore’s wealth management sector, this course is designed to bridge the gap between academic theory and real-world market execution.

Why Choose This Course? Unlike traditional exam-prep courses that focus solely on rote memorization, we bring the "Wall Street battlefield" directly to you. We use English course materials combined with bilingual (Mandarin/English) instruction, helping you master professional terminology while developing the ability to communicate fluently in a global financial context.

理论结合实务，深度掌握权益投资。 你是否觉得金融学习总是枯燥乏味，厚重的教材让你无从下手？欢迎来到 EduFlexi。我们的核心理念是让学习变得轻盈、灵活且极具实务价值。本课程由拥有十年新加坡资产管理经验的 CFA 持证人主讲，旨在帮你打破学术理论与市场实操之间的壁垒。

为什么选择这门课？ 区别于传统的应试教育，我们拒绝纸上谈兵。本课程采用全英文素材 + 中英双语讲解，不仅教你知识点，更带你沉浸在真实的金融语境中，训练跨语言的专业表达能力，这对在双语环境下工作的职场人至关重要。

无论你是准备参加 CFA 一级考试的考生、初入职场的金融新人，还是希望完善逻辑框架的个人投资者，这门课程都将重塑你的投资思维，助力你的职业进阶。

Who this course is for:

CFA Level 1 Candidates CFA一级应试人群：适合处于备考基础阶段，希望在进入高强度刷题前，先对权益投资科目建立起全面大局观和系统性理解的考生。
Finance Freshmen & Graduates 职场新人与金融专业毕业生：针对拥有一定理论背景但缺乏实务经验的年轻人，本课程通过理论与实际案例的深度融合，帮助你完成从课堂到职场的实战跨越。
Experienced Finance Professionals 经验丰富的金融从业人士：通过碎片化学习，帮助实战经验丰富但缺乏系统理论训练的专业人士完善知识体系，并同时锤炼在中英双语环境下的专业表达能力。
Passionate Individual Investors 热爱投资的个人投资者：帮助投资者补充专业常识与分析逻辑，从而建立起专业级的知识储备，更透彻地理解市场事件并进行自主分析。

CFA Level 1 Equity Investments + Live Case Study 股票投资+真实案例分析

What you'll learn

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Course content

Preview Class 试听课1 lecture • 10min

Module 1: Market Organization and Structure 市场组织与结构19 lectures • 3hr 42min

Module 2: Security Market Indexes 证券市场指数10 lectures • 2hr 45min

Module 3: Market Efficiency Introduction 有效市场假说6 lectures • 1hr 42min

Module 4: Overview of Equity Securities 权益证券概述14 lectures • 3hr

Module 5: Company Analysis: Past and Present 公司分析6 lectures • 1hr 39min

Module 6: Industry and Competitive Analysis 行业与竞争力分析15 lectures • 3hr 22min

Module 7: Company Analysis: Forecasting 公司财务预测5 lectures • 1hr 20min

Module 8: Equity Valuation: Concepts and Basic Tools 权益估值：概念与基本工具15 lectures • 2hr 57min

Requirements

Description

Who this course is for: